Terrific and thoughtful post. Reminds me of a Charlie Munger quote regarding successful investing - “It’s not supposed to be easy. Anyone who finds it easy is stupid.” Thanks for sharing!
Thanks and congrats. I am and will be heavily invested in ai and energy related to ai datacenters. I believe too many are discounting how huge a part ai will play in our minute to minute lives within 5 years.....and robotics related to ai. I could be wrong. 20% cash to buy more on dips.
Oh and I do own some $dbc since printing money means prices go up, normally haha.
Congratulations - that's an amazing achievement. Also appreciate you not flogging anything on the back of it, as many would do!
Feels like that so many of the best results have just come from being bullish Momo, so it's good to hear of someone performing so well and staying humble.
Terrific and thoughtful post. Reminds me of a Charlie Munger quote regarding successful investing - “It’s not supposed to be easy. Anyone who finds it easy is stupid.” Thanks for sharing!
Love your perspective Florian! 🙏🏻
This is fantastic and I appreciate your great work. Hope to see your work all the time, whatever long or short.
Thanks and congrats. I am and will be heavily invested in ai and energy related to ai datacenters. I believe too many are discounting how huge a part ai will play in our minute to minute lives within 5 years.....and robotics related to ai. I could be wrong. 20% cash to buy more on dips.
Oh and I do own some $dbc since printing money means prices go up, normally haha.
Great job and welcome back! I’m surprised to hear that you don’t use more concentration and have such high turnover.
Congratulations - that's an amazing achievement. Also appreciate you not flogging anything on the back of it, as many would do!
Feels like that so many of the best results have just come from being bullish Momo, so it's good to hear of someone performing so well and staying humble.