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Evan Tindell of Bireme Capital
The Alchemy of Money
Is the Value Cycle Coming to an End?
The value cycle is probably going to be measured in like, multiple years rather than quarters. We still have roughly the same sort of similar portfolio on the long side. But i'm trying to mentally prepare for the day when there's when i might need to make a larger pivot to stuff that's a little bit, you know, growthier.
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