Memo: Stepping Away from the Index

Daniel Andreev

Jun 8

2

1

A decision to exit my S&P 500 index fund position

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1 Comment

Devansh

Jun 8

Really enjoyed this one, Dan, learned a lot from the casino chip idea and the Munger models. Super interesting stuff. Keep up the great work!

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18 Degree Capital

Memo: Stepping Away from the Index