Aggressive....yes I agree....but as SW said early on it is a once in a lifetime opportunity on the back of the ESG/EV revolution. That's what got me in given the strong momentum behind that investment theme. Has anything changed....yes we are through the hype cycle and now have to deal with hard facts and the reality of raising capital. The MC is beaten down sufficiently to warrant holding at the very least IMO.
Ann: Letter to Eligible Shareholders, page-14
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