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6.4%
Since March 2026
5.2%
3 months
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6 months
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12 months
Investing Philosophy - Volatility does not equal risk - Concentration is a required path to outperformance - Seek asymmetric opportunities - My only advantage in a world of AI/compute is a long time horizon - Aim to be roughly right, not precisely wrong - Numbers aren't everything, be a Rulebreaker
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