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![orrdavid Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::97739069.png) David Orr [@orrdavid](/creator/twitter/orrdavid) on x 19.8K followers
Created: 2025-07-22 03:45:41 UTC

There's too much celebration of long only, very concentrated investors from XX years ago.

First of all, it's such a small sample of guys and they had such a small sample of bets, who really knows what the edge was.

Second, in the last XX years where are all the concentrated long only that killed the market?  They hardly even exist!  The ones I know of today "doing well" over the last XX years are a complete joke.


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947503287839961112/c:line.svg)

**Related Topics**
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[Post Link](https://x.com/orrdavid/status/1947503287839961112)