Invest Like the Best with Patrick O'Shaughnessy cover image

Josh Wolfe - This is Who You Are Up Against - [Invest Like the Best, EP.76]

Invest Like the Best with Patrick O'Shaughnessy

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Investing in the Internet

Capital is scarce, and so i don't think it matters the current environment. The detratus that ends up falling on the floor from the wall becomes the commedatorial fodder for the next thing. Every company is special because they've got tons of money. But once you hear that sucking sound, to me, that's a whistle, pay attention. There are going to be some great teams with great balance sheets, but really impaired cap tables. They're always investing at the top of cycles.

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