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Everything posted by whatstheofficerproblem
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The biggest winners should be Citadel, more order flows for Kenny G.
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This is precisely why every company using the 'G' word (GPT) is seeing stock price skyrocket. It truly is a marvelous invention, akin to that of the internet, this is why I think in the upcoming years there will be a slew of AI companies that will go public and trade at ridiculous prices, I expect another Dot Com Bubble but more violent because now we have VCs and Private Capital the likes of which we never had during the Dot Com Bubble.
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Cheers! For some reason I only saw this, enough AI for me.
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Best play actually be OpenAI itself, but revolutionary tech is rarely public. MSFT would be the most obvious idea imo because not everyone can shoulder the cost of developing something like GPT unless they are really big corporations. We can all agree that AAPL, META also have something in the works but just haven't shown it to the world yet. Duolingo is one I don't understand, they are just hitting all the buzz words, I think GPT will be useless in case of Duolingo because GPT is not the one learning the language, the guy who is paying for it, the customer is learning it. If I am as dumb as a rock, GPT can do little to help me. The only use of GPT in this context would be to tailor learning for the individual consumer which I don't know the effectiveness of, 'Explain my answer' and 'Roleplay' are suspect for me, I can't gauge how useful they are.
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If I can have 30 mins of your time.
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Just got to know that there was a wokeness angle to this issue, internal programs rewarding the most wokest, it could also be the case that the 15 month vacancy for the CRO was to find the right person who met their Diversity, Equity and Inclusion bracket. How can a bank, whose entire balance sheet is nothing but risk, in an environment as risky as today, leave the most crucial position vacant?
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Next Berkshire acquisition speculation
whatstheofficerproblem replied to gfp's topic in Berkshire Hathaway
True, SCHW I see a probability, SIVB though is highly unlikely, last thing you need is a bunch of VCs and PE guys saying they are indirectly funded by Buffett. -
Lmao.. how people miss this simple logic is beyond me.
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*Jersey accent thickens* "You know that little jewish kid that used to get bullied in school and think the whole world is against him."
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Molly McDonnell, CFO at Lone Pine. Got to give Stephen credit where credit is due, LP is one of the very few funds where women were actually valued. To this day, almost all of the non-investing staff is women with a few in investing in high positions, the avg tenure for a woman at LP is 5+ years, much less for men. How do I know that? don't ask, looks like Mandel likes to surround himself in flowers.
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Elite Wealth Management, WA based, Fariba Ronnasi, pretty meh performance, inline with the S&P500, multi-strat with all strategies in at the end in line with the benchmark. Grown to $840M in AUM despite it. Edit: Fariba is also the founder of Lattice Capital Management ~550M AUM, their flagship Dynamic Alpha Fund has a 3 YR CAGR of ~29.5%
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OPTI Capital Management, NY based, run by Xiuping Li, the fund's performance is scary. Purely from their 13Fs, 3 Yr Annualized performance was ~120%, All time performance was ~950%. This is just the $1B they have in US equities, not to mention the other $600M which is outside. Goes to show how there always were smart women in finance who rose above the rest, just that they did not enter the ego measuring contest like certain managers that's it. When will people realize that anonymity is the greatest wealth.
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Kite Lake Capital Management - UK based fund specializing in Event/special sits, started with $100M in 2013 and now grown to $2.7B, the co-founder and CIO is Massi Khadjenouri, 2022 performance of the KL Special Opportunities Fund was 14.3%, outperforming a lot of big named firms. I remember pitching BN's ORG acquisition to her. The grandmother I wish I had. https://thehedgefundjournal.com/kite-lake/
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Li Lu/Himalaya Capital - 13F - Q1-2021
whatstheofficerproblem replied to omagh's topic in General Discussion
Increased stake in GOOGL by 168%. -
Russia-Ukrainian War
whatstheofficerproblem replied to changegonnacome's topic in General Discussion
If the Ukrainians had consulted me before blowing up the stream, I would've gone to Russia and bought equity in good businesses like SBER, YNDX etc for pennies on the dollar while telling the sellers that we would never open markets to Russian stocks again. An opportunity missed this one. People already hated giving billions to Ukraine while things in house looked grim, they were just not outspoken about it for obvious reasons. This attack will only turn that fringe vocal minority into a sizeable voice that can't be ignored. Soon Russian stocks will be traded again. If you're an investor in Russian securities and are looking to sell your stake please shoot me a message. My offer prices: SBER - 20 RUB/sh YNDX - 200 RUB/sh GAZP - 20 RUB/sh POLY - 5 RUB/sh -
Are Large Players Keeping Crypto Prices Up?
whatstheofficerproblem replied to Parsad's topic in General Discussion
Definitely worth a watch. -
What are you buying today?
whatstheofficerproblem replied to LowIQinvestor's topic in General Discussion
I know the -9% one, Hannah Kleit I think her name is.... don't ask me how I know. Fancy seeing her around here.