heartbreakout

@heartbreakout

Former (fired) Long/Short Tech PM at $10bn+ Hedge Fund

Vrijeme pridruživanja: svibanj 2018.

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  1. prije 11 sati

    Big Growth vs. Value unwind in tech going on

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  2. 28. sij

    - +ve Initiation by Sheridan at UBS - $56 PT. Could it be beneficiary of coronavirus too - less people wanting to take public transport?

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  3. 26. sij

    OTOH, called out impact from increasing Japan consumption tax and Diwali calendar shift while didn't.

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  4. 26. sij

    Does anyone know why not calling out an impact from mkt place internet sales tax, yet and do?

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  5. 22. sij

    Going through tech charts tonight. A couple great ones but near term they look over bought. A lot less good ones - some crossing below their 20MA, and a good number following through with 2-4 days down in a row. Think a pullback is imminent.

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  6. 12. pro 2019.

    green

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  7. 12. pro 2019.

    Let's see how it acts today. A green close would get me more constructive heading into Jan. If it doesn't bounce back, have to think if it changes narrative of Q4 beat.

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  8. 12. pro 2019.

    Although I definitely used to be one of those shoot first, ask questions later type guys with this type of data, but i was always the idiot selling at near the bottom.

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  9. 12. pro 2019.

    Not sure why people listen to 7park data in a quarter that is heavily back end loaded, especially this one with one of most hyped shows (Witcher) being released on dec 20. They were calling for int’l miss last q and were wrong. 🤷🏽‍♂️

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  10. 11. pro 2019.

    Any o e hear why dn AH?

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  11. 11. pro 2019.

    selling off on this bgr article that extrapolates discounts in India to other countries, but that makes no sense. NFLX and others in India have been offering discounts there for a while.

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  12. 11. pro 2019.

    Witcher trailer (coming out on the 20th) has been watched 21M times with 10 days to go. Stranger Things s3 trailer has been watched 35M times (came out last summer). If Witcher is even half of ST, will be big hit and help Q4 subs. I think will surprise people end of Dec.

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  13. 11. pro 2019.

    High growth SW getting smoked today. down 10% (don't see news), down 6%, coup down 4%. I hit some here as seems last one that is holding up

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  14. 11. pro 2019.

    dn 4% here, getting hit w rest of sw

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  15. 11. pro 2019.

    long short going to unwind hard here in the next month. Especially after last catalyst of Star Wars. Not much in big new movies in 2020, + behind them, and additional streaming competition coming online.

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  16. 11. pro 2019.

    DRAM prices now accelerating to the up. Watch breakout

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  17. 11. pro 2019.

    Going through tech charts this morning, the breadth of them don't look great with qqq's near highs. A lot of negative RSI divergence on the ones making highs as well.

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  18. 11. pro 2019.

    Piper out with +ve note on : his search index and youtube views analysis shows subscriber upside for domestic and international subs for Q4 . 6% vs 4.8% domestic consensus; 30.9% vs 20.9% international consensus.

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  19. 11. pro 2019.

    I get it, the long short was a home run trade in 2019. I loved it too. But going forward, given sentiment, I think has a much better r/r here.

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  20. 11. pro 2019.

    I don’t understand how the same people who are bearish on bc of streaming competition are bullish on bc of dis+/Hulu. Aren’t they also likely to see increased churn from peacock and hbo max?

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