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by simo7
1933 days ago
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I'd say he broke his own game of investing, rather than the game in general. Given what he thinks he understand there's not enough opportunities to allocate this amount of capital. I guess that's why he hired the two new managers. By the way they did come up with some of the best ideas in recent years like Apple and Snowflake. |
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Are these really the best ideas. Bought apple only couple of years ago, snowflake was arguably the most hyped stock of all time. I don't see what the insight was here.