Maurits Pot

CEO @Temaetfs. Tweets are personal opinions not financial advice.

Active Investing

[Tema ETFs @TemaETFs]

After reporting strong earnings, $LAZR has a greater weight in $AAOI than any other US-listed photonics ETF. Explore full holdings and what else makes the $LAZR portfolio distinct: https://t.co/h7YR1nqH1Q

AAOI is 6.16% of holdings as of August 7, 2026. Current holdings and https://t.co/rXJ7ddjozq

[Maurits Pot @mauritspot]

@Million_Sancet Explore DISK & LAZR…

[Maurits Pot @mauritspot]

@unusual_whales $HRTS is advised by the inventor of Ozempic Professor Jens Juul Holst

[Maurits Pot @mauritspot]

@unusual_whales $HRTS is the leading GLP-1 Obesity ETF

[Maurits Pot @mauritspot]

@EricBalchunas @Todd_Sohn Have you looked at $RSHO? How many non-crypto/levered ETFs have outperformed SPY by such a large margin since inception...

[Tema ETFs @TemaETFs]

Power demand is surging, fueled by new energy sources, the rise of AI and data centers, reindustrialization, and more. This accelerating trend is poised to continue, creating significant opportunities throughout the electrification value chain.

[Tema ETFs @TemaETFs]

This month, we are excited to celebrate the 1-year anniversary of $HRTS. This actively managed fund invests in innovative companies that are transforming the treatment and prevention of obesity and related diseases.

🩺 Learn more: https://t.co/KnqXS126WT

[Julian Klymochko @JulianKlymochko]

Scott Bessent, former Soros Fund Management CIO, launching a global macro ETF. Would be the highest profile hedge fund manager to launch a strategy in an ETF wrapper

There's really no reason why nearly all hedge funds can't launch ETF series. Seems to be only a matter of time

[Maurits Pot @mauritspot]

Smaller endowments are increasingly seeking external investment management resources as their multi-asset portfolios become more complex to manage internally.

https://t.co/kJFFriSYOf

[unusual_whales @unusual_whales]

BREAKING: Unusual Whales has hit 1.9 million followers on Twitter/X.

Right here, we started a movement to get Congress to ban trading (before anyone else!), made financial tools used by many, & created a community of millions!

Thank you for being part of it.

Let's keep going!

[Tema ETFs @TemaETFs]

GLP-1 drug supply is improving as evidenced by the FDA's decision yesterday to remove Zepbound from the FDA shortage list. https://t.co/gzQnPK9FMU

[Bloomberg Markets @markets]

Health-care stocks can't avoid an election workout, says @johnauthers https://t.co/oqE7Wsn85c

[unusual_whales @unusual_whales]

Do you think the prices of Ozempic are too high?

[Maurits Pot @mauritspot]

@EricBalchunas Will be interesting to see how SEC thinks about 1) fair value of any intra-day backstop 2) credibility of backstop (yes Apollo is a >$500bn AUM gorilla) 3) the role of daily liquidity interval funds as a "liquidity accordion" inside the 15% threshold

[Maurits Pot @mauritspot]

Apollo is providing the liquidity backstop on the AOS allocation limited to 15%.

Apollo has contractually agreed to provide intra-day, executable firm bids on all AOS Investments held by the Fund.

[Daniel J Drucker @DanielJDrucker]

Looking for more big P2/P3 trial news in the GLP-1 space #diabetes #obesity The @novonordisk calendar promises a data rich next 5 months inc SOUL STRIDE & ESSENCE https://t.co/VwxSRCLIDk

[Yuri Khodjamirian, CFA @YuriKhodjam]

Huge quarter for $LLY with big beats by both Zepbound and Mounjaro. Adds $3bn to FY sales guidance. $NVO #obesity

[Tema ETFs @TemaETFs]

From how the upcoming US election will affect reshoring to the future of GLP-1 and weight loss medication, @mauritspot sits down with @BobPisani to discuss it all. @ETFEdgeCNBC @CNBC https://t.co/uVSyOwUv4R

[Maurits Pot @mauritspot]

@MebFaber @EricBalchunas @DavidCohne @EricBalchunas
Have you ever seen a US ETF rebate a fee to a non-US listed fund? Likely why PSCM went for CEF over ETF

PSH 2014 launch at 1.5&15 was step-down from PSCM 2&20 for “locked” capital

If PSUS trades at a similar discount, a US ETF would be the ultimate solution

[Maurits Pot @mauritspot]

@MebFaber @EricBalchunas @DavidCohne PSUS (US) fees will reduce performance fees on PSH (Europe) through a 20% fee rebate PSUS>PSH

Aim is to make PSH more attractive and align with total Pershing AUM growth

Why? To close persistent >25% discount

Bill has tried everything to close it – buybacks, dividends, PR