Jedi Capper

4.3K posts

Jedi Capper

Jedi Capper

@JediCapper

Katılım Kasım 2019
671 Takip Edilen330 Takipçiler
Kevin O'Connor
Kevin O'Connor@KevinOConnor·
I can't believe the Pistons front office looked at this roster and really thought it'd be good enough to make a run.
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Jedi Capper
Jedi Capper@JediCapper·
@altcap @daveneur To be honest, fund managers should NOT have to file a 13f. It one, gives up their intellectual IP and it is extremely misleading to those looking to follow
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Brad Gerstner
Brad Gerstner@altcap·
@daveneur Thanks for asking Dave. I have said many times beware of 13Fs - they often do not reflect economic exposure. They do not include shorts so if a manager “boxes” a position by selling an equal number of shares short - the 13f continues to only show the long position . 🧐📈
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Dave Neur
Dave Neur@daveneur·
Hey Brad @altcap, you mentioned in January in an interview that you no longer held any Meta shares. The latest 13F came out and shows Meta as a 19.6% portfolio weight. So have you gotten back in for Meta? What shifted? You were optimistic for Meta AI in your May 5 CNBC interview.
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Jedi Capper
Jedi Capper@JediCapper·
@BullandBaird The Dean of valuation at NYC had a price target of like 95% below where it currently is
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Michael Antonelli
Michael Antonelli@BullandBaird·
Is that “few” guy still around? He was calling top in NVDA like 400% ago.
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𝓪𝓷𝓽𝓰𝓵𝓸𝓫𝓪𝓵🐜
Team rating for this season - B+ Player ratings: Ant - A+ Rudy - A Randle - B- Naz - B Jaden - A- Donte - B+ Ayo - A TJ - B Bones - B Anderson - C Conley - C+ Overall, disappointing regular and end to the szn. Fun at times and could have gone further if it wasn't for injuries.
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Jedi Capper
Jedi Capper@JediCapper·
@rvpats1212 If you go into next season with Gobert starting center you are doomed
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Ryan
Ryan@rvpats1212·
Chris Finch should be coaching his last game and Julius Randle should be playing his last game as Wolves player.
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Jedi Capper
Jedi Capper@JediCapper·
@BDahlke7 @tomhaberstroh If you did not trade away 100 first round picks, Randle could be the 4th best player and the team and you would not have Mike Conley who is ten years past his prime at point guard
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Tom Haberstroh
Tom Haberstroh@tomhaberstroh·
Denver and Minnesota’s windows closed just like that. It happens so quick in this league.
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Jedi Capper
Jedi Capper@JediCapper·
@EnricoAmabile Just because the jazz drafted poorly or got unlucky, doesn’t take away from the fact that it destroyed wolves franchise for next decade
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Enrico Amabile
Enrico Amabile@EnricoAmabile·
A distanza di quattro anni la trade Gobert ad oggi è: Jazz: Malik Beasley, Patrick Beverley, Leandro Bolmaro, Jarred Vanderbilt, Kessler, Keyonte George, Clayton Jr.) la prima 2027 e la prima 2029 protetta top 5. Io ero il primo a pensare fosse una follia per Minnie, e invece..
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Chris Baker
Chris Baker@ChrisBakerNBA·
Rudy Gobert is definitely a top-50 all time NBA player by the way. Pretty likely he is the best defender of the 21st century. Either him or Draymond. Pretty easy to make the case he is the most disrespected player of all time. Unbelievably elite impact.
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Jedi Capper
Jedi Capper@JediCapper·
@KevinOConnor This was such a horrible take. These sports reporters know nothing about ball, Gobert is the most overrated guy to ever play
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Kevin O'Connor
Kevin O'Connor@KevinOConnor·
Rudy Gobert is an all-time great defender. To do this against one of the greatest offensive scorers we'll ever see is genuinely amazing. Somehow, at age 33, a 4-time DPOY is better than he's ever been. What a legend.
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Jedi Capper
Jedi Capper@JediCapper·
@JeCamp12 @JC_ParetsX Because they shouldn’t have 13f’s to begin with. It’s a competitive disadvantage to the person running the fund and their LP’s. Mickey D’s isn’t giving out the secret sauce..
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JCamp
JCamp@JeCamp12·
@JC_ParetsX In this day and age of T+1 settlement and tokenization on the horizon - why the fuck are we waiting 45 days?
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J.C. Parets
J.C. Parets@JC_ParetsX·
Hey I have an idea. Let’s make a huge deal about these 13Fs and pretend they’re not all already over 45 days old.
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Cody 🇺🇸
Cody 🇺🇸@OddStockTrader·
$LULU Send it to ZERO
Cody 🇺🇸 tweet mediaCody 🇺🇸 tweet media
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NoLimit
NoLimit@NoLimitGains·
🚨 Leopold Aschenbrenner has 13 minutes left to disclose his holdings to the SEC
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Jedi Capper
Jedi Capper@JediCapper·
@Biohazard3737 I think most of retail don't realize that the positions you see in May for Q1 were likely bought in January and/or sold in April/May
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stan verrett
stan verrett@stanverrett·
Minnesota needs Gobert on the floor for rim protection, but he’s added nothing offensively tonight. It’s 4 on 5 on that end.
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