When we're in a peak, we make a ton of money, and as soon as we make a ton of money, we're desperately looking for a way to spend it. And we diversify into a...

When we're in a peak, we make a ton of money, and as soon as we make a ton of money, we're desperately looking for a way to spend it. And we diversify into areas that, frankly, we don't know how to run very well.

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