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Return Of The Bull Market? | On The Margin Round Up
Forward Guidance
The Trouble With Private Market Investing
The idea of an index is fundamentally at odds with the state of private market companies. Sequoia ventured into the more public side of things, which was maybe a sign that they were getting into unfamiliar territory or ground that they weren't as familiar with. So sort of cracks forming across even some of the most blue chip private investors out there, I think.
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