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Archive of entries posted on 25th November 2014

A little off the table. Noses are bleeding.

Spent the day looking at + Real estate syndications — excellent. + Tech startups. Between a “seriously interesting startup” and a liquidity event for the suffering shareholders is a long, hard row. + Listed securities — like ZTS — overpriced. We’re getting into nosebleed territory. Idea: Take a little CYBR and GILD off the table. […]