true, i get the similar intuition and insights and i have been very disappointed in many funds this cycle — it wasn’t that hard to allocate capital at right places even in size having managed my own personal portfolio i can say that many signals were quite clear
Arthur
Arthur28.7.2025
In general our industry is not doing a great job at allocating capital. Professional and institutional investors are supposed to instil some discipline on raise and valuation but that didn't happen.
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