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3min chapter
Bearishly Bullish
The Compound and Friends
Concentration vs Leverage
If you're short a bank that gets cut in half, $100 is shared of 50. The percentage of that position in your portfolio grows commensurately with that gain. You need to show me like 25, 30% annualized type returns for me to even listen. And so when I talked to people who traded home and then they're talking about position much larger than that, it's really ballsy.
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