Aswath Damodaran @AswathDamodaran · 11 Aug 2026
The meltdown of Situational Awareness, Leo Aschenbrenner's hedge fund, has created a host of takes. I use the story as a lever to talk about investment conviction, a quality that can be a good one, but one that can create collateral damage. https://t.co/B0g81dN0W4
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