6/ Once a thesis is well known, it's probably too late to make big money off it. Go early or go home.
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@vgr I'd like to get me an investment model like that.Thanks. Twitter will use this to make your timeline better. UndoUndo
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@vgr Mark-to market is good for discipline but bad for making the really big plays.Thanks. Twitter will use this to make your timeline better. UndoUndo
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