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12-11-2021, 08:56 PM
(This post was last modified: 12-11-2021, 08:57 PM by Corgitator.)
1. The model you downloaded was updated in March 21. Surely if a mistake was made, the analyst would have changed the model isn't it? It takes a fool to make an error of that magnitude, and a greater fool to not acknowledge and change it after the incident. But I do not know that Keubiko's a perma TSLA bear, and I agree that the bias definitely negates the credibility of the statements.
2. More accurately, what I said was that "She positions herself as a LT investor making bets on disruptive tech trends that take years/decades to play out." Go through her interviews and correct me if I'm in any way wrong with my description. Maybe I'm too stupid/stubborn, but I find it unreasonable for someone to invest LT in a structural disruptive trend, yet trades in and out frequently. Surely such structural trends don't change overnight?
3. My point was about her not doing what she says she's doing. The promoter statement was merely to illustrate my point in an exaggerated way (evident from the tone of my language). She can be a promoter, a mom trader, a macro, a distressed investor - she can be anything, just don't pretend to be something she is not.
4. Yeah, let's just observe for the next 5 years. Just as you think I'm too hard on her, I think you are going too easy on her. The investment management industry already has a pretty bad rep of rent seeking, and I might have become overly skeptical (hopefully not cynical) given the amount of bullshit I've seen in the industry over the decades.
Peace, and it's been interesting exchanging views with you.
2. More accurately, what I said was that "She positions herself as a LT investor making bets on disruptive tech trends that take years/decades to play out." Go through her interviews and correct me if I'm in any way wrong with my description. Maybe I'm too stupid/stubborn, but I find it unreasonable for someone to invest LT in a structural disruptive trend, yet trades in and out frequently. Surely such structural trends don't change overnight?
3. My point was about her not doing what she says she's doing. The promoter statement was merely to illustrate my point in an exaggerated way (evident from the tone of my language). She can be a promoter, a mom trader, a macro, a distressed investor - she can be anything, just don't pretend to be something she is not.
4. Yeah, let's just observe for the next 5 years. Just as you think I'm too hard on her, I think you are going too easy on her. The investment management industry already has a pretty bad rep of rent seeking, and I might have become overly skeptical (hopefully not cynical) given the amount of bullshit I've seen in the industry over the decades.
Peace, and it's been interesting exchanging views with you.