Sorry fuckers, but teenage me expected to play the next Elder Scrolls game by 2016, maybe 2019 at the latest. You're a decade late and haven't made a good game in all that time - you clearly don't deserve your jobs. Maybe make better games next time and this won't happen again.
The media framing and X reactions around Leopold are egregious.
Framing his successful multi-year thesis from $SNDK to $BE as a "collapse" or "failure".
After July's surprising crash, then personally attacking him on top is just pathetic to witness.
It's almost like everyone is cheering for the downfall of others.
Yes, July's crash exposed problems with SA’s leverage, liquidity management, and hedging.
But his current YTD performance remains +80%, ranking among the best performing hedge funds. And he still has public equities after all this (just removed leverage).
I think he's doing something unique while being successful at it. And this draws the envy of others.
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@joecarlsonshow Respectfully disagree.
Google Microsoft and Amazon are so much more vertically integrated compared to Meta.
I think Meta is a loser for the next 52 weeks
This market is so weak. Selling Google after a blockbuster report. Selling Meta because of a deliberate one time EPS miss and faster than expected organic growth. Microsoft barely up 3% and still down 17% this year after an amazing report. Everyone racing for the exits because these companies are spending on capex to massively expand.
Investors selling today don't deserve these companies. And they will get the price they deserve, much higher, when they want to buy back in years later.
Let me say this very directly.
Football does not belong to investors. It belongs to the people who fill the stands and who stand on the touchline week in, week out, rain or shine.
The World Cup is not a product. It is the greatest competition in world sport, and it was never anyone's to sell. Dress the deal up however you like. Once you have sold a piece of it, you have sold out.
Football belongs to the fans. It always has, and it always will.