In Good Company with Nicolai Tangen · John Armitage: How He Invests, Building Egerton, and What Worries Him About AI
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Avoid financial leverage and portfolio leverage, preferring long-only and long-short mixes without leverage
“Leverage long short tax loss harvesting ... higher fees from the manager, and also a long-short friction ... if you don't believe there's alpha ... probably not worth doing”
“Leveraging things like AI to help us deal with more customers faster without having to degrade service”
“You can do lease finance to buy all the stuff. You can leverage it within your business. Leverage your transport.”
“Using leverage accelerates your wealth creation in ways that saving your money can't... owning the most you can safely by leveraging makes sense to me.”
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