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2min chapter
The Round Trip (EP.259)
Animal Spirits Podcast
Investing in Growth
Hedge funds are tending to wounds in their public portfolios, which have been hit hard. Why wouldn't you put all your money in tho public ones right now? Youdon't have to do with iloquidity. Look at this chart of evi to revenue multiples and evI to revenue divided by growth. And look how quickly these things corrected. It's more mature market. I would be puttingall my money there right now,. ause that's where the bigger deals are.
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