RE:RE:RE:RE:GCM Highly LeveragedMethod has all bases covered lol
Method wrote:
In the scenario, you laid out, I would own A but I would probably own less than a full position because while the upside is way higher but the downside might be higher too.
In terms of real life, company A is kind of like GCM and company B is kind of like JAG. I own both but I own more equity in JAG however if you include the debs, I own 3x as much in GCM.