当我考虑现在想在像 Tasmea 这样的仓位上投入多少钱时，因为我认为 Tasmea 很有可能在未来一年产生大约 50% 的回报。
when I think about how much how much money I want to put into a position like Tasmea right now, because I think that Tasmea has a very good chance of producing like 50% returns over the next year.
所以我脑子里有一部分在想，那就尽可能多地买入吧。让这个东西占我投资组合的 40%、50%。为什么不呢，对吧？为什么不呢？我觉得我信念如此之强。我认为它会带来 50% 的回报。那为什么不干脆把它做成一个极其庞大的仓位，然后像 Tasa 的 CEO 会说的那样，大赚一笔。
So part of my brain is like, well man, I should just buy like literally as much as I possibly can. Like make this thing 40% of my portfolio, 50% of my portfolio. Why not, right?
Like why not? I feel I have so much conviction. I think it's going to produce 50% return. So why not just make it a ridiculously large position and I'll make a a shitload of money as Tasa's CEO would say.