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by helsinkiandrew 9 days ago
He's been wrong a few times, but has been right far more than ONCE and appears to be profitably making decisions. For example:

Short dot.com stocks (55% return), short subprime mortgages (Massive return), long Gamestop 2019, short ARKK 2021, The shorts on Palantir and NVDA are probably still running (PLTR 25% in profit, NVDA 20% loss).
1 comments
turtlesdown11 9 days ago
> long Gamestop 2019

So he really relies on zero fundamental analysis these days

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dgellow 9 days ago
He was early and had a clear thesis based on fundamentals, he had nothing to do with the short squeeze

https://en.wikipedia.org/wiki/GameStop_short_squeeze#:~:text...

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chung8123 9 days ago
The Gamestop 2019 play was a fundamental analysis on supply and demand of the shares of the stock vs financial performance. TSLA seems to be similar. There is just a lot of demand for the the stock.
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