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Tyler Henritze: Thematic Investing to Predict the Future
"World of DaaS"
Is Blackstone Really Participating Here, and Are They Really Interested?
We view ourselves reputationally as we want to be the preferred buyer, that when we tell somebody we're done, we mean it. And so we'll spend, in some cases, millions of dollars before others will spend much at all and bring the full weight of our machine to the table. We lose plenty of situations, and we've got some great competitors out there as well. So i don't want to make it sound like this is easy, but i think this is all the things we're trying to stack up to create what is still just a marginal edge verses our competitors.
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