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Bill Ackman on how he made $2.5 billion by hedging and shorting stocks during March 2020 Worth a listen "There was a massive storm coming. We could see the storm, but everyone else was playing on a beach. We bought a credit default swap on the index, and over... show more

Boring_Business

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842,632 Aufrufe • vor 4 Monaten •via X (Twitter)

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Bill Ackman made $2.8 billion on a single interest rate hedge, his only regret: "we should have made $10 billion - we were a little timid" he raised his first fund by cold-calling every billionaire on the Forbes 400 list. 100 meetings, 6 said yes and total: $3.1 million his worst recent trade: lost $400 million on Netflix in a few months. "new facts emerged which were inconsistent with the original thesis - so we exited" bookmark & listen ↓

Bill Ackman made $2.8 billion on a single interest rate hedge, his only regret: "we should have made $10 billion - we were a little timid" he raised his first fund by cold-calling every billionaire on the Forbes 400 list. 100 meetings, 6 said yes and total: $3.1 million his worst recent trade: lost $400 million on Netflix in a few months. "new facts emerged which were inconsistent with the original thesis - so we exited" bookmark & listen ↓

Сarm1ne

1,153,247 Aufrufe • vor 3 Monaten

Bill Ackman told the story of Donald Bren - the 27th richest man in America that almost nobody has heard of he bought a fifth of Orange County for $337 million, one deal, 40 years - Forbes says he's worth $15 billion, Ackman says "Forbes is wrong, my guess is closer to $30 billion" "one way to find a great business is look in the Forbes 400 and see where people made their money" "we bought 25% of General Growth in 2008 for $60 million - it filed for bankruptcy - investors made a 100-fold return" Bren's edge was one strategy for 40 years - now strategies generate faster with AI - check the post below ↓

Bill Ackman told the story of Donald Bren - the 27th richest man in America that almost nobody has heard of he bought a fifth of Orange County for $337 million, one deal, 40 years - Forbes says he's worth $15 billion, Ackman says "Forbes is wrong, my guess is closer to $30 billion" "one way to find a great business is look in the Forbes 400 and see where people made their money" "we bought 25% of General Growth in 2008 for $60 million - it filed for bankruptcy - investors made a 100-fold return" Bren's edge was one strategy for 40 years - now strategies generate faster with AI - check the post below ↓

Сarm1ne

404,540 Aufrufe • vor 2 Monaten

Magic Johnson bought the Dodgers for 2.2 billion when everyone was screaming that he overpaid, and today the team is worth 8 billion He explains why sports teams are an asset that's almost impossible to lose on Jerry Buss once got the Lakers for 65 million, and recently the team sold for 10 billion He bought the women's team Sparks for a few million and took losses for years, and now it's worth 300 million "Nobody in America is ever going to stop watching sports, so team valuations will only keep going up" Full conversation about how to read deals, pick partners, and why boring businesses beat any hype ↓

Magic Johnson bought the Dodgers for 2.2 billion when everyone was screaming that he overpaid, and today the team is worth 8 billion He explains why sports teams are an asset that's almost impossible to lose on Jerry Buss once got the Lakers for 65 million, and recently the team sold for 10 billion He bought the women's team Sparks for a few million and took losses for years, and now it's worth 300 million "Nobody in America is ever going to stop watching sports, so team valuations will only keep going up" Full conversation about how to read deals, pick partners, and why boring businesses beat any hype ↓

Damir Akaza

235,326 Aufrufe • vor 1 Monat

Trump takes a break from fear-mongering about communism to brag about seizing the means of production: "We had a problem with Intel. And we settled the problem. They gave us 10% of the company. That was worth $12 billion."

Trump takes a break from fear-mongering about communism to brag about seizing the means of production: "We had a problem with Intel. And we settled the problem. They gave us 10% of the company. That was worth $12 billion."

Aaron Rupar

202,705 Aufrufe • vor 21 Tagen

Trump: "We made a purchase of 10% of Intel. We got it for the right price. And we made approximately $72 billion on that deal. So it was good. Do I get credit for that one? No. I get no credit!" (Tell me more about how Democrats are communists ... )

Trump: "We made a purchase of 10% of Intel. We got it for the right price. And we made approximately $72 billion on that deal. So it was good. Do I get credit for that one? No. I get no credit!" (Tell me more about how Democrats are communists ... )

Aaron Rupar

308,575 Aufrufe • vor 1 Monat

Internet rascal Riley Walz called in to the show today from the SF alley he recently bought. He's already auctioned off its naming rights to Notion (it'll be called The Notion Way), and he'll cover it with a mural composed of 1,280 crowdsourced images. How he made it happen: "Basically we learned that an alley was recently foreclosed on. A woman accidentally bought it thinking she was buying a house [on it]." "The house was worth a million dollars, she bid $25K on it thinking she was getting the steal of a lifetime. She won." "She realized she didn't own the house... We eventually reached out to her, negotiated for a little while, and we bought it for a little more than she bought it for." "So she got bailed out, we were able to do a nice thing, and still do this crazy project."

