
Aaron Edelheit, Mindset Capital - The Best Investors Are Those That View It As A Game | #342
The Meb Faber Show - Better Investing
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I Don't Own a Switch, I'll Just Wait for the New One
Niantic is one of the leading augmented reality companies. i think they have long runway for ip monetization, an much higher level of profitability. Everybody thinks that we're on the downward tran where it's just going to go down for five years. And i just think you're not paying much for the company with lots of ways to win.
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