B Graham Disciple

@bgrahamdisciple

I am a fundamental long/short investor with over 20 years of experience in the securities industry, mostly in equities and options.

Chicago, IL
Vrijeme pridruživanja: ožujak 2018.

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  1. Prikvačeni tweet
    8. svi 2019.
    Odgovor korisnicima

    Being short is like living in a neighborhood where everyone thinks piles of dog shit are worth hundreds of dollars each, I keep saying that dog shit is worth zero, and all my neighbors keep saying the dog is a shitting genius and dog shit price bro. 💩

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  2. Ok team, good job on the close today. Time to ramp the really big phone calls tomorrow. A nutty amount of phone calls. Go exponential. ☎️☎️☎️

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  3. Poništi
  4. Wtf is going on with stock? News or fever broke?

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  5. 45 minutes before the open and has already traded over $3 billion in volume. Nutty.

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  6. Ron Baron is the Forrest Gump of Wall Street.

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  7. Good luck with that.

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  8. proslijedio/la je Tweet

    If you had invested $10,000 in Tesla in 2012, by my calculations, today you'd be an annoying prick.

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  9. proslijedio/la je Tweet
    3. velj
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  10. proslijedio/la je Tweet
    3. velj
    Odgovor korisniku/ci
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  11. 3. velj

    Credit where credit is due: Elon Musk’s decision to stroke the egos of retail investors by telling them they understand the company better than Wall Street analysts was pure genius. The first genius anything I have seen from Musk.

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  12. 3. velj

    stock has traded over $30 billion in volume today.

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  13. 3. velj

    Did you ever get the feeling that a bunch of people know something that you don’t?

    Prikaži ovu nit
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  14. 3. velj

    I just obtained Zach’s highly confidential first draft of MD&A for Q1 20:

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  15. 3. velj

    Unfortunately, I realized too late that stock has a biodefense mode. 🤦‍♂️

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  16. 3. velj

    Me failing to understand why U.S. futures are still green even though China markets are down so much.

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  17. 2. velj

    It is “increasingly unlikely that the virus can be contained,” said Dr. Thomas R. Frieden, a former director of the Centers for Disease Control and Prevention who now runs Resolve to Save Lives, a nonprofit devoted to fighting epidemics.

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  18. 2. velj

    It has been a couple of quarters+ since I candidly reassessed the reasons for my short thesis. I still think is a good short, but not for the faint of heart and not for any money you can’t afford to lose in a Fremont minute. Here goes:

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  19. 1. velj

    delivered 54 cars in the Netherlands in Jan 20. They averaged less than 2 a day. That is less than they delivered in Jan 19, before Model 3 deliveries got rolling. Even Jan 18 was a higher number (86). Good thing for longs they can count on China. Oh wait. Doh!

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  20. 1. velj
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  21. 31. sij

    This NY Times article on coronavirus is exceptionally well done. I remain convinced that economic impacts will be substantial in the short term and note that lots of data coming out of China could be way off (intentionally and unintentionally).

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