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RIVNBULLJOBYBULLMIXEDCore thesis · 5/5

Navigating a late-90s analog bubble environment

The case was made that the current market is analogous to the late 1990s, requiring participation in growth themes to avoid investor attrition, but with guardrails to avoid going 'over the cliff'.

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RIVN: Navigating a late-90s analog bubble environment · Zortix