Aswath Damodaran @AswathDamodaran · 11 Aug 2026
@AswathDamodaran It seems like a mention of the Kelly criterion is missing from your post. What was a full Kelly at Situational Awareness at peak? What was public portfolio covariance? Ed Thorp: "Even when there is an edge, beyond some threshold, larger bets will result in lower compounded https://t.co/PzVFfQAN25
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