Against the 13F - Tyler Cosgrove

This past filing season, three fund managers, and their corresponding 13Fs, made headlines: Michael Burry (Scion Asset Management), Leopold Aschenbrenner (Situational Awareness), and Peter Thiel (Thiel Macro).

This past filing season, three fund managers, and their corresponding 13Fs, made headlines: Michael Burry (Scion Asset Management), Leopold Aschenbrenner (Situational Awareness), and Peter Thiel (Thiel Macro). To the payout-maxxing engagement farmer (and, to a lesser extent, the technology-business podcaster), a new 13F is basically a gift from heaven. But for everyone else, they’re misleading at best. At worst, they’re completely useless and a burden on our nation’s glorious capital allocators. The 13F was introduced by the Securities Acts Amendments of 1975, a set of revisions to the…

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