Have heard rumours that an Asia-focused fund has blown up- some have mentioned Archegos. Has anyone heard much more? Fits the news of big block sell orders going through GS/MS this week.
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best thread I've found about it so far- https://twitter.com/bauhiniacapital/status/1375765326298718212?s=20
I've never worked at a Tiger relative, but anyone else surprised he was long VIAC / DISCA and names like that? Seems hard to square with their "style"... and swinging for the fences on massive squeeze trades?
No it seems perfectly consistent
I just haven't seen them hold "value" names in size before
Those are not value names. He saw the DIS breakout, saw what happened to large media after covid. Check out their charts in 2020-2021 they scream alpha seeking scary as vol not “value”.
I was referring more to the squeeze aspect. And not all Tiger cubs are created equally. You think Stephen Mandel or Julian Robertson himself are the type of guys who would so flagrantly insider trade as to incur serious consequences not once but twice?
Hwang was a bad dude, not a "value investor"
I agree with you on both just missed your angle. Never meant to bring any ill harm to Julians name.
julian is going to bat for hwang calling him a good guy at every opportunity - what does that make julian?
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