Hey guys! This week we are diving back into the Fintwit anonymous pool of talent and our guest is @FundiesCapital, he is a long-short Hedge Fund Equity Manager. We are going to discuss the unit economics of a business and how important they are when shorting or going long a stock, how to run a market neutral book, dive into Wayfair economics to understand how businesses can finance operations while potentially having shady unit economics, shorting with the right drivers and to end the conversation we touch on Tesla why he was bullish in 2011 and what are the reason that made him join the TSLAQ community.
If you like what you hear, please make sure to follow Fundies on Twitter @FundiesCapital.
Here's the time stamp:
- [0:00] Intro: Who is Fundies Cap?
- [9:00] Early Investment Career
- [14:00] Cree LED’s
- [22:00] Shorting Checklist
- [32:00] The Vending Machine Test: Unit Economics
- [51:00] Wayfair, Inc ($W)
- [1:00:00] Tesla ($TSLA)
- [1:07:00] Shorting Tesla
- [1:10:00] Correlating Activities Indicator
- [1:18:00] More from FundiesCap and Closing Questions
Also, a big thanks to the following sponsors for making the podcast a reality!
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Mitimco
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