Bigger Fish than Billionaire Ken Griffin Bought Rocket Lab!

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결론: 켄 그리핀(시타델) 매수는 크지 않으며, 더 큰 기관(VK 서비스, 벡터캐피털 등)의 로켓랩 매수가 주목할 만하다. 기관 매수 현황: 시타델이 약 2,250만 달러어치 로켓랩 주식을 보유한 것으로 언급됨. 더 큰 기관 투자자 언급: 벡터캐피털 매니지먼트 약 2억818만 달러, VK 서비스 약 18.6억 달러 규모 보유를 제시하며 이들이 시타델보다 훨씬 큰 고래라고 주장. 포트폴리오 비중: VK 서비스는 포트폴리오의 약 41.9%, 벡터캐피털은 약 24%를 로켓랩에 배정한 것으로 언급되어 강한 확신의 근거로 제시됨. 리스크/한계: 13F 보고 시점이 분기 단위라 보유 변화가 늦게 반영될 수 있다고 언급. 회사 관련: 최근 일렉트론 발사 성공 및 21일 만의 최단 발사 간격을 긍정적으로 평가. 헬리콥터 회수 계획은 2022년 완성 기대. 출연자 전망: 기관 자금 유입이 강세 근거라는 입장이나 구체적 가격 목표나 방향 예측은 없음.

다듬은 글

※ 자동 자막 원문(다듬기 전)

01. hello everyone and welcome back for another stock trek and on this stock trek we will be taking a trek and checking out rocket lab and seeing where it has been going so rocket lab has been proving to slowly become an institutional favorite now there has been some institutional buying recently you know a nice whale decided to to jump into the pond and uh we will definitely take a look at who that whale is and how much money they put into the pond not to mention the percentages of institutional investors that are invested into this stock now the higher the percentage of institutional investors the more confidence that you know institutions have in this stock performing well now the fish that everybody seems to be focused on as of late would be billionaire ken griffin who runs citadel now citadel has apparently invested about 22 well a little bit over 22 million dollars into rocket lab and here is why i don't think that's such a big deal okay and i'm gonna go over some other fish that i think blows ken griffin out of the water and something that nobody's really quite mentioned that i would like to bring to light a lot of talk as i mentioned before about the citadel billionaire ken griffin buying shares of rocket lab but take a look at these other hedge funds that have bought in and take a look at their shares and the market value of those shares now keep in mind that citadel purchased about over 22 million dollars worth but there's there's something else that i wanted to show you there's a far bigger fish in the ocean and uh check out vector capital management okay you thought ken griffin was going in big look at this this is 200 208.36 million market value okay that blows citadel and ken griffin out of the water as far as i'm concerned look at all these shares that they're holding 12 million 918 367 shares wow now that that's a big one oh you think that's big look at this one okay 115 million 4 795 shares worth 1.86 billion yeah this is this is a institutional buying here and and look at the report dates so these dates are fairly recent okay you have another 26 million another 21 million i mean these are some big big numbers here so while a lot of people happen to be paying attention to you know ken griffin and citadel i for one think that there are other you know big hedge funds that are buying in even more than he is so i i think that you know credit is also due elsewhere you know look at think investments they have uh 21.88 million i mean again you know look at this 1.86 billion so i i think that you know there are a lot of big fish in the rocket lab ocean right now and you know it's great to be a part of where the big money is flooding into so you know keep in mind that um these are the the report dates here so a lot of things can change you know per quarter to quarter a lot of the times these big hedge funds you know sometimes you don't see the changes until the following quarter when they do their reports so but uh in general i mean i think that this is a a strong case uh for the fact that you know some big money is going in here um but you know also you know you have to look at their portfolio percentages too um you know vk services it's 41.9 percent of the portfolio vector capital it's 24 percent of the portfolio this is three percent of their portfolio um so you know these people are working with big money and uh you know they also have other stocks that they're investing in so these are the different portfolio percentages for them obviously vk services has some really strong uh thesis to be buying such a big chunk same thing with the vector capital management so you know while while it's cool that ken griffin of citadel the the you know big multi-millionaire billionaire guys buying in um i i think that there's also bigger fish that are buying in and that is uh deserving of our attention a cute little graph for you here uh just to so you could see the difference between ken griffin and citadel compared to the other players in the ocean of rocket lab so here we have ken griffin citadel sitting at 22.5 million cute little minnow right there and then up here we have a nice meteor meteor fish by step stone group at a whopping 281.25 million and here we have a big whale this is a big whale vk services 1.86 billion so as you can see comparing ken griffin with citadel against you know the other big fish that are in the ocean of the rocket lab you know institutional investors i really don't think that ken griffin in citadel is that big of a deal i mean it's great that he he joined and started swimming in the ocean but as you can see um i think there are far more interesting fish that could have been talked about but everybody seems to have their eyes on the minnow but we will keep our eyes on the whales and the bigger fish also if you were able to catch the last launch at data with destiny which uh sent up two black sky satellites successfully be sure to uh click the like button and make a comment in the box below and let me know what you thought about the last launch and you know the helicopter wasn't able to quite um be stationed to catch it on this round like i was hoping but hopefully next year in 2022 they will perfect their helicopter catching strategy to make electron reusable although it was still an amazing launch to see them perform their quickest turnaround time between launches which i believe was only 21 days so congratulations to the rocket lab team and in the meantime let me know what you think about rocket lab and what questions um you might have uh that you would like to have answered in regards to rocket labs so if you have any questions you know you can be sure to go on to my twitter you can find my twitter account into the description box below where it shows my handle name and you can find me on twitter and go ahead and send me off some questions or if there's other future videos that you might want me to do you could go ahead and shoot me a little tweet on twitter and i'll be sure to look into it i do accept all requests for different types of videos as far as space related and um i do have a small backlog you could say of request but i'll be sure to take a look at your request and um i'll definitely get to the video as soon as i can and until next time live long and prosper