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What it’s like holding through pain.
7 条评论

Daniel Paluszek1 年前
Cliff’s talk track and thought process is so profound. He’s an “n of 1” individual.

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.

Willknicksfan1 年前
What is his actual all in return on this position

dfens1 年前
Carvana is a fraud and its investors should be ashamed of themselves

Pranay Srinivasan1 年前
All the feels, honestly.

Arrakis Global1 年前
Legend 😂 holding down 99%!

PN1 年前
Bravo 👏 Really worth the wait for this interview

