Month: February 2020

Drukenmiller/Soros - “It's not whether you're right or wrong, but how much money you make when you're right and how much you lose when you're wrong.” Majority of your ST and LT return will likely come from a small handful of tail events/companies; home runs” then come from finding mispriced optionality. “Optionality is the property … Continue reading Drukenmiller – Tail Driven Event