Worm Capital

Does anyone have any experience with Worm Capital? I just read an institutional investor article called "The Man Who Abandoned Value" and honestly the fund seems insane. Looking at their 13F they have around 70% of their portfolio in Tesla shares and calls and around 25% in Spotify shares and calls. The founder Arne Alsin seems somewhat like a Michael Burry figure and has had some very impressive returns but it'll be very impressive if he can keep this going.

Honestly just want to know what people think about this and see if anyone has any experience with them.

6 Comments
 

Heard about them a while ago and while looking into their team, I found out that I live right near one of them. Other than that, I know as much as you do. 

 

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