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阿磊_7890

阿磊_7890

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2021-05-14

//@Tatsuya:我选择沃伦巴菲特

Early Tesla backer and top fund manager attacks Warren Buffett's strategy. Here's his investing advice.

2021-05-30

说说你对这篇新闻的看法...

抱歉，原内容已删除

2021-05-18

这篇文章不错，转发给大家看看

特斯拉要凉凉了？08年大空头大举做空特斯拉

2021-05-14

这篇文章不错，转发给大家看看

@cflim:$腾讯音乐(TME)$[生气] [生气]

2021-05-10

这篇文章不错，转发给大家看看

@Uday:$Alibaba(BABA)$Buy today, later no chance

2021-04-01

这篇文章不错，转发给大家看看

@美股研究社:【特斯拉Q1欧洲交付数据疑似泄露】

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11:44","market":"us","language":"zh","title":"特斯拉要凉凉了？08年大空头大举做空特斯拉","url":"https://stock-news.laohu8.com/highlight/detail?id=1129099395","media":" 灰岩国际咨询  ","summary":"相信很多读者都看过著名的好莱坞电影，“Big Short\"，大空头这部电影描述了两批人马提前预知到金融危机的爆发，因此决心做空次级贷款。而其中大赚一笔的就是这个Dr Burry,他创建的Scion C","content":"<p><img src=\"https://static.tigerbbs.com/fedbe23fcacb34a2128a7f2bf745ac5c\" tg-width=\"1080\" tg-height=\"699\" referrerpolicy=\"no-referrer\">相信很多读者都看过著名的好莱坞电影，“Big Short\"，大空头这部电影描述了两批人马提前预知到金融危机的爆发，因此决心做空次级贷款。</p><p>而其中大赚一笔的就是这个Dr Burry,他创建的Scion Capital大举做空次级贷款（subprime mortgages) 同时 Michael Burry也通过这次战役一战封神，经过了痛苦的三年亏损（这期间由于基金要不断的支付CDS的premium蒙受了更大规模的亏损,因此他的投资者不断威胁他要求赎回基金份额),最终他为投资者取得了近500%的回报（扣去所有的基金开支以及成本）</p><p>期间Michael Burry个人也收获了1亿美金的财富，因此决定将Scion Capital的所有投资者资金连同利润返还，最终以管理个人财富的方式解散他一手创办的基金，成为了一间为Burry本人服务的家族办公室。</p><p>Burry作为著名的价值投资者，他不光擅长做多，也非常善于做空股票标的。</p><p><b>是罕见的多空交易都能够获利的投资者。而先前他在Gamestop游戏驿站的获利颇丰，现在他决定继续加大对于TSLA特斯拉的做空仓位。</b></p><p><b>Scion Capital 在TSLA这只股票上有近800000张的认沽期权（puts)</b></p><p><b>从2021年1月26日开始，TSLA股价近期大暴跌，跌至35%，</b></p><p><img src=\"https://static.tigerbbs.com/d66367af4dfd34e575d86d836c4f2390\" tg-width=\"1080\" tg-height=\"714\" referrerpolicy=\"no-referrer\"></p><p><b>投资者迈克尔·伯瑞（Michael Burry）因在金融危机期间对抵押证券进行数十亿美元的押注而声名，起，对埃隆·马斯克（ElonMusk）的特斯拉公司（Tesla Inc.）投入了相当大的空头赌注。</b></p><p>从周一提交给监管机构的文件显示，截至3月31日，巴里的Scion资产管理公司持有认沽权大量的认沽期权（合800000股的空头，这也使Scion有权在未来的不明日期或之前出售特斯拉股票。</p><p>特斯拉股价在一年的涨势推动该股上涨近700％之后，于1月26日收于883.09美元的历史新高。到三月底，它的价值缩水了四分之一，比周一收盘时的高点下跌了35％。</p><p><b>大家都知道特斯拉之所以能够续命，谷底反弹的非常重要的原因是上海特斯拉厂以及巨大的中国消费力的支持。从一月的特斯拉股票价格来看，更多是像类似GME游戏驿站的案例一样，由于空头仓位过于拥挤而导致的更大规模的逼空（short squeeze)而这个情况下特斯拉的股价非但没有跌下来甚至创了新高。</b></p><p>对特斯拉的押注不是Burry的第一次做空尝试，他之前在做空TSLA的交易中也亏损不少。而另一个看空TLSA的大空头James Chanos的做空TSLA的股票敞口也不得不在1月底打止损，来停止基金的亏损。</p><p>Burry在12月初的一条被删除的推文中说，他持有大量电动车制造商的空头敞口。其中最大的空头敞口自然是特斯拉。Burry 甚至建议马斯克出售股票以筹集资金来救特斯拉，而当时TSLA股票的股价处于疯狂的泡沫中，亦处于当时处于Burry所说的“荒谬”的泡沫水平。</p><p>特斯拉在四月下旬的财报显示，其第一季度获利创纪录，避免了行业芯片短缺，提高了汽车厂的制造水平，其中从特斯拉的财报中我们可以看到，TSLA的财报中，有四分之一的利润来自于销售比特币。另外四分之一来自于出售碳Credit，从侧面我们可以看到特斯拉本身的利润构成。</p><p><b>然而，股价下跌标志着该公司现在所抗衡的崇高期望。在分析师的质疑中：特斯拉没有提供2021年车辆交付的具体估计。也就是核心的交付产能问题如何解决。</b></p><p><b>我们无法知道Burry的Scion何时对特斯拉下了赌注，或是Scion Capital所持有的看跌期权的价格以及成本是多少以及公司为其付了多少钱。</b>从13F文件来看，其空头头寸价值5.34亿美元，这可能是特斯拉在3月31日的股价乘以Scion所押注的股票数量而得出的。</p><p>近期特斯拉仍然面对危机以及挑战。随着中国市场特斯拉车辆的质量堪忧以及产能问题逐渐爆发，而这关乎于特斯拉的最终命运。因为和其他的车商不同，特斯拉的业绩以及市场太过于依赖中国市场以及营收，在上海GIGA厂这张牌以及虚拟货币打完之后，TSLA究竟何去何从，从现在公司的运营策略来讲，我个人是偏悲观的。</p><p>从特斯拉现在的营收结构来看，我很难对TSLA过度乐观。虽然短期特斯拉的确会进入一个巨大的股价调整期，但是毕竟特斯拉仍然拥有大量的粉丝以及消费者，这意味着超跌之后仍然会出现短期的买入套利机会。</p><p>而这将很大程度上取决于Musk本人对于中国市场消费者的态度。如果产能这个老大难问题都迟迟拖着无法解决，那么900美金很可能将成为特斯拉的最高点。<b>而疯狂执着与狗狗币的马斯克也最终成为狗头军师？</b></p><p><img src=\"https://static.tigerbbs.com/0dbabf6f4375df87b9326fad3042e641\" tg-width=\"922\" tg-height=\"596\" referrerpolicy=\"no-referrer\"></p><p><b>随着加密货币的狂热，如果你经常登Twitter看Elon Musk的动态，你会发现他越来越不务正业了。这并不是件好事，与其天天去给什么狗狗币doge coin坐庄成为一个所谓币圈的“心灵导师”，倒不如扎实好好把特斯拉车主的权益保障了，把产能扎实地做好，才能把公司运作好，你们说呢？</b></p>","source":"lsy1613474250850","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉要凉凉了？08年大空头大举做空特斯拉</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉要凉凉了？08年大空头大举做空特斯拉\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-18 11:44 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/p5UwsZjRKUNJdvvSE1PCaA><strong> 灰岩国际咨询  </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>相信很多读者都看过著名的好莱坞电影，“Big Short\"，大空头这部电影描述了两批人马提前预知到金融危机的爆发，因此决心做空次级贷款。而其中大赚一笔的就是这个Dr Burry,他创建的Scion Capital大举做空次级贷款（subprime mortgages) 同时 Michael Burry也通过这次战役一战封神，经过了痛苦的三年亏损（这期间由于基金要不断的支付CDS的premium蒙受...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/p5UwsZjRKUNJdvvSE1PCaA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fedbe23fcacb34a2128a7f2bf745ac5c","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://mp.weixin.qq.com/s/p5UwsZjRKUNJdvvSE1PCaA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129099395","content_text":"相信很多读者都看过著名的好莱坞电影，“Big Short\"，大空头这部电影描述了两批人马提前预知到金融危机的爆发，因此决心做空次级贷款。而其中大赚一笔的就是这个Dr Burry,他创建的Scion Capital大举做空次级贷款（subprime mortgages) 同时 Michael Burry也通过这次战役一战封神，经过了痛苦的三年亏损（这期间由于基金要不断的支付CDS的premium蒙受了更大规模的亏损,因此他的投资者不断威胁他要求赎回基金份额),最终他为投资者取得了近500%的回报（扣去所有的基金开支以及成本）期间Michael Burry个人也收获了1亿美金的财富，因此决定将Scion Capital的所有投资者资金连同利润返还，最终以管理个人财富的方式解散他一手创办的基金，成为了一间为Burry本人服务的家族办公室。Burry作为著名的价值投资者，他不光擅长做多，也非常善于做空股票标的。是罕见的多空交易都能够获利的投资者。而先前他在Gamestop游戏驿站的获利颇丰，现在他决定继续加大对于TSLA特斯拉的做空仓位。Scion Capital 在TSLA这只股票上有近800000张的认沽期权（puts)从2021年1月26日开始，TSLA股价近期大暴跌，跌至35%，投资者迈克尔·伯瑞（Michael Burry）因在金融危机期间对抵押证券进行数十亿美元的押注而声名，起，对埃隆·马斯克（ElonMusk）的特斯拉公司（Tesla Inc.）投入了相当大的空头赌注。从周一提交给监管机构的文件显示，截至3月31日，巴里的Scion资产管理公司持有认沽权大量的认沽期权（合800000股的空头，这也使Scion有权在未来的不明日期或之前出售特斯拉股票。特斯拉股价在一年的涨势推动该股上涨近700％之后，于1月26日收于883.09美元的历史新高。到三月底，它的价值缩水了四分之一，比周一收盘时的高点下跌了35％。大家都知道特斯拉之所以能够续命，谷底反弹的非常重要的原因是上海特斯拉厂以及巨大的中国消费力的支持。从一月的特斯拉股票价格来看，更多是像类似GME游戏驿站的案例一样，由于空头仓位过于拥挤而导致的更大规模的逼空（short squeeze)而这个情况下特斯拉的股价非但没有跌下来甚至创了新高。对特斯拉的押注不是Burry的第一次做空尝试，他之前在做空TSLA的交易中也亏损不少。而另一个看空TLSA的大空头James Chanos的做空TSLA的股票敞口也不得不在1月底打止损，来停止基金的亏损。Burry在12月初的一条被删除的推文中说，他持有大量电动车制造商的空头敞口。其中最大的空头敞口自然是特斯拉。Burry 甚至建议马斯克出售股票以筹集资金来救特斯拉，而当时TSLA股票的股价处于疯狂的泡沫中，亦处于当时处于Burry所说的“荒谬”的泡沫水平。特斯拉在四月下旬的财报显示，其第一季度获利创纪录，避免了行业芯片短缺，提高了汽车厂的制造水平，其中从特斯拉的财报中我们可以看到，TSLA的财报中，有四分之一的利润来自于销售比特币。另外四分之一来自于出售碳Credit，从侧面我们可以看到特斯拉本身的利润构成。然而，股价下跌标志着该公司现在所抗衡的崇高期望。在分析师的质疑中：特斯拉没有提供2021年车辆交付的具体估计。也就是核心的交付产能问题如何解决。我们无法知道Burry的Scion何时对特斯拉下了赌注，或是Scion Capital所持有的看跌期权的价格以及成本是多少以及公司为其付了多少钱。从13F文件来看，其空头头寸价值5.34亿美元，这可能是特斯拉在3月31日的股价乘以Scion所押注的股票数量而得出的。近期特斯拉仍然面对危机以及挑战。随着中国市场特斯拉车辆的质量堪忧以及产能问题逐渐爆发，而这关乎于特斯拉的最终命运。因为和其他的车商不同，特斯拉的业绩以及市场太过于依赖中国市场以及营收，在上海GIGA厂这张牌以及虚拟货币打完之后，TSLA究竟何去何从，从现在公司的运营策略来讲，我个人是偏悲观的。从特斯拉现在的营收结构来看，我很难对TSLA过度乐观。虽然短期特斯拉的确会进入一个巨大的股价调整期，但是毕竟特斯拉仍然拥有大量的粉丝以及消费者，这意味着超跌之后仍然会出现短期的买入套利机会。而这将很大程度上取决于Musk本人对于中国市场消费者的态度。如果产能这个老大难问题都迟迟拖着无法解决，那么900美金很可能将成为特斯拉的最高点。而疯狂执着与狗狗币的马斯克也最终成为狗头军师？随着加密货币的狂热，如果你经常登Twitter看Elon Musk的动态，你会发现他越来越不务正业了。这并不是件好事，与其天天去给什么狗狗币doge coin坐庄成为一个所谓币圈的“心灵导师”，倒不如扎实好好把特斯拉车主的权益保障了，把产能扎实地做好，才能把公司运作好，你们说呢？","news_type":1},"isVote":1,"tweetType":1,"viewCount":625,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":198773418,"gmtCreate":1620995893834,"gmtModify":1620999192886,"author":{"id":"3490380088079456","authorId":"3490380088079456","name":"阿磊_7890","avatar":"https://static.tigerbbs.com/d3a2247c4948609dc6f9d920355717d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3490380088079456","authorIdStr":"3490380088079456"},"themes":[],"htmlText":"//<a href=\"https://laohu8.com/U/3580746005297647\">@Tatsuya</a>:我选择沃伦巴菲特","listText":"//<a href=\"https://laohu8.com/U/3580746005297647\">@Tatsuya</a>:我选择沃伦巴菲特","text":"//@Tatsuya:我选择沃伦巴菲特","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/198773418","repostId":"2135710626","repostType":4,"repost":{"id":"2135710626","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1620982380,"share":"https://www.laohu8.com/m/news/2135710626?lang=&edition=full","pubTime":"2021-05-14 16:53","market":"sh","language":"en","title":"Early Tesla backer and top fund manager attacks Warren Buffett's strategy. Here's his investing advice.","url":"https://stock-news.laohu8.com/highlight/detail?id=2135710626","media":"Dow Jones","summary":"James Anderson says to forget value investing and be ready for stomach-churning swings in stock prices. One of the U.K.'s top fund managers and a trailblazing technology investor has criticized value investing and the obsession with short-term metrics, in a departing letter on Thursday. He said his greatest regret was not making bigger and bolder bets.Listen to experts and have faith in the forces of change, despite severe swings in stock prices, James Anderson said in his report with the annual","content":"<p>James Anderson says to forget value investing and be ready for stomach-churning swings in stock prices</p><p>One of the U.K.'s top fund managers and a trailblazing technology investor has criticized value investing and the obsession with short-term metrics, in a departing letter on Thursday. He said his greatest regret was not making bigger and bolder bets.