I like reading the opinion’s of winners. Here’s Peter Thiel’s Clarium Capital’s thoughtful quarterly insight. I imagine it’s ok to distribute seeing that I am not a partner and received it. clarium-the-long-goodbye.pdf

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I admit – Peter Thiel is hot. Red hot. PayPal, FaceBook, now Clarium Capital. Bloomberg has a great story. I met with them when i was investing in other hedge funds a few years back. I passed and that was wrong. The leverage factor just scared me off. Still does. Always will. Oh well. The …

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