Transcript: David Roux, BayPine, Silver Lake Partners
The Big Picture
DECEMBER 10, 2024
It’s underappreciated for the strategic value that it plays in the economy, but you’re investing in the wrong companies at the wrong price. ’cause it had been very much a kind of B2C phenomenon, right? My observation was this, which is, is that I said, you know, this tech thing, it’s only 10% of the economy.
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