Gavin Luck
2026.02.06 17:39

$Caris Life Sciences(CAI.US) Haven't paid attention to this stock for a long time. Actually, I still quite like this company, but it gives me a feeling that it has a pure bet-on-the-sector, do-or-die mentality, which directly transfers the risk to shareholders.

How to put it? Charlie Munger said, if I know where I'm going to die, I'll never go there.

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