Comments
Transcript
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JKTwo quick questions. Are you buying the STNG dip? And what happens to ASPS revenue if NRZ goes belly up? Trying to figure out how this plays out.
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jsRounded you off to 600 likes Kuppy
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SSThis was fantastic. big fan of Kuppy and his blog. He has the intonation of a Looney Tunes character. Can’t figure out which one. I love it.
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JLWonderful video. Pls stop reading the headlines.
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JCGreat interview. Everyone should read his blog posts including the recent one on the coming Miami RE implosion
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DDWow, this is an awesome interview! Great thinking and insight + perfect delivery! Hope to see Kuppy back soon!
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ETGreat interview! Love your take on ESG - couldn't agree more!
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SGKuppy is a new straight talking investor to put on my small list of people to pay attention to. Thanks for sharing your views :D
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DPClear thinker. Love his blog. Highly recommended.
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JMReally well done Kuppy- always enjoy watching/listening to your views! Hopefully can chat some shipping on RV soon- cheers!
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GGKeep it coming!!
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JKLove the way he picks things that are already beat down. Buying low is way more important than selling high.
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MCGreat to see Kuppy on RV. His blog is fantastic (https://adventuresincapitalism.com).. Lots of great ideas - they won't all work but lots to think about. And keeping it simple. So refreshing.
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MZHey Kuppy - do you like the shipping industry enough to just add an index (SEA for example) to a diversified portfolio?
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dmI talked to an ESG analyst that works for S&P. He reluctantly admitted its marketing ploy.
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RSExcellent interview. Clear concise contrarian thinking.
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JLgood call on ESG
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DPSpelling error on the graphic at 3:35. Altisource - not Alitsource.
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ADWhat a smart guy and quick thinker (and talker). For the first time in my RV viewing history I could use a --2X button. Solution for a dummy like me- listen to this rapid-fire gem twice. Thanks, RV! Thanks, Kuppy!
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JHInteresting and insightful in places, but completely wrong about one small yet important fact: a liberal arts education may be economically less sexy in the short term, but the lack of this kind of deeper, broad-based training in critical thinking and systems thinking is precisely why our world is so fucked up right now IMO (pardon my French). Cheers.
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JJSo this was eye opening to me. The methodolgy and thought that has been put into the work is great. It's exactly what I have been trying to put into order in my own mind but haven't yet gained the experience to understand fully how things balance. The simplicity of it all just kind of clicks though. Less competition = more demand. Less supply = more demand. Basic economics playing out on several fronts and levels at the same time. I still don't grasp the complexity of it fully the way a professional does but I greatly enjoyed the learning and insight.
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SUExcellent 😀
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KALot of fun things to look at...thanks
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ASGreat stuff, calls it like it is and gives you plenty of ideas--thanks Kuppy!
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TRHaha, Scorpio is one of my best performers! But I will certainly look into the other suggestions. I love it when stuff makes sense!
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MMIs this the same Harris Kupperman of Mongolia Growth Group?
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WBKuppy is great. His blog is a must read and every time he opens his mouth there is value add. In 25 minutes he gave you dozens of ways to make money.
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FGI think you messed the chart by confusing COSCO with COSTCO
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BBKuppy is great. I follow his blog. https://adventuresincapitalism.com/ Invite him back.
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EFOne of the top interviews on Real Vision! KISS!
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VPExcellent!
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TSNow this is what you call investing. Theme-based, evidence-packed, well-built theses. Need more of this on RV
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nsMore of Cubby plz.
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NvGreat interview Wrong Costco chart
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CBAgree on keep it simple however disagree on the Softbank thesis. Yes they are exposed to we work and uber which are burning cash by the tonne etc but this is only through vision fund. they also own shares in alibaba, sprint, and others. That aside very few are bullish on the equity market as a whole and I tend to agree with his overall perspective.
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TJLoved Cubby's KISS thesis! Refreshingly different insights! Top guy!
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SNGotta love Kuppy! Short to the point. And incredible way of thinking.
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DVNice!
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SRKeep it simple - couldn't agree more! In fact having followed many so-called smart investors for a great many years, its the ones who think in simple terms who have been the most successful. And I've noticed this in life more generally too. As a personal observation, I think there will be a gradual move towards simplicity over (largely) unnecessary complexity that adds little or no value.
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LHThe content shared is good and insightful. Thanks.
Chapters
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How is the World Shifting?
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What is your long/short thesis?
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What are you seeing in the bond market?
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What are long/short trades - can you give a few examples?
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Talk about the prospects in the for-profit education industry
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What is your view on the discounting industry?
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What is your outlook on the shipping sector?
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What is IMO 2020?
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What is your perspective on SoftBank specifically - and venture capital more broadly?
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How do you play "Ponzi Finance?
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What are your thoughts on ESG?
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What is interesting about Greece’s recent growth?
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How likely is a major fiscal policy response from governments to a financial crisis?
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How are you playing the current macro environment?
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What's your conclusion?