Hi Sahil,
When my friend introduced me to VP, luckily one of the earliest posts which I checked was your thesis on Pix transmission, it changed my perception on stock markets. If your are ever starting a fund, the only thing I’ll be checking is the minimum investment that is required.
With regards to picking NPST, how do you check the margin of safety in such cases, or would you be ignoring it considering scalability?
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