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We're Closing Arch Capital

Chit Chat Stocks

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Challenges and Lessons Learned

The speakers reflect on the challenges faced in managing their fund, including underperformance, high costs, and the need for capital raising. They discuss the disappointment of holding tech stocks at the peak of the tech bubble and the financial burden of allocating podcast earnings to cover fund expenses. The chapter also highlights the importance of good marketing materials, timing in starting a fund, and potential benefits of investing in energy stocks.

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