Third Point

“We're investing Outside of tech into companies that have you know, some great, well, first of all, it also comes back to the management because we can't really just look at a product or a technology and say, oh, this is going to be it forever. So we really loo…”

“That was one, I think we learned not to go on boards anymore because it restricts your ability to be liquid”

“We were we were private investors in Palantir And I think we sold all our stock in the twenties.”

“We're also early investors in, in end phase. And we Sold some stock on the IPO, and then took a tax hit, and I think sold it under a dollar, and the stock, I think had we stayed on, would have made four billion dollars.”

“We had, ah, a really strong view on home builders from last year that, ah, there were two things going on. It wasn't just It wasn't just rates, mortgage spreads that were depressing housing prices, that home prices, that the home building industry was first st…”