</p><p>Listen to experts and have faith in the forces of change, despite severe swings in stock prices, James Anderson said in his report with the annual results of Scottish Mortgage Investment Trust .</p><p>Anderson will retire as a partner in asset manager Bailie Gifford and as joint manager of its Scottish Mortgage fund next April. The fund -- a FTSE 100 constituent with a market cap of more than GBP15 billion ($21 billion) -- has enjoyed remarkable gains over its history, marked by big, early bets on technology companies including online retailer Amazon <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, Chinese internet giant Tencent , and electric-car maker Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>, which the fund bought into in 2014.</p><p>Shares in Scottish Mortgage have fallen 9% so far in 2021, but the fund remains up near 60% in the past year.</p><p>In a letter to shareholders, Anderson called the world of conventional asset management \"irretrievably broken,\" and took aim at \"value investing,\" the strategy famously espoused by investors like Ben Graham and Warren Buffett.</p><p>\"The only rhyme is that in the long run the value of stocks is the long-run free cash flows they generate but we have but the barest and most nebulous clues as to what these cash flows will turn out to be,\" Anderson said. \"But woe betide those who think that a near-term price to earnings ratio defines value in an era of deep change.\"</p><p>Since the emergence of digital technologies, \"sustained growth at extreme pace and with increasing returns to scale\" has become more evident, Anderson said. He pointed to tech giant Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a>, which continues to grow after 35 years as a public company.</p><p>\"Distraction through seeking minor opportunities in banal companies over short periods is the perennial temptation. It must be resisted,\" Anderson said.</p><p>He described how the classic and careful investing approach of choosing a level of risk and return along a bell curve is flawed. It \"is neither accepting the deep uncertainty of the world nor acknowledging that the skew of returns is so extreme that it is the search for companies with the characteristics that might enable extreme and compounding success that is central to investing,\" he said.</p><p>But faith is required in investing in high-growth opportunities, Anderson stressed, because share-price crashes happen regularly and are severe. \"The stock charts that look like remorseless bottom left to top right graphs are never as smooth and easy as they subsequently appear,\" he said.</p><p>The fund manager also took a swipe at investors' obsession with short-term metrics -- what he called \"the near pornographic allure of news such as earnings announcements and macroeconomic headlines.\"</p><p>Instead of following \"brokers and the media,\" Anderson advised listening to experts and scientists. Following expert advice on the advances in battery technology was behind Baillie Gifford's decision to invest in Tesla early, he said. At the time, Tesla was the only substantial Western player in electric vehicles, which the fund saw as an inevitable successor to conventional cars powered by internal combustion engines.</p><p>Anderson also acknowledged the difficulties of measuring the value and profitability of future-focused endeavors. He cited Tesla's ambitions in autonomous vehicles, which the fund views as possibly transformative for the economics of the company -- despite not having any idea how successful it will be.</p><p>\"To us it is bizarre that brokers, hedge fund mavens and commentators can claim to be able to decipher the future and assign a precise numerical target to the value of Tesla,\" he said.</p><p>In his final annual results at Scottish Mortgage, Anderson pointed to renewable energy, synthetic biology, and the changing landscape in healthcare innovation as among the revolutionary forces ahead in the market.</p><p>Describing what makes for a great investment, he cited Amazon and its founder Jeff Bezos as a model. \"The company should have open-ended growth opportunities that they should work hard never to define or time,\" he said, alongside \"initial leadership that thinks like a founder (and almost always is <a href=\"https://laohu8.com/S/AONE\">one</a>)\" as well as a distinctive philosophy of business.</p><p>Today, Scottish Mortgage's top 10 holdings, in order of portfolio weight, are Tencent, biotechnology-equipment group <a href=\"https://laohu8.com/S/ILMN\">Illumina</a> (ILMN), Dutch semiconductor industry supplier ASML (ASML.AE), Amazon, Tesla, Chinese e-commerce giant Alibaba <a href=\"https://laohu8.com/S/09988\">$(09988)$</a>, Chinese local services platform Meituan Dianping , U.S. biotech group Moderna <a href=\"https://laohu8.com/S/MRNA\">$(MRNA)$</a>, Chinese EV player NIO <a href=\"https://laohu8.com/S/NIO\">$(NIO)$</a>, and European food-delivery group Delivery Hero.</p><p>\"There's much that I have misunderstood and misjudged over the two decades,\" Anderson said, urging those that follow him to be eccentric, and to place trust in unreasonable people and propositions. \"My ever-growing conviction is that my greatest failing has been to be insufficiently radical.\"</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Early Tesla backer and top fund manager attacks Warren Buffett's strategy. Here's his investing advice.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEarly Tesla backer and top fund manager attacks Warren Buffett's strategy. Here's his investing advice.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-05-14 16:53</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>James Anderson says to forget value investing and be ready for stomach-churning swings in stock prices</p><p>One of the U.K.'s top fund managers and a trailblazing technology investor has criticized value investing and the obsession with short-term metrics, in a departing letter on Thursday. He said his greatest regret was not making bigger and bolder bets.</p><p>Listen to experts and have faith in the forces of change, despite severe swings in stock prices, James Anderson said in his report with the annual results of Scottish Mortgage Investment Trust .