“big, great companies. And so if your focus is that, you…” — Acquired at 1:29:13
“big, great companies. And so if your focus is that, you need LPs, unlike the original set of LPs who wanted a tax distribution and forced them to sell their stake at Apple, you need LPs who are willing to sign up for an essentially infinite, not infinite, but decades to multiple decades long time horizon. Because…”
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1:45:02