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During the dot-com mania, one fund manager averaged 15% annual returns.
While everyone else was LONG stocks going up 32% per year.
She was shorting them.
The river was flowing downstream. She swam against it. And won.
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The Investor
3.2K posts
The Investor
@ValueInvestor
Value Investor, 🌎Macro, & Quant. Posts are for comical, entertainment, and/or educational purposes only. I get a lot of messages, so I prioritize followers
Texas, USA Katılım Nisan 2022
43 Takip Edilen833 Takipçiler
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Exclusive: Securitize will become NYSE’s first digital transfer agent, allowing it to create shares for stocks and exchange-traded funds as digital tokens on a blockchain on.wsj.com/3Nyh8Pj
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BREAKING: Apollo has capped redemptions from one of its largest private credit funds after today’s withdrawal requests exceeded 11% of outstanding shares.
Cracks in the private credit market seem to be spreading.
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There’s nothing left that OpenClaw can do that Claude can’t
Noah Zweben@noahzweben
Use /schedule to create recurring cloud-based jobs for Claude, directly from the terminal. We use these internally to automatically resolve CI failures, push doc updates, and generally power automations that you want to exists beyond a closed laptop
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JUST IN: BlackRock CEO Larry Fink says tokenization could transform finance like the internet did in 1996.
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Dana Galante's framework for ordinary investors:
A good company can be a bad stock.
High P/E + upcoming negative catalyst + stalled uptrend = a stock to question.
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Other short sellers she'd meet were deeply pessimistic people.
Not Galante.
"I'm not a pessimist. I'm a realist."
She'd worked on the long side. She knew why momentum managers bought terrible stocks.
"They just buy because it's going up. Or because the chart looks good."
Understanding WHY people buy bad stocks made her a better short seller.
You can't bet against a game you don't understand.
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During the dot-com mania, one fund manager averaged 15% annual returns.
While everyone else was LONG stocks going up 32% per year.
She was shorting them.
The river was flowing downstream. She swam against it. And won.
English
People select their investments, yes, but also people themselves get weeded out by the investment process
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@WatcherGuru Did I short? Yes
x.com/valueinvestor/…
The Investor@ValueInvestor
Yes, I am short silver. Lets see how it goes
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@WatcherGuru Why this matters:
90% of traders chase price and get burned.
Watch the commercials — the only group that hedges real business risk.
Lesson from the 2026 crash:
When commercials go extremely short at record highs while specs pile in… watch out
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