</p><p>Anderson will retire as a partner in asset manager Bailie Gifford and as joint manager of its Scottish Mortgage fund next April. The fund -- a FTSE 100 constituent with a market cap of more than GBP15 billion ($21 billion) -- has enjoyed remarkable gains over its history, marked by big, early bets on technology companies including online retailer Amazon <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, Chinese internet giant Tencent , and electric-car maker Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>, which the fund bought into in 2014.</p><p>Shares in Scottish Mortgage have fallen 9% so far in 2021, but the fund remains up near 60% in the past year.</p><p>In a letter to shareholders, Anderson called the world of conventional asset management \"irretrievably broken,\" and took aim at \"value investing,\" the strategy famously espoused by investors like Ben Graham and Warren Buffett.</p><p>\"The only rhyme is that in the long run the value of stocks is the long-run free cash flows they generate but we have but the barest and most nebulous clues as to what these cash flows will turn out to be,\" Anderson said. \"But woe betide those who think that a near-term price to earnings ratio defines value in an era of deep change.\"</p><p>Since the emergence of digital technologies, \"sustained growth at extreme pace and with increasing returns to scale\" has become more evident, Anderson said. He pointed to tech giant Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a>, which continues to grow after 35 years as a public company.</p><p>\"Distraction through seeking minor opportunities in banal companies over short periods is the perennial temptation. It must be resisted,\" Anderson said.</p><p>He described how the classic and careful investing approach of choosing a level of risk and return along a bell curve is flawed. It \"is neither accepting the deep uncertainty of the world nor acknowledging that the skew of returns is so extreme that it is the search for companies with the characteristics that might enable extreme and compounding success that is central to investing,\" he said.</p><p>But faith is required in investing in high-growth opportunities, Anderson stressed, because share-price crashes happen regularly and are severe. \"The stock charts that look like remorseless bottom left to top right graphs are never as smooth and easy as they subsequently appear,\" he said.</p><p>The fund manager also took a swipe at investors' obsession with short-term metrics -- what he called \"the near pornographic allure of news such as earnings announcements and macroeconomic headlines.\"</p><p>Instead of following \"brokers and the media,\" Anderson advised listening to experts and scientists. Following expert advice on the advances in battery technology was behind Baillie Gifford's decision to invest in Tesla early, he said. At the time, Tesla was the only substantial Western player in electric vehicles, which the fund saw as an inevitable successor to conventional cars powered by internal combustion engines.</p><p>Anderson also acknowledged the difficulties of measuring the value and profitability of future-focused endeavors. He cited Tesla's ambitions in autonomous vehicles, which the fund views as possibly transformative for the economics of the company -- despite not having any idea how successful it will be.</p><p>\"To us it is bizarre that brokers, hedge fund mavens and commentators can claim to be able to decipher the future and assign a precise numerical target to the value of Tesla,\" he said.</p><p>In his final annual results at Scottish Mortgage, Anderson pointed to renewable energy, synthetic biology, and the changing landscape in healthcare innovation as among the revolutionary forces ahead in the market.</p><p>Describing what makes for a great investment, he cited Amazon and its founder Jeff Bezos as a model. \"The company should have open-ended growth opportunities that they should work hard never to define or time,\" he said, alongside \"initial leadership that thinks like a founder (and almost always is <a href=\"https://laohu8.com/S/AONE\">one</a>)\" as well as a distinctive philosophy of business.</p><p>Today, Scottish Mortgage's top 10 holdings, in order of portfolio weight, are Tencent, biotechnology-equipment group <a href=\"https://laohu8.com/S/ILMN\">Illumina</a> (ILMN), Dutch semiconductor industry supplier ASML (ASML.AE), Amazon, Tesla, Chinese e-commerce giant Alibaba <a href=\"https://laohu8.com/S/09988\">$(09988)$</a>, Chinese local services platform Meituan Dianping , U.S. biotech group Moderna <a href=\"https://laohu8.com/S/MRNA\">$(MRNA)$</a>, Chinese EV player NIO <a href=\"https://laohu8.com/S/NIO\">$(NIO)$</a>, and European food-delivery group Delivery Hero.</p><p>\"There's much that I have misunderstood and misjudged over the two decades,\" Anderson said, urging those that follow him to be eccentric, and to place trust in unreasonable people and propositions. \"My ever-growing conviction is that my greatest failing has been to be insufficiently radical.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔",".DJI":"道琼斯","BRK.B":"伯克希尔B","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2135710626","content_text":"James Anderson says to forget value investing and be ready for stomach-churning swings in stock pricesOne of the U.K.'s top fund managers and a trailblazing technology investor has criticized value investing and the obsession with short-term metrics, in a departing letter on Thursday. He said his greatest regret was not making bigger and bolder bets.Listen to experts and have faith in the forces of change, despite severe swings in stock prices, James Anderson said in his report with the annual results of Scottish Mortgage Investment Trust .Anderson will retire as a partner in asset manager Bailie Gifford and as joint manager of its Scottish Mortgage fund next April. The fund -- a FTSE 100 constituent with a market cap of more than GBP15 billion ($21 billion) -- has enjoyed remarkable gains over its history, marked by big, early bets on technology companies including online retailer Amazon $(AMZN)$, Chinese internet giant Tencent , and electric-car maker Tesla $(TSLA)$, which the fund bought into in 2014.Shares in Scottish Mortgage have fallen 9% so far in 2021, but the fund remains up near 60% in the past year.In a letter to shareholders, Anderson called the world of conventional asset management \"irretrievably broken,\" and took aim at \"value investing,\" the strategy famously espoused by investors like Ben Graham and Warren Buffett.\"The only rhyme is that in the long run the value of stocks is the long-run free cash flows they generate but we have but the barest and most nebulous clues as to what these cash flows will turn out to be,\" Anderson said. \"But woe betide those who think that a near-term price to earnings ratio defines value in an era of deep change.\"Since the emergence of digital technologies, \"sustained growth at extreme pace and with increasing returns to scale\" has become more evident, Anderson said. He pointed to tech giant Microsoft $(MSFT)$, which continues to grow after 35 years as a public company.