
Going deep on Constellation Software with Mostly Borrowed Ideas (MBI)
Liberty's Highlights
I'm a Little Sceptical of the Inor a R Vr Bets, by Face
i'm not yet convinced that pase book is going to be the winner of those big bets. But i think am much more comfortable with the fact that it has a better, highr probability of making face look well positioned for the not necessary its certainty. It's all so funny to me how, especially financial people, tend to look at everything thelands of money, right? So it's like, well, pas book is spending x billion on this, so they've got it right? And maybe microsopt. Wisli, if you read about apple, the eephone was made by a few hundred people. It didn't cost billions and billi i, ok
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