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Josh Wolfe – The Tech Imperative - [Invest Like the Best, EP.130]
Invest Like the Best with Patrick O'Shaughnessy
Is the Potential Scale the Highest for Level Four?
A year plus after we first talked, what are the big things that your partners are considering? And maywe have opposing views on one is a judgment based one, and one is values based one. It's should we be superdisciplined about this on price? There is a persistent and pernicious pricing discussion. We're very price disciplined. About a company called crews matser, if we talked about this in the past, but we offered them 20 li dollars at a forty million pre of 60 million post-coupon. Another firm came to him at an 80 younoeffectively double the price. During course of due diligence, gs lost 11 times our money
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