My parents sold a Chinese Restaurant Jan 27th 2020 and put all the spare money they had into my antifragile pandemic defense fund idea (with my savings ~$250k). We went short all the cruiseliners and so on and are funding efforts to combat this virus. The market is growing!https://twitter.com/theSamParr/status/1229095863940608000 …
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Replying to @DanielleFong
mind elaborating on your antifragile pandemic defense fund idea?
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Replying to @drannehuang
The super unsophisticated tl;dr version: Short cruiseliners, low margin Chinese airlines, casinos, hotels Long Zoom, Netflix, Amazon, and directly fund medical supply companies with a resilient supply chain that can scale. Zoom for conferences / streaming, food delivery
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Replying to @DanielleFong @drannehuang
If you came up with this exact idea 5 yrs ago, I'd invest.
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Lol what do you think it is too late?? Where is this alternative that you know about and can I use it? ;-) Maybe you are 5yrs miscalibrated? The stocks have barely wobbled on the market even for cruiseliners. We are deep in Wile E. Coyote territory IMHO.https://youtu.be/esR_uxKC27o
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