@WaterworldCapi1 I met Ricky many years ago - kind and down to earth. Also know a few people who’ve worked for him over the years and have heard nothing but good things.
@bucketshopcap stock picker vs pm is a very different game that is impossible to understand until you are in the seat and answering to someone with the power to pull your capital
@JaredKubin What keeps me up at night is an unintentional factor exposure in my book that drives major underperformance. As a LO, would love to be able to upload my book as the long side and my benchmark as the short side. Love what you’re building.