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Season 2, Episode 1: Zappos (with Alfred Lin)

Acquired

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Is the Investment Thesis Right or Wrong?

Two companies were telln me not work in zapos. How do you determine if a companyis at a place where, if you apply high leverage, makes an impact or not? Like, how to the other certain types of business models, or certain places where you've domain expertse whre you're like, yup, if we apply here it, it can go the distance.

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