原文:
Serenity 白毛女-中文翻译(公开)
Serenity 白毛女-中文翻译(公开)
原文:
The media framing and X reactions around Leopold are egregious.
Framing his successful multi-year thesis from $SNDK to $BE as a "collapse" or "failure".
After July's surprising crash, then personally attacking him on top is just pathetic to witness.
It's almost like everyone is cheering for the downfall of others.
Yes, July's crash exposed problems with SA’s leverage, liquidity management, and hedging.
But his current YTD performance remains +80%, ranking among the best performing hedge funds. And he still has public equities after all this (just removed leverage).
I think he's doing something unique while being successful at it. And this draws the envy of others.
翻译:
媒体对利奥波德的报道和X上的反应令人震惊。
将他从$SNDK到$BE的成功多年投资策略说成是“崩溃”或“失败”,这是不公平的。
7月份令人惊讶的崩盘之后,媒体还对他进行人身攻击,看到这一幕真是令人遗憾。
这几乎就像每个人都在为他人的失败而欢呼。
是的,7月份的崩盘暴露了SA的杠杆、流动性管理和对冲问题。
但是他目前的年度表现仍然是+80%,在最佳表现的对冲基金中排名靠前。并且在经历了这一切之后,他仍然拥有公开的股票(只是去掉了杠杆)。
我认为他正在做一些独特的事情,同时也取得了成功。这引起了他人的嫉妒。
The media framing and X reactions around Leopold are egregious.
Framing his successful multi-year thesis from $SNDK to $BE as a "collapse" or "failure".
After July's surprising crash, then personally attacking him on top is just pathetic to witness.
It's almost like everyone is cheering for the downfall of others.
Yes, July's crash exposed problems with SA’s leverage, liquidity management, and hedging.
But his current YTD performance remains +80%, ranking among the best performing hedge funds. And he still has public equities after all this (just removed leverage).
I think he's doing something unique while being successful at it. And this draws the envy of others.
翻译:
媒体对利奥波德的报道和X上的反应令人震惊。
将他从$SNDK到$BE的成功多年投资策略说成是“崩溃”或“失败”,这是不公平的。
7月份令人惊讶的崩盘之后,媒体还对他进行人身攻击,看到这一幕真是令人遗憾。
这几乎就像每个人都在为他人的失败而欢呼。
是的,7月份的崩盘暴露了SA的杠杆、流动性管理和对冲问题。
但是他目前的年度表现仍然是+80%,在最佳表现的对冲基金中排名靠前。并且在经历了这一切之后,他仍然拥有公开的股票(只是去掉了杠杆)。
我认为他正在做一些独特的事情,同时也取得了成功。这引起了他人的嫉妒。
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