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Re:Marc Andreessen – Lessons, Predictions, and Recommendatio... by g_delgado14 on Saturday June 04, 2016 @03:11PM (#11837548)
Marc Andreessen explicitly states in this podcast that he's not a value investor. He goes on to explain his actual investment thesis in it as well.
Re:Marc Andreessen – Lessons, Predictions, and Recommendatio... by dharmon on Saturday June 04, 2016 @04:38PM (#11837888)
The link was originally just talking about bubbles. It was swapped out with a link to the podcast, so I haven't listened to it.