
🤔💭Larry Cheng replying “Can’t argue with that!” to “Growth equity > everything else” on Oct. 10th gets my attention. 👀 Especially after putting growth equity over venture capital plus balance sheet over income statement in his own post. Larry is getting real specific about what he likes. 😂 Growth equity is ownership in established businesses with room to expand. Pair the philosophy with $GME’s capital-allocation direction, Bitcoin exposure, public-equity investing plus financing capacity, then my Teddy-as-Berkshire folder gets another page. 🧸 Could Larry simply be talking his own investment book? Absolutely. I’m watching what $GME does with the balance sheet next. A squeeze can move the stock. Owning growing businesses can change what the company is. 👀
