저자: Tony · 외국인
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넷플릭스 급락 후 빌 애크먼이 약 3백만 주(약 11억 달러) 매수한 사실을 근거로, 애크먼이 악재 발언으로 주가를 눌러 싸게 담았다는 시각을 제시한다. 애크먼이 금요일 주당 약 397달러에 매수했다고 설명하며, 그가 넷플릭스 부정적 뉴스를 퍼뜨린 뒤 매수했다고 주장한다. 넷플릭스가 520달러 부근까지 회복 가능하다고 보며, 특히 397~500달러 사이에 있는 큰 갭이 메워질 것이라 본다. 주가가 500~510달러로 돌아오면 보유 물량의 절반 이상을 매도할 것을 권하며, 애크먼도 갭이 메워지면 상당 물량을 팔 것이라고 예상한다. 다만 580달러에 도달하면 다시 하락할 수 있다고 보고, 신규 매수자는 500달러 부근에서 초기 투자금을 회수하는 전략을 제시한다. 러시아-푸틴의 암호화폐 발언 번복 사례를 들어, 대형 투자자나 권력자의 뉴스는 가격 조작 목적일 수 있으니 비판적으로 받아들여야 한다고 강조한다. 시장 조작은 계속될 것이며 개인투자자는 이를 이용하는 방법을 배워야 한다고 주장한다.
다듬은 글
hey guys good morning it's tony um i wanted to talk a little bit about netflix the big drop that it had and why bill ackman actually just purchased about 3.1 million shares or or closer to a range of 1.1 billion dollars especially after he was throwing a lot of fun around right so bill eckman is known as as a very successful um you know hedge fund billionaire right as a very successful investor overall um he actually announced on friday last friday that he bought uh 3.1 million shares of test of tesla sorry of um of of netflix so we are what today we are um thursday thursday wednesday tuesday monday friday so he bought friday at around 397 dollars i'm assuming somewhere around here right 397 bucks um but the thing is though he was taking advantage of retail because he was spreading a lot of thought about netflix going down and all this stuff or whatever and then he comes back and he says you know what we just we just there was an opportunity in the market and we took it right but this was after he was spreading a bunch of bad news on netflix so this video isn't really to let you guys know that you know you know you shouldn't trust what people say especially big billionaires or big hedge fund managers um but this is this is a pretty common um this is a pretty common uh you know you know thing that happens around investing right you have big billionaires of big funds start spreading around foot so that the price can drop and then they can pick it up and then they basically now have you know maybe if he picked it up at 397 387 you know he essentially got an extremely huge discount um on netflix so netflix never goes back up to like 520 bucks which is kind of a solid range that i think it can definitely get back to he's making like a 50 gain on this right and and if you bought a 1.1 billion dollars he's making half a billion dollars in this um you know generally at a pretty uh at a pretty good price right and there's i'm pretty and i already know this but i know there's a really big gap on netflix somewhere on this area you guys know that i think that gaps always get filled those get filled eventually right so i think at minimum i think at minimum you might actually see netflix go back somewhere to around the range of like 500 and 500 to like 510 dollars and i think if you're holding netflix and you actually buy netflix right now i think it'd be solid to actually have uh to sell half of your position or some of your position if it hits somewhere on the 500 range i'm telling you guys right now to get out like 50 minimum if it goes back to 50 if it goes back to 500 and i can guarantee you bill ackman will probably do that i'll guarantee you once the gap gets filled around somewhere around this area between probably like 397 to like 500 he's selling like half of his position if not his original investment i'll tell you guys that right now um but that's what happens right you have big funds you have big billionaires constantly throwing foot out like take for example this is probably going to be a different video but take for example the whole russia thing right i haven't really talked about news or anything because i've been focused on other stuff but you know you know take take example russia and putin and exactly what was going on right russia's invading ukraine there's a lot of news about war and then you have a you have a bunch of you have a couple of days of everybody being scared and then russia pulls back right and then you also have news about putin banning crypto and mining when back in like november or something or last year you know there's it's recorded that pune actually said that he likes crypto he thinks that it has a place in russia and he thinks that it's a and he thinks that it's really really um you know he thinks that that it's it's a really good basis on on an addition of of just things to add in russia right i don't think he's going to replace his currency um but he he was caught saying or not caught saying but he said that cryptocurrency is great and he likes cryptocurrency and then a couple months later he's not they're thinking about banning mining crypto like that come on man again and then they just news came out yesterday that putin was actually pulled up 180 and he's like oh just kidding you know we're not mining we're not going to ban mining crypto anymore like it's all good don't worry about it um so you know you know these things get pushed out because you know sometimes people just want lower prices right like if if if putin actually wanted to buy bitcoin let's say it's at 40k and he wants to buy it at 30k he just got to release news that russia is banning crypto guess what price drops ten thousand dollars he buys in and then he's like oh hey what's up guys i'm actually not gonna bankrupt though um and then price shoots up again and you just got a free 25 discount right so it's one of those things that you know i don't want to say never believe the news but it's you know you have to understand and you have to kind of nitpick on you have to kind of like you know really be clear about what you pick and what you listen to so again netflix you know bill ackman buys 1.1 billion dollars or around 3.1 million shares and this was this was before you know this was after he started he was he was throwing around bad news on netflix right he just wanted a lower price that's it and then when it comes to big money you know you don't want to trust big money when it comes to investments because you know they're out to make money you know they're not they're not here to support you guys they're not here to support anybody but themselves right and then they'll absolutely like f anybody else um especially retail so you know i just wanted to make this video to make it pretty clear to you know just just choose your your new selection pretty you know pretty wisely right obviously you have to have a little bit more experience to find out what to actually listen to what to pick but it's just it's just thing that things there there's going to be a lot of manipulation in the market and you know it's never going to get fixed right people are saying that oh you know it'll get fixed event no it's never never a hundred percent i can guarantee you that the manipulation in the market is going to stay as long as there's people with a lot of money more money than retail than us that's always going to stay and you have to learn how to trade with it right not against it you have to learn trade with it because that's why retail loses 90 90 of the time 95 of the time right i don't i don't lose that much because i'm pretty good but that's why retail loses a lot of the time right because you know they're they re i don't wanna say retail's dumb it's just retail is unexperienced i guess is the word that i was trying to find um but yeah uh i'll see you guys later bill duckman buys 1.1 billion dollars of of uh of netflix i personally think he's gonna sell a big chunk as soon as we go back to like 508 bucks because that's usually what happens right you wick down you drop a little bit lower and then you probably slowly go you probably slowly melt up a little bit and then once you hit 580 bucks you drop all over again so if i buy netflix now i would 100 get rid of my initial investment here at like 500 and then or probably and then on the rest of them i'll probably i would probably sell costs so i'll see you guys later bye bye
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