Chamath Palihapitiya's SPAC Record: Setting the Record Straight

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결론: 채머스 팔리하피티야(SPAC 매니저)에 대한 비판은 데이터 없는 단기 불만이며, 장기 투자 관점에서 그의 SPAC 성과는 양호하다는 주장. 채머스 SPAC 성과 주장: 발표 시점 기준 4개 SPAC 중 3개가 순자산가치(NAV, 주당 약 10달러) 대비 50% 이상 상회해 거래 중이라며 성공률 75%로 제시. 구체적으로 IPOE(소피, 주당 약 24.25달러, 애널리스트 목표가 25달러), IPOB(버진갤럭틱, 30달러 이상, NAV 대비 약 3배), IPOD·IPOF 등 수치 언급. 이 중 IPOE는 가장 강한 강세 종목으로 언급. 비판 대상: 클로버헬스(IPOC)는 주당 10달러 아래로 하락한 유일한 부진 종목으로 인정. 단기 부진은 장기 투자 관점에서 정상이라고 주장. 리스크/조건: 진행자는 SPAC 성과가 단기에 좌우되지 않으며 장기 보유가 원칙이라고 강조. 다만 발표 후 1개월 수준의 짧은 기간 데이터만 제시돼 있어 근거 한계 존재. 시장 전망: 2020년 3~5월 급락 후 성장주 반등을 언급하며, 추격 매수한 단기 트레이더는 고점 매수 손실을 볼 수 있다고 경고. 장기 보유자는 펀더멘털 기반으로 계속 보유할 의향 표명. 기타: 로빈후드·AMC 거래정지 논란, CCIV 관련 비판도 언급하며 트레이더 불만의 원인을 단기 실패로 규정. 구독·패트리온 홍보 포함.

