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L.4 · INTERMEDIATE · 2 MIN

Risk / Reward and Sizing: From View to Position

A view becomes a position only when you size it. Sizing converts conviction and asymmetry into a concrete fraction of capital. Without disciplined sizing, even a great thesis can produce a mediocre P&L — and a single oversized bad bet can erase a year of good ones.

Quiz · 5 questions ↓
§ 01

Three numbers, one ratio. Build the bull / base / bear cases with explicit per-share targets, assign rough probabilities, and compute (a) expected value, and (b) the asymmetry — upside to bull divided by downside to bear. The asymmetry is what justifies position size.

§ 02
EV = (p_bull × Bull) + (p_base × Base) + (p_bear × Bear)
§ 03

Worked example — Pelham Holdings at $52. Bull $80 (35% — PFAS rule drives 25% volume growth in water segment), Base $58 (45% — sell-side 8% growth materializes), Bear $32 (20% — recession + delayed PFAS rule). EV = $60.50. Upside-to-bull is $28 (54%); downside-to-bear is $20 (38%). Reward / risk ≈ 1.4x. With a 35%-probability tail of 54% upside, this passes a typical 3% position-size hurdle.

§ 04

Beware false precision. Three-decimal price targets and 37%-vs-38% probability splits imply more accuracy than any honest analyst has. Round probabilities to 5% increments, round targets to the nearest dollar (or 10 cents below $10), and treat the framework as a discipline — not a precision instrument.

§ 05
Conjure Capital trades at $48. Bull $70 (30%), Base $54 (50%), Bear $24 (20%). EV ≈ $52.80. Reward / risk?
§ 06

Size to asymmetry, not to conviction. A 1.4x reward / risk thesis you are 80% sure of deserves a smaller position than a 4x reward / risk thesis you are 50% sure of. The math does not care how confident you feel.

Five questions · AI feedback

Sit with the ideas.

Halton Industries trades at $30. Your bull case is $45 (40% probability), base case $35 (40%), bear case $20 (20%). What is the expected value of the position, and what does the upside-versus-downside asymmetry suggest?

Why:
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