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The Valuation of Stocks
I spend a lot of time thinking about what happens to the market and what happens to stocks. And, you know, i've run analyss of just been looking at where these companies are valued relative to more comparable industries. The long term upside from investors am get it, from new institutional investors getting into this space will certainly be a greater as time progresses. But for anybody who's skeptical of that kind of long term t upside opportunity, a really needs to look at the better tech plays and non plant touching plays in this space.