#32: Christopher Cole On Appreciating Risk
Superinvestors and the Art of Worldly Wisdom
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How to Scale a Hedge Fund
In the paper, I think you just use kind of a simplified model for long vlog. And if I remember correctly, it was basically like buying, you know, calls and an up 5% move buying puts on a down 5% move. So that simplistic strategy actually performed very well as a long ball position. But what you're looking at is to capture their secular regimeships.
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