3min chapter

We Study Billionaires - The Investor’s Podcast Network cover image

TIP496: Mastermind Q4 2022 w/ Tobias Carlisle and Hari Ramachandra

We Study Billionaires - The Investor’s Podcast Network

CHAPTER

Is There a Triple Net Discount?

Process has a good track record. They made more than 800 investments, 120 of them are unicorns. But even in my assessment, I just marked it down with 30%, just giving the current environment we're in and just wanted to be cautious. You need to have a relatively good grasp of what is 10 cent worth before you might see this.

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