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Het Situational Awareness fonds is +47% door 1H24. Ik zou benieuwd zijn naar de individuele namen in het boek.
@toptickcrypto Ja, vrij veel.
10 aug 2025
>reading about exciting new AI hedge fund launch
>I ask if it’s knockoff Coatue or knockoff Rentech
>They don’t understand
>I pull out illustrated diagram explaining what is Coatue and what is Rentech
>He laughs, “it’s up 47% YTD sir”
>look at 13-F
>it’s knockoff Coatue
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