by Geoffrey Fouvry | Apr 28, 2024
by Geoffrey Fouvry | Apr 15, 2024
$COIN: TRADER OF VALUELESS TRINKETS 📺 FIRST EPISODE: $COINBASE SHORT, PITIFUL Q3 DESPITE LARGE ADVANCE IN #BTC 📺 WATCH $COIN ONE : MEAGER RESULT IN Q3 DESPITE LARGE ADVANCE IN #BTC This short position on $COIN is a position that has been preparing for a while,...
by Geoffrey Fouvry | Apr 15, 2024
RISK-ARB: BITCOIN MISPRICING A NON-EVENT (HALVING) 📺 WATCH RISK-ARB: BITCOIN, MISPRICING A NON-EVENT (HALVING) 📺 WATCH BITCOIN EVENT-DRIVEN: MISPRICING A NON EVENT (HALVING) A event driven situation with a binary outcome can be defined in those term P (price...
by Geoffrey Fouvry | Apr 3, 2024
LUFAX: REBASING THE DISCOUNT TO TANGIBLE BOOK POST CAPITAL DISTRIBUTION – expect a 1 USD jump post distribution 📺 CAPITAL DISCIPLINE FORCED BY THE CONTROLLING SHAREHOLDER PING AN In this episode, we go through the income statement and the balance and we do a...
by Geoffrey Fouvry | Mar 28, 2024
by Geoffrey Fouvry | Mar 18, 2024
by Geoffrey Fouvry | Mar 14, 2024
by Geoffrey Fouvry | Mar 8, 2024
DISTRESS: LUFAX Semi-Annual 2023 (calendar) Report Part-III 📺 CONTEXT OF THE BOOM BUST CYCLE OF MICROLENDING IN CHINA 📺 LUFAX EPISODE: Microlending-China-Boom-Bust-Recovery The financial de-intermediation skipped one step in China, from no consumer lending to...
by Geoffrey Fouvry | Mar 6, 2024
by Geoffrey Fouvry | Mar 4, 2024
by Geoffrey Fouvry | Feb 29, 2024
by Geoffrey Fouvry | Feb 28, 2024