I don't know whether it's the contrarian in me or the part that is just fascinated by the mechanics of finance, but I feel like I would weight more highly commentary about the Vision Fund if it were followed with "And that's why I shorted it, using publicly traded instruments."
-
-
To short the equity of the Vision Fund you short SoftBank Group, go long on those four constituents, and then either a) call it a day or b) figure out some way to go synthetically long on ARM.
Show this thread -
This is *absolutely not* a recommendation to do this; this is a napkin sketch of how it could be done, if one believed one was much better informed than the market about the probability distribution of future returns to the Vision Fund.
Show this thread
End of conversation
New conversation -
Loading seems to be taking a while.
Twitter may be over capacity or experiencing a momentary hiccup. Try again or visit Twitter Status for more information.