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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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Do You Want to Dilute Your Best Ideas?

i think that there's room in a portfolio for some hal marys. Ko, buffit would definitely not agree with what i just said. I sort of go back and forth on this, like, do you want to dilute your best ideas? That makes sense to me. It's just, you got to size it right, and it's really got to have the potential to hit. And if we saw that in two thousand i why? Kelly, bitten an vest oh, ye.

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