Alex Morris - TSOH Returns
The Business Brew
EVs Are Going to Continue to Take Share
I don't know how to play it yet. Hopefully, if I can find one idea, I think Munger says that's all you need. He has he has an interesting combination that I you don't see very often in terms of both patients, but also the willingness to bet really big. Ocarie is another firm that strikes me that operates in that same manner where, you know, what are as Chris said on your pod, like B said, Mastercard, basically the same bet.
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