Avi(@AviFelman):You can do all 3 of these things and remain valid btw 1: trade an asset you dislike long term 2: have a long term thesis on something but short term views that differ (bounce here, but lower in a year) 3: change your mind given new information Follow people for raw information and process/ framework. The rest can change, and you should focus on building your own models for the world

Avi

@AviFelman

live-streaming @1000xpod / Ex Portfolio Manager @ GoldenTree, BlockTower

加入 July 2015

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Avi@AviFelman

2026.06.30 15:46

You can do all 3 of these things and remain valid btw 1: trade an asset you dislike long term 2: have a long term thesis on something but short term views that differ (bounce here, but lower in a year) 3: change your mind given new information Follow people for raw information and process/ framework. The rest can change, and you should focus on building your own models for the world