Internet rascal Riley Walz called in to the show today from the SF alley he recently bought. He's already auctioned off its naming rights to Notion (it'll be called The Notion Way), and he'll cover it with a mural composed of 1,280 crowdsourced images. How he made it happen: "Basically we learned that an alley was recently foreclosed on. A woman accidentally bought it thinking she was buying a house [on it]." "The house was worth a million dollars, she bid $25K on it thinking she was getting the steal of a lifetime. She won." "She realized she didn't own the house... We eventually reached out to her, negotiated for a little while, and we bought it for a little more than she bought it for." "So she got bailed out, we were able to do a nice thing, and still do this crazy project."

TBPN

14,319 Aufrufe • vor 4 Monaten

Mockler on Cost of Iran War: So in New York, they did free school lunches for $300 million a year, put that against the $50 billion, which is a conservative estimate for this war. We could have funded this across the country. How about in Connecticut? They have paid family leave. It was $450 million a year. And it is $5 million to start up. Put that against the $50 billion. It is a no brainer. What about one more in New Mexico. It costs $1.5 billion for free college. We could do that 20 times over with the $50 billion that we've spent.

Mockler on Cost of Iran War: So in New York, they did free school lunches for $300 million a year, put that against the $50 billion, which is a conservative estimate for this war. We could have funded this across the country. How about in Connecticut? They have paid family leave. It was $450 million a year. And it is $5 million to start up. Put that against the $50 billion. It is a no brainer. What about one more in New Mexico. It costs $1.5 billion for free college. We could do that 20 times over with the $50 billion that we've spent.

Acyn

529,396 Aufrufe • vor 3 Monaten

ON LIVE TELEVISION HE SAYS EVERY HOTEL COMPANY IN THE WORLD IS DONE. THE TRADE HE RAN ALONGSIDE THAT WARNING PAID OUT $2.6 BILLION. The man on the phone is Bill Ackman, who runs Pershing Square Capital. Three weeks earlier he had bought $27 million of insurance against a collapse nobody else was pricing. On March 18, 2020, he called the network to say the shutdown was inevitable. Then the anchor asked about Hilton, and Ackman told him what he was doing with his own money while he said it. 0:37 "I've been super bearish, but I got bullish. And the reason why I got bullish, I've been aggressively buying stocks, including Hilton today. And I've been buying all the way down." Buying all the way down. Four words from the man who had just explained why every hotel company on earth was about to die. Behind him on the board, Hilton is down 22 percent on the day and 38 percent on the week, the strap under his face reads RISK OF HILTON HOTEL GOING TO ZERO, and he gives the arithmetic anyway: no business survives 18 months with no revenue. Five days later he closed the insurance for $2.6 billion and put it to work in the stocks he had just buried: Hilton, Berkshire Hathaway, Starbucks, Lowe's. 1:00 "The only answer for the world is to shut the world for 30 days." In the clip he explains why the doom and the buying are the same decision, and the reason is not the one most people assume. People hear a billionaire predict the end of the world and assume he wanted it. The tape says otherwise: warning and buying, same read, same breath. Watch 0:42, where the man who just said every hotel company is done tells the anchor he bought Hilton today. Before you act on a forecast, find out what the forecaster owns. The only half of a prediction you can check is what it holds.

