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Managing Partner at Compound Michael Dempsey explains how understanding structural themes can reduce the need to pick individual winners. “In 2024, I made this basket that I called the ‘AI obvious basket.’ It was 30 names roughly equal weighted. It drastically outperformed and I haven’t changed it in two years.”

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Delphi Digital

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34,375 Aufrufe • vor 4 Tagen •via X (Twitter)

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💯💥Very well said.💥💯 It’s hard to contain how angry I am at how ret@rded these people are. Everyday I scroll past at least 5 lunatics wishing and preparing for “the day that IT happens.” It disgusts me how heartless and ignorant they are. They are all evil basket cases! Soulless beings that need to be institutionalized in mental asylums. They need to be deprogrammed from the lefts lies.

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