Now that the job is done, $BTC logo missing from profile -
In December '20, @elonmusk devalued $BTC (probably around the time when $TSLA was buying it) -
In January '21 (after quietly buying $1.5b worth of $BTC in late '20 with $TSLA cash), @elonmusk started pumping bitcoin and even added $BTC logo to his profile -
Now that $TSLA bitcoin stake has been disclosed in SEC filings, @elonmusk has removed $BTC logo from his Twitter profile!

Devalue an asset in public when your company is quietly buying it, then pump it furiously until position is made public; then distance yourself. Well played!
This excerpt is from today's CNBC article -

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More from @saxena_puru

29 Jan
1) Portfolio summary - Jan-end

$ACTC $ADYEY $AFTPY $BAINF $BIB $CRWD $CURI $DKNG $DOCU $FUBO $IPOE $MELI $OPEN $OZON $PINS $ROKU $SE $SHOP $SKLZ $SNOW $SQ $STNE $TWLO $VRM

Return since 1 Sep'16 -

A/c +608.25%
$ACWI +56.82%
$SPX +71.10%

Cont..
2) CAGR since inception (1 Sep 2016) -

Portfolio +55.73%
$ACWI +10.72%
$SPX +12.92%

YTD return -

Portfolio +12.56%
$ACWI (-)0.31%
$SPX (-)1.11%

Contd...
3) Biggest positions -

1) $BIB 2) $SE 3) $MELI 4) $IPOE 5) $AFTPY

Commentary -

During the month, I made a few changes --> sold a few over-extended/richly valued payments/software stocks and bought into some new high-growth, more reasonably valued listings....
Read 15 tweets
14 Jan
THREAD - Info on new positions -

1) $CURI - Factual content streaming service

H/T @OphirGottlieb for the idea
$CURI - Iconic founder + seasoned management team -
$CURI - Diversified revenue streams -
Read 24 tweets
12 Jan
$FUBO - Squeeeeeeeeeeze!

I have a position Image
$FUBO - Shorts running 🏃💨💨💨💨
~40% of the float is SHORT, will be fun to watch!

$FUBO
Read 5 tweets
9 Jan
1/3) My thoughts on Bitcoin -

Hopefully, it will provide you with a fresh perspective

Disclosure - no conflict of interest/skin in the game Image
2/3) Thoughts on Bitcoin (contd.) Image
3/3) Bitcoin vol. increasing with time/size (not reducing) -

Chart courtesy of @ycharts

I have no skin in the game, hopefully this'll help some readers 🙏 Image
Read 9 tweets
6 Jan
Interesting a crypto expert stated the following during his Milken Institute debate in 2018 -

"Bitcoin is not an asset, its programmable money. Everyone is focusing on Bitcoin's price, which is nonsense."

Now, he is posting Bitcoin price charts on FinTwit w/ price targets!
The crypto experts want us to buy Bitcoin, yet nobody has answered my straight forward questions!

Instead of providing answers/offering insight, the experts have been attacking me and questioning my motives!

"Just buy the damn thing, you idiot - don't ask anything!"
Why attack and lash out at the crypto sceptics?

"You are wrong, the market has spoken, price pays, stay poor etc."

Why not answer all the questions in writing? If Bitcoin is legit and the sceptics are dumb, why not enlighten us so we can also buy and push up the price further?
Read 4 tweets
5 Jan
$FUBO preliminary results -

I have a position.

ir.fubo.tv/news/news-deta…
$FUBO expects to exceed prior guidance -
-- Q4 revenue $90-$98m (vs. $80-85m guidance)

-- Paid subscribers 545K (vs. 500-510K guidance)

Remember how the shorts were claiming their channel checks showed marked deterioration in Fubo's business?

Does this look like deterioration?
Read 4 tweets

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