Steve Eisman · The Real Eisman Playbook · Q3 2026 Market Recap: Energy Up, Utilities Crushed, and Software Flipped | The Weekly Wrap
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sold his position in Glasshouse after a steep price decline and the CFO announced a resignation
“We were looking at that and we were like, I can pay that much and save this much of his time. And we try to price his time and try to price my time on all the things we do”
“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%.”
“Giving away 125 free meals a week… prices represent the lowest price he can charge and still meet all of his expenses… menu priced at basically a zero profit margin.”
“Created an app that effectively allowed you to read every market sensitive announcement on the ASX ... filter it for industries we’re interested in and only the price sensitive announcements.”
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