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1. lvl256 · 1789748776 · focus · HN ↗

   A legend through early 2000s. The game changed starting 2013-14 and he never adjusted. Bailed or undervalued a bunch of tech names that could have yield 2-3x his actual return. Recent example is them bailing on TSM because of Chinese invasion fears.

   1. kristianp · 1789793985 · focus · HN ↗

      TSMC? They did well investing in BYD though.

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