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excellent "investment pitches" picks.

$big is a sad one to watch, while Brookfield is an intriguing SOTP story worth diving into to me, and, just for fun, I put my SOTP pick for a head-to-head comparison with Brookfield :-)

https://underhood.substack.com/p/buy-iac-to-get-an-airbnb-like-ipo

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Yea I've seen so many pitch it over the last year on Twitter

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