In short: Harrington's example of the predictability she wants (vs "ambiguous" memory): a portfolio holding 90% leased to skilled nursing / retirement communities — "far more predictability on that." Lower expected return than a semi, but knowable.
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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.