Small sample, anecdotal. Hit rate = share of tracked calls in profit now.
“Recips will outperform turbines. Optics will outperform memory. OSATs will outperform fabs. And intel will outperform everything!”
“...Hence I've been short via total return swaps on banks and esoteric luxury properties in Brasilia since Oct 17.”
“In hindsight shorting GE Verona when I (a dog on the internet) got access to an inventory of 2 billion turbines was probably the right move.”