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100th Episode Special: Value After Hours: The Value / Growth Reversal, Munger's Mental Models, $VIX With Special Guests Ian Cassel, Mike Mitchell and Jason Buck

The Acquirers Podcast

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How to Outperform a Kelly Spreadsheet?

i wonder, if you're a discretionary value manager, let's say you don't have enough sample day to set. I've got one exce spread sheet that i can send you that'sgot monte carlo of exactly that. Half kelly is literally optimal but as jason points out, you can't get there in the real world. It's not ata insistance, not black jack, and it's played in anaratho not series. A martin gal and a double or nothing blow up pretty quickly.

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