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Alex Morris - TSOH Returns

The Business Brew

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Why I Never Really Bet Twitter Hard

I'll go to the grave saying you give me Greg Miffey as a capital allocator and curate bringing in that much cash flow with that market cap. That's a good bet to make. And my evidence for why it was a good bet is even as, as wrong as that went, I ended up down a negligible amount post tax. So if you can have what my perception of a catastrophic result is and still not lose money, that's a good Bet. For sure. Yeah.

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