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2min chapter
Comparing the Dotcom Crash to Today (with Tom Cowan from TDM)
ACQ2 by Acquired
The Importance of Conviction in Investing
Ben: We did a bucketload of work on Salesforce from 2006 to 2008 and really tried to understand the business. The shepherds doubled over that period but when Lehman went bust in September, the shepherds end fell 70%. Those types of moments that really, and those mistakes that we reflect on that really impact the way we invest today are burnt into our memory should I say.
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