
Do Valuations Matter?
What Goes Up
Investment Sizing
Victor: I was up to like, ten grand on that thing by the end of my ten minutes. We did pay out on that. And it really got us thinking that there's not enough a said about investment sizing. Even though we had good investments, you know that when you have the size wrong. So think about the us. Stock market,. i don't know, has gone up nine, let's call it, nine % a year. But if you were leveraged at three x, there were a couple of times when you would have actual gone bust. Victor: In some ways, that's the story of l t c m. If i get the investment choice right
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