ON LIVE TELEVISION HE SAYS EVERY HOTEL COMPANY IN THE WORLD IS DONE. THE TRADE HE RAN ALONGSIDE THAT WARNING PAID OUT $2.6 BILLION. The man on the phone is Bill Ackman, who runs Pershing Square Capital. Three weeks earlier he had bought $27 million of insurance against a collapse nobody else was pricing. On March 18, 2020, he called the network to say the shutdown was inevitable. Then the anchor asked about Hilton, and Ackman told him what he was doing with his own money while he said it. 0:37 "I've been super bearish, but I got bullish. And the reason why I got bullish, I've been aggressively buying stocks, including Hilton today. And I've been buying all the way down." Buying all the way down. Four words from the man who had just explained why every hotel company on earth was about to die. Behind him on the board, Hilton is down 22 percent on the day and 38 percent on the week, the strap under his face reads RISK OF HILTON HOTEL GOING TO ZERO, and he gives the arithmetic anyway: no business survives 18 months with no revenue. Five days later he closed the insurance for $2.6 billion and put it to work in the stocks he had just buried: Hilton, Berkshire Hathaway, Starbucks, Lowe's. 1:00 "The only answer for the world is to shut the world for 30 days." In the clip he explains why the doom and the buying are the same decision, and the reason is not the one most people assume. People hear a billionaire predict the end of the world and assume he wanted it. The tape says otherwise: warning and buying, same read, same breath. Watch 0:42, where the man who just said every hotel company is done tells the anchor he bought Hilton today. Before you act on a forecast, find out what the forecaster owns. The only half of a prediction you can check is what it holds.

Chalk

554,298 Aufrufe • vor 14 Tagen

Our tax system is rigged, people with money pay half the rate of tax of people with jobs. A wealth tax would be a start and it's worth pointing out, it would only affect 20,000 people out of 60 million, and they (we) would only pay 2% on anything over 10 million pounds. It would generate £24 billion a year - which could fund so many things we badly need.

Our tax system is rigged, people with money pay half the rate of tax of people with jobs. A wealth tax would be a start and it's worth pointing out, it would only affect 20,000 people out of 60 million, and they (we) would only pay 2% on anything over 10 million pounds. It would generate £24 billion a year - which could fund so many things we badly need.

Dale Vince

28,735 Aufrufe • vor 9 Monaten

2008: ◉ Lehman Brothers was $600 billion ◉ The CDO market was $400 billion 2022: ◉ The crypto market is $2.5 trillion with most of it built on a 10:1 leverage ratio ◉ The CLO market is $1.2 trillion in a $12 trillion structured credit fixed-income market See any problems?

2008: ◉ Lehman Brothers was $600 billion ◉ The CDO market was $400 billion 2022: ◉ The crypto market is $2.5 trillion with most of it built on a 10:1 leverage ratio ◉ The CLO market is $1.2 trillion in a $12 trillion structured credit fixed-income market See any problems?

Financelot

1,169,249 Aufrufe • vor 3 Jahren

A man sold a website with no profits to Yahoo for $5.7 BILLION on April Fool's Day. Yahoo thought it was the deal of the century. They shut it down three years later. – Mark Cuban grew up in Pittsburgh selling garbage bags door to door at 12 to afford basketball sneakers. – In 1995 he started a company called The idea was simple. Let people listen to out of town sports radio on the internet. That was the whole company. – In 1998 he took it public. On the first day of trading the stock jumped 250 percent. The company hit $1 BILLION in value. Cubans owned 30 percent of it. – They had 570,000 users. The company had never made a single dollar of profit. – Yahoo was in a war with AOL and Microsoft to become the dominant homepage of the internet. – They were spending BILLIONS buying anything that looked like the future. – On April 1 1999, April Fool's Day Yahoo bought for $5.7 BILLION. Cuban's personal share was $1.4 BILLION. – But Cuban was nervous. The dot-com bubble was clearly out of control. So he paid $20 MILLION in fees to Wall Street banks to lock in a guaranteed price on his Yahoo shares before the market crashed. – Six months later the bubble burst. Yahoo stock fell from $300 to $5 per share. Had he held on his $1.4 BILLION would have been worth $25 MILLION. – He walked away with every dollar. Wall Street called it one of the top ten trades of all time. – Yahoo shut down in 2002. Three years after paying $5.7 BILLION for it. – In 2017 Verizon bought all of Yahoo for $4.5 BILLION. Less than what Yahoo paid for Cuban's website alone. – Cuban used the money to buy the Dallas Mavericks NBA team and became one of the most famous investors on Shark Tank. A website with no profits sold for $5.7 BILLION on April Fool's Day and shut down three years later.

