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Carvana at $4 was the most obvious opportunity I've seen in years. The business was improving. The market was pricing in bankruptcy.
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The best investments are where fundamentals are improving but sentiment is terrible. That gap is where all the money is made.
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2022 humbled me. We lost 30%. But the positions that hurt us the most are the ones that will make the most money over time.
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Investing in both public and private markets gives you an information edge that pure public investors don't have.
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I learned more in my first year at Viking than most people learn in a decade. Andreas Halvorsen is the best in the business.