@bkaellner I watched that and thought he referred to not figuring out e-commerce in general using AMZN eg. and hence got into EBAY probably as a better value play at the time.
Seth Klarman: I was a schmuck 20 years ago and 10 years ago for not figuring out $AMZN, but I was smart to figure it out 5 years ago
And yet it remains excluded from the Baupost portfolio?
@BackpackerFI@BackpackerFI can you pls give an indication of how your portfolio grew year over year from 0 to 2m as assuming it won’t be linear, thanks.
@Lindauerinvest@KushMansPicks I think $DGHI was money on the table. The market is now consolidating a bit so money moving from relatively overvalued miners to undervalued ones unless BTC breaks out again which will lift all boats.