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Tweet by Josh Wolfe
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Mar 15, 2020
#Fundraising
#Pandemic
Josh Wolfe
@wolfejosh
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1/ Lux memo—shared prior (privately) with our LPs
-‘Four Flows’ that matter (virus, information, people, capital)
-Observations are better than predictions
-Observe what others are observing
-Illiqudity creating RISKS + OPPORTUNITIES
-Especially for overallocated GPs + LPs
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