Based on the provided context, it seems that the text you shared is the content of a presentation or document from Upslope Capital Management, LLC. Upslope Capital is an investment management firm based in Colorado that focuses on long/short equity strategies.
The text contains various types of information, including percentage figures, names of funds (ARKK, ARKW, ARKQ, ARKF, ARKG), aggregate EV/Sales metrics, a statement about a simple thesis possibly being a bubble, closing thoughts on “creative” shorts, and a list of questions.
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