How Do You Filter Out the Noise?

Shipper cash just announced yesterday they are now y the most valuable tech company start up in africa, which i see in your portfolio holdings. We had ham on the showe scrate. Tell me how your sort of filters and framework has evolved till to day. So what ar you looking for? Are you down series e, or you looking at mostly emerging markets? How do you filter o all the noise to what you're looking for? After a few years and a few hundred positions? I like to think, i hope, if you're doing it right, you should be able to be much more surgical.

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