I have mentioned similar here a few times. As long as one looks after risk appropriately then investing in this fashion can envisage 100% loss or 1X on an investment or two and not have a care in the world if you are a good judge.
The reason is the successful ones on these probabilities return you 10x or 30x or even more than 100x so taking 1x off the sum leaves you well ahead of the usual index manager that should be ashamed to claim a fee for expertise.....
As long as Oaktree stay friendly and don't act like the Elliot hedge mob we should be fine here if not already given today's trading halt.
One thing though when one has 10 or more of these and predicts which ones are likely to be most successful, how much, and when, unforeseen events tend to make a fool of you and some surprises await. The good surprises outweigh the bad in terms of gains and losses.
MSB Price at posting:
40.5¢ Sentiment: Buy Disclosure: Held
(20min delay)