Alex Morris - TSOH Returns
The Business Brew
Is Mark Mahaney a Real Sell Side Analyst?
I just happen to like the industrial space rather than tech because I think that it's a space that people have not looked at over the past decade as much. And I really think the inflation reduction act has the possibility to be like a very meaningful subsidy to corporations. So I think that there is a possibility that some of the guys that have focused on tech have gotten lazy on valuation. But I also think that to disregard their framework is really stupid.
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