Alpha Variant @variant_alpha Twitter profile

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Alpha Variant

7 months

As promised, here is a summary of my long-form Substack on $FTCH. You can find the link to the stack at the bottom of the thread. None of what follows should be construed as investment advice or recommendations. 1/n Thread 🧵👇

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Alpha Variant

@variant_alpha

7 months

hey @SECGov @GaryGensler instead of chasing windmills in crypto can you actually protect investors from the fraud going on in your backyards? $FTCH @farfetch @NYSE Many investors hurt here it seems and @Farfetch_jose still running free despite debatable disclosures

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Alpha Variant

@variant_alpha

7 months

@DeItaone Maybe they should ask themselves if they're the problem?

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Alpha Variant

@variant_alpha

7 months

@PauloMacro hey Paulo if ever in doubt just know that you bring tremendous value to a lot of your readers! Screw the haters!

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Alpha Variant

@variant_alpha

7 months

$FTCH now hitting rock bottom at 0.01$. Lol. What a sad sight to see. Hope @SECGov and @TheFCA can investigate the accounting reality and the misleading communications of Elliott Jordan and @farfetch @Farfetch_jose to shed light on the daylight robbery

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Alpha Variant

@variant_alpha

7 months

$FTCH as I'm writing down my thoughts for my long-form post mortem on substack, something interesting struck me and I'm currently pondering it... Going back to the resignation from the Board of the $BABA President Michael Evans a few weeks ago... It could be that Michael did

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Alpha Variant

@variant_alpha

7 months

@DystopWorld Look at him, the grifter in chief. The pitchforks are coming for you

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Alpha Variant

@variant_alpha

7 months

$FTCH the crooks are among us, remember them. They knew all along and misled investors. Make sure to run whenever you see their names mentioned in any ventures. Conveniently Farfetch has already taken down their pictures and profiles from their IR. 1/4

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Alpha Variant

@variant_alpha

7 months

hey @Farfetch_jose if you fucked us you know what's waiting for you, right? JAIL $FTCH

Nikola founder Trevor Milton sentenced to 4 years for fraud

Truck start-up’s market value fell sharply after report claimed investors had been misled

www.ft.com

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Alpha Variant

@variant_alpha

5 months

Looks like the fraud @Farfetch_jose & the rats from the C-suite are all leaving the sinking ship. Is that a coincidence with the lawsuit from Wilmington Trust? 2 months on and we still have no financial information on what's been going on $FTCHF $FTCH

Farfetch CEO José Neves steps down: Why it matters

Neves was once at the forefront of the online luxury retail revolution. His departure signals the end of an era for e-commerce.

www.voguebusiness.com

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Alpha Variant

@variant_alpha

8 months

@OffTheRunTrades and this is the reason why this time, this one time, we see limit down Friday

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Alpha Variant

@variant_alpha

9 months

@leadlagreport so 1 hour ago there is a path to a ST rally, but now everything is fucked? hard to follow you sometimes : )

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Alpha Variant

@variant_alpha

7 months

$FTCH @farfetch @Farfetch_jose we waited long enough, where is the market update? for the sake of your employees and shareholders

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Alpha Variant

@variant_alpha

6 months

For those who missed it, here ifs the thread + substack article I've done to summarize lessons we can all learn from $FTCH to protect your capital next time you come around a similar situation... #farfetch #investing

Alpha Variant

@variant_alpha

7 months

As promised, here is a summary of my long-form Substack on $FTCH. You can find the link to the stack at the bottom of the thread. None of what follows should be construed as investment advice or recommendations. 1/n Thread 🧵👇

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Alpha Variant

@variant_alpha

7 months

absolute dogshit companies like $CVNA mooning everyday while companies with good underlying tech/platform like $FTCH are being robbed by foreign buyers $CPNG with fraudsters operating under US jurisdiction @Farfetch_jose Congrats @SECGov

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Alpha Variant

@variant_alpha

7 months

@Massimiliano_ZB @farfetch $FTCH @Farfetch_jose The Times is not a serious publication. Everything is up in the air right now. The reality is that Jose holds 70% of the votes and I currently do not have trust in him to put the interests of the shareholders first. What you can trust is that he is

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Alpha Variant

@variant_alpha

7 months

Working on a 'lessons learnt' post on substack on $FTCH Will post today or tmrw. What a fucking mess honestly

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Alpha Variant

@variant_alpha

5 months

@Citrini7 inverse $SMCI.. good luck shorting ...

