Value Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

Recommended by:

Lance Bredvold

SI Dmitry (code monkey)

sjemmeri

To: SI Dmitry (code monkey) who wrote (78514)	11/13/2025 6:01:27 PM
From: Sean Collett	3 Recommendations of 78768

OT: I believe the BC in his old twitter handle likely stood for "broken clock" :) tongue in cheek I don't believe he has made many sell pronouncements except for the one. I believe it is also taken out of context. The sell post came Jan 31st, 2023 and then what happened after? Regional banking crisis by March. March 15th, 2023 he tweeted about JP Morgan stepping in during the 1907 panic and by March 30th, 2023 he stated "I was wrong to say sell" because fed stepped in with BTFP. The sell tweet is taken out of context. Had the federal reserve not stepped in with BTFP as quickly as they did then the outcome would have aligned. As for $NVDA I believe he also stated it was all done last month. Given Scion has shutdown the fund it is likely those positions are closed as capital is turned back to investors. I believe Scion itself only controlled 12% of capital in the fund? Anyway, figured it did not hurt to clarify :) Happy investing, Sean

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next