
Public Investors vs. Private Investors -- Who is Smarter?
Private Equity Funcast
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The End of Grub-Up
I think those are the ones that are going to be fast-fails, in my opinion. My personal favorite right now is fringe food delivery categories. I have invested in grub-up many times. It was like, yeah, it was there were still consolidates getting menus. Those were only four or five years ago. These things are so capital efficient. Now I was like, forget capital efficiency. Go for it again.
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