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Roman 🇺🇦🌻 Profile picture
@RomanSPQR
Dec 27, 2020 • 4 tweets • 4 min read • Read on X
‼️Add to your “Signs of a top” ‼️:

The “investor” profiled at the top of this WSJ article has a TSLA 2025 target of $20,000 ($20T market cap). His $10M+ portfolio is 100% TSLA stock and calls *on margin* ‼️

This could be a thread, but I don’t know what else to say. 🤷‍♂️ ImageImageImageImage
UPDATE: Mr BB is rapidly expanding into “educating” new investors on his success and approach. Quickie YouTube podcast concludes with “we’re *contrarians* here”! 😬🤣

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Update ( $TSLA 30% off its highs):

Margin calls welcomed and embraced as the ultimate opportunity to *increase* leverage. 🔥

I mean look at Archegos, right? 🤷‍♂️ ImageImage
❗️Signs of a top, crypto edition❗️

#Dogecoin millionnaire!😍
• Currently the top trending story on @CNBC
• Bought $DOGE because of Elon Musk memes
• Reddit superstar, Robinhood user
• 🔥USED MARGIN🔥
• Most importantly: 🔥WON'T SELL UNTIL $10M 😂🔥

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More from @RomanSPQR

Roman 🇺🇦🌻 Profile picture
Sep 3, 2021
On super-concentration (thread👇)

I did it (90-100% in one stock, $AAPL) for 10 years, incl GFC

Moreover, I periodically levered to 200% 👀, resulting in at least one blow-up along the way 🥴

Survivorship bias aside, I beat the index and have some lessons to share 👇

1/15
First: Why was I so reckless to contemplate this kind of risk?

A1: I was young & just started investing

Concentration can be good (w/ some skill & *lots* of luck) for capital accumulation.
It's *terrible* at capital preservation, but I didn't have capital to preserve yet!

2/15
A2: I had a busy career unrelated to investing & little time to research stocks.

It would be either index funds, or as Carnegie put it, "Put all your eggs in one basket—and watch that basket".

I happened to know a lot about Apple by 2005 & found studying it rewarding.

3/15
Read 15 tweets
Roman 🇺🇦🌻 Profile picture
Feb 23, 2021
🔥This is a (timely) must-listen for any investor 🔥

Grantham exudes wisdom and encyclopedic knowledge of market history with each answer (great questions, @patrick_oshag!)

Some highlights in thread below (transcript courtesy of @joincolossus )

1/n
On bubbles going further than anyone can imagine, and the difficulty of being a value investor or growth skeptic.

Japan 1989 went to 65x trailing P/E!

2/n
Valuations are an extremely poor predictor of bubble pop timing. Acceleration and speculative behavior ("touchy-feely" characteristics) are much better indicators.

3/n
Read 21 tweets

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