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梅尔文首都添加到GameStop短裤,因为Wallstreetbets瞄准了
Members of the Reddit forum leveled “profane and racist” slurs at Melvin Capital founder Gabe Plotkin, according to the hedge fund manager’s testimony to Congress.
自基金六年前,Gabe Plotkin的Melvin Capital一直是GameStop之一,他对冲基金经理在周四讲述了该股票上个月围绕股票交易的动荡期间的议员议员的财务服务委员会成员。
Plotkin告诉委员会,GameStop的股票在2014年首次短缺时交易左右40美元。当被问到他认为Gamestop当时的价值时,Plotkin说:“我不记得。”
去年,当股价下跌至2.57美元时,Plotkin留在他的游戏手中。即使在Reddit的Wallstreetbets论坛成员之后开始攻击梅尔文的游戏用法去年秋季,对冲基金正在增加该职位。梅尔文季度批评其周二公开的公开交易股票,表明Melvin在2020年的最后季度在GameStop中提高了其列出的选择。
Melvin根据本次披露的季度截至11300多百万美元,总职位介绍了额外的600,000股股票。据报道,在梅尔文初期亏损的新闻在1月22日报告中公开的报告中公布之前已经过期了华尔街日报。跟随杂志’s story, GameStop stock began to soar, and Melvin said it closed out the entire short position on Jan. 26, one day before the stock hit its peak closing price.
That month, Plotkin said in his House testimony, he began receiving “profane and racist text messages.” Those messages followed posts on Reddit that “were laced with antisemitic slurs directed at me and others,” Plotkin said. “The posts said things like ‘it’s very clear we need a second holocaust, the jews can’t keep getting away with this.’”
在听证会期间,Reddit Ceo Steve Huffman表示,该公司为参考的反义的评论Plotkin搜索了“高低”,并“我们最接近的事情没有评论,并且在五分钟内被删除。”
在Reddit上的小组开始发表关于Melvin的具体投资的帖子,Plotkin表示,GameStop的股票从17美元到483美元的高峰期在与帖子相关的“疯狂”中。
“When this frenzy began, Melvin started closing out its position in GameStop at a loss, not because our investment thesis had changed but because something unprecedented was happening,” he said. “We also reduced many other Melvin positions at significant losses — both long and short — that were the subject of similar posts.”
[II深潜:与Wallstreetbets的胜利,华尔街警告传染病]
普罗金的众议院议员问一些问题,focusing more on market maker Citadel Securities and Robinhood, the retail trading app that temporarily restricted investors from buying more GameStop shares. But when Congressional representatives asked Plotkin if there should be more disclosure of short sales, he sidestepped the question. “It’s not for me to decide, but if those are the rules, I’d certainly abide by them,” he said.
如果在Gamestop的高水平短暂兴趣的情况下,Plotkin同样拒绝回答 - 这在一个点击140 percent股票的浮点 - 是有问题的。相反,Plotkin简单地说他的公司遵循了卖空的所有条例。在未来,他说,“我认为你不认为你会看到这种短暂的兴趣水平的股票,”补充说他不想再次遭到这样的活动。
罗比赫首席执行官Vladimir Tenev采取了更坚定的立场。“相同份额的能力短缺是无限期的次数是病理学,应该是固定的,”他说。“我们没有能力跟踪已经短缺的股票以及多少次。”这种重新贷款是允许短暂的增加超过100%,这被引用是游戏股来飙升到飙升的游戏中短挤压的原因。
尽管Melvin在GameStop的损失,Plotkin表示,该公司认为并继续认为,GameStop在物理商店中销售新的和使用过的游戏的商业模式是通过视频游戏的数字下载。亚慱体育app
“That trend only accelerated in 2020, when, because of the pandemic, people were downloading video games at home,” Plotkin continued. “As a result, the gaming industry had its best year ever. But GameStop had significant losses.”
Plotkin还否认报告称,当Citadel - 亚洲首席执行官Ken Griffin也有望在听证会上发言 - 投资2亿美元的对冲基金时,梅尔文在弗拉卡斯中“纾困”。
“城堡主动地伸出了成为一名新投资者,类似于我们基金的投资。这是城堡“购买低”的机会,如果我们的基金的价值上升,赢得投资者的回报,“帕特金说。
根据投资者的一封信,1月份Melvin Capital Master基金在1月份下降了54.4%亚博赞助欧冠。根据这封信,该基金的资产为2月1日的62.6亿美元。它补充说,公司总资产约为82.6亿美元。