Liviachia
2021-07-09
Haha.. then wait for it to crush. Just hold !
A Crash Is Coming for Meme Stocks, ‘Big Short’ Investor Michael Burry Says<blockquote>“大空头”投资者迈克尔-伯里（Michael Burry）表示，模因股票即将崩盘</blockquote>
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Just hold !","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/143143609","repostId":1135430392,"repostType":2,"repost":{"id":"1135430392","kind":"news","pubTimestamp":1625129573,"share":"https://www.laohu8.com/m/news/1135430392?lang=zh_CN&edition=full","pubTime":"2021-07-01 16:52","market":"us","language":"en","title":"A Crash Is Coming for Meme Stocks, ‘Big Short’ Investor Michael Burry Says<blockquote>“大空头”投资者迈克尔-伯里（Michael Burry）表示，模因股票即将崩盘</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1135430392","media":"Barrons","summary":"Long before retail investors on Reddit flooded online forums theorizing about GameStop, investor Mic","content":"<p>Long before retail investors on Reddit flooded online forums theorizing about GameStop, investor Michael Burry spotted an out-of-favor stock that was misunderstood. Now, Burry says he sees shades of 1999 and 2007—periods of other market frothiness.</p><p><blockquote>早在 Reddit 上的散户投资者涌入在线论坛对游戏驿站进行理论分析之前，投资者 Michael Burry 就发现了一只被误解的不受欢迎的股票。现在，伯里表示，他看到了 1999 年和 2007 年的影子——其他市场泡沫时期。</blockquote></p><p> “I don’t know when meme stocks such as this will crash, but we probably do not have to wait too long, as I believe the retail crowd is fully invested in this theme, and Wall Street has jumped on the coattails,” Burry told<i>Barron’s</i>via email. “We’re running out of new money available to jump on the bandwagon.”</p><p><blockquote>“伯里说：”我不知道像这样的迷因股票什么时候会崩盘，但我们可能不用等太久，因为我相信零售人群已经完全投入到这个主题中，华尔街也纷纷效仿。<i>巴伦</i>通过电子邮件。“我们已经没有新的资金可以赶上潮流了。”</blockquote></p><p> Burry, whose successful bet against the housing market ahead of the subprime mortgage collapse made him a prominent character in the book and movie “The Big Short,” believes that meme stocks are the latest Wall Street trend that could wind up hurting regular investors. He said that in 1999, everyone making money in dot-com stocks believed it would continue. In 2007, those making money “leveraged to the hilt in multiple homes” thought that would continue, too.</p><p><blockquote>伯里认为，备忘录股票是华尔街最新的趋势，最终可能会伤害普通投资者。他说，1999年，每个在网络股票中赚钱的人都相信这种情况会继续下去。2007 年，那些 “在多个家庭中充分利用杠杆 ”赚钱的人认为这种情况还会继续下去。</blockquote></p><p> “Momentum, social media are now part of the strategy for Wall Street, and they are in a better position than retail to participate, sniff out and start gamma squeezes in the options market,” Burry added,the latter part referring to heightened demand for shares driven by market makers rushing to hedge call options they sold—a phenomenon that likely juiced meme stock trading.</p><p><blockquote>“伯里补充说：”势头和社交媒体现在是华尔街战略的一部分，它们比零售业更有能力参与、嗅出并开始在期权市场进行伽马挤压。</blockquote></p><p> Burry became a high-profile GameStop (ticker: GME) bull in the second half of 2019. He told <i>Barron’s</i> in August of that year that fears about disc-less consoles were overblown. He expected free cash flow to rebound when new consoles from Sony and Microsoft were released in 2020. On the now-viral RoaringKitty YouTube channel that predicted the GameStop squeeze potential,retail investor Keith Gill touted Burry’s bull thesis. Burry couldn’t have foreseen the pandemic and related console shortages, but his thesis was certainly playing out, as shares began to rebound in the second half of 2020.