Jay Matthews
@jaymatthews
Aspiring corporate anthropologist, investment ecologist, & data psycho-analyst; Workaholic in remission
Jay Matthews
@jaymatthews
This may be an inverse-U-shaped curve. As you can imagine, very early on, it's a picker's game, meaning, for example, with Pioneer, extremely early. We can pick whoever we want. Very late stage in the cap table, it's also a picker's game. I mean, obviously the company's public for the most part. Hedge funds are in the game of picking, not in the ga
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