As someone who has been invested in a handful of Leopold investments before he came onto the scene, want to share my thoughts on what I believe happened here. Leopold is obviously a brilliant mind and was able to identify a lot of these themes/trends before almost everyone else. But having a brilliant mind and understanding the ruthless nature of capital markets are entirely different things. As of last year (iirc, firing this at the hip btw so may get some things a bit wrong) he was direction
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