This Tech-Stock Sell-Off Is a Sign Something Broke
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THE WOLF STREET REPORT: This Tech-Stock Sell-Off Is a Sign Something Broke
by Wolf Richter • Sep 6, 2020
SoftBank was only a cog in the huge machinery
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Interessant at lytte til wolfstreets update og refleksioner. Som Apple investor siden 2006 og meget lidt lyst til at sælge) glæder mig det at høre, at wolfstreet IKKE omtalte AAPL som en af de tech aktier, som SoftBank åbenbart har valgt at spekulere i. Alle øvrige links jeg har læst (også Per Hansens artikel her på PI idag) starter næsten alle med at nævne AAPL som en af de 5 store SoftBank sats. Håber wolfstreet har ret, selv om nok ingen går ram forbi, hvis/når hele korthuset ramler.
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Thorkild01 Apple er en af verdens bedste aktier maalt paa ROIC. Ud over Q2 er vaeksten der ikke helt lige nu, men jeg prioriterer selv ROIC over vaekst. Jeg kan godt forstaa, at det er/var en svaer beslutning for dig. Jeg har selv gaaet med de samme overvejelser.
Softbank identified as the 'Nasdaq whale' that bought billions in stock options, betting on higher prices for the biggest names in tech
https://www.cnbc.com/2020/09/04/softbank-reportedly-the-nasdaq-whale-that-bought-billions-in-options.htmlSoftBank value slumps as investors fear it may be the 'Nasdaq Whale'
https://www.theguardian.com/business/2020/sep/07/softbank-value-slumps-as-investors-fear-it-may-be-the-nasdaq-whaleDu kan forresten se SoftBanks positioner i denne 13F-formular:
https://www.sec.gov/Archives/edgar/data/1065521/000106299320004032/xslForm13F_X01/form13fInfoTable.xml -
Tusind tak, Tommy.
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