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My Life in 4 Trades: Leaning Into Your Expertise w/ Ben Harburg
Real Vision: Finance & Investing
The Importance of Timing in Technology Investment
We were pretty much successful right out the gate, but I have to say the timing was good. The US had a 40, 50 year head start on China when it came to technology investment. And so we essentially took a page of the Silicon Valley playbook and then kind of bought what we believe to be the sector winner in each one of those verticals. Without almost without exception, we were pretty good at picking them.
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