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Takeaways from the first Q&A: Here's what you need to know
CNBC Television· 2026-05-02 17:09
Let's get a deeper dive into this morning's Q&A session with our Yun Lee. So uh Yun, you looked at the numbers this morning. Of course, you were in on the session uh uh from Greg Able this morning.So what are your headline thoughts. >> Yeah, he really spent a good chunk of time talking about the equity portfolio, which I think a lot of shareholders really appreciated because there were some doubts about how he's able to be this hands-on operator at the same time running this massive portfolio, right. So he ...