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Ram Parameswaran of Octahedron Capital on China, No-Brainer Investments, and the Markets (EP.164)
Panic with Friends - Howard Lindzon
Is the Corner Shop a Good Business?
I'm hopeful this management team has get the very experience in emanats. I think they'll do a good job. But what i've still not heard from i r and the c f o is the targets and the expectations they've set for every new business they're acquiring. They should kind of give confidence to the market that, you know, we're very thoughtful about how we do emaly. That's missing. And that's number two. Number three, before i end, this is,you know, the delivery busines. It's a good business, right? It's not going to be as great as te right share in business.
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