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E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more
All-In with Chamath, Jason, Sacks & Friedberg
Stock Picking Hard, Really?
Not all good companies are good investments. Portfolio management is a principal component of overall stock picking. I'm grateful I live in a country that let me feel like I had some alpha and that I could go read the newspaper and sort it out. And I wasn't building sophisticated financial models.
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