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A Man Who Abandoned Value

institutionalinvestor.com

1–10 of 69 posts

Re: A Man Who Abandoned Value

#2
Seems like a case of survivorship bias. Unclear what this guy is doing that's particularly unique.

He invested a lot in Amazon and Tesla, relatively early. Out of everyone investing in the time period, someone was bound to be holding the most of some of the stocks that do crazy things.

Having Asperger's, starting as a CPA, not using value investing, reading Christensen... I doubt any of these are gonna shake up institutional investing.

Re: A Man Who Abandoned Value

#7

Seems like a case of survivorship bias. Unclear what this guy is doing that's particularly unique. He invested a lot in Amazon and Tesla, relatively early. Out of everyone investing in the time period, someone was bound to be holding the most of some of the stocks that do crazy things. Having Asperger's, starting as a CPA, not using value investing, reading Christensen... I doubt any of these are gonna shake up insti…

The best investment decisions will nearly always look obvious in hindsight.

Re: A Man Who Abandoned Value

#8

I've had a 210% year toying around with stocks. I just assumed everyone had been doing well since the drop last March.

Since on average everyone gets the market return someone must be underperforming the market in order for you to be overperforming.

Re: A Man Who Abandoned Value

#10
post #8

I've had a 210% year toying around with stocks. I just assumed everyone had been doing well since the drop last March.

Since on average everyone gets the market return someone must be underperforming the market in order for you to be overperforming.

Or maybe everyone did go up, but just haven't gone down yet in the bubble pop
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