저자: JasonAmareld · 외국인
요약 보기
캐시 우드의 ARK가 SOFI 지분 약 10%(약 168만 주)를 매도한 사실을 짚고, 그녀의 펀드 운용 실적이 부진하다고 평가. 펀드 설정 자금 회수 때문에 매도했을 가능성을 추측하며, 본인은 ARK 펀드에 투자하지 않고 VOO/VUG나 버크셔 해서웨이 선호. 본인의 SOFI 보유분은 그대로 두고 화요일 실적 발표를 지켜보겠다고 언급.
다듬은 글
yo what is going on investors welcome back to the channel today I want to talk about how Kathy Wood just sold about 10% of her overall stake in Sofi stock right it comes to about 1.5 million shares of Sofi stock that she dumped onto the open market I want to talk about what's going on with Kathy Wood and her funds and is this a good thing or a bad thing for Sofi stock let's get into it all right investors if we take a look at the screen we can see Arc Investment Management now owns 14.5 million shares of Sofi stock we can see the percentage 10.4% if we go over to one of my favorite websites simply Wall Street we can see that Arc Investment Management owned around 16.2 million shares of Sofi these aren't updated every day so this is just a ballpark number they owned 1.53% of the company if we take this 16.2 million and we subtract it from what they currently have 14.531 million it comes in around you know 1.68 million shares of Sofi stock that she sold on the open market so what are my initial thoughts about Kathy Wood selling Sofi stock she kind of sold sold this stock right around where she bought it she's not really winning or losing on this trade in my opinion I think she had a race Capital so I follow all of her trades in an email blast that comes every day and for whatever reason it wasn't disclosed in the email on Friday but on here on fintel 726 it says they sold 10% of their stake in sofa that comes around 1.68 million shares of s stock I've been following her funds and she hasn't been doing a lot of buying in the ark F fund and in the ark fund Ark f is where Sofi stock lives in Arc Investments kind of plethora of different funds that you can buy and she hasn't been buying any new stocks she's been kind of trimming positions she got absolutely obliterated on tedoc stock she's starting to sell Tad do and oh my goodness she got Absolut absolutely destroyed Kathy Wood has not done a good job managing These funds over the last few years in my opinion and if you take out some of the gains from Tesla I would think some of these funds would be completely defunct she really missed the boat on Nvidia selling Nvidia right before it went on like 150% runup her timing has been bad her performance has not been good either I'm just not a big fan of her investment strategy she really really struggled with paler as well selling low buying High I just can't really get behind her investment strategy she's always like we're in Investments for two to five years well you've been in Sofi for like six months so unless they are desperate and need the money what I think H is happening is the people in ARF are selling their share so she had to raise Capital to pay off these investors who are selling their shares of the Ark F fund and if she sells a stock where she's kind of breaking even she's not really losing money on any trades and she can fulfill the needs of these investors selling their shares I would much rather be in a stock like vo or voog which is the growth fund from Vanguard than being in a Kathy Wood fund where we get our 10 15 20% on some years each and every year and these particular funds weed out all the stocks that aren't performing right they do that on their own and we don't have to worry about that so it's only that top companies in these particular funds Kathy Wood has good years but she also has really horrible years so it doesn't really balance out at the end if you look at a stock like Burkshire Hathaway they've performed better over the last five years than Kathy Wood's funds and burer haway to me it's trading around like a 13 PE it's significantly undervalued by the market and I trust Warren Buffett and his team a lot more than I trust Kathy would and her team so what am I doing with my my Sofi shares I'm not doing anything earnings are Tuesday before the Bell that's another reason why I don't understand why she's selling does she know something that we don't know and it's like a little insider trading situation I'm not sure about that I would bet on what I was talking about earlier where she needs to raise funds because people are selling that Arc F fund it hasn't been really doing that well it's not really a fund that they're buying new stocks and it's kind of been pretty stagnant like a lot of other Holdings that she has all the AR funds are not performing that well in my opinion she's and like if you check out those email blasts every single day they haven't bought any new interesting stocks in a really really long time and you're paying those huge fees vo and V there's not these huge fees that you have to pay like with Arc Investment Management so I'm not investing in any of Kathy Wood's funds at all whatsoever and I will not be but really interested to see how Sofi performs on Tuesday it looks like interest rates are going to start to go down so are we going to see Anthony notto and his team start to make adjustments to their strategy over the next 6 12 18 months I can't wait to see that if you like these kind of updates guys make sure you hit that like button and subscribe to the channel we'll catch you on the next video peace
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