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Comparing the Dotcom Crash to Today (with Tom Cowan from TDM)
ACQ2 by Acquired
The Importance of Scale in Investing
We want to own businesses for 10 and 20 years. We've always been a minority shareholder, regardless of whether that is a few percent or 40%. So our position size in terms of ownership really doesn't change our behavior. The way we think about it, we're trying to make four or five, 10 times our money ideally over a little bit of the time.
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