Pretty fair.
CHM is still largely a punt with regard to the tech. But a completely valid investment too given the high calibre of the leadership team. Perhaps more of an investment in the team and not the pipeline at this stage. It does appear differentiated but it is also quite early stage.
There are definitely "better" and more mature companies out there, but perhaps they have less upside potential if they are further along on their journeys. A lot to think about!
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