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2/ Themes: 1. Riskgaming 2. Possible adjacencies + the ADJACENT POSSIBLE 3. Build your cash position for tuck-in M&A 4. Prepare for rising cost of capital (and a lot less of it)… 5. Moravec Paradox––what’s easy is hard and what’s hard is easy https://t.co/u769zR7iPL

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Josh Wolfe@wolfejosh

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