Imran Khan

And that's totally fine. I think that's a really, really smart thing to do. I encourage other public market investors should do it. If I had the means, I would do it. I think that's a good strategy because, you know, you are really leveraging your core skill. Then, you know, people start going into the companies that would go public within 12 months.

And that's totally fine. I think that's a really, really smart thing to do. I encourage other public market investors should do it. If I had the means, I would do it. I think that's a good strategy because, you know, you are really leveraging your core skill. Then, you know, people start going into the companies that would go public within 12 months.

And that's totally fine. I think that's a really, really smart thing to do. I encourage other public market investors should do it. If I had the means, I would do it. I think that's a good strategy because, you know, you are really leveraging your core skill. Then, you know, people start going into the companies that would go public within 12 months.

Some are fine because you can analyze the business. But then all these guys start doing series A, series B, series C. And I think this is why it's bad because everybody has their core strength. Somebody who's good at real estate investment is not good at technology investment. Somebody who's good at technology investment is not very good at investing in industrial or biotech.

Some are fine because you can analyze the business. But then all these guys start doing series A, series B, series C. And I think this is why it's bad because everybody has their core strength. Somebody who's good at real estate investment is not good at technology investment. Somebody who's good at technology investment is not very good at investing in industrial or biotech.

Some are fine because you can analyze the business. But then all these guys start doing series A, series B, series C. And I think this is why it's bad because everybody has their core strength. Somebody who's good at real estate investment is not good at technology investment. Somebody who's good at technology investment is not very good at investing in industrial or biotech.

Somebody who is seed investors are not the greatest public market investors. And so that's, I think, thinking that you are a great public market investor makes you a good private market investors is wrong.

Somebody who is seed investors are not the greatest public market investors. And so that's, I think, thinking that you are a great public market investor makes you a good private market investors is wrong.

Somebody who is seed investors are not the greatest public market investors. And so that's, I think, thinking that you are a great public market investor makes you a good private market investors is wrong.

wrong thing second is the model is different because if you think about what makes a great private investment an investor is access judgment and conviction you need to have a lot of access to a lot of deals public market investors don't have time for that so then you're not managing your own book right so then you're hiring people who doesn't may be good may not be good so that's

wrong thing second is the model is different because if you think about what makes a great private investment an investor is access judgment and conviction you need to have a lot of access to a lot of deals public market investors don't have time for that so then you're not managing your own book right so then you're hiring people who doesn't may be good may not be good so that's

wrong thing second is the model is different because if you think about what makes a great private investment an investor is access judgment and conviction you need to have a lot of access to a lot of deals public market investors don't have time for that so then you're not managing your own book right so then you're hiring people who doesn't may be good may not be good so that's

i just don't think that works either to me if you're truly a good public market investors you know guys like steve quinn or ken griffin or those guys you know like they do private as a hobby but they don't build a private business that's not i totally agree with you that's why we don't do a lot of things and i think danny reimer said to me very wisely on the show the biggest lesson i have for you harry is keep the main thing the main thing focus matters yeah the one biggest lesson i learned in life from some of my biggest mistakes is lack of focus what was your biggest mistake

i just don't think that works either to me if you're truly a good public market investors you know guys like steve quinn or ken griffin or those guys you know like they do private as a hobby but they don't build a private business that's not i totally agree with you that's why we don't do a lot of things and i think danny reimer said to me very wisely on the show the biggest lesson i have for you harry is keep the main thing the main thing focus matters yeah the one biggest lesson i learned in life from some of my biggest mistakes is lack of focus what was your biggest mistake

i just don't think that works either to me if you're truly a good public market investors you know guys like steve quinn or ken griffin or those guys you know like they do private as a hobby but they don't build a private business that's not i totally agree with you that's why we don't do a lot of things and i think danny reimer said to me very wisely on the show the biggest lesson i have for you harry is keep the main thing the main thing focus matters yeah the one biggest lesson i learned in life from some of my biggest mistakes is lack of focus what was your biggest mistake

Gosh, there were times I overestimated myself and I had probably the same situation that sometimes things look good in a context and you have to think about that same context not going to look is consistent, right? Context is changing all the time. So when you have to make a decision, and this is going back to the CapEx decisions, you understand the decision at this context, it makes sense.

Gosh, there were times I overestimated myself and I had probably the same situation that sometimes things look good in a context and you have to think about that same context not going to look is consistent, right? Context is changing all the time. So when you have to make a decision, and this is going back to the CapEx decisions, you understand the decision at this context, it makes sense.

Gosh, there were times I overestimated myself and I had probably the same situation that sometimes things look good in a context and you have to think about that same context not going to look is consistent, right? Context is changing all the time. So when you have to make a decision, and this is going back to the CapEx decisions, you understand the decision at this context, it makes sense.

But you also have to think about the two years, three years, five years, 10 years later, that context will change. So when you're making a long-term investment decision, and you know that you're going to get stuck with that decision, you have to be very comfortable that you are okay with that as the context change at different variables. What have you changed your mind on in the last 12 months?

But you also have to think about the two years, three years, five years, 10 years later, that context will change. So when you're making a long-term investment decision, and you know that you're going to get stuck with that decision, you have to be very comfortable that you are okay with that as the context change at different variables. What have you changed your mind on in the last 12 months?