Chris Camillo
@ChrisCamillo
Being smart matters less than being smart differently. $20k to $80M by getting ahead of undiscovered niches. $AMZN
参加 June 2008
523 フォロー中 357.3K ファン
Trading information asymmetry is a game of calculated probabilities built on well-researched alpha. Applying leverage and operating within shorter time horizons doesn’t make it gambling to me.
Chris i respect most of your takes and congrats on the trade and i am giga long amazon.
but what you described is pure gambling with weekly expires and leverage, because you work might be right, thesis might be right and if jassys script wasnt right yesterday, amazon would have been down 10% like it always has when the management was not able to explain the capex spend properly.
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