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@LongShortTrader
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Investment Analyst at Gotham City Research LLC since 2012 Expertise: Discovering new ways of losing money. “Question unchallenged assumptions.”
Bear, DE
Joined February 2009
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Pinned Tweet
I know it’s wishful thinking, but I cannot wait for the day where we see ads that say
“if you’re stuck in illiquid private equity/assets,
Think
Public Equity”
Instead of this gobblydook grifter nonsense 👇
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@roslyntalusan
What’s ironic about your tweet is that there is an entire part of the world - Central Asia to eastern/Central Europe, and the caucasus mountains region (where the word “Caucasian” originated from) - that has been consuming dumplings and noodles for many centuries…
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Bill Ackman, you’re entitled to your own opinions not your own facts.
Here are the facts:
1) most Americans have never heard of Silicon Valley Bank, thus their consumption behaviours are not impacted by SIVB.
2) Most Americans don’t have more than 250K in their bank accounts
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Twitter's annual revenue is up 16x since its IPO in 2013.
$TWTR stock? down -22% since IPO.
This game is hard.
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I'm amazed that a fund that is down -68% is selling a new fund chargin 2.75% management fees...
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Crypto solves this
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Jim Cramer on $ARKK:
At 150/share: "Legendary Cathie Wood"
At 100/share: "Why
jimcramer prefers individual stocks vs. Cathie Wood's ETFs"
#BuyHighSellLow
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"E-Trade’s average account size is $69,230 and Morgan Stanley’s is $900,000, while a survey found most of Robinhood’s held $1,000 to $5,000."
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A $5 million fine seems like a very low price to pay for not filing 13F filings for $30 billion AUM and for 20 years.
Call me crazy.
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Credit Suisse is either the most unlucky bank in the world - or _____.
1. Luckin Coffee
2. Wirecard/SoftBank deal
3. Greensill
4. Archegos
Am I missing anything ?
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@stlouisfed
Sorry what does this have to do with your dual mandate? Price stability and full employment?
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It’s wrong Bill to say that Americans should worry about losing money in their deposits.
Most Americans are fully insured by the FDIC.
I see this is as falsely shouting fire in a crowded theatre.
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So Bill, you’re inciting panic , on the basis of false claims. This is wrong.
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“Goldman’s Big Bet on China” - is this a headline from 1999 or 2021?
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Where, how, and why did this subgenre of Fintwit originate ? What’s the backstory here:
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My two step guide to how I became a billionaire:
Step 1: teach science
Step 2: marry well
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I wonder if 50%-80% of the Cathie Wood haterade is because she’s a woman. Please @ me.
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Suffice it to say that had Weworks gone public, its stock price would be at an ATH right now.
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Tech bros will discover the meaning of "value trap"
Coinbase stock rn reminds me of Amazon in 2001. Insanely cheap.
Trading at a single digit PE of 4
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“Gold is the money of kings, silver is the money of gentlemen, barter is the money of peasants – but debt is the money of slaves.”
Discuss.
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Bill is basically going osama bin laden 9/11 style right now.
He has a right to his opinions but not to his own facts.
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The McKinsey track record:
Valeant
Purdue Pharma
Enron
Saudi Government
Allstate, State Farm Insurance Hoax
South Africa Corruption/Theft
Puerto Rico Theft
Criminal conduct in bankruptcy
Houston Astros cheating scandal
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How to restore faith in government?
Have Chamath and Elon required to attend congressional hearings for pump and dumping $GME, instead of targeting convenient scapegoats.
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FTX was talking about potentially buying Goldman Sachs.
Before that, Wirecard was talking about buying Deutsche Bank.
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Any of y’all have thoughts on the “Bitcoin Rainbow Price Chart”?
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Have any of you been losing sleep? I have because this is so exciting. I live for periods like this. They’re not “tough”, they bring me alive!! Haven’t felt this way since December 2018
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I have never seen so many accounts openly list their entire long books - positions and sizing - since I’ve been on twitter (since 2009). FWIW.
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The archegos coverage is improving but there’s a key question that remains unanswered:
How/why/when did a guy whose portfolio was concentrated FAANG for many years (and before FAANG was an acronym) - my guess is 2012-2019 -
pivot into levered long highly shorted stocks?
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China issues arrest warrant for an outspoken scientist who criticized the government’s handling of the coronavirus pandemic
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Two notable “stop losses” today:
(1) Lone Pine, LK
(2) Buffett, DAL
This game is HARD, humbles us all.
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I hate to say it: Asian lives don’t matter in America. If you’re asian, you need to protect yourself one way or the other.
It’s telling that you guys will like or RT my market related tweets... but you look the other way when it comes to violence against Asian American.
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The memestonk manipulations will continue so long as the SEC investigates shorts, rather than the memestonk longs…
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"There are decades where nothing happens; and there are weeks where decades happen." - may have to pin this tweet
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Reminder: Labor lost to Capital (in the USA) many many years ago... don't fool yourself if you think this country is about labor. It's about the interests of capital.