다듬은 글

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01. hey there lincoln here from ballacademy.org tonight let's talk about chamf paulie apatia and his record on specs so i was scrolling through twitter earlier uh just a few minutes ago actually and i was i'm tired it's been a long day but i finally had it because i saw another tweet about somebody who's trying to trash and the reason i'm upset about this or annoyed at least by this is because it seems people don't like to read or do math or care about numbers and data or just the words that are in front of them i started earlier with robin hood 2 and when amc stock was halted by the exchanges everyone on twitter was talking about how robinhood is trying to rob the hood again when robin hood clearly stated that hey this is an exchange problem the exchanges are halting this stock because of volatility so this is just a trend across the world of traders who get all upset when their trade doesn't go their way so then that's trying to look for people to blame i've already cut this quarters out previously with cciv and how everyone was so upset about that even though it was a good thing for retail investors but now it's about chemoth and over the last few months we've seen chamof get a whole bunch of slander getting his name dragged on twitter and on twit on stock twits and on facebook everyone's talking about how chama failed retail investors and he's robbing retail investors because he sold some of his positions in virgin galactic and how clover health wasn't doing so well and how to mouth is not a good spec manager so i've just been seeing all of this and every time i think well let me just let me look at the numbers at ipoa which is now virgin galactic at ipob open door at ipoc clover health at ipo e sofi let me see the numbers what are you guys so upset about let me see if an energy outrage is actually backed by data by the numbers and each time there is no numbers to support these people crying wolf crying about your mouth being bad talking about how chamaf is the enemy of reto investors so at the risk of sounding like a cheerleader for your mouth i'm making this video to just point out and call out those people and say hey chamaf has done very well as a spac manager three of the four spacks that he's announced a target for are trading above at least 50 percent from their net asset value of around 10 per share that's a 75 success rate of course there's clover health which i've never liked who that's trading below ten dollars per share now but if you're investing in that hey you made a bet you have to own up to that that's your responsibility it's not trump's fault that you decide to put your money in covert health or ipoc and that's the only spec that is not doing well in the short term we're still only a month since this stack was announced and completed its merger where's less than a year in these people talking about how tomorrow's bad because their short-term results are not great investment take a while they take years to pay off right peter lynch he did 30 annualized returns over his career at fidelity and he said over and over again that you're investing in companies not not some gambling chips companies take a while to work out to reach the success that you invested in that you were hoping for and when you made that investment so you're not going to get it all in a month in a year right so even if you're all about short terms chamaf has returned over a hundred percent on ipoe ipob is up 50 ipo a is up about 3x from his net asset value is nav of 10 per share is trading above 30 per share now that's 75 of his specs over the last since 2019 doing extremely well remember the s p 500 does seven to ten percent a year a good growth investment is going to get you around 15 of annualized returns so one that's doing 3x in less than two years one that's doing 50 in less than a year and another doing about 150 in less than a year in just a few months in less than six months that's very good ipoe was announced on january 7th at 10 dollars per share today is june 2nd the stock is up at 24.25 per share it's gotten a price target by analyst of 25 per share which is very good what does it already be upset about so there's people out there and you see this all the time the reason all of this slander against your mouth and all this complaining by traders about how a stock is lower than where they bought it for upsets me or bothers me is because then long-term investors see that and they think oh my investment sucks and then they they follow the traders and say oh chamof sucks specs suck and then they miss out on all of this great opportunity all these opportunities that are just handed to us now with these backs and these great growth investments and that's unfortunate because if you take just a second to parse what these people are saying you'll see that they don't they don't have anything to back them up and then these people go even further and they're just rude why do you have to be rude of somebody who's doing his part to help you make some money just by writing his coat his coattail you're not the one out there finding these deals and putting your own money behind these deals so if someone's doing that and making and bringing some value to the table don't be real to them so i've seen it too much and it confuses people who are trying to invest correctly and invest the long term and build long lasting sustainable wealth those people get confused by all these traders talking about oh specs suck or ipo e is not as good as i want it when it's up 150 percent so that's just my quick grant on all of this in case you all have been thinking similar to me when you see these posts by these these traders complaining and throwing blame around for their failed trades that's what happens when you don't invest for long term most traders most day traders barely make minimum wage so yeah of course most of them are going to be upset because they're failing at what they thought was going to be a quick way to get rich quick people are trying to tell them i talk to them all the time you see nbc try to tell them that most day traders do not do as well as a tick tock in the youtube the youtube gurus would like you to believe the best investment strategy is to buy and to hold for the long term is to practice the bull mentality the bull mentality is what we practice on this channel what we preach here the bold mentality is that we know what we invest in we understand what we invest in we believe in what we invest in and we hold for the long term because that's how we build wealth in this country that's how we give ourselves the best chance of success on the stock market so if you're practicing that don't worry about these traders out here complaining about things that don't they don't have any business complaining about and slender is somebody who's doing a lot of hard work to try to help us all make some money so i commend to mouth and his team for all their hard work i've made a whole bunch of money just by investing in him and his and his company's picks in ipob and ipoe so for the long term i believe in these companies their real companies are doing real work and have fundamental value right on our fundamentally sound businesses so i have nothing to worry about in the short term i'll just i'll just keep holding through the ups and the downs and we've just we're seeing now what happens when you get through the hard times back in march april may we were in hard times the markets were crashing hard at least for growth investors but now everyone's coming back trying to chase the momentum and us those who held we didn't get hit hard by tax bills and by selling at huge losses and now we get a benefit from the appreciation that comes with all of the traders trying to chase the momentum now and now when they come back and chase they're going to be upset when they buy the top and then in a few months it'll be saying oh the stock is down from where i bought it at the top this that company sucks that's a bad investment well no you're just a bad trader you bought at the top and you sold at the bottom that's on you right so whenever you see these posts from every city is complaining out there remember that that they are complaining about their own failure to do a good trade a short-term trade which they have no business doing the first place because most of them are going to fail there are outliers who do extremely well as as day traders as strength traders but most of them fail miserably so that's all i have for you today if you enjoyed the video do me a favor like the video below scrap the channel hit notification bell comment your thoughts and let me know how you feel about specs and your mouth and social capital and ipob ipo a ipoc and of course you know i'm extremely bullish on ipo e which is now of course so far after its merger was completed this week if you want to support a channel financially join us over at patreon.academy.org you'll be able to engage our discord channel where we share knowledge discuss the stock market in real time every day and sharing news rumors and new investment ideas so that we can all do our own research come back together collaborate and make better investment decisions together and you will have a chance of winning two hundred dollars every month this will be on loyal engage patreon so if you're interested in all of that i hope to see you over at patreon.ballacademy.org i'm lincoln with bowacademy.org thank you again and have a great day you