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Fried Profile picture
Fried
@friedfromdesire
Stonks. Randomness. And I like food.
Jul 16, 2020 • 12 tweets • 4 min read
"Concentration builds wealth, diversification preserves it"

What if...

Concentration simply increases the range of outcomes?

=> Bigger winners & bigger losers For some people this realization is enough to skip extreme concentration & diversify.

Others read the same message as "I will get concentrated AF but only pick the good stocks."

But can you, ex ante?
Jul 3, 2017 • 34 tweets • 4 min read
Finished Matthew Janda's latest book "NL Hold'em for Advanced Players"
Here are some thoughts & cliffs: 1/ Nothing new for me, but good overview of what's going on. Easy to get overwhelmed these days with mixed strategies from GTO solvers.