Major investors and executives on the call included:
- Dan Loeb, Third Point
- Steve Schwarzman, Blackstone
- Robert Smith, Vista Equity
- Jeff Sprecher, ICE/NYSE
- Paul Tudor Jones, JUST Capital
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How to spot a bubble:
Imo there are roughly 6 stages of a market’s valuation. Ppl use different methods to justify buying in each phase:
1. Multiple of Revenue
2. Multiple of Bookings
3. Multiple of $ raised
4. Multiple of Eyeballs
5. Multiple of GMV
6. Multiple of podcasts
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Short sellers are often maligned as selfish bad guys.
Isn’t it funny how it’s the VCs and some long onlys who have been inciting panic, spreading false information, and asking for handouts in the last few days
Whereas short sellers have been warning about $SIVB for 6 months ?
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“Long gold as a systemic hedge has generated significant alpha vs shorting the S&P 500, between 2012-Present” 🤡 🤡 🤡
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The optics of this are so bad, it makes me wonder if something REALLY bad comes out of it.
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BTW whatever I’ve said about Bill in this thread applies 100x to some of these VCs spreading false information.
What does VC stand for anyway? Venture Communists?
Also, if a short seller tried pulling off what any of these guys have been, they’d be arrested by Monday.
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The bull case for equities - thread:
I am documenting reasons people expect stock prices to rise higher
“Get Shawty” - Equities will go higher because there is room to squeeze, says JP Morgan:
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I don’t know which genre of twitter these accounts belong to, I don’t know how they originated nor who controls them...but they are funny 😂
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Who’s the most famous you ever ran into? Pics or it didn’t happen.
I will start: I saw Marco Rubio, while I was surfing in the South China Sea
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Damm Looters
BREAKING: Steven Mnuchin is now flat-out REFUSING to disclose the businesses receiving $500,000,000,000 in bailout funds, claiming the info is "confidential"
4.5 MILLION businesses received government funds. Zero transparency.
Unconscionable, jaw-dropping corruption.
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Riots are bullish so long as the rioters target value, rather than growth companies.
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"Successful investing is about having people agree with you ... later."
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Do Asian lives matter in America?
wow Xi'an Famous Foods in NYC says they've shut six locations during the pandemic and started closing all stores earlier because there's been so much aggression towards their Asian-American employees, inc two workers getting punched heading to/from work
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I’m surprised this “magazine cover” is not getting more attention:
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"It takes a lot to get this far in an SEC probe."
So we're talking about a $10 million fine for a $400 million earnings and $10 BILLION market cap company.
For lying about their financial stmts.
What kind of message does this send?
Starting in summer 2017, we were early and often in warning of SEC problems at Under Armour. Today the SEC brought an enforcement action against the company. This is no small thing. It takes a lot to get this far in an SEC probe. $UA $UAA
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I hate repeating myself on this damn platform, so let me spell it out for you, using the soro crews’ words:
"People always forget that 50% of a stock's move is the overall market, 30% is the industry group, and then maybe 20% is the extra alpha from stock picking."
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"Why ban short selling, when you can squeeze them?" - Central Banks, Transcript from a Secret Meeting dated March 20, 2020
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“Got an Oculus for Christmas. $FB is a massive long.”
Give it 2-3 months for the novelty to wear off.
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I spent the last few months off. Was away from social media and avoided computer screens. I dealt with a medical situation (im doing fine thx), and spent an incredible amount of time with hospitals/doctors/drugs/insurance/legal/research - the entire healthcare complex
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Now that Brittney Griner has been freed,
can we now free all the Americans in…locked up in… American prisons for the same/similar crimes?
And pardon those who served time in American prisons for the same/similar crimes?
🤷♂️
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If you can afford it,
- paying a full-time, live-in chef to cook any and all meals and snacks.
- a full-time live-in nanny (per child) to raise your children
- a full-time driver
- two private jets
Instant return of 100 hours back to your life.
@SMB_Attorney
If you can afford it, paying a chef to come in and cook meals is the biggest delta.
Ours comes in two days a week. Shops and cooks ~8-10 meals in our kitchen to our specs. Leaves.
Instant return of 20 hours back to your life.
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Libertarian for me but not for thee 😭
Where is Powell? Where is Yellen? Stop this crisis NOW. Announce that all depositors will be safe. Place SVB with a Top 4 bank. Do this before Monday open or there will be contagion and the crisis will spread.
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If you’re a financial institution and you publicly say you have no liquidity problems...how often does it mean you actually don’t ?
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I would’ve thought that given what happened to Melvin, and given the volatility in the ARK family of vehicles,
that both the buyside and sellside would pare down risk. Clearly I overestimated their collective intelligence.
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A hypothetical rendition/paraphrasing:
Citron Research: "The $GE short report was so bad and manipulative - it reminded us of one our past reports that got us in trouble with regulators - ...we are now long $GE."
LOL
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Call me delusional or a sunny optimist, but I am looking forward to the day - someday in the distant future - where the economic and financial market analyses will be conducted on an "excluding 2020" basis.
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I don’t what happened behind the scenes, but this is probably one of the most graceful and merciful responses I’ve ever seen from a victim of theft:
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You: “wealth taxes can’t work.”
Switzerland: “haha”
Swiss Wealth Tax Rakes in Cash as Covid Stokes Global Debate Via
@Bloombergquint
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