“I sold my position after a steep decline in the stock, followed by the CFO resigning.”
SE
Steve Eisman
The Real Eisman Playbook ·
“We took up our position in SK Hynix to be about a four, a bit over 4% ... stock's up 20 fold ... we've sold about 90% of our position, but that still leaves us with almost 7% position in the fund”
Cameron Robertson · Equity Mates Investing Podcast · The Asian Opportunities Investors Are Missing with Cameron Robertson
Play from 12:19
12:19
Audio streams from the publisher’s own feed. Verbatim does not host or copy it.
What was described
took a ~4% position in SK Hynix in 2023, sold about 90% after the stock rose ~20-fold, leaving ~7% of the fund in the stock
4% position, 90% sold, 7% remaining, 20-fold stock increase
Said nearby on the same subject
“He bet all the million dollars into a stock of MercadoLibre… went public at $18 per share and quickly rose to around $80… position became worth approximately $4 million.”
MS
Marc Stad
Buyers and Builders ·
“He sold his position at a loss, freeing up roughly $500,000 to bet against Moderna by buying put options ahead of the trial results. Perfect timing for Togi. Shortly after, the results were leaked and the stock crashed by 26%.”
♫
Said on TBPN
“Momentum in your fund is the momentum in the stock times the weight in the fund”
MJ
Matt Jones
Equity Mates Investing Podcast ·
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