A man sold a website with no profits to Yahoo for $5.7 BILLION on April Fool's Day. Yahoo thought it was the deal of the century. They shut it down three years later. – Mark Cuban grew up in Pittsburgh selling garbage bags door to door at 12 to afford basketball sneakers. – In 1995 he started a company called The idea was simple. Let people listen to out of town sports radio on the internet. That was the whole company. – In 1998 he took it public. On the first day of trading the stock jumped 250 percent. The company hit $1 BILLION in value. Cubans owned 30 percent of it. – They had 570,000 users. The company had never made a single dollar of profit. – Yahoo was in a war with AOL and Microsoft to become the dominant homepage of the internet. – They were spending BILLIONS buying anything that looked like the future. – On April 1 1999, April Fool's Day Yahoo bought for $5.7 BILLION. Cuban's personal share was $1.4 BILLION. – But Cuban was nervous. The dot-com bubble was clearly out of control. So he paid $20 MILLION in fees to Wall Street banks to lock in a guaranteed price on his Yahoo shares before the market crashed. – Six months later the bubble burst. Yahoo stock fell from $300 to $5 per share. Had he held on his $1.4 BILLION would have been worth $25 MILLION. – He walked away with every dollar. Wall Street called it one of the top ten trades of all time. – Yahoo shut down in 2002. Three years after paying $5.7 BILLION for it. – In 2017 Verizon bought all of Yahoo for $4.5 BILLION. Less than what Yahoo paid for Cuban's website alone. – Cuban used the money to buy the Dallas Mavericks NBA team and became one of the most famous investors on Shark Tank. A website with no profits sold for $5.7 BILLION on April Fool's Day and shut down three years later.

Aisar

1,078,245 Aufrufe • vor 1 Monat

My Video No. 5. PETER OBI: "...President bought plane for over 300 billion... (Meanwhile,) a complete cancer centre today with oncology and everything is about 5 billion, and we have less than 12 in this country of over 200 million people. 1/3 of that money will buy 20 new cancer centres... WE MUST SHUT DOWN THIS WASTE" Me: #RigandDie2027 on my mind. 🙇🏽‍♂️

My Video No. 5. PETER OBI: "...President bought plane for over 300 billion... (Meanwhile,) a complete cancer centre today with oncology and everything is about 5 billion, and we have less than 12 in this country of over 200 million people. 1/3 of that money will buy 20 new cancer centres... WE MUST SHUT DOWN THIS WASTE" Me: #RigandDie2027 on my mind. 🙇🏽‍♂️

Well-Meaning NIGERIAN™ GCON, GCFR.

49,693 Aufrufe • vor 1 Monat

Leopold Aschenbrenner's fund Situational Awareness recently crossed a $20 billion AUM, up 1000% since inception. This is a record-breaking feat achieved by contrarian investment bets... and he might be about to strike gold again. On Monday NVIDIA announced they're raising $25B in external capital. Why is the #1 most valuable company in the world raising money? Leopold currently has a massive $1.3B notional short on NVIDIA stock revealed in his latest 13F filings.. and it might be about to pay off. The wildest part is 20% of his fund is Anthropic shares he bought when it was worth only $60B (now worth $1 trillion) We unpack the investment thesis and more on todays episode 👇

Leopold Aschenbrenner's fund Situational Awareness recently crossed a $20 billion AUM, up 1000% since inception. This is a record-breaking feat achieved by contrarian investment bets... and he might be about to strike gold again. On Monday NVIDIA announced they're raising $25B in external capital. Why is the #1 most valuable company in the world raising money? Leopold currently has a massive $1.3B notional short on NVIDIA stock revealed in his latest 13F filings.. and it might be about to pay off. The wildest part is 20% of his fund is Anthropic shares he bought when it was worth only $60B (now worth $1 trillion) We unpack the investment thesis and more on todays episode 👇

Limitless

29,424 Aufrufe • vor 2 Monaten

Robert Parish on the key to the Celtics sustained success in the 80s: “We know we wasn't gonna win a championship or championships playing like individuals.” He also said that started with Larry Bird and that everyone else followed suit. “We all bought into this philosophy, you’re playing for the name on front of the jersey, not the name on the back of the jersey. And I think we all bought into that.”

Robert Parish on the key to the Celtics sustained success in the 80s: “We know we wasn't gonna win a championship or championships playing like individuals.” He also said that started with Larry Bird and that everyone else followed suit. “We all bought into this philosophy, you’re playing for the name on front of the jersey, not the name on the back of the jersey. And I think we all bought into that.”

Bobby Krivitsky

42,910 Aufrufe • vor 5 Monaten

Bill Ackman once turned $27 MILLION into $2.6 BILLION in a single month by betting the market would crash in March 2020. Now the man who runs Pershing Square is back on camera with what he thinks happens next - to AI, to markets, to the world. 39-min of one of the most concentrated, high-conviction investors alive laying out his read bookmark & watch - when Ackman makes a call, it moves markets

Bill Ackman once turned $27 MILLION into $2.6 BILLION in a single month by betting the market would crash in March 2020. Now the man who runs Pershing Square is back on camera with what he thinks happens next - to AI, to markets, to the world. 39-min of one of the most concentrated, high-conviction investors alive laying out his read bookmark & watch - when Ackman makes a call, it moves markets

st1ne

104,092 Aufrufe • vor 1 Monat

Ron Baron is the most ruthless long-term predator on Wall Street while average traders panic sell for a 20% gain, he waits a decade and walks away with $8 billion in pure profit "it took me four years of visiting Elon Musk just to get convinced. average guys buy a stock and check the price 10 times a day - i watched Tesla triple, completely missed the rally, and then dumped $400 million in it when i knew for a fact it was going to change the world." "the crowd is obsessed with taking tiny profits off the table - we held our position through absolute hell, and turned that initial check into $8 billion" "now everyone is fighting over generic AI stocks - we are dumping billions into Spacex because we are completely convinced it will become a $30 trillion empire and the single largest company in human history" Baron didn't build a $55 billion fund by trading the daily news cycle or listening to analysts. he built it by finding generational visionaries, buying a massive stake, and completely ignoring the noise for 10 years watch his brand new interview breaking down why he is betting everything on Spacex

ludoonchart

105,061 Aufrufe • vor 2 Monaten

We asked Flood about his dynamic relationship with Arthur Hayes on Hyperliquid. "People fundamentally misprice Hyperliquid and Arthur is one of the people who actually has the best pricing and probably the most edge" 🦣 "The global perpetual swap market is anywhere from $20-30 billion in revenue a year, and Binance conservatively makes $10 billion a year in revenue." "Hyperliquid does about one-sixth to one-tenth the volume that Binance does on perps—if Hyperliquid is making a billion a year, that puts Binance at conservatively $10 billion annually just from perps."

We asked Flood about his dynamic relationship with Arthur Hayes on Hyperliquid. "People fundamentally misprice Hyperliquid and Arthur is one of the people who actually has the best pricing and probably the most edge" 🦣 "The global perpetual swap market is anywhere from $20-30 billion in revenue a year, and Binance conservatively makes $10 billion a year in revenue." "Hyperliquid does about one-sixth to one-tenth the volume that Binance does on perps—if Hyperliquid is making a billion a year, that puts Binance at conservatively $10 billion annually just from perps."

The Rollup

85,353 Aufrufe • vor 1 Jahr

"The thesis was not invalidated, it was just an idiosyncratic execution failure" Multicoin co-founder Tushar Jain on losing money on EOS, then leading the Solana seed round "The first big investment we made with that thesis was a network called EOS. We published a couple of reports on it, we were pretty bullish. It was a credible engineering team led by Dan Larimer, who had built two blockchains before. They had $4 billion that they had raised, which we thought was going to be used to further the network." "Clearly that didn't work out. They kind of just took the money and went away, so we lost a lot of money on that." "As investors we didn't get to see any of that productively deployed. But later that year we invested in the Solana seed round." "So we doubled down on the thesis, despite losing money, and we led the Solana seed round."

"The thesis was not invalidated, it was just an idiosyncratic execution failure" Multicoin co-founder Tushar Jain on losing money on EOS, then leading the Solana seed round "The first big investment we made with that thesis was a network called EOS. We published a couple of reports on it, we were pretty bullish. It was a credible engineering team led by Dan Larimer, who had built two blockchains before. They had $4 billion that they had raised, which we thought was going to be used to further the network." "Clearly that didn't work out. They kind of just took the money and went away, so we lost a lot of money on that." "As investors we didn't get to see any of that productively deployed. But later that year we invested in the Solana seed round." "So we doubled down on the thesis, despite losing money, and we led the Solana seed round."

The Wolf Of All Streets

21,019 Aufrufe • vor 1 Tag

“We bought 200 cedis worth of prepaid credit on Sunday, and after two days it was left with 138. Even when I loaded the 200 cedis, it reflected as 197. Where has the 3 cedis gone?” — A Ghanaian lady questions ECG over her dissatisfaction with their services.

“We bought 200 cedis worth of prepaid credit on Sunday, and after two days it was left with 138. Even when I loaded the 200 cedis, it reflected as 197. Where has the 3 cedis gone?” — A Ghanaian lady questions ECG over her dissatisfaction with their services.

THE STATE NEWS

65,761 Aufrufe • vor 5 Monaten