Daniel Koss
@daniel_koss
Founder of Edelbridge Capital. Concentrated public equities fund focused on AI infrastructure. Former pro gamer, YouTuber, and serial entrepreneur.
加入 March 2013
313 正在關注 30.4K 粉絲
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.
顯示更多