</p><p><blockquote>Burry 在 2019 年下半年成为备受瞩目的游戏驿站（股票代码：GME）多头。他说<i>巴伦</i>那年8月，对无盘游戏机的担忧被夸大了。他预计，当索尼和微软的新游戏机在2020年发布时，自由现金流将会反弹。在预测游戏驿站挤压潜力的 RoaringKitty YouTube 频道上，散户投资者基思-吉尔（Keith Gill）吹捧了伯里的牛市论点。伯里不可能预见到大流行病和相关的游戏机短缺，但随着股价在 2020 年下半年开始反弹，他的论点无疑得到了证实。</blockquote></p><p> “For me though, if I get within years on a thesis coming true, I’m happy,” he says. “Most people are focused on days, weeks or months.”</p><p><blockquote>“他说：”不过对我来说，如果我的论文能在几年内实现，我会很高兴。“大多数人关注的是几天、几周或几个月”。</blockquote></p><p> In 2020, after Chewy co-founder Ryan Cohen revealed a 9% stake in the company and called for major changes, shares rallied back to double-digit territory. Burry sold what was left of his GameStop stake at a profit at some point during the fourth quarter of last year, according to regulatory filings.</p><p><blockquote>2020 年，Chewy 联合创始人 Ryan Cohen 透露持有该公司 9% 的股份并呼吁进行重大变革后，股价回升至两位数区域。根据监管文件，伯里在去年第四季度的某个时候以盈利的方式出售了他剩余的游戏驿站股份。</blockquote></p><p> Asked about companies like GameStop and AMC Entertainment Holdings(AMC) that have sold millions of shares into surging stock prices, Burry points out that is wasn’t that long ago that GameStop was buying back millions of dollars in stock at his suggestion.</p><p><blockquote>当被问及游戏驿站和AMC院线控股公司（AMC）等公司以飙升的股价出售了数百万股股票时，伯里指出，就在不久前，游戏驿站在他的建议下回购了数百万美元的股票。</blockquote></p><p> He thinks companies should be selling stock—as long as they follow the laws.</p><p><blockquote>他认为公司应该出售股票——只要他们遵守法律。</blockquote></p><p> “This is a Godsend for these companies,” Burry added. “But just having cash on hand itself does not warrant high multiples from the market, as many, many listed companies can tell you.”</p><p><blockquote>“伯里补充说：”这对这些公司来说是天赐良机。“但是，正如许多许多上市公司可以告诉你的那样，仅仅手头有现金并不能保证市场的高市盈率。”</blockquote></p><p></p>","source":"lsy1601382232898","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>A Crash Is Coming for Meme Stocks, ‘Big Short’ Investor Michael Burry Says<blockquote>“大空头”投资者迈克尔-伯里（Michael Burry）表示，模因股票即将崩盘</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\nA Crash Is Coming for Meme Stocks, ‘Big Short’ Investor Michael Burry Says<blockquote>“大空头”投资者迈克尔-伯里（Michael Burry）表示，模因股票即将崩盘</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-07-01 16:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Long before retail investors on Reddit flooded online forums theorizing about GameStop, investor Michael Burry spotted an out-of-favor stock that was misunderstood. Now, Burry says he sees shades of 1999 and 2007—periods of other market frothiness.</p><p><blockquote>早在 Reddit 上的散户投资者涌入在线论坛对游戏驿站进行理论分析之前，投资者 Michael Burry 就发现了一只被误解的不受欢迎的股票。现在，伯里表示，他看到了 1999 年和 2007 年的影子——其他市场泡沫时期。</blockquote></p><p> “I don’t know when meme stocks such as this will crash, but we probably do not have to wait too long, as I believe the retail crowd is fully invested in this theme, and Wall Street has jumped on the coattails,” Burry told<i>Barron’s</i>via email. “We’re running out of new money available to jump on the bandwagon.”</p><p><blockquote>“伯里说：”我不知道像这样的迷因股票什么时候会崩盘，但我们可能不用等太久，因为我相信零售人群已经完全投入到这个主题中，华尔街也纷纷效仿。<i>巴伦</i>通过电子邮件。“我们已经没有新的资金可以赶上潮流了。”</blockquote></p><p> Burry, whose successful bet against the housing market ahead of the subprime mortgage collapse made him a prominent character in the book and movie “The Big Short,” believes that meme stocks are the latest Wall Street trend that could wind up hurting regular investors. He said that in 1999, everyone making money in dot-com stocks believed it would continue. In 2007, those making money “leveraged to the hilt in multiple homes” thought that would continue, too.