· 个股论点
关于 Leopold 募资，周围有很多愚蠢的评论。在 $BE、$SNDK、$SHAZ 等股票 7 月出现剧烈回撤后。请记住……这位金融界人士：1. 身高 6 英尺 5 英寸；2. 蓝眼睛；3. 对冲基金经理。可能比你帅，且今年截至 6 月收益达 439%。关于回撤，Aschenbrenner 承认基金“未能幸免”于市场动荡，尤其是亚洲市场。FT 另据报道，杠杆放大了其非凡收益和近期亏损。他将此次抛售描述为自 2025 年初以来最佳的买入机会。我同意他的观点，并希望他募资成功。因为目前的大部分抛售看起来像是因强制去杠杆而超调了。
There's a lot of stupid commentary around Leopold raising funds. After names like $BE, $SNDK, $SHAZ, and others all had very sharp drawdowns in July. Just remember... here's a man in finance that's 1. 6'5 2. Blue Eyes 3. Hedge Fund Probably better looking than you, and was up 439% through June YTD. Regarding the drawdown, Aschenbrenner acknowledged that the fund had "not been immune" to the market turmoil, particularly in Asia. FT separately reported that leverage amplified both its extraordinary gains and recent losses. He described the sell-off as potentially the best buying opportunity since early 2025 I'd agree with him and hope he succeeds with the raise. Since a lot of the current selloff looks like it overshot its mark through forced deleveraging.