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My Thoughts

And I could be wrong…

  • About Me
  • Running List of Thoughts
  • Favorite Books!
  • Longer Responses
    • On VC Performance
  • My Essays
  • Presentations
    • Why Privates
    • Privates—Directly or via Funds?
    • Draft of Asset Allocation Framework
    • Advice for Sewanee Finance Students
  • Funniest Matt Levine Quips
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Longer Responses

When it’s too hard to respond via Twitter.

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