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As markets continue to give everyone heart burn we try to take a sober look at:
1) Emotions - how it feels to live through volatility
2) Risks to Limited License Operators - some negatives we are seeing
3) Fundamentals - why the thesis still makes sense, but how we are underwriting more conservatively
By CIN Podcast4.6
6767 ratings
As markets continue to give everyone heart burn we try to take a sober look at:
1) Emotions - how it feels to live through volatility
2) Risks to Limited License Operators - some negatives we are seeing
3) Fundamentals - why the thesis still makes sense, but how we are underwriting more conservatively

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