Episode 818: $4 Million Evaporated. How 2 Portfolio Sizing, Kelly Criterion, HIMS vs FDA, Opendoor Martin Shkreli

In this episode, Martin recounts how a $4 million position quickly evaporated and uses the experience to illustrate lessons in portfolio sizing and the Kelly Criterion. He also examines HIMS in the context of FDA considerations and provides updated thoughts on Opendoor.