Thesis Driven Content Investing

The firm has decided to shy away from content investing and there's a lot of reasons for that but I'll save that for a later bit in our conversation okay. For us this would be like kind of the profile of investment more so than like the structure if we're going to talk about you know pacing and structuring like this is something that we actually obsess over. We've done a deal about every four to five weeks over the last close to 36 months now.

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