Jan. 29, 2021
Here is the link.
Chamath Palihapitiya - Social capital CEO
Take some notes:
- Wall street mathematician - 140% of GME stock
- Momentum in traditional hedge fund as well
- Dirty secret - Melvin capital - fundamental ? | stock picker | stocks selected | copycat | go against all the time
- Push and pull ?
- Wall street hedge fund - their way - TELSE
- market neutral - fair ? - 100 - 2008 government bailout
- $125,000 dollars - learning - modern era - setup mathematics - 140% of company shares
- Allow it happen - go to private broker - trillion dollars traded by those organization
- Get involved at first place -
- Wall street - Melvin - I tweet about - 10 million impression - wallstreetbets - dynamic - trading - momentum - game - small position to learn - people fundamental - organized capital - I am allowed to right side of that - Just fact of one time - National television
- Bets to pay off student load, mortgage | what is happening of wallstreetbets | Cohort
- Herbal life - hedge fund manager - Bill Archman - fundamental case of their mind
- Close door - what is difference?
- ETF or passive fund - poverty - Wall street casino - massively oversell the company - 40% of shares do not exist - Wall street missed - Pay the price
- Market is fine - Took the company to public - rely on integrity
- No fundamental story behind them | nothing wrong
- Gamestop - reasonal business - allow to exist - grind to the ground -
- Free market - TELSA - you do not know what to underwrite what you like to own it
- You got it wrong
- Investors - wrong? Tell me fundamental cases
- AMC - months and months - trade - momentum - momentum - under hood - momentum shops - small swings - retail - some of them got screwed - game is working
- How smart people are - discord - bunch of smart people | smart way
- AMC - one moment a time | sweep - do not know what they are doing | fundamental analysis
- Reality - gate - to those | institutional clients | precondition | massive short of those ...
- Leverage ratio - short squeeze - retail - bag of future
- Participate wall street term - wall street - warning sign - hazard sign - FYI - more transparent
- Why we do that - hedge fund - study those internal - fundamental disagree -
- Portfolio - too many puts and buy - institutional capital - transparent report - 140% report
- Squeeze - fix it - ask same transparent - shadow
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