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Seth Klarman's portfolio revealed, the end of obesity is near & is Roblox a "pedophile hellscape"?

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Manage episode 445060700 series 2924000
Kandungan disediakan oleh Equity Mates Media. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Equity Mates Media atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Activist short-sellers are known for their provactive short reports, designed to capture media attention and push the price of shares down. But Hindenburg Research's latest report - Roblox: Inflated Key Metrics For Wall Street And A Pedophile Hellscape For Kids - still felt a little extreme.


We unpack what Hindenburg are accusing Roblox of in today's episode of Equity Mates. We also cover:

  • How one decision by Chinese policy-makers rippled through markets around the world
  • America has seen its first drop in obesity rates in decades - no prizes for guessing why: Ozempic
  • We answer of community question on ETF overlap
  • What legendary investor Seth Klarman has in his portfolio

—------


Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast.


—------


Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.


—------


Want more Equity Mates?

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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.


—------


Equity Mates Investing is a product of Equity Mates Media.


This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.


Equity Mates Media operates under Australian Financial Services Licence 540697.



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

858 episod

Artwork
iconKongsi
 
Manage episode 445060700 series 2924000
Kandungan disediakan oleh Equity Mates Media. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Equity Mates Media atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Activist short-sellers are known for their provactive short reports, designed to capture media attention and push the price of shares down. But Hindenburg Research's latest report - Roblox: Inflated Key Metrics For Wall Street And A Pedophile Hellscape For Kids - still felt a little extreme.


We unpack what Hindenburg are accusing Roblox of in today's episode of Equity Mates. We also cover:

  • How one decision by Chinese policy-makers rippled through markets around the world
  • America has seen its first drop in obesity rates in decades - no prizes for guessing why: Ozempic
  • We answer of community question on ETF overlap
  • What legendary investor Seth Klarman has in his portfolio

—------


Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast.


—------


Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.


—------


Want more Equity Mates?

—------


In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.


—------


Equity Mates Investing is a product of Equity Mates Media.


This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.


Equity Mates Media operates under Australian Financial Services Licence 540697.



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

858 episod

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