1. Breach disclosed on a Friday. 2. The data about 500m people DOES NOT belong to their guests, but to Marriott. They have every right to allow it be compromised. 3. Breach unlikely to be costly, and affect stock price. 4. Other hotel chains should consider incident response.https://twitter.com/MarriottIntl/status/1068460980621971456 …
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Would be amazing if you shared the performance of the "Ormandy Index Fund of recently breached companies" on a semi-regular basis. It's a fun investment strategy - yet I will be surprised if it beats S&P.
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I dunno, I think it might outperform. The hard part is calling the bottom and the size of the position, I just buy near the market close on the day of the announcement and proportional to the size of the reaction.
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For a research project?
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No, just observed that the stock market doesn't care about data breaches or disclosed vulnerabilities; there's a temporary reaction followed by quick recovery.

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It only makes sense. I noticed SMCI starting to crawl it’s way back up.
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I wonder if it's the recent rumours of a retraction? I'm still holding on
https://twitter.com/josephfcox/status/1067548261966331909 …This Tweet is unavailable. - 1 more reply
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The incentives don’t lend themselves to continuous security improvement, do they?
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You know as an investor you have responsibilities
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I have had this same thought, but been too chicken the pull the trigger. Same when 45 mentions any company on twitter.
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Not a bad strategy. Temporary downgrades don't get more temporary than data breaches.
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