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What it’s like holding through pain.

59,217 次观看 • 1 年前 •via X (Twitter)

7 条评论

Daniel Paluszek 的头像
Daniel Paluszek1 年前

Cliff’s talk track and thought process is so profound. He’s an “n of 1” individual.

Greg Speicher 的头像
Greg Speicher1 年前

Great discussion with a brilliant investor. Lots to ponder here for anyone running a concentrated portfolio, especially with outside money. I imagine he'll make changes (I would!) for his own sanity and mental health.

Willknicksfan 的头像
Willknicksfan1 年前

What is his actual all in return on this position

dfens 的头像
dfens1 年前

Carvana is a fraud and its investors should be ashamed of themselves

Pranay Srinivasan 的头像
Pranay Srinivasan1 年前

All the feels, honestly.

Arrakis Global 的头像
Arrakis Global1 年前

Legend 😂 holding down 99%!

PN 的头像
PN1 年前

Bravo 👏 Really worth the wait for this interview

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