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TIP532: Insights From A Reclusive Investment Firm w/ Graeme Forster
We Study Billionaires - The Investor’s Podcast Network
What Was Your Thought Process During the Pandemic?
There was already a meaningful dislocation before COVID within the market. It fell along the lines of real economic businesses, versus digital economy. We spent our time trying to understand the resiliency of businesses? How long could they last if the economy stayed shut? And what was their recovery potential? The price you're paying for the risk you were taking in terms of that longevity of the shutdown,.
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