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Steve Begleiter — Private Equity, Poker, and Military History (EP.97)
Infinite Loops
Private Equity - Is There a Thesis?
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Private equity is a mix of understanding why you're buying today, and having a thesis. In private equity there's really very few investments where you make money on the by. And so it's important to have a really good thesis. So i think we have lots of many theses on many things. Weve seemingly found something here that others are missing.
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