Daniel Koss(@daniel_koss):The issue with Leopold's 13F is NOT that it's a bad idea to copy paste his trades! The issue is that you literally don't know his current positions and macro view. He could be long the exact companies he bought puts for today. You have no idea if he bought those puts, because he wanted to hedge against Iran volatility or because he bearish on valuations, etc. Best not to speculate on such things.

Daniel Koss

@daniel_koss

Founder of Edelbridge Capital. Concentrated public equities fund focused on AI infrastructure. Former pro gamer, YouTuber, and serial entrepreneur.

Joined March 2013

313 Following 30.4K Followers

Daniel Koss@daniel_koss

2026.05.18 15:56

The issue with Leopold's 13F is NOT that it's a bad idea to copy paste his trades! The issue is that you literally don't know his current positions and macro view. He could be long the exact companies he bought puts for today. You have no idea if he bought those puts, because he wanted to hedge against Iran volatility or because he bearish on valuations, etc. Best not to speculate on such things.

126

Forward to community

Most Popular Users