Comment by Ramkumar K Sugavanam (ramkumar-k-sugavanam) on AI play for the next 3 years: Lemonade Insurance · 2024-04-29T19:57:09.864Z · LW · GW

Nice write up.  Read through the google doc and as someone who is new-ish to investing, the content was very  accessible to me.  

I like your probability based expected-value calculation.  Assuming the investment goes well (this or maybe some other stock), what is your strategy to dilute the investment? i.e lets says it becomes 5x and the fundamentals are still good, I assume you wont sell 100% of your investment.  Would you encash just 20% or 50% of the stock? What is the model there?