@QuantStrategist

Trust Data and Not Clowns | Think Critical | Searching for good Risk-Return-Profiles | No Investment Advice | Only Personal Views

Joined March 2023
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First Hill Capital
@FirstHillcapMar 10

The Razor and Blade play of AI Boom (Update)

Article · @FirstHillcap
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Sounds smart in hindsight, but it isn't (no MOB.ST investor)

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Tech Bro Capital@capital_bro13 Sep 2024
Sheep guy (who knows bio) warned the fungus mafia and is validated. A classic case of generalists investing outside their CoC rather than “probabilistic thinking gone wrong.” If you don’t have the scientific background to assess the probabilities in your thesis, it’s speculation
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It's like saying you don't know anything about soccer after losing a bet on the favorite against an absolute underdog .
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For me, the bet was attractive, but it's just not my investment style (too much risk). That's why I took the route via CPH.TO ...
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