Sell Discipline After IPO
15:45–16:44 · 60s
He details their rule-of-thumb to sell after strong gains, citing Toast sales pre-IPO at prices he calls lunacy and emphasizing constant forward IRR underwriting.
15:45–16:44 · 60s
He details their rule-of-thumb to sell after strong gains, citing Toast sales pre-IPO at prices he calls lunacy and emphasizing constant forward IRR underwriting.
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