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Special: Ho Nam from Altos Ventures — A Different Approach to VC
Acquired
How to Decide if a Business Is Really Special?
How do you decide if a company is truly special? You got to look at the financials. If it has too much debt, if if some unforeseen event could cono put the company over the edge. Yet, i tend to be shy of it, but i'm not totally afraid of debt. Sometimes you have the best opportunities in public markets with companies that have a pretty good amount of debt.
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