Growth Equity Insights
Bruce shares his perspective on the cyclical nature of investment vintages, emphasizing the importance of a steady approach while remaining contrarian. He highlights the evolving landscape of growth equity, pointing out both the risks of FOMO driven by generative AI and the opportunities in tech innovation, particularly in sectors previously untouched by venture capital. Additionally, Bruce reflects on the complexities of investing in China, drawing from his deep understanding of the market.In this clip
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Bruce Ou – Private Market Investing at GroveStreet (EP.347)
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