</p><p><blockquote>伯里认为，备忘录股票是华尔街最新的趋势，最终可能会伤害普通投资者。他说，1999年，每个在网络股票中赚钱的人都相信这种情况会继续下去。2007 年，那些 “在多个家庭中充分利用杠杆 ”赚钱的人认为这种情况还会继续下去。</blockquote></p><p> “Momentum, social media are now part of the strategy for Wall Street, and they are in a better position than retail to participate, sniff out and start gamma squeezes in the options market,” Burry added,the latter part referring to heightened demand for shares driven by market makers rushing to hedge call options they sold—a phenomenon that likely juiced meme stock trading.</p><p><blockquote>“伯里补充说：”势头和社交媒体现在是华尔街战略的一部分，它们比零售业更有能力参与、嗅出并开始在期权市场进行伽马挤压。</blockquote></p><p> Burry became a high-profile GameStop (ticker: GME) bull in the second half of 2019. He told <i>Barron’s</i> in August of that year that fears about disc-less consoles were overblown. He expected free cash flow to rebound when new consoles from Sony and Microsoft were released in 2020. On the now-viral RoaringKitty YouTube channel that predicted the GameStop squeeze potential,retail investor Keith Gill touted Burry’s bull thesis. Burry couldn’t have foreseen the pandemic and related console shortages, but his thesis was certainly playing out, as shares began to rebound in the second half of 2020.</p><p><blockquote>Burry 在 2019 年下半年成为备受瞩目的游戏驿站（股票代码：GME）多头。他说<i>巴伦</i>那年8月，对无盘游戏机的担忧被夸大了。他预计，当索尼和微软的新游戏机在2020年发布时，自由现金流将会反弹。在预测游戏驿站挤压潜力的 RoaringKitty YouTube 频道上，散户投资者基思-吉尔（Keith Gill）吹捧了伯里的牛市论点。伯里不可能预见到大流行病和相关的游戏机短缺，但随着股价在 2020 年下半年开始反弹，他的论点无疑得到了证实。</blockquote></p><p> “For me though, if I get within years on a thesis coming true, I’m happy,” he says. “Most people are focused on days, weeks or months.”</p><p><blockquote>“他说：”不过对我来说，如果我的论文能在几年内实现，我会很高兴。“大多数人关注的是几天、几周或几个月”。</blockquote></p><p> In 2020, after Chewy co-founder Ryan Cohen revealed a 9% stake in the company and called for major changes, shares rallied back to double-digit territory. Burry sold what was left of his GameStop stake at a profit at some point during the fourth quarter of last year, according to regulatory filings.</p><p><blockquote>2020 年，Chewy 联合创始人 Ryan Cohen 透露持有该公司 9% 的股份并呼吁进行重大变革后，股价回升至两位数区域。根据监管文件，伯里在去年第四季度的某个时候以盈利的方式出售了他剩余的游戏驿站股份。</blockquote></p><p> Asked about companies like GameStop and AMC Entertainment Holdings(AMC) that have sold millions of shares into surging stock prices, Burry points out that is wasn’t that long ago that GameStop was buying back millions of dollars in stock at his suggestion.</p><p><blockquote>当被问及游戏驿站和AMC院线控股公司（AMC）等公司以飙升的股价出售了数百万股股票时，伯里指出，就在不久前，游戏驿站在他的建议下回购了数百万美元的股票。</blockquote></p><p> He thinks companies should be selling stock—as long as they follow the laws.</p><p><blockquote>他认为公司应该出售股票——只要他们遵守法律。</blockquote></p><p> “This is a Godsend for these companies,” Burry added. “But just having cash on hand itself does not warrant high multiples from the market, as many, many listed companies can tell you.”</p><p><blockquote>“伯里补充说：”这对这些公司来说是天赐良机。“但是，正如许多许多上市公司可以告诉你的那样，仅仅手头有现金并不能保证市场的高市盈率。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/meme-stock-crash-coming-michael-burry-51625094355?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","WKHS":"Workhorse Group, Inc.","AMC":"AMC院线","BB":"黑莓",".DJI":"道琼斯","BBBY":"Bed Bath & Beyond, Inc.","GME":"游戏驿站",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/meme-stock-crash-coming-michael-burry-51625094355?