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NZS Capital Part II: What’s Going on in Today’s Markets? (Plus more Semiconductors!)
ACQ2 by Acquired
Is Your Business Resilient?
Conivar: Valuation is telling you what the prediction is, and whether it has to be right. We're always looking for things where the valuation is not forcing us to make these very precise predictions about the future. And so if the valuation is lower, then i can basically, i don't have to be right about anything, or i can only have to beright about this very safe thing.
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