12/26/2024, 05:40 AM UTC
Paramount Resources：它如何突然成为我们最大的头寸并创造了27%的收益Paramount Resources: How It Suddenly Became Our Largest Position And Created A 27% Yield
1、作者讨论了在下跌过程中买入并逐渐增加头寸的策略，Paramount Resources 是一个罕见的例外。2、公司资产负债表上的净现金和错误的期权溢价组合创造了一个独特的机遇。3、作者提到了对资本保护的重视以及寻找真实收益以降低投资组合波动性的搜索。1. The author discusses the strategy of buying on the way down and slowly increasing position size, with Paramount Resources being a rare exception. 2. The combination of the company's net cash on the balance sheet and incorrect option premiums created a unique opportunity. 3. The author mentions the focus on capital preservation and the search for real yields to reduce portfolio volatility.---
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