\"Distraction through seeking minor opportunities in banal companies over short periods is the perennial temptation. It must be resisted,\" Anderson said.He described how the classic and careful investing approach of choosing a level of risk and return along a bell curve is flawed. It \"is neither accepting the deep uncertainty of the world nor acknowledging that the skew of returns is so extreme that it is the search for companies with the characteristics that might enable extreme and compounding success that is central to investing,\" he said.But faith is required in investing in high-growth opportunities, Anderson stressed, because share-price crashes happen regularly and are severe. \"The stock charts that look like remorseless bottom left to top right graphs are never as smooth and easy as they subsequently appear,\" he said.The fund manager also took a swipe at investors' obsession with short-term metrics -- what he called \"the near pornographic allure of news such as earnings announcements and macroeconomic headlines.\"Instead of following \"brokers and the media,\" Anderson advised listening to experts and scientists. Following expert advice on the advances in battery technology was behind Baillie Gifford's decision to invest in Tesla early, he said. At the time, Tesla was the only substantial Western player in electric vehicles, which the fund saw as an inevitable successor to conventional cars powered by internal combustion engines.Anderson also acknowledged the difficulties of measuring the value and profitability of future-focused endeavors. He cited Tesla's ambitions in autonomous vehicles, which the fund views as possibly transformative for the economics of the company -- despite not having any idea how successful it will be.\"To us it is bizarre that brokers, hedge fund mavens and commentators can claim to be able to decipher the future and assign a precise numerical target to the value of Tesla,\" he said.In his final annual results at Scottish Mortgage, Anderson pointed to renewable energy, synthetic biology, and the changing landscape in healthcare innovation as among the revolutionary forces ahead in the market.Describing what makes for a great investment, he cited Amazon and its founder Jeff Bezos as a model. \"The company should have open-ended growth opportunities that they should work hard never to define or time,\" he said, alongside \"initial leadership that thinks like a founder (and almost always is one)\" as well as a distinctive philosophy of business.Today, Scottish Mortgage's top 10 holdings, in order of portfolio weight, are Tencent, biotechnology-equipment group Illumina (ILMN), Dutch semiconductor industry supplier ASML (ASML.AE), Amazon, Tesla, Chinese e-commerce giant Alibaba $(09988)$, Chinese local services platform Meituan Dianping , U.S. biotech group Moderna $(MRNA)$, Chinese EV player NIO $(NIO)$, and European food-delivery group Delivery Hero.\"There's much that I have misunderstood and misjudged over the two decades,\" Anderson said, urging those that follow him to be eccentric, and to place trust in unreasonable people and propositions. \"My ever-growing conviction is that my greatest failing has been to be insufficiently radical.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":1112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":198894920,"gmtCreate":1620949919160,"gmtModify":1620954517126,"author":{"id":"3490380088079456","authorId":"3490380088079456","name":"阿磊_7890","avatar":"https://static.tigerbbs.com/d3a2247c4948609dc6f9d920355717d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3490380088079456","authorIdStr":"3490380088079456"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/198894920","repostId":"191824903","repostType":1,"repost":{"id":191824903,"gmtCreate":1620870760302,"gmtModify":1634195726215,"author":{"id":"3557618698520142","authorId":"3557618698520142","name":"cflim","avatar":"https://static.tigerbbs.com/a106a32941d6d37a8b8556e4d280c09c","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557618698520142","authorIdStr":"3557618698520142"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TME\">$腾讯音乐(TME)$</a>[生气]&nbsp;[生气]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TME\">$腾讯音乐(TME)$</a>[生气]&nbsp;[生气]&nbsp;","text":"$腾讯音乐(TME)$[生气] [生气]","images":[{"img":"https://static.tigerbbs.com/45538ebdc0c0e4176f996b5336b1018a","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/191824903","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":943,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":190544867,"gmtCreate":1620638602059,"gmtModify":1620639090270,"author":{"id":"3490380088079456","authorId":"3490380088079456","name":"阿磊_7890","avatar":"https://static.tigerbbs.com/d3a2247c4948609dc6f9d920355717d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3490380088079456","authorIdStr":"3490380088079456"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/190544867","repostId":"190537140","repostType":1,"repost":{"id":190537140,"gmtCreate":1620632717380,"gmtModify":1634197539482,"author":{"id":"3564927108798920","authorId":"3564927108798920","name":"Uday","avatar":"https://static.tigerbbs.com/ba94e30caea713924bb15494e571fb48","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564927108798920","authorIdStr":"3564927108798920"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>Buy today, later no chance","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>Buy today, later no chance","text":"$Alibaba(BABA)$Buy today, later no chance","images":[{"img":"https://static.tigerbbs.com/657ded2f4dc8f3072ac4f3ef948cb768","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/190537140","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":891,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":357415333,"gmtCreate":1617289303022,"gmtModify":1617291568640,"author":{"id":"3490380088079456","authorId":"3490380088079456","name":"阿磊_7890","avatar":"https://static.tigerbbs.com/d3a2247c4948609dc6f9d920355717d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3490380088079456","authorIdStr":"3490380088079456"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/357415333","repostId":"357270765","repostType":1,"repost":{"id":357270765,"gmtCreate":1617282276557,"gmtModify":1617282276557,"author":{"id":"3503452965237041","authorId":"3503452965237041","name":"美股研究社","avatar":"https://static.tigerbbs.com/a239c7906133df1f3817d0746a8a0ba1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503452965237041","authorIdStr":"3503452965237041"},"themes":[],"title":"【特斯拉Q1欧洲交付数据疑似泄露】","htmlText":"【特斯拉<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>Q1欧洲交付数据疑似泄露】美股研究社讯，据知情人士，一封疑似特斯拉欧洲团队的内部邮件泄漏，邮件表明，特斯拉(TSLA.O)2021年第一季度在欧洲交付量较2020年第四季度环比增长15%。特斯拉(TSLA.O)2020年第一季度交付量约为23000辆，2020年第四季度交付量约为36000辆，而泄露数据表明今年第一季度的交付量可能达到41000辆，同比大增180%。 一追踪特斯拉的媒体账号分析称，该数据可能并非是愚人节玩笑，4月初发布这封包含交付数据的内部邮件是完全合理的。","listText":"【特斯拉<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>Q1欧洲交付数据疑似泄露】美股研究社讯，据知情人士，一封疑似特斯拉欧洲团队的内部邮件泄漏，邮件表明，特斯拉(TSLA.O)2021年第一季度在欧洲交付量较2020年第四季度环比增长15%。特斯拉(TSLA.O)2020年第一季度交付量约为23000辆，2020年第四季度交付量约为36000辆，而泄露数据表明今年第一季度的交付量可能达到41000辆，同比大增180%。 一追踪特斯拉的媒体账号分析称，该数据可能并非是愚人节玩笑，4月初发布这封包含交付数据的内部邮件是完全合理的。","text":"【特斯拉$特斯拉(TSLA)$Q1欧洲交付数据疑似泄露】美股研究社讯，据知情人士，一封疑似特斯拉欧洲团队的内部邮件泄漏，邮件表明，特斯拉(TSLA.O)2021年第一季度在欧洲交付量较2020年第四季度环比增长15%。特斯拉(TSLA.O)2020年第一季度交付量约为23000辆，2020年第四季度交付量约为36000辆，而泄露数据表明今年第一季度的交付量可能达到41000辆，同比大增180%。 