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He's a SV/SF investor who basically just invests in tech. His returns are about the same as QQQ which makes sense. If he's getting valuable inside information from Nancy to help his trading he's not using it well.


A lot of people don't know about risk-adjusted returns; if you just go riskier your returns will be higher. Until they aren't.


Additionally, he buys tons of options, I think that says a lot.




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