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Are You a Survivor or a Thriver?
In your presentation and in other conversations we've had, you've talked about this idea of survivors and thrivers. And that kind of leading your investment, the way you do investment research? Can you give a sense of how that is, for you, a useful way to look at world? It's important to have a guide post and a way of looking at companies," he says. "Every business that we invest in has to focus on watching it"