一追踪特斯拉的媒体账号分析称，该数据可能并非是愚人节玩笑，4月初发布这封包含交付数据的内部邮件是完全合理的。","images":[{"img":"https://static.tigerbbs.com/9777dd84b75bb82d2f13cf0795cfbad2","width":"828","height":"466"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/357270765","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":198773418,"gmtCreate":1620995893834,"gmtModify":1620999192886,"author":{"id":"3490380088079456","authorId":"3490380088079456","name":"阿磊_7890","avatar":"https://static.tigerbbs.com/d3a2247c4948609dc6f9d920355717d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3490380088079456","idStr":"3490380088079456"},"themes":[],"htmlText":"//<a href=\"https://laohu8.com/U/3580746005297647\">@Tatsuya</a>:我选择沃伦巴菲特","listText":"//<a href=\"https://laohu8.com/U/3580746005297647\">@Tatsuya</a>:我选择沃伦巴菲特","text":"//@Tatsuya:我选择沃伦巴菲特","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/198773418","repostId":"2135710626","repostType":4,"repost":{"id":"2135710626","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1620982380,"share":"https://www.laohu8.com/m/news/2135710626?lang=&edition=full","pubTime":"2021-05-14 16:53","market":"sh","language":"en","title":"Early Tesla backer and top fund manager attacks Warren Buffett's strategy. Here's his investing advice.","url":"https://stock-news.laohu8.com/highlight/detail?id=2135710626","media":"Dow Jones","summary":"James Anderson says to forget value investing and be ready for stomach-churning swings in stock prices. One of the U.K.'s top fund managers and a trailblazing technology investor has criticized value investing and the obsession with short-term metrics, in a departing letter on Thursday. He said his greatest regret was not making bigger and bolder bets.Listen to experts and have faith in the forces of change, despite severe swings in stock prices, James Anderson said in his report with the annual","content":"<p>James Anderson says to forget value investing and be ready for stomach-churning swings in stock prices</p><p>One of the U.K.'s top fund managers and a trailblazing technology investor has criticized value investing and the obsession with short-term metrics, in a departing letter on Thursday. He said his greatest regret was not making bigger and bolder bets.</p><p>Listen to experts and have faith in the forces of change, despite severe swings in stock prices, James Anderson said in his report with the annual results of Scottish Mortgage Investment Trust .</p><p>Anderson will retire as a partner in asset manager Bailie Gifford and as joint manager of its Scottish Mortgage fund next April. The fund -- a FTSE 100 constituent with a market cap of more than GBP15 billion ($21 billion) -- has enjoyed remarkable gains over its history, marked by big, early bets on technology companies including online retailer Amazon <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, Chinese internet giant Tencent , and electric-car maker Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>, which the fund bought into in 2014.</p><p>Shares in Scottish Mortgage have fallen 9% so far in 2021, but the fund remains up near 60% in the past year.</p><p>In a letter to shareholders, Anderson called the world of conventional asset management \"irretrievably broken,\" and took aim at \"value investing,\" the strategy famously espoused by investors like Ben Graham and Warren Buffett.</p><p>\"The only rhyme is that in the long run the value of stocks is the long-run free cash flows they generate but we have but the barest and most nebulous clues as to what these cash flows will turn out to be,\" Anderson said. \"But woe betide those who think that a near-term price to earnings ratio defines value in an era of deep change.\"</p><p>Since the emergence of digital technologies, \"sustained growth at extreme pace and with increasing returns to scale\" has become more evident, Anderson said. He pointed to tech giant Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a>, which continues to grow after 35 years as a public company.</p><p>\"Distraction through seeking minor opportunities in banal companies over short periods is the perennial temptation. It must be resisted,\" Anderson said.</p><p>He described how the classic and careful investing approach of choosing a level of risk and return along a bell curve is flawed. It \"is neither accepting the deep uncertainty of the world nor acknowledging that the skew of returns is so extreme that it is the search for companies with the characteristics that might enable extreme and compounding success that is central to investing,\" he said.</p><p>But faith is required in investing in high-growth opportunities, Anderson stressed, because share-price crashes happen regularly and are severe. \"The stock charts that look like remorseless bottom left to top right graphs are never as smooth and easy as they subsequently appear,\" he said.</p><p>The fund manager also took a swipe at investors' obsession with short-term metrics -- what he called \"the near pornographic allure of news such as earnings announcements and macroeconomic headlines.\"</p><p>Instead of following \"brokers and the media,\" Anderson advised listening to experts and scientists. Following expert advice on the advances in battery technology was behind Baillie Gifford's decision to invest in Tesla early, he said. At the time, Tesla was the only substantial Western player in electric vehicles, which the fund saw as an inevitable successor to conventional cars powered by internal combustion engines.</p><p>Anderson also acknowledged the difficulties of measuring the value and profitability of future-focused endeavors. He cited Tesla's ambitions in autonomous vehicles, which the fund views as possibly transformative for the economics of the company -- despite not having any idea how successful it will be.</p><p>\"To us it is bizarre that brokers, hedge fund mavens and commentators can claim to be able to decipher the future and assign a precise numerical target to the value of Tesla,\" he said.</p><p>In his final annual results at Scottish Mortgage, Anderson pointed to renewable energy, synthetic biology, and the changing landscape in healthcare innovation as among the revolutionary forces ahead in the market.</p><p>Describing what makes for a great investment, he cited Amazon and its founder Jeff Bezos as a model. \"The company should have open-ended growth opportunities that they should work hard never to define or time,\" he said, alongside \"initial leadership that thinks like a founder (and almost always is <a href=\"https://laohu8.com/S/AONE\">one</a>)\" as well as a distinctive philosophy of business.</p><p>Today, Scottish Mortgage's top 10 holdings, in order of portfolio weight, are Tencent, biotechnology-equipment group <a href=\"https://laohu8.com/S/ILMN\">Illumina</a> (ILMN), Dutch semiconductor industry supplier ASML (ASML.AE), Amazon, Tesla, Chinese e-commerce giant Alibaba <a href=\"https://laohu8.com/S/09988\">$(09988)$</a>, Chinese local services platform Meituan Dianping , U.S. biotech group Moderna <a href=\"https://laohu8.com/S/MRNA\">$(MRNA)$</a>, Chinese EV player NIO <a href=\"https://laohu8.com/S/NIO\">$(NIO)$</a>, and European food-delivery group Delivery Hero.</p><p>\"There's much that I have misunderstood and misjudged over the two decades,\" Anderson said, urging those that follow him to be eccentric, and to place trust in unreasonable people and propositions. \"My ever-growing conviction is that my greatest failing has been to be insufficiently radical.\"</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Early Tesla backer and top fund manager attacks Warren Buffett's strategy. Here's his investing advice.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEarly Tesla backer and top fund manager attacks Warren Buffett's strategy. Here's his investing advice.