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3min chapter
Belski the Bull
The Compound and Friends
Is There a Post Tech Bubble Playbook?
Disney is doing layoffs. It's just the point that you're not hiring, right? Dividend buyback seems more important these days. Laiosten: Secular growth is still there. There's going to be winners and losers. But it's just no different than any kind of traditional cyclical area. And then what I said is that we cyclically got over our skis. That's not for the show. Everyone went fucking nuts."
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