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Jeremy Raper - Credit Focused Equity

The Business Brew

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The Importance of Owning Anti Fragile Businesses

I considered punching out of stuff like air cap a long time sooner than I then I did in the end just for that reason, right? But you know how a lot of people post this pandemic has said a variation of this is why you have to own anti fragile businesses. Like no business is inherently okay. They look more anti fragile, just because of what we've gone through. It's it's way more complicated and difficult than that. And so I going back to our previous point about missed opportunities, it seems of a mission commission.

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