QUAL PREÇO PAGAMOS C/AS DISTRAÇÕES?
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On today’s show, we discuss:
- How the portfolio was constructed
- Looking at private market valuations
- Screening out the lowest quality companies
- Concentration vs diversification within the portfolio
- What private equity companies usually look for in investments
- The Moneyball-ization of the world
- Greg’s experience with the Red Sox
- The hiking cycle as a headwind for smaller companies
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