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Value After Hours S03 E32 Hail Mary Investing, Social Thermo-Dynamic Equilibrium, Supply Chains

The Acquirers Podcast

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How Many Positions Do You Have in Your Portfolio?

You need the expected value to be in excess of one, right? So i need, i need to actually look at a paper do this mat. A one and ten chance of a 20 x is a positive expected return bet. Cra, if you have one of those, you get one and ten chances of it paying off. You could find those pay ofs if you were hunting for them hard enough. philip wold, follow someonin vict has made the point that there are lots of hol maries in a portfolio that's like a v c portfolioo. And thenyo, it run. And thenyou add to the ones that are working. After i gowor

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