The C O N T R A R I A N

@ZeContrarian7

Ex Wall Street hedge fund trader, contrarian investor, logician and VIX extraordinaire.

Vrijeme pridruživanja: rujan 2013.

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  1. Prikvačeni tweet

    Always nice to look back at the 8 years 9,498% gain journey and be able to truly say, I did it my way. (Account was closed for business reasons)

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  2. proslijedio/la je Tweet
    4. velj

    “Im shorting Tesla” -Famous last words

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  3. Although I missed it this year, I’m deffenitly putting “killer virus wiping 10% of the world population” among my guesses for POSITIVE market surprises for the markets in 2021.

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  4. 4. velj

    “Im shorting Tesla” -Famous last words

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  5. 4. velj

    If the CoronaVirus and its unforeseeable implications on the world second largest economy could not take the stock market down, I am not sure what can.

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  6. 4. velj

    FinTwitt 2019: is clueless, holding as her largest position. FinTwitt 2020: “yo bro, what’s the ticker of that ARK fund that manages”.

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  7. 4. velj

    True story: in my Wall Street days we had in our hedge fund a brilliant trader that had a senior position at Goldman Sachs where he was racking millions. He joined the fund after he was fired from Goldman for taking GMAT exams on behalf of students in his free time.

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  8. 4. velj

    My mom 2018: you should buy Bitcoin, everyone knows it’s going to $100,000 My mom 2020: you should buy Tesla, everyone knows it’s going to $10,000 🤷🏻‍♂️

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  9. 3. velj

    The movie The Matrix would not have a sequel or a prequel if AI figured out earlier that all you need to keep humanity in-check is quantitative easing.

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  10. proslijedio/la je Tweet
    21. sij

    If there is some kind of epidemic that is spreading around Asia killing people one would assume VIX at 12.60 is too low. Good to remember that if this evolves the last time we had the Ebola epidemic VIX was double the current price.

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  11. proslijedio/la je Tweet
    31. sij

    This is all I have to say , thanks for hedging

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  12. proslijedio/la je Tweet
    30. sij

    “Farfetch Raises $250 Million from Tencent and Dragoneer to Support Continued Growth”.

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  13. 31. sij

    This is all I have to say , thanks for hedging

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  14. 31. sij

    Tech earnings make one thing clear, the gap between the United States and the rest of the world is just insurmountable. Countries like Iran, that didn’t accumulate wealth during the oil gold era and continue to suppress their human capital with religious bullshit are FUCKED.

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  15. 30. sij

    “Farfetch Raises $250 Million from Tencent and Dragoneer to Support Continued Growth”.

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  16. proslijedio/la je Tweet
    29. sij

    DXC Technology is Ready for a Turnaround. DXC was formed from a merger of CSC and the enterprise-division of Hewlett Packard Enterprise, it’s main business is helping companies shift to the cloud, build applications and digitize back office work. The company partnered with

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  17. 29. sij

    DXC market capitalization is 9,300 and sales are 19,600. CTSH mcap is 34,840 while sales are 17,000 and Accenture mcap is 132,000 and sales 44,000.

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  18. 29. sij

    aggressively buying back 50% of the company shares. I expect 2021 to be the year where growth lead by synergies effects the bottom line. DXC is CHEAP in comparison to peers as it trades on a EV/EBITDA of 4.8 vs. CTSH 9.6 and Accenture 16.8. Especially when you take into account

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  19. 29. sij

    the private equity side of the business. DXC COULD NOT BE IN BETTER HANDS. The recent investor call shows there is a coherent plan to turn the business around, I expect 2020 to be a stabilization year as the company sells non core assets to the tune of $3B-$5B reducing debt and

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  20. 29. sij

    In single digits into the foreseeable future. The old CEO has been replaced with a new CEO that has a pristine track record that includes leading Accenture, the best in breed company in this category to amazing growth in the past and before joining DXC gained experience in

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  21. 29. sij

    digital services, in the bottom line revenue declined and so did the stock. But the tide is shifting, digital revenue is growing and offsetting the loss in the legacy business. According to my analysis the Digital part should exceed 50% of revenue in 2020 as legacy declines in

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