Subject: Re: Interesting Comparisons
2. In one of his last interviews with the founder of Stripe (Collison), he complained about a money manager he knew who had terrible money weighted results (Charlie said he lost money net for investors or something like that) despite having a better time weighted result. It was because that manager achieved good result with tiny capital, raised a lot money and produced terrible results with bigger pool of capital, so he net lost money for investors. One can only guess who that money manager might have been..

I wonder if this was Masayoshi Son from Softbank? He had some amazing early successes, but results since he got a lot of capital haven't been very good.