Alpesh

Professional Human

[Alpesh @312Alpesh]

@IsabelHalfCaff 😂

[Alpesh @312Alpesh]

@Biotech2k1 Maybe I've missed it in the past but did you ever walk through what % of your portfolio do you consider a position at full size? Also how do you size into that (ex: 25% first, 25% next dip, 50% for final dip buy)? Thanks

[Alpesh @312Alpesh]

@alojoh I sold too early! Great call

[Alpesh @312Alpesh]

@alojohhardcore Can we get a top five list as of now? If I missed it in another comment can someone else post please thanks

[Alpesh @312Alpesh]

@alojohhardcore 😳

[Alpesh @312Alpesh]

@Cubs Legendary!

[Alpesh @312Alpesh]

@rajanpatel Ok this kicks ass!

[Alpesh @312Alpesh]

@alojohhardcore For those that might be newer in the HC channel...when AJ gives a strongly worded suggestion like this or in December last year ("peak sentiment") you should listen up. At the very least lighten your bag somewhat. We don't often get these sort of comments but when you do listen!

[Alpesh @312Alpesh]

@alojohhardcore I sold in the low 400s bc of market turmoil when it popped initially. Nice call AJ!

[Alpesh @312Alpesh]

@alojohhardcore Ya that's why I was interested in deleverging data for the Korean market not bc I care to invest in it but bc of the contagion to the tech sector

[Alpesh @312Alpesh]

@asklivermore "Markets in turmoil" CNBC

[Alpesh @312Alpesh]

@mweinbach Absolute insanity

[Alpesh @312Alpesh]

@alojohhardcore @dchana There's the Korean margin data I was asking about

Goldman - "As of July 13, a total of over 1.2 million leveraged retail accounts across the Korean market triggered margin calls. 320,000–360,000 accounts were fully liquidated by brokers i.e. 1 in 30 (3.4%) adults got called

[Alpesh @312Alpesh]

@alojohhardcore As the stock goes down are each of your buys bigger dollar amounts than the previous purchases?

[Alpesh @312Alpesh]

@alojohhardcore $XPEV pumping after hours!

[Alpesh @312Alpesh]

@alojohhardcore This is truly an incredible post and describes so much of what I've gone through in the past six years. Really nailed it... Great job AJ!

[Alpesh @312Alpesh]

@alojohhardcore Can't wait for this one to turn around!

[Alpesh @312Alpesh]

@data_guru Another Alpesh! 😂

[Alpesh @312Alpesh]

@Zain_Verjee @alojohhardcore CNN lol

[Alpesh @312Alpesh]

@alojohhardcore Hi AJ. I'm interested in finding data points that help me understand how far through the deleverging process the Korean markets/investors are. How do/can institutional investors discern this? Thanks