Leumas

Hala Madrid.

[Leumas @SamNg0]

@BamBamthatshit @BullTheoryio If they stop subscription to his substack, then he will truly be broke. He's using retail for liquidity.

[Leumas @SamNg0]

@RichieD2301 @fitnessrebornn @ACInvestorBlog @unusual_whales There was abundant supply, but the society wasn't ready with the demand being non existent back then in 1999/2000. This time around, the demand + liquidity $$$ is there, but the supply is struggling to catch up.

[Leumas @SamNg0]

@QuantForRetail @LogWeaver He tapped out

[Leumas @SamNg0]

@Kevdoggy321 You and your friends don't even have the money to buy groceries 😭🤣🫢

[Leumas @SamNg0]

@jeremykim6472 @capybaraReborn He's moving onto his next stock pick 😂🤭

[Leumas @SamNg0]

@wearefood56rz @capybaraReborn @JetAIinc You are starting to see this kid's bullshit

[Leumas @SamNg0]

@StevePh07764416 @capybaraReborn @JetAIinc Now you know Capybara lied...

[Leumas @SamNg0]

@TalatiTapan @gabrelyanov He believes in his own destiny/imagination. Next thing you know...he will join the march on wall street because he losses everything lol

[Leumas @SamNg0]

@wearefood56rz @capybaraReborn @JetAIinc Sadly I don't think he gave a shit

[Leumas @SamNg0]

@GregP27504089 @capybaraReborn @JetAIinc I think Capybara himself will buy into it. The guy might be stubborn, but I don't think he's this stupid to burn all his BYND gains on....wait....nvm 😂

[Leumas @SamNg0]

@capybaraReborn Happy that you are a baggie, you get what you deserve 😁

[Leumas @SamNg0]

@spacejunkC @antiwokism1 @capybaraReborn This CappyBara Kid, a real piece of work. Classic example of someone thats probably gonna have to apply for a job at Wendy's soon.

He looks like one of their frycooks though :/

[Leumas @SamNg0]

This is an example of a looney and someone that believes too much in their own hype.

I'm glad he's going to lose and disappear, via JTAI. There is a God out there. :)

[Capybara Stocks @capybaraReborn]

Let’s talk about the Capybara effect.

Ever since this phenomenon started, I’ve observed how it impacts the market, and here’s a few conjectures I’d put out.

The Capybara Effect isn’t about rising or falling stock prices. It has become an accelerant for companies, like adding fuel to the fire.

After Capybara-like communities form around a stock, the increased attention, research, due diligence, volume mean good companies rise faster and bad actors are located quicker.

Its effect is like adding a sped up version of the company’s timeline, at least in the short term. And the Capybara effect doesn’t form only here, it also does with other stocks elsewhere but effects appear to be always the same.

In dealing with the Capybara Effect it seems managent team that embrace the speed up booster to grow the company and engage with shareholders appear significantly better off whereas those teams that try to ignore and shy away from intention are determined to be subpar management much quicker than it would have happened otherwise.

Let’s look at $BYND for example. Management embraced new shareholders and was able to increase cash by $150m at a 2.5x premium to stock price, develop a die hard community and now access infinite liquidity.

Had it been left in the shadows, the market would have likely still repriced Beyond Meat from its lows but not with the added benefits described above.

Now let’s look at $ETHZ. Buybacks started quicker, ended in a bad fight with HB faster that ended up burning 1/3 of capital, leading management to immediately attempt pivots to block out shareholder engagement. Comp plans issued and reversed and ultimately as it went away, radio silence and no movement.

Any other stock that builds a community and goes through the Capybara Effect seems to have similar characteristics, faster rises for the winners and faster falls for those going against shareholders.

If there is appearing a rule of thumb on how to deal with the Capybara Effect on stocks, I would conjecture it is:

For investors to treat this as an accelerant that will quicker get the situation to either a positive resolution with added benefits in that case, or weed out bad actors faster.

For management, when your stock goes through a Capybara-like event, the company has already changed, it is time to lean in to creating shareholder value as a core value and watch good things happen as the alternative where interests are misaligned gets played out much quicker than it would have without Capybara like communities.

Just a few rules of thumb that I’ve observed. Let’s see how they evolve.

[Leumas @SamNg0]

@yungsta82 @capybaraReborn He's just a kid that took his daddy's suit and wore it to trick other retail investors into believing him.

[Leumas @SamNg0]

@capybaraReborn I sense someone (you) being desperate to divert attention. How's your trash bags 😂😂😂

[Leumas @SamNg0]

@macovusa @capybaraReborn He's really doubling down because of his own ego isn't he?

[Leumas @SamNg0]

@v264459 @capybaraReborn I doubt he actually bought 26% of the float.

He will just put out a post saying he's tired and that he sold....

[Leumas @SamNg0]

@InfoUld @capybaraReborn And yet he just posts another reply victimizing himself lol.

[Leumas @SamNg0]

@Philly1togo @capybaraReborn The guy got fortunate with BYND, and now thinks he's a Good in his own head...

[Leumas @SamNg0]

@TheRealClippy_ @capybaraReborn Not sure if he will do it, maybe he already sold within the next 4 trading days