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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: SI Dmitry (code monkey) who wrote (78514)	11/13/2025 6:01:27 PM
From: Sean Collett	3 Recommendations Recommended By Lance Bredvold SI Dmitry (code monkey) sjemmeri Respond to of 78767

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

To: SI Dmitry (code monkey) who wrote (78514)	11/13/2025 11:51:17 PM
From: Madharry	3 Recommendations Recommended By robert b furman SI Dmitry (code monkey) sjemmeri Respond to of 78767

I dunno if a stock goes up 1000% and the goes down 50% do we say that someone shorted it too early? I thought PLTR was overvalued at $12 but I never thought of shorting it. I had an experience with ICGE in 1999, I was waiting on the IPO and bought a good chunk , made more in about 3 days than I had ever in my life in the stock market, I got in at 14 sold some at 31 some at 61 , when it hit 85 I read the financials and it was as overpriced a stock as i had ever seen and sold the rest. 3 months later it was over $250. after that i resolved to not short stocks. a year later the stock was a penny stock before going bankrupt. you can be right and still go broke short selling