E87: Emerging markets, Sri Lanka, 9.1% CPI, market sentiment, NASA's Webb telescope & more
All-In with Chamath, Jason, Sacks & Friedberg
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The Work Behind Strategic Investment Decisions
This chapter explores the critical aspect of 'doing the work' in investment analysis, underscoring the need for in-depth research and comprehension of market dynamics. It shares insights from underwriting companies like Opendoor and SoFi, as well as an investment in ProKidney, illustrating the blend of healthcare innovation and investment strategies.
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