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Value After Hours 04 35: Predicting Growth, Dalio Steps Down, Musk $TWTR On, $AMZN Retrospective

The Acquirers Podcast

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VC Portfolios

I think that given the extreme outcomes, you're better off taking like a VC type portfolio. You can probably pay a lot of them but it's just a question mark of how easy it is to identify those a priori. Why combinator has like a hundred, hundred thousand dollar tickets for it for 10 billion in a year. I was about to see their returns. They must be astronomical. It makes sense. Because some of them are going to be mistakes, but some of them, if they do have those monster returns and equity, big margins, high rates of growth, you are going to get silly runaway returns at the end of it. Maybe that's the best. Yeah.

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