“A bit of profit off the table, perhaps, even with the CGT, ouch. I like it. Great point. Some portfolio trimming, taking some profits.”
HR
Hugh Robertson
The Money Puzzle ·
“We took some chips off the table and put some hedges on even pre-distribution”
Scott Wilson · The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · 20VC: From $8BN to $19BN: Inside WashU's Endowment Fund | SpaceX Made Up 20% of Our AUM | Why Europe and China Has So Much Opportunity | The Reckoning That is Coming for AI Companies with Scott Wilson
Play from 38:03
38:03
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What was described
took some chips off the table and put some hedges on even pre-distribution for the Cerebrus position
Said nearby on the same subject
“We like that trade… good portfolio hygiene to think about the concentration risk… rotating, taking some chips off the table… buying into some of the names…”
♫
Said on Closing Bell
“I wanted to not exit out of the company entirely at that point in time, but maybe, you know, pull some capital, recapitalize it, pull some risk off the table”
DB
Derek Bullard
In The Trenches ·
“I think a lot of bond funds and bond managers, you know, they might hedge it completely. We have a mix. We have some strategies that incorporate it and some that don’t.”
RR
Richard Rauch
Australian Investors Podcast ·
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