저자: Kevin · 외국인
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결론: 영상은 Kevin이 Bill Ackman을 비난하는 Meet Kevin 영상을 반박하며, 그가 추천한 고변동 성장주들의 성과가 저조하다고 비판하는 내용이다. 1) 발언자 주장: Kevin은 Bill Ackman이 개인투자자를 속이고 공포를 조장해 이익을 챙겼다고 주장하며, 자신은 세금 우대계좌 활용과 전세계 주식 인덱스 적립식 투자를 권한다고 강조한다. 2) 근거 사례: 2021년 9월 10일 추천한 종목들이 Affirm(약 100달러→64달러), Matterport(약 15~18달러→11달러), Hippo(약 686달러 수준→2.25달러 수준, 실제 주가 기준 혼동 가능성 있음), Lemonade(약 76달러→31달러) 등 하락했다고 제시한다. 다만 Hippo 수치는 자막 오인식 가능성이 있다. 3) Ackman 관련: 2020년 3월 Ackman의 방송 발언(봉쇄 요구, 장기 공황 우려)과 Hilton, Park Hotels 등 호텔주 폭락 전망을 인용하며, Ackman이 신용부도스왑(CDS) 약 2,700만 달러 규모로 하락에 베팅했다고 주장한다. 3월 23일 시장 바닥 이후 수익을 냈다고 비판한다. 4) 반대 근거: Pershing Square Holdings 성과가 S&P500을 상회한다는 차트를 제시하며, Ackman을 비판하려면 시장 대비 성과를 입증해야 한다고 말한다. 5) 조건/리스크: 단기 매매와 고변동 성장주 투자는 공포 매도와 세금 부담을 유발한다고 경고한다. 6) 출연자 전망: 명시적인 1~3개월 가격 예측 발언은 없고, 장기 적립식 인덱스 투자 관점만 제시한다. 'bullish on this market'이라는 언급이 있으나 구체적 자산·기간은 특정되지 않는다.
다듬은 글
everybody tesla here whoa i'm a hero okay i care for the retail investor oh just on my course bro wow welcome back strongman personal finance i've been sick recently but now i'm starting to feel a little bit better so i've decided to make a meat breath video because why not i don't feel like analyzing stocks right now i just feel like laughing at me breath because he's a total freaking degenerate and loser now he recently released a video called the market's going to zero the rigged fraud exposed and in this video he exposes bill ackman bill ackman the hedge fund manager that's made of freaking killing and basically the whole point of this video is that you know bill ackman he's screwing over the retail investor and he's basically giving false information and he's causing people to have paper hands and sell and then he gets to reap the profits well guess what if you follow my philosophy which is max your tax advantage accounts and buy total world stock market index funds you don't have to worry about freaking hedge fund managers you let them do what you what they want to do okay doesn't freaking matter but with meat breath he has to compete for attention with these clowns all these clowns hedge fund managers mutual fund managers meat breath jeremy lafufu they're all out there to tell you that you can beat the market and all you have to do is buy their course subscribe to their channel give them ad revenue and basically just listen to them because they're the gods of investing now bill ackman actually knows what he's doing he's a very very experienced investor meet breath kevin is a total freaking but in this video he tries to make it seem like bill ackman's a bad guy and meat breath is the good guy well let's see about that meat breath let's see what he has to say at the end of this video and then we're going to watch some of the video and then we're going to look at some of his hot stock picks and see what they did because apparently he's a genius that cares about the retail investor the average little guy but in reality he's a grifting scumbag so let's watch ha ha telling that to us loud and clear instead it's scumbags like this trying to shake out the weak hands out of the market and rob people blind by putting pressure and pain where i don't belong because they're scumbags who aren't transparent with their positions and this is why i am a hundred percent transparent with absolutely everything i do in my portfolio if you join my stocks in psychology of money program you will learn to think like i do when it comes to the market and to me this is a signal of the freaking bottom this is a signal of the bottom be careful with margin but i am bullish on this market i'm not going anywhere i'm not fm leaving if you want to see exactly what i'm doing you want to learn about my psychology check out the links in the description down below for building your wealth no matter what market we're in i'm on your side and i'm here with private course member live streams every single day oh what a freaking hero now let's go look at some of meat breaths recent stock picks and see how they've done because he's all about the retail investor he doesn't talk about you know tax efficient investing he doesn't talk about index funds he talks about the most over hyped garbage stocks and pushes them on you and he has buying selling alerts that are just going to freaking lose you money or if you make money you have to pay high taxes because you're going to pay short term capital gains deep breath what a disgusting grifter so i pulled up this video from september 10th 2021 because you know meat breath he's a freaking genius he can just predict the market and he talks about five stocks to buy let's go through each one first one affirm let's go look at a firm and let's see september 10.
