“How do you decide those? How do you think about investing…” — Capital Allocators – Inside the Institutional Investment Industry at 0:14
“How do you decide those? How do you think about investing in a world where the underlying fundamentals are changing very quickly, but the price is very high? If the price was low, would you believe it was changing? Because the price is high, it's consistent with things going really well. When the price is high,”
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