“They are complex and hard to figure out. So just asserting…” — Acquired at 27:29
“They are complex and hard to figure out. So just asserting them gets you 0.001% of the way of understanding what's really going on. And we've seen that when we look at investment opportunities. First place to start, of course, is to try and create a map. Because remember, they're not homogeneous. They're not…”
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