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We are therefore mainly focusing on disrupting technologies with strong moats and gross margins and outstanding founders/teams at <u>reasonable</u> valuations. | We are therefore mainly focusing on disrupting technologies with strong moats and gross margins and outstanding founders/teams at <u>reasonable</u> valuations. | ||
The most important principle of capital protection is "high confidence". | The most important principle of capital protection is "high confidence". (even before diversification) | ||
High confidence means being sure about our investment thesis. | High confidence means being sure about our investment thesis. |