Q Okay, so let's talk about then a click further out. If we're a click further out, how does our questioning change? You said before that for the most part investors ask the same questions across asset classes. Does the questioning and underwriting process change when being a click further out from consensus?
A A hundred, a hundred percent. Um, Yeah, I mean, I don't know, so I've got, like, Charlie Munger is one of my religious figures, um, on my, on my Mount Rushmore, um, and I don't remember, it was some point during COVID, I think, I kind of, in a moment of reflection, I think, I think universal principles are universal. You know what I mean? When you find truth, it carries across, The spectrum. And so I was like, I wonder if like all the reading I've done about him and his processes, I wonder if I can find a similar vein to how I think the best VCs think, right? Because if you can tie those two together on the spectrum, you probably have found some like universal principles of investing. And I will take heed from this because this is not complete, but I, I kind of landed on the fact that To figure out enterprise value, which is all, we're all trying to bet on what the enterprise, like the enterprise value over X period of a company is going to be right. And how we should price it today. Like that's, that's the job. There's like five levers that in my mind that go into, into that. Um, you're smiling.
AI assessment note: “A hundred, a hundred percent. Um, Yeah, I mean, I don't know, so I've got, like, Charlie Munger”