Benchmark has set the standard for more than two decades. I wrote a deep dive on why.
— Brett Bivens (@brettbivens) February 14, 2020
1/ Seth Klarman & the perils of thesis driven investing
2/ Uber as the ultimate bottoms up investment
3/ “Liquidity Quality” in an increasing returns worldhttps://t.co/E93WW4cjRN
from Twitter https://twitter.com/brettbivens
February 14, 2020 at 04:45AM
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