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LAForeverHall's profile
Liz
Liz
Liz
@LAForeverHall

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Liz

@LAForeverHall

ArIeS. InFp. ChAoTiC NeUtRaL. RaVenClAw. Investor, marketer, performance artist. My investing articles: https://lizardbrain.substack.com/ 

Joined March 2012

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    Liz‏ @LAForeverHall May 6
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    Shorts losing money in $W is sad and I wish it didn’t happen. But the market is under no obligation to behave how we believe it ought to. Markets are metagame heavy. Even if you’re right, you can still be wrong. Not just in the short term, either. Possibly permanently.

    1:36 AM - 6 May 2020
    • 4 Retweets
    • 69 Likes
    • Gwen Hofmeyr Reddy American Samurai Digital Entrepreneur Lou Sasoll Darren *c Jay Noise (previously known as Noise Reduction) maninthemirror
    6 replies 4 retweets 69 likes
      1. Liz‏ @LAForeverHall May 6
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        "But the stock went from $30 to $170 in a month could the business value have changed so much in that time?" Could have! Sequencing risk: if a company needs thawed capital markets to have a shot to reach viability, value can slingshot radically based on perceptions of openness.

        3 replies 0 retweets 20 likes
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      2. Paddington Research‏ @PaddingtonShort May 6
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        Replying to @LAForeverHall

        What's your thesis on $W?

        1 reply 0 retweets 2 likes
      3. Liz‏ @LAForeverHall May 6
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        Replying to @PaddingtonShort

        I don’t even know if I have one anymore other than I don’t wanna pay taxes. I haven’t looked closely at it in several years. But my thesis from 5 years ago is on COBF if you want to dig it up.

        2 replies 0 retweets 5 likes
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      2. Jim OShaughnessy‏Verified account @jposhaughnessy May 6
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        Replying to @LAForeverHall

        pic.twitter.com/acrqCmEchk

        1 reply 0 retweets 1 like
      3. Liz‏ @LAForeverHall May 6
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        Replying to @jposhaughnessy

        I don't think so? Social entropy probably means it increasingly matters until we have a hard reset.

        1 reply 0 retweets 2 likes
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      2. Joshua Schwartz‏ @josh_schwa May 6
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        Replying to @LAForeverHall

        Why is this sad? I guess if you were one of the shorts, it is sad for you, but it also made longs a ton of money. Also, it wasn't really that unfair. The huge increase was based on fundamentals even if it may have been overdone.

        1 reply 0 retweets 1 like
      3. Liz‏ @LAForeverHall May 6
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        Replying to @josh_schwa

        I don't want people to lose money. This isn't a war to me. Am long BTW.

        1 reply 0 retweets 1 like
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      1. Up-and-to-the-Right Capital Management‏ @AdamB1438 May 6
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        Replying to @LAForeverHall

        This is pretty amazing:pic.twitter.com/1SpXdir0RF

        0 replies 0 retweets 5 likes
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      2. Booker T‏ @bookercloney May 6
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        Replying to @LAForeverHall

        The Market is designed to be efficient in transferring money from one person to another.

        1 reply 0 retweets 1 like
      3. Booker T‏ @bookercloney May 6
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        Replying to @bookercloney @LAForeverHall

        Look at Tesla..

        0 replies 0 retweets 1 like
      4. End of conversation

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