Alex Morris - TSOH Returns
The Business Brew
Investing in the Curate Business
I think that there is a very reasonable case to be made that I should have sold when, you know, it was like 12. Curate went from this is insane to this is really bad in two quarters. It exposed this element of when you're investing in these businesses that are somewhat fragile. Stuff can go wrong. That comment also gets to the way that I kind of manage my portfolio and the way I size positions. When I try to apply it to my framework of how I think about investing generally, it could be something completely different from what I do. But I'm trying to stay in my lane and try to find a game that I can win out over time.
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