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Rob Perrone: "We love when we can find great businesses trading for a lot less than we think they're worth. If the last 30 years have taught us anything, it's that, no matter how you slice it, valuation always matters."
At the other end of the scale from the glamorous virtual companies are the operators that actually make things. Rob Perrone champions the revenge of the makers
If you go back long enough, the cutting edge of technology literally was a cutting edge - it was a piece of volcanic glass ground so fine that it was sharp as a scalpel. Today, when we think of ...
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