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Alpha Variant

@variant_alpha

7 months

@NorthmanTrader No shame - don't trust the crooked octogenarians

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Alpha Variant

@variant_alpha

9 months

@DeItaone LMAO put grandma to bed already

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Alpha Variant

@variant_alpha

7 months

@AdamKrasne Let's short squeeze those MFs $FTCH $GME $AMC

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Alpha Variant

@variant_alpha

7 months

@jbulltard1 I'm bagged in $FTCH

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Alpha Variant

@variant_alpha

7 months

@NorthmanTrader that's the Biden @POTUS bailout, courtesy of Janet 'printer go brrr, fk the poors' Yellen - the senile gang in full force for election year

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Alpha Variant

@variant_alpha

7 months

@eliant_capital give me a 5% mate will ya

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Alpha Variant

@variant_alpha

7 months

@dampedspring feels like every other bearish news for $AAPL it won't matter... until it does

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Alpha Variant

@variant_alpha

7 months

@RJRCapital to be honest after 1 year of this I would not trust those incompetents to do the right thing... they will run with it and hope for the best

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Alpha Variant

@variant_alpha

7 months

@SteadyCompound Honestly this is becoming ridiculous. Every time there is light at the end of the tunnel you get taken for a ride again. The timing is odd as China's economy is struggling rn, don't really make sense as they don't really need this bad publicity atm

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Alpha Variant

@variant_alpha

8 months

@buccocapital yeah this is quite crazy actually. Regulator asleep at the wheel or paid off

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Alpha Variant

@variant_alpha

8 months

@RJRCapital I am honestly dumbfounded. It does not make any sense lmao

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Alpha Variant

@variant_alpha

7 months

@eliant_capital I think it's more about political pressure and treasury debt refi than it is about hard landing...

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Alpha Variant

@variant_alpha

7 months

@INArteCarloDoss ahah that's the signal that the bottom in yields is in...

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Alpha Variant

@variant_alpha

7 months

@blakestonks Broooo $ENPH going ham

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Alpha Variant

@variant_alpha

8 months

@blakestonks lmao I like how you keep names and collect the dawg tagz later big fade

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Alpha Variant

@variant_alpha

1 year

$VIX a strategic dam was just blown up but keep suppressing it. Will love it when someone blows up, it will be entirely deserved

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Alpha Variant

@variant_alpha

9 months

@biancoresearch CZ is using every trick for exit liquidity

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Alpha Variant

@variant_alpha

7 months

$FTCH here is the correct link

Lessons learnt on Farfetch

A post-mortem of my investment in Farfetch

alphavariant.substack.com

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Alpha Variant

@variant_alpha

5 months

@MFHoz this means bears are capitulating and turning into late frustrated bulls. Their existence is threatened by the doom scenario

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Alpha Variant

@variant_alpha

7 months

$FTCH @Farfetch_jose the chickens will come home to roost, since you likely lied on your filings...

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Alpha Variant

@variant_alpha

1 year

@RJRCapital bro my puts on Micron are as negative as their GM

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Alpha Variant

@variant_alpha

7 months

@blakestonks Hey Blake what do you make of $ENPH here? Looks like the 200 dMA/ next gap fill good zone to start scaling and adding puts? Could see fast reversal if yields start to rise again.

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Alpha Variant

@variant_alpha

1 year

@CryptoDonAlt @jack why so butthurt

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Alpha Variant

@variant_alpha

1 year

What a fantastic hour of insights from #druckenmiller at the @SohnConf - thank you for sharing. A quick thread on some of his key insights 🧵 1/n

Sohn 2023 | Kiril Sokoloff in conversation with Stanley Druckenmiller

At the 2023 Sohn Investment Conference on May 9, 2023, 13D Research & Strategy Founder Kiril Sokoloff spoke with Duquesne Family Office CEO Stanley Druckenmi...

www.youtube.com

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Alpha Variant

@variant_alpha

7 months

Where is the buy price? $FTCH $CPNG

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Alpha Variant

@variant_alpha

6 months

@Mike_Hunt_Sr $NVDA and $AMD brushing this like nothing... honestly all intel points towards us being part of the matrix at this point...

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Alpha Variant

@variant_alpha

7 months

@leadlagreport ded is an understatement after this year

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Alpha Variant

@variant_alpha

7 