E55: Valuing crypto projects, Rivian worth $100B+, inflation: causes and corrections and more
All-In with Chamath, Jason, Sacks & Friedberg
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Lessons on Investment Strategy and Capital Deployment
This chapter explores the challenges of investment strategies, particularly with third-party deals like SPACs and PIPEs. The discussion highlights the importance of independent research and the value of specialization in making informed investment decisions.
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