Series B investments

“Again, Harry, I come back to, unless you're betting that public market multiples are going to re-expand, or that the growth durability of these assets is a lot stronger than what we've seen in the past, the vintage writ large is not going to perform. It does n…”

“Now I think the B, I think B plus that's when strides price starts destroying returns. I think by then you got real revenue, real traction. You got to, you can pick a generally good company and still get crushed.”