
My Life in 4 Trades: Leaning Into Your Expertise w/ Ben Harburg
Real Vision: Finance & Investing
NIO: A Chinese Electric Vehicle Company
We've been pretty good about profit taking, but there were just a few of these really significant positions that had really great value creation. And rather than crystallizing it, we just kind of kept pushing for higher numbers or studying kind of our bottom sale price a little bit higher than where we were at the time and didn'tdidn't crystallize it. Yeah, it's hard when when you sort of love the narrative, right? It's hard to let go. So your third trade, this brings us to your third trade is also one of your best. And this is investing in NIO, which is an EV company. But but but this is outside of China, I think.
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