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How Do You Manage Your Portfolio of Investment Theses?
I see our team as essentially a portfolio of investment theses. Different aspects of these, if you translate them to a linkton sycho system, require different types of partnership. People do absolutely matter. We always decide, do we want to go farther or stop here? Do we want to go further or stop here? What that does is that, let's say there's an idea and we have gone to a decent depth, and it turns out that either that's enough... It saves company costs of other people going into that eccent rite,. because when we come back, we would have a very comprehensive idea about hay."