“We planted a flag in a relatively unserved space… you can’t use traditional macro scale manufacturing… semiconductor manufacturing is the only thing left.”
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Said on TBPN
Bloomberg Intelligence · Bank Earnings, Why Consumers Are 'Roughed Up' & Real Estate Trends
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uses a set-and-forget investment approach, only adjusting when macro view signals a rough patch
“We planted a flag in a relatively unserved space… you can’t use traditional macro scale manufacturing… semiconductor manufacturing is the only thing left.”
“You will know when it works... you see signal when people start to sign up for a master class.”
“We took the exact opposite approach… put great fights on free TV again, let the younger people become fans… and have a limited number of fights on pay-per-view.”
“I assume when you're using Open Router, you can configure it to say I only want ZDR providers.”
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