Dougie Kass

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@DougKass

Seabreeze Capital Partners LP
seabreezepartnerslp.com

Palm Beach, Florida 33480 Joined February 2009

5.5K Following 133K Followers 123K Posts

Latest posts 5

Dougie Kass @DougKass 7m

read my 274 columns on the street pro. entitled more tales from nvda. -the series is two years old and yesterday i wrote four more @thestreetpro
people pushbacked and were critical of the frequency of my writings on Nvidia
or you can listen to the pablum on the shows by talking heads who all say the same thing over and over and who have never modeled the company
@TheJudgeCNBC @HalftimeReport @KeithMcCullough

Dougie Kass @DougKass 55m

and monkeys fly out of my butt!

James Forrest @ForrstJames 1h

@DougKass As if Dougie... 😅 Perfect line for this morn.
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Dougie Kass @DougKass 1h

suppose, for example, Dan I took, as was the case, a negative view on Nvidia 12 months ago, and I ran a mutual fund whose benchmark was the S&P if I dramatically underweighted Nvidia relatively S&P, that would’ve been value added. In other words, as I mentioned, the market is nuanced and that’s why we provide commentary @DanGreenhaus

Dan Greenhaus Verified account @DanGreenhaus 2h

@DougKass, I think all @RyanDetrick is saying, which everyone says to retail oriented investors, is "stay invested." Which is true! There are a 100 different ways to say "stocks for the long run" and this is one of them. I dont think its anything more than that.

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Dougie Kass @DougKass 2h

just having fun if

James Forrest @ForrstJames 2h

@DougKass 😂
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Dougie Kass @DougKass 2h

then dan, why should we bother to post commentary on the market?
answer- the market mosaic is more conplicated than that it just rises.
the market is much more nuanced - what to own , what to short , what firm factors are emphasized or emphasized
as well there is a body of traders (just like there is a vast population of investors)
when ryan shows a lot of correlation s he is often discussing short term timeframes (using small sampling basis etc)- the torturing of that day to build a bullish short term narrative is what i object to by some technicians.
etc etc @DanGreenhaus @RyanDetrick

Dan Greenhaus Verified account @DanGreenhaus 2h

@DougKass, I think all @RyanDetrick is saying, which everyone says to retail oriented investors, is "stay invested." Which is true! There are a 100 different ways to say "stocks for the long run" and this is one of them. I dont think its anything more than that.

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