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-05-14 16:53</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>James Anderson says to forget value investing and be ready for stomach-churning swings in stock prices</p><p>One of the U.K.'s top fund managers and a trailblazing technology investor has criticized value investing and the obsession with short-term metrics, in a departing letter on Thursday. He said his greatest regret was not making bigger and bolder bets.</p><p>Listen to experts and have faith in the forces of change, despite severe swings in stock prices, James Anderson said in his report with the annual results of Scottish Mortgage Investment Trust .</p><p>Anderson will retire as a partner in asset manager Bailie Gifford and as joint manager of its Scottish Mortgage fund next April. The fund -- a FTSE 100 constituent with a market cap of more than GBP15 billion ($21 billion) -- has enjoyed remarkable gains over its history, marked by big, early bets on technology companies including online retailer Amazon <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, Chinese internet giant Tencent , and electric-car maker Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>, which the fund bought into in 2014.</p><p>Shares in Scottish Mortgage have fallen 9% so far in 2021, but the fund remains up near 60% in the past year.</p><p>In a letter to shareholders, Anderson called the world of conventional asset management \"irretrievably broken,\" and took aim at \"value investing,\" the strategy famously espoused by investors like Ben Graham and Warren Buffett.</p><p>\"The only rhyme is that in the long run the value of stocks is the long-run free cash flows they generate but we have but the barest and most nebulous clues as to what these cash flows will turn out to be,\" Anderson said. \"But woe betide those who think that a near-term price to earnings ratio defines value in an era of deep change.\"</p><p>Since the emergence of digital technologies, \"sustained growth at extreme pace and with increasing returns to scale\" has become more evident, Anderson said. He pointed to tech giant Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a>, which continues to grow after 35 years as a public company.</p><p>\"Distraction through seeking minor opportunities in banal companies over short periods is the perennial temptation. It must be resisted,\" Anderson said.</p><p>He described how the classic and careful investing approach of choosing a level of risk and return along a bell curve is flawed. It \"is neither accepting the deep uncertainty of the world nor acknowledging that the skew of returns is so extreme that it is the search for companies with the characteristics that might enable extreme and compounding success that is central to investing,\" he said.</p><p>But faith is required in investing in high-growth opportunities, Anderson stressed, because share-price crashes happen regularly and are severe. \"The stock charts that look like remorseless bottom left to top right graphs are never as smooth and easy as they subsequently appear,\" he said.</p><p>The fund manager also took a swipe at investors' obsession with short-term metrics -- what he called \"the near pornographic allure of news such as earnings announcements and macroeconomic headlines.\"</p><p>Instead of following \"brokers and the media,\" Anderson advised listening to experts and scientists. Following expert advice on the advances in battery technology was behind Baillie Gifford's decision to invest in Tesla early, he said. At the time, Tesla was the only substantial Western player in electric vehicles, which the fund saw as an inevitable successor to conventional cars powered by internal combustion engines.</p><p>Anderson also acknowledged the difficulties of measuring the value and profitability of future-focused endeavors. He cited Tesla's ambitions in autonomous vehicles, which the fund views as possibly transformative for the economics of the company -- despite not having any idea how successful it will be.</p><p>\"To us it is bizarre that brokers, hedge fund mavens and commentators can claim to be able to decipher the future and assign a precise numerical target to the value of Tesla,\" he said.</p><p>In his final annual results at Scottish Mortgage, Anderson pointed to renewable energy, synthetic biology, and the changing landscape in healthcare innovation as among the revolutionary forces ahead in the market.</p><p>Describing what makes for a great investment, he cited Amazon and its founder Jeff Bezos as a model. \"The company should have open-ended growth opportunities that they should work hard never to define or time,\" he said, alongside \"initial leadership that thinks like a founder (and almost always is <a href=\"https://laohu8.com/S/AONE\">one</a>)\" as well as a distinctive philosophy of business.</p><p>Today, Scottish Mortgage's top 10 holdings, in order of portfolio weight, are Tencent, biotechnology-equipment group <a href=\"https://laohu8.com/S/ILMN\">Illumina</a> (ILMN), Dutch semiconductor industry supplier ASML (ASML.AE), Amazon, Tesla, Chinese e-commerce giant Alibaba <a href=\"https://laohu8.com/S/09988\">$(09988)$</a>, Chinese local services platform Meituan Dianping , U.S. biotech group Moderna <a href=\"https://laohu8.com/S/MRNA\">$(MRNA)$</a>, Chinese EV player NIO <a href=\"https://laohu8.com/S/NIO\">$(NIO)$</a>, and European food-delivery group Delivery Hero.</p><p>\"There's much that I have misunderstood and misjudged over the two decades,\" Anderson said, urging those that follow him to be eccentric, and to place trust in unreasonable people and propositions. \"My ever-growing conviction is that my greatest failing has been to be insufficiently radical.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔",".DJI":"道琼斯","BRK.B":"伯克希尔B","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2135710626","content_text":"James Anderson says to forget value investing and be ready for stomach-churning swings in stock pricesOne of the U.K.'s top fund managers and a trailblazing technology investor has criticized value investing and the obsession with short-term metrics, in a departing letter on Thursday. He said his greatest regret was not making bigger and bolder bets.Listen to experts and have faith in the forces of change, despite severe swings in stock prices, James Anderson said in his report with the annual results of Scottish Mortgage Investment Trust .Anderson will retire as a partner in asset manager Bailie Gifford and as joint manager of its Scottish Mortgage fund next April. The fund -- a FTSE 100 constituent with a market cap of more than GBP15 billion ($21 billion) -- has enjoyed remarkable gains over its history, marked by big, early bets on technology companies including online retailer Amazon $(AMZN)$, Chinese internet giant Tencent , and electric-car maker Tesla $(TSLA)$, which the fund bought into in 2014.Shares in Scottish Mortgage have fallen 9% so far in 2021, but the fund remains up near 60% in the past year.In a letter to shareholders, Anderson called the world of conventional asset management \"irretrievably broken,\" and took aim at \"value investing,\" the strategy famously espoused by investors like Ben Graham and Warren Buffett.\"The only rhyme is that in the long run the value of stocks is the long-run free cash flows they generate but we have but the barest and most nebulous clues as to what these cash flows will turn out to be,\" Anderson said. \"But woe betide those who think that a near-term price to earnings ratio defines value in an era of deep change.\"Since the emergence of digital technologies, \"sustained growth at extreme pace and with increasing returns to scale\" has become more evident, Anderson said. He pointed to tech giant Microsoft $(MSFT)$, which continues to grow after 35 years as a public company.\"Distraction through seeking minor opportunities in banal companies over short periods is the perennial temptation. It must be resisted,\" Anderson said.He described how the classic and careful investing approach of choosing a level of risk and return along a bell curve is flawed. It \"is neither accepting the deep uncertainty of the world nor acknowledging that the skew of returns is so extreme that it is the search for companies with the characteristics that might enable extreme and compounding success that is central to investing,\" he said.But faith is required in investing in high-growth opportunities, Anderson stressed, because share-price crashes happen regularly and are severe. \"The stock charts that look like remorseless bottom left to top right graphs are never as smooth and easy as they subsequently appear,\" he said.The fund manager also took a swipe at investors' obsession with short-term metrics -- what he called \"the near pornographic allure of news such as earnings announcements and macroeconomic headlines.\"Instead of following \"brokers and the media,\" Anderson advised listening to experts and scientists. Following expert advice on the advances in battery technology was behind Baillie Gifford's decision to invest in Tesla early, he said. At the time, Tesla was the only substantial Western player in electric vehicles, which the fund saw as an inevitable successor to conventional cars powered by internal combustion engines.Anderson also acknowledged the difficulties of measuring the value and profitability of future-focused endeavors. He cited Tesla's ambitions in autonomous vehicles, which the fund views as possibly transformative for the economics of the company -- despite not having any idea how successful it will be.\"To us it is bizarre that brokers, hedge fund mavens and commentators can claim to be able to decipher the future and assign a precise numerical target to the value of Tesla,\" he said.In his final annual results at Scottish Mortgage, Anderson pointed to renewable energy, synthetic biology, and the changing landscape in healthcare innovation as among the revolutionary forces ahead in the market.Describing what makes for a great investment, he cited Amazon and its founder Jeff Bezos as a model. \"The company should have open-ended growth opportunities that they should work hard never to define or time,\" he said, alongside \"initial leadership that thinks like a founder (and almost always is one)\" as well as a distinctive philosophy of business.Today, Scottish Mortgage's top 10 holdings, in order of portfolio weight, are Tencent, biotechnology-equipment group Illumina (ILMN), Dutch semiconductor industry supplier ASML (ASML.AE), Amazon, Tesla, Chinese e-commerce giant Alibaba $(09988)$, Chinese local services platform Meituan Dianping , U.S. biotech group Moderna $(MRNA)$, Chinese EV player NIO $(NIO)$, and European food-delivery group Delivery Hero.\"There's much that I have misunderstood and misjudged over the two decades,\" Anderson said, urging those that follow him to be eccentric, and to place trust in unreasonable people and propositions. \"My ever-growing conviction is that my greatest failing has been to be insufficiently radical.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":1112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":137122667,"gmtCreate":1622331564859,"gmtModify":1622340559254,"author":{"id":"3490380088079456","authorId":"3490380088079456","name":"阿磊_7890","avatar":"https://static.tigerbbs.com/d3a2247c4948609dc6f9d920355717d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3490380088079456","idStr":"3490380088079456"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/137122667","repostId":"1158990383","repostType":4,"isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":194304291,"gmtCreate":1621339959413,"gmtModify":1621340316334,"author":{"id":"3490380088079456","authorId":"3490380088079456","name":"阿磊_7890","avatar":"https://static.tigerbbs.com/d3a2247c4948609dc6f9d920355717d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3490380088079456","idStr":"3490380088079456"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/194304291","repostId":"1129099395","repostType":4,"repost":{"id":"1129099395","kind":"news","pubTimestamp":1621309498,"share":"https://www.laohu8.com/m/news/1129099395?lang=&edition=full","pubTime":"2021-05-18 11:44","market":"us","language":"zh","title":"特斯拉要凉凉了？08年大空头大举做空特斯拉","url":"https://stock-news.laohu8.com/highlight/detail?id=1129099395","media":" 灰岩国际咨询  ","summary":"相信很多读者都看过著名的好莱坞电影，“Big Short\"，大空头这部电影描述了两批人马提前预知到金融危机的爆发，因此决心做空次级贷款。而其中大赚一笔的就是这个Dr Burry,他创建的Scion C","content":"<p><img src=\"https://static.tigerbbs.com/fedbe23fcacb34a2128a7f2bf745ac5c\" tg-width=\"1080\" tg-height=\"699\" referrerpolicy=\"no-referrer\">相信很多读者都看过著名的好莱坞电影，“Big Short\"，大空头这部电影描述了两批人马提前预知到金融危机的爆发，因此决心做空次级贷款。</p><p>而其中大赚一笔的就是这个Dr Burry,他创建的Scion Capital大举做空次级贷款（subprime mortgages) 同时 Michael Burry也通过这次战役一战封神，经过了痛苦的三年亏损（这期间由于基金要不断的支付CDS的premium蒙受了更大规模的亏损,因此他的投资者不断威胁他要求赎回基金份额),最终他为投资者取得了近500%的回报（扣去所有的基金开支以及成本）</p><p>期间Michael Burry个人也收获了1亿美金的财富，因此决定将Scion Capital的所有投资者资金连同利润返还，最终以管理个人财富的方式解散他一手创办的基金，成为了一间为Burry本人服务的家族办公室。</p><p>Burry作为著名的价值投资者，他不光擅长做多，也非常善于做空股票标的。</p><p><b>是罕见的多空交易都能够获利的投资者。而先前他在Gamestop游戏驿站的获利颇丰，现在他决定继续加大对于TSLA特斯拉的做空仓位。</b></p><p><b>Scion Capital 在TSLA这只股票上有近800000张的认沽期权（puts)</b></p><p><b>从2021年1月26日开始，TSLA股价近期大暴跌，跌至35%，</b></p><p><img src=\"https://static.tigerbbs.com/d66367af4dfd34e575d86d836c4f2390\" tg-width=\"1080\" tg-height=\"714\" referrerpolicy=\"no-referrer\"></p><p><b>投资者迈克尔·伯瑞（Michael Burry）因在金融危机期间对抵押证券进行数十亿美元的押注而声名，起，对埃隆·马斯克（ElonMusk）的特斯拉公司（Tesla Inc.）投入了相当大的空头赌注。</b></p><p>从周一提交给监管机构的文件显示，截至3月31日，巴里的Scion资产管理公司持有认沽权大量的认沽期权（合800000股的空头，这也使Scion有权在未来的不明日期或之前出售特斯拉股票。</p><p>特斯拉股价在一年的涨势推动该股上涨近700％之后，于1月26日收于883.09美元的历史新高。到三月底，它的价值缩水了四分之一，比周一收盘时的高点下跌了35％。</p><p><b>大家都知道特斯拉之所以能够续命，谷底反弹的非常重要的原因是上海特斯拉厂以及巨大的中国消费力的支持。从一月的特斯拉股票价格来看，更多是像类似GME游戏驿站的案例一样，由于空头仓位过于拥挤而导致的更大规模的逼空（short squeeze)而这个情况下特斯拉的股价非但没有跌下来甚至创了新高。</b></p><p>对特斯拉的押注不是Burry的第一次做空尝试，他之前在做空TSLA的交易中也亏损不少。而另一个看空TLSA的大空头James Chanos的做空TSLA的股票敞口也不得不在1月底打止损，来停止基金的亏损。</p><p>Burry在12月初的一条被删除的推文中说，他持有大量电动车制造商的空头敞口。其中最大的空头敞口自然是特斯拉。Burry 甚至建议马斯克出售股票以筹集资金来救特斯拉，而当时TSLA股票的股价处于疯狂的泡沫中，亦处于当时处于Burry所说的“荒谬”的泡沫水平。</p><p>特斯拉在四月下旬的财报显示，其第一季度获利创纪录，避免了行业芯片短缺，提高了汽车厂的制造水平，其中从特斯拉的财报中我们可以看到，TSLA的财报中，有四分之一的利润来自于销售比特币。另外四分之一来自于出售碳Credit，从侧面我们可以看到特斯拉本身的利润构成。</p><p><b>然而，股价下跌标志着该公司现在所抗衡的崇高期望。在分析师的质疑中：特斯拉没有提供2021年车辆交付的具体估计。也就是核心的交付产能问题如何解决。</b></p><p><b>我们无法知道Burry的Scion何时对特斯拉下了赌注，或是Scion Capital所持有的看跌期权的价格以及成本是多少以及公司为其付了多少钱。</b>从13F文件来看，其空头头寸价值5.34亿美元，这可能是特斯拉在3月31日的股价乘以Scion所押注的股票数量而得出的。</p><p>近期特斯拉仍然面对危机以及挑战。随着中国市场特斯拉车辆的质量堪忧以及产能问题逐渐爆发，而这关乎于特斯拉的最终命运。因为和其他的车商不同，特斯拉的业绩以及市场太过于依赖中国市场以及营收，在上海GIGA厂这张牌以及虚拟货币打完之后，TSLA究竟何去何从，从现在公司的运营策略来讲，我个人是偏悲观的。</p><p>从特斯拉现在的营收结构来看，我很难对TSLA过度乐观。虽然短期特斯拉的确会进入一个巨大的股价调整期，但是毕竟特斯拉仍然拥有大量的粉丝以及消费者，这意味着超跌之后仍然会出现短期的买入套利机会。</p><p>而这将很大程度上取决于Musk本人对于中国市场消费者的态度。如果产能这个老大难问题都迟迟拖着无法解决，那么900美金很可能将成为特斯拉的最高点。<b>而疯狂执着与狗狗币的马斯克也最终成为狗头军师？</b></p><p><img src=\"https://static.tigerbbs.com/0dbabf6f4375df87b9326fad3042e641\" tg-width=\"922\" tg-height=\"596\" referrerpolicy=\"no-referrer\"></p><p><b>随着加密货币的狂热，如果你经常登Twitter看Elon Musk的动态，你会发现他越来越不务正业了。这并不是件好事，与其天天去给什么狗狗币doge coin坐庄成为一个所谓币圈的“心灵导师”，倒不如扎实好好把特斯拉车主的权益保障了，把产能扎实地做好，才能把公司运作好，你们说呢？</b></p>","source":"lsy1613474250850","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉要凉凉了？08年大空头大举做空特斯拉</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉要凉凉了？08年大空头大举做空特斯拉\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-18 11:44 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/p5UwsZjRKUNJdvvSE1PCaA><strong> 灰岩国际咨询  </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>相信很多读者都看过著名的好莱坞电影，“Big Short\"，大空头这部电影描述了两批人马提前预知到金融危机的爆发，因此决心做空次级贷款。而其中大赚一笔的就是这个Dr Burry,他创建的Scion Capital大举做空次级贷款（subprime mortgages) 同时 Michael Burry也通过这次战役一战封神，经过了痛苦的三年亏损（这期间由于基金要不断的支付CDS的premium蒙受...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/p5UwsZjRKUNJdvvSE1PCaA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fedbe23fcacb34a2128a7f2bf745ac5c","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://mp.weixin.qq.com/s/p5UwsZjRKUNJdvvSE1PCaA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129099395","content_text":"相信很多读者都看过著名的好莱坞电影，“Big Short\"，大空头这部电影描述了两批人马提前预知到金融危机的爆发，因此决心做空次级贷款。而其中大赚一笔的就是这个Dr Burry,他创建的Scion Capital大举做空次级贷款（subprime mortgages) 同时 Michael Burry也通过这次战役一战封神，经过了痛苦的三年亏损（这期间由于基金要不断的支付CDS的premium蒙受了更大规模的亏损,因此他的投资者不断威胁他要求赎回基金份额),最终他为投资者取得了近500%的回报（扣去所有的基金开支以及成本）期间Michael Burry个人也收获了1亿美金的财富，因此决定将Scion Capital的所有投资者资金连同利润返还，最终以管理个人财富的方式解散他一手创办的基金，成为了一间为Burry本人服务的家族办公室。Burry作为著名的价值投资者，他不光擅长做多，也非常善于做空股票标的。是罕见的多空交易都能够获利的投资者。而先前他在Gamestop游戏驿站的获利颇丰，现在他决定继续加大对于TSLA特斯拉的做空仓位。Scion Capital 在TSLA这只股票上有近800000张的认沽期权（puts)从2021年1月26日开始，TSLA股价近期大暴跌，跌至35%，投资者迈克尔·伯瑞（Michael Burry）因在金融危机期间对抵押证券进行数十亿美元的押注而声名，起，对埃隆·马斯克（ElonMusk）的特斯拉公司（Tesla Inc.）投入了相当大的空头赌注。从周一提交给监管机构的文件显示，截至3月31日，巴里的Scion资产管理公司持有认沽权大量的认沽期权（合800000股的空头，这也使Scion有权在未来的不明日期或之前出售特斯拉股票。特斯拉股价在一年的涨势推动该股上涨近700％之后，于1月26日收于883.09美元的历史新高。到三月底，它的价值缩水了四分之一，比周一收盘时的高点下跌了35％。大家都知道特斯拉之所以能够续命，谷底反弹的非常重要的原因是上海特斯拉厂以及巨大的中国消费力的支持。从一月的特斯拉股票价格来看，更多是像类似GME游戏驿站的案例一样，由于空头仓位过于拥挤而导致的更大规模的逼空（short squeeze)而这个情况下特斯拉的股价非但没有跌下来甚至创了新高。对特斯拉的押注不是Burry的第一次做空尝试，他之前在做空TSLA的交易中也亏损不少。而另一个看空TLSA的大空头James Chanos的做空TSLA的股票敞口也不得不在1月底打止损，来停止基金的亏损。Burry在12月初的一条被删除的推文中说，他持有大量电动车制造商的空头敞口。其中最大的空头敞口自然是特斯拉。Burry 甚至建议马斯克出售股票以筹集资金来救特斯拉，而当时TSLA股票的股价处于疯狂的泡沫中，亦处于当时处于Burry所说的“荒谬”的泡沫水平。特斯拉在四月下旬的财报显示，其第一季度获利创纪录，避免了行业芯片短缺，提高了汽车厂的制造水平，其中从特斯拉的财报中我们可以看到，TSLA的财报中，有四分之一的利润来自于销售比特币。另外四分之一来自于出售碳Credit，从侧面我们可以看到特斯拉本身的利润构成。然而，股价下跌标志着该公司现在所抗衡的崇高期望。在分析师的质疑中：特斯拉没有提供2021年车辆交付的具体估计。也就是核心的交付产能问题如何解决。我们无法知道Burry的Scion何时对特斯拉下了赌注，或是Scion Capital所持有的看跌期权的价格以及成本是多少以及公司为其付了多少钱。从13F文件来看，其空头头寸价值5.34亿美元，这可能是特斯拉在3月31日的股价乘以Scion所押注的股票数量而得出的。近期特斯拉仍然面对危机以及挑战。随着中国市场特斯拉车辆的质量堪忧以及产能问题逐渐爆发，而这关乎于特斯拉的最终命运。因为和其他的车商不同，特斯拉的业绩以及市场太过于依赖中国市场以及营收，在上海GIGA厂这张牌以及虚拟货币打完之后，TSLA究竟何去何从，从现在公司的运营策略来讲，我个人是偏悲观的。从特斯拉现在的营收结构来看，我很难对TSLA过度乐观。虽然短期特斯拉的确会进入一个巨大的股价调整期，但是毕竟特斯拉仍然拥有大量的粉丝以及消费者，这意味着超跌之后仍然会出现短期的买入套利机会。而这将很大程度上取决于Musk本人对于中国市场消费者的态度。如果产能这个老大难问题都迟迟拖着无法解决，那么900美金很可能将成为特斯拉的最高点。而疯狂执着与狗狗币的马斯克也最终成为狗头军师？随着加密货币的狂热，如果你经常登Twitter看Elon Musk的动态，你会发现他越来越不务正业了。这并不是件好事，与其天天去给什么狗狗币doge coin坐庄成为一个所谓币圈的“心灵导师”，倒不如扎实好好把特斯拉车主的权益保障了，把产能扎实地做好，才能把公司运作好，你们说呢？","news_type":1},"isVote":1,"tweetType":1,"viewCount":625,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":198894920,"gmtCreate":1620949919160,"gmtModify":1620954517126,"author":{"id":"3490380088079456","authorId":"3490380088079456","name":"阿磊_7890","avatar":"https://static.tigerbbs.com/d3a2247c4948609dc6f9d920355717d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3490380088079456","idStr":"3490380088079456"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/198894920","repostId":"191824903","repostType":1,"repost":{"id":191824903,"gmtCreate":1620870760302,"gmtModify":1634195726215,"author":{"id":"3557618698520142","authorId":"3557618698520142","name":"cflim","avatar":"https://static.tigerbbs.com/a106a32941d6d37a8b8556e4d280c09c","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557618698520142","idStr":"3557618698520142"},"themes":[],"htmlText":"<a 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[生气]","images":[{"img":"https://static.tigerbbs.com/45538ebdc0c0e4176f996b5336b1018a","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/191824903","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":943,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":190544867,"gmtCreate":1620638602059,"gmtModify":1620639090270,"author":{"id":"3490380088079456","authorId":"3490380088079456","name":"阿磊_7890","avatar":"https://static.tigerbbs.com/d3a2247c4948609dc6f9d920355717d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3490380088079456","idStr":"3490380088079456"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/190544867","repostId":"190537140","repostType":1,"repost":{"id":190537140,"gmtCreate":1620632717380,"gmtModify":1634197539482,"author":{"id":"3564927108798920","authorId":"3564927108798920","name":"Uday","avatar":"https://static.tigerbbs.com/ba94e30caea713924bb15494e571fb48","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564927108798920","idStr":"3564927108798920"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>Buy today, later no chance","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>Buy today, later no chance","text":"$Alibaba(BABA)$Buy today, later no chance","images":[{"img":"https://static.tigerbbs.com/657ded2f4dc8f3072ac4f3ef948cb768","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/190537140","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":891,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":357415333,"gmtCreate":1617289303022,"gmtModify":1617291568640,"author":{"id":"3490380088079456","authorId":"3490380088079456","name":"阿磊_7890","avatar":"https://static.tigerbbs.com/d3a2247c4948609dc6f9d920355717d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3490380088079456","idStr":"3490380088079456"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/357415333","repostId":"357270765","repostType":1,"repost":{"id":357270765,"gmtCreate":1617282276557,"gmtModify":1617282276557,"author":{"id":"3503452965237041","authorId":"3503452965237041","name":"美股研究社","avatar":"https://static.tigerbbs.com/a239c7906133df1f3817d0746a8a0ba1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3503452965237041","idStr":"3503452965237041"},"themes":[],"title":"【特斯拉Q1欧洲交付数据疑似泄露】","htmlText":"【特斯拉<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>Q1欧洲交付数据疑似泄露】美股研究社讯，据知情人士，一封疑似特斯拉欧洲团队的内部邮件泄漏，邮件表明，特斯拉(TSLA.O)2021年第一季度在欧洲交付量较2020年第四季度环比增长15%。特斯拉(TSLA.O)2020年第一季度交付量约为23000辆，2020年第四季度交付量约为36000辆，而泄露数据表明今年第一季度的交付量可能达到41000辆，同比大增180%。 一追踪特斯拉的媒体账号分析称，该数据可能并非是愚人节玩笑，4月初发布这封包含交付数据的内部邮件是完全合理的。","listText":"【特斯拉<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>Q1欧洲交付数据疑似泄露】美股研究社讯，据知情人士，一封疑似特斯拉欧洲团队的内部邮件泄漏，邮件表明，特斯拉(TSLA.O)2021年第一季度在欧洲交付量较2020年第四季度环比增长15%。特斯拉(TSLA.O)2020年第一季度交付量约为23000辆，2020年第四季度交付量约为36000辆，而泄露数据表明今年第一季度的交付量可能达到41000辆，同比大增180%。 一追踪特斯拉的媒体账号分析称，该数据可能并非是愚人节玩笑，4月初发布这封包含交付数据的内部邮件是完全合理的。","text":"【特斯拉$特斯拉(TSLA)$Q1欧洲交付数据疑似泄露】美股研究社讯，据知情人士，一封疑似特斯拉欧洲团队的内部邮件泄漏，邮件表明，特斯拉(TSLA.O)2021年第一季度在欧洲交付量较2020年第四季度环比增长15%。特斯拉(TSLA.O)2020年第一季度交付量约为23000辆，2020年第四季度交付量约为36000辆，而泄露数据表明今年第一季度的交付量可能达到41000辆，同比大增180%。 一追踪特斯拉的媒体账号分析称，该数据可能并非是愚人节玩笑，4月初发布这封包含交付数据的内部邮件是完全合理的。","images":[{"img":"https://static.tigerbbs.com/9777dd84b75bb82d2f13cf0795cfbad2","width":"828","height":"466"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/357270765","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}