The Crowd Tape
What the street is doing, not what I think
What top X accounts are doing, not what I think
| Accounts | Bull | Neu | Bear | None |
|---|---|---|---|---|
 @JasonViews › | 0 | 0 | 0 | 1 |
 @OptionsMikeViews › | 0 | 1 | 0 | 0 |
Partly aligned. No clearly opposing views so far.
@OptionsMikeViews ›@OptionsMike says $PYPL is notably acting better, testing the gap down after no buyout, and still thinks the company needs to sell, perhaps waiting for a better offer.@Jason 2010@OptionsMike: @OptionsMike says $PYPL is notably acting better, testing the gap down after no buyout, and still thinks the company needs to sell, perhaps waiting for a better offer. (Neutral)@Jason: .@DavidSacks on the time Peter Thiel saved PayPal:
“I really liked working with him. When he hired me, he basically told me, ‘I need people here who I can scream at.’”
“I think what he meant by that was, I need people who can scream at me too. People who will be honest, and you don't even have to worry about hurting people's feelings.”
“He's a great contrarian thinker. I think that was the unique thing he brought—he'd always come up with these strategic insights that everybody else had just kind of missed.”
“Right before the dot-com crash in early 2000, Peter was raising a financing round for us and we got something like $200M in commitments to invest at a $500 million pre-money valuation. PayPal had no revenue, no profits, and not even really a business model.”
“This is the peak of the dot-com euphoria. Everyone in the company was saying, ‘That's too cheap, this is a bad deal, we can't do this.’”
“He's like, ‘Take it.’”
“We got the deal done the Friday before Black Monday. If we had waited just one more day—game over. There would not have been a PayPal.”
“He was the only one who really saw the bubble for what it was.”
“If it wasn't for his contrarian thinking, we would have been swept away with the rest of the bubble companies.”
Via @Jason 2010 (No stance)@OptionsMike says $PYPL is notably acting better, testing the gap down after no buyout, and still thinks the company needs to sell, perhaps waiting for a better offer.
$PYPL Notably acting better. Testing the gap down after no buyout. Still think they need to sell, maybe waiting for a better offer. https://schrts.co/sUuvgCIY
Reasoning: Catalyst
.@DavidSacks on the time Peter Thiel saved PayPal:
“I really liked working with him. When he hired me, he basically told me, ‘I need people here who I can scream at.’”
“I think what he meant by that was, I need people who can scream at me too. People who will be honest, and you don't even have to worry about hurting people's feelings.”
“He's a great contrarian thinker. I think that was the unique thing he brought—he'd always come up with these strategic insights that everybody else had just kind of missed.”
“Right before the dot-com crash in early 2000, Peter was raising a financing round for us and we got something like $200M in commitments to invest at a $500 million pre-money valuation. PayPal had no revenue, no profits, and not even really a business model.”
“This is the peak of the dot-com euphoria. Everyone in the company was saying, ‘That's too cheap, this is a bad deal, we can't do this.’”
“He's like, ‘Take it.’”
“We got the deal done the Friday before Black Monday. If we had waited just one more day—game over. There would not have been a PayPal.”
“He was the only one who really saw the bubble for what it was.”
“If it wasn't for his contrarian thinking, we would have been swept away with the rest of the bubble companies.”
Via @Jason 2010
Reasoning: Not tagged by analyst
Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.