so here's a firm operates as a platform for digital and mobile first commerce uh integrated checkout virtual card split pay blah blah blah blah blah so as you can see with the vast majority of his stocks they're all highly speculative and highly unprofitable and what he hopes is that these stocks have a quick run up either because he mentioned them or because he just got lucky and then he can claim he's a freaking genius now when it comes to a firm like i said a typical unprofitable company on september 10th he started pumping the stock and it looks like it skyrocketed shortly thereafter he predicted that bro and at that point the stock was roughly uh let's say let's say a hundred dollars now a lot of the stocks are hype stocks and as you've noticed from the time he pushed it in september 10th to now it's now down from roughly 100 bucks to 64.
the idiot doesn't know how to predict the market okay he jumps on the bandwagon of hike stocks rides them up or at least tries to and then claims he's a genius when it's all just hype and bs so his first stock which he said to buy roughly at a hundred dollars as the dog tim investment is now down to sixty four dollars now one of the games he plays is he'll say well if the stock went down that was a swing trade and it wasn't my fault and i i told people on my course to sell it of course you know because once the stock goes down he sells it but if the stock goes up like tesla oh it's a long term investment i told you to hold it he's all about you know trying to deceive you to make you think that he could actually beat the market when he's just a freaking idiot you know throwing poop at the wall and hoping that something sticks hmm so number one stock a firm down from 100 bucks roughly to 64.
wow and no profits i wonder why that happened next stop matterport oh let's go look at matterport oh did i not pull it up or this one actually went up matterport so from september 10th roughly he told you to buy it at roughly 15 18 it's now at 11 so even that stock which i suspected actually went up has been down since he freaking pumped it okay but but i i i told people my in my course to uh to to sally yeah you decided for my course yeah kevin i'm sure you did i'm sure you predict when every stock's gonna go down you just know exactly when to buy and sell because you're such a freaking genius so matterport he tells you to buy you know in the height phase when it's okay 18 now it's 11 good job meat breath you're supposed to be a stock genius in phase stock okay september 10th looks like it's about to start another pump and dump so he told you to buy in phase which is a uh what do they sell freaking i don't even care what are they i think they're like a solar roof company he tells you to buy it at 163 in september roughly and now it's at 134.
man another meat breath win right there but i told you to wow it's actually profitable surprising all right let's meet breath win hippo and lemonade hmm let's go look at hippo so yeah yeah hippo so hippo freaking crashed and then on september 10th it was trading for roughly 686 okay now it's at 2 25.
it offers a different type of home insurance wow is it a disruptive home insurance company so it's down from the high sixes and it's now two dollars and 25 cents but but i told you to buy puts on it yeah i'm sure you did kevin okay and then we have lemonade let's see what lemonade did man all these stoics so on september 10th he tells you to buy lemonade which is an insurance company highly speculative i don't think it's profitable of course not it's a future hahaha so he told you to buy it roughly 76 dollars and now it's at 31 it's almost like all of his freaking hot stocks that he just knows are going to moon went down and like i said he's just going to say well i i told my course to sell it or buy buy buy puts yeah okay kevin and for all this for all these garbage stocks that have gone down that are mostly highly unprofitable and very speculative but they're the future bro he wants to charge you 9.54 minus this stupid discount code ah 69 420 off so basically you pay 562 plus tax so learn how to buy garbage stocks wow me breath but you're the freaking hero you're going after people like bill ackman let's see how bill's done recently with uh pershing square holdings limited look at that performance wow it looks like he's actually beating the market you see here this black line that's the s p 500 and then here's pershing square holdings freaking rocketing up into the sky okay not that i support hedge funds but if you're going to talk trash you better beat the freaking market but uh it's not manipulation it's all it's uh manipulation yeah okay kevin you can't compete with these kind of people deep breath now let's see a little bit about what he talks about in this video let's make fun of him freaking maddening what you're about to see in this video is exactly how wealthy rich hedge funds institutions and suits screw all of us by turning us into their pawns and ripping us off out of millions to billions of dollars this stuff ought to be investigated and people like this should be in jail sounds a lot like you but oh i'm not astute i'm not i'm not i'm not a suit kevin you're the typical rich douchebag that screws people over by promising them or heavily implying that they can beat the market and that you can just teach them everything they need to know when as i just showed you he just told you to buy a lot of freaking garbage socks and i'm sure the list goes on i don't watch meat breath all the time i don't have time to watch his stupid freaking videos so if you have any more stocks that he's picked that are freaking garbage you can let me know but this is pure evidence that he's just another one of the freaking grifters just like hedge funds that are screwing people and if you match your tax advantage accounts and dollar cost average and index funds you're not going to get screwed over by hedge funds but when you're trading in and out of stocks trying to make a quick buck that's when you probably get scared out of good stock investments hmm kind of like meat breath encourages you just treat socks bro take a listen to this scenario here folks it's march of 2020.
don't you love the outrage i mean he's the he's the biggest grifter of them all on youtube but he's outraged the start of the real pandemic in markets we knew cove was coming as of late january but the real panic really started in march of 2020 and what you're about to listen to is a clip from march 18th this date is really important march 18th of 2020.
all right ready for this we're going to listen to about 30 seconds of this i'm going to jump to various different spots just so you have a little bit of an understanding of what bill ackman said on march 18th i'm ready to be outraged kevin because you know what he said really affected my investing philosophy match tax advantage accounts dollar cost average in the total world stock market index funds i got screwed over by bill ackman and my fans did huh what he was doing at the time what he then did and what he's got to say for us today let's get into this shady ridiculousness you ready for this here we go ah let's put it on single speed because it's worth listening to in single speed i see charmander back there charmander just open your mouth and just shoot a ball of flame and just melt me kevin please or turn into charizard just rip his head off whatever you have to do save us from meat breath all right here we go now they'll want to bring in bill ackman on the phone he took the twitter today to urge the president to take more dramatic measures to stop the spread of the virus bill i thank you for joining us today thank you scott a number of of ideas you put forth i'm going to read one of them for our viewers there's a big evil man that screws you over yeah he really screwed over my index funds just to start mr president the only answer is to shut down the country for the next 30 days and close the borders you say tell all americans that you are putting us on an extended spring break at home with family keeping only essential services open the government pays wages until we reopen i know from our conversations that you have been worried for some time how did it manifest today with these tweets my name is michael edward former award-winning hedge fund trader and now become going public maybe just a little bit of context you know i'm an optimist um but beginning in i don't know late january i was getting increasingly bearish and all right so i'm gonna pause it here remember what he just or what was just said the president needs to act more tough the president needs to shut down pay everyone's wages bring the economy to a complete halt shut everything down for 30 days to slow the spread he's an optimist but all of a sudden he's extremely bearish oh my gosh everything's going terrible in fact things are going to be so bad we are going to be in a new era listen to what the era sounds like we're going to be in here you go for a period in the country rejected a vaccine is manufactured distributed and injected we will go through a depression era period in the country and millions of people will die around the globe and so in other words until we have a vaccine we're going through a depression era period keep in mind in march we thought vaccines would take years hmm the market crashed oh we could be in a depression for years sounds like a great time to keep dollar cost averaging into total world stock market index funds because you can buy stocks on the cheap but according to people like meat breath who are you know trading in out of stocks they get scared when the market crashes even though they think they're long-term investors and they freaking sell out and when they lose money they blame people like bill ackman here when in reality they're freaking paper-handed losers to manufacture now we're not going to debate about the efficacy of what we ended up getting in the short time frame that we ended up getting it we're not going to debate that we all know what happened to the market but the point is god he's so fake fake outrage what a hero thank god we have me kevin to set him straight first president shut down everything for 30 days bring the economy to zero but keep in mind we're going through a depression not for the next 30 days we're going through a depression for the next years until we get a vaccine with his message in march but wait folks what does he say about the hotels let's listen to what he says about the hotels and how low they're going and and what do you think the lowest is the stock price can go listen to this look at hilton stock we're a major shareholder of hilton hilton is the canary in the coal mine this is an incredibly well capitalized amazing dominant global company that actually doesn't own many hotels it just collects royalties down from like 120 to 50.
okay it's going to zero okay along with every other hotel company in the world you know park hotels and resorts this you know stocks down from 33 to 4. it's going to zero listen to the cnbc anchor reiterate this this is a spin-off from hilton why is it down from 33 to 4 because every hotel is going to be shut down in the country everyone hang on hang on just one second um you say hilton is going to zero i mean again i'm a major shareholder what i'm saying is if we allow this to continue the way we allow it to continue okay every hotel company in the world okay is done okay because listen to this this okay so wait a minute we're at the start of a depression era that's you is substantially shorting the market in fact he took out 27 million dollars in credit default swaps far out of the money credit default swaps and just five days later on march 23rd the market hits rock bottom and guess what bill ackman does just five days later bill ackman warned hell is coming because of virus so basically bill's a manipulator he said he just instilled as much fear as he possibly could and then he made a freaking fortune off the fear it was all bill ackman's fault he's the reason that everybody lost money no it's because of people like you kevin who encourage people to trade in and out of garbage stocks who don't have any real conviction in the stocks they buy and when they freaking crash because of temporary fears they freaking sell out but it's losers like this who blame the hedge funds the shoots when really it's them picking garbage freaking stocks me breath you're a freaking joke and i'm going to annihilate you just give me time just give me freaking time i'm going to show you for the fraud you are i mean look at all your freaking stocks loser affirm loser in phase loser matterport loser hippo and double loser lemonade you cannot buy my course anyway that's it for now another meat breath video another hate video i might do tom nash next anyway have a wonderful night cheers
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