it’s interesting here, because I think there is more belief in management than in the resource here.
Take the old sage Scarpa as example on metallurgy here, what’s his reflection? “You have to believe them…” which is really neat way of confirming a believer’s belief without committing to their ‘commitment’, instead he says “you” not “I”, second person not first person and with it he has never held this stock,
same with FFX, but now Ganfeng control the narrative there
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it’s interesting here, because I think there is more belief in...
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