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David on why venture capital has become more competitive: "When I started my career, there were one or two technology companies in the largest 10 market cap companies. Now it's 8 of 10, and 7 of 8 are West Coast technology venture-backed companies. There's $5T of private market cap... show more

Patrick OShaughnessy

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149,363 次观看 • 7 个月前 •via X (Twitter)

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🙈🙊🙉 SEC TURNS A BLIND ON MARKET MANIPULATION IN SMALL CAP COMPANIES 🙉🙊🙈 U.S. Securities and Exchange Commission turned a blind eye on Market Manipulation in penny stock which gave the manipulators the go ahead to attack small companies. They got bold as the SEC wasn't watching they decided to move up the food chain to bigger companies. Now if you are under a 2 Billion market cap you are at risk of being attacked by Wall Street Parasites. IT'S MORE PROFITABLE TO BANKRUPT COMPANIES This is hurting innovation and the economy. It's out of control. Will they move up to Companies that are under 10 Billion❓️ When does it stop❓️ WHY WOULD ANY COMPANY GO PUBLIC UNDER THESE CONDITIONS ❓️❓️🤔

🙈🙊🙉 SEC TURNS A BLIND ON MARKET MANIPULATION IN SMALL CAP COMPANIES 🙉🙊🙈 U.S. Securities and Exchange Commission turned a blind eye on Market Manipulation in penny stock which gave the manipulators the go ahead to attack small companies. They got bold as the SEC wasn't watching they decided to move up the food chain to bigger companies. Now if you are under a 2 Billion market cap you are at risk of being attacked by Wall Street Parasites. IT'S MORE PROFITABLE TO BANKRUPT COMPANIES This is hurting innovation and the economy. It's out of control. Will they move up to Companies that are under 10 Billion❓️ When does it stop❓️ WHY WOULD ANY COMPANY GO PUBLIC UNDER THESE CONDITIONS ❓️❓️🤔

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"I think there's tremendous alpha in the largest cap." Alex manages $17B and runs one of the best performing hedge funds over the last 3 years. "There's a huge structural underweight of the largest tech companies in the world. We also realized that a lot of our performance over the years was from some of the largest companies. There's a belief that there's no alpha in large cap, so the largest pools of capital are underweight this. They have a lot of small and mid managers that are stock pickers because it's intuitive that large cap can't have alpha. In tech, the leader usually grows bigger and wins and develops very high market share quickly, and there's great competitive advantages. So this is gonna lead to massive profit pools and massive market caps. Most endowments are betting against this because they're completely underweight this. I think there's tremendous alpha in the largest cap because a small cap, it just takes one person to figure out it's good and move it up. But it takes a hundred diversified PMs to realize Google's not a loser, it's a winner. And can we figure that out before 95% of those generalist PMs, and we've been able to do it."

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