Investing From the Ground Up

Q: How do you figure out what reality is at any given time? And how to sort of align yourself with it and make sure you're not like a skew with some crazy hype cycle a second time. Q: I think as an investor, one of the things that I'm grateful to have a little bit of like time to think and do differently is really coming up with a fundamental view on everything that we do. We invest from a very long term key system driven approach,. From a problem space, we're looking at the biggest problems facing the United States.