
Investor Stories 458: Anti Portfolio Lessons: Netflix by Mail, Palantir at the Wrong Price, and the Cost of Price Sensitivity (Madera, Bussgang, Orlovski)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
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Paul Madera on passing Netflix and Palantir
Paul Madera explains passing on Netflix (DVD-by-mail) and multiple passes on Palantir due to price concerns.
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Transcript