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135430392","content_text":"Long before retail investors on Reddit flooded online forums theorizing about GameStop, investor Michael Burry spotted an out-of-favor stock that was misunderstood. Now, Burry says he sees shades of 1999 and 2007—periods of other market frothiness.\n“I don’t know when meme stocks such as this will crash, but we probably do not have to wait too long, as I believe the retail crowd is fully invested in this theme, and Wall Street has jumped on the coattails,” Burry toldBarron’svia email. “We’re running out of new money available to jump on the bandwagon.”\nBurry, whose successful bet against the housing market ahead of the subprime mortgage collapse made him a prominent character in the book and movie “The Big Short,” believes that meme stocks are the latest Wall Street trend that could wind up hurting regular investors. He said that in 1999, everyone making money in dot-com stocks believed it would continue. In 2007, those making money “leveraged to the hilt in multiple homes” thought that would continue, too.\n“Momentum, social media are now part of the strategy for Wall Street, and they are in a better position than retail to participate, sniff out and start gamma squeezes in the options market,” Burry added,the latter part referring to heightened demand for shares driven by market makers rushing to hedge call options they sold—a phenomenon that likely juiced meme stock trading.\nBurry became a high-profile GameStop (ticker: GME) bull in the second half of 2019. He told Barron’s in August of that year that fears about disc-less consoles were overblown. He expected free cash flow to rebound when new consoles from Sony and Microsoft were released in 2020. On the now-viral RoaringKitty YouTube channel that predicted the GameStop squeeze potential,retail investor Keith Gill touted Burry’s bull thesis. Burry couldn’t have foreseen the pandemic and related console shortages, but his thesis was certainly playing out, as shares began to rebound in the second half of 2020.\n“For me though, if I get within years on a thesis coming true, I’m happy,” he says. “Most people are focused on days, weeks or months.”\nIn 2020, after Chewy co-founder Ryan Cohen revealed a 9% stake in the company and called for major changes, shares rallied back to double-digit territory. Burry sold what was left of his GameStop stake at a profit at some point during the fourth quarter of last year, according to regulatory filings.\nAsked about companies like GameStop and AMC Entertainment Holdings(AMC) that have sold millions of shares into surging stock prices, Burry points out that is wasn’t that long ago that GameStop was buying back millions of dollars in stock at his suggestion.\nHe thinks companies should be selling stock—as long as they follow the laws.\n“This is a Godsend for these companies,” Burry added. “But just having cash on hand itself does not warrant high multiples from the market, as many, many listed companies can tell you.”","news_type":1,"symbols_score_info":{".IXIC":0.9,"BB":0.9,"AMC":0.9,"GME":0.9,"MRIN":0.9,"BBBY":0.9,".DJI":0.9,"WKHS":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":2351,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["JE"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":36,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/143143609"}
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