The concept of diversification does not exist
VARA AI Fund had 9 employees and about $26.4B under management at the end of June, 16 months after launching its hedge fund.
Rumor going around today that it blew up.
Their 3/31 13F book at today’s prices is $13.1B across 60 names.
$NBIS $1.28B
$BE $1.27B
$LITE $1.03B
$CRWV $889M
$STX $728M
$VRT $720M
$WDC $624M
$CLS $537M
$COHR $492M
$FIX $426M
Mr. D retweeted
RIP to one of the greatest youth soccer coaches of all time. you will be missed, king
Mr. D retweeted
Got your laptop out at the airport bar have you? Sending a little email or two eh? I bet you must be very important back home. Colour me impressed buddy
Mr. D retweeted
The really cool thing about the twins is Amen is the same amount better offensively than Ausar is defensively
Mr. D retweeted
“The weight of this jersey was extremely light this summer, and when I put it on this morning, it was heavier than when I last wore it.”
Mr. D retweeted
Stephon Castle says Madison Square Garden was underwhelming compared to OKC:
"It was underwhelming in that first game. They made it seem like it was going to be way crazier in there. OKC was way louder than MSG."
(Via @GQMagazine, h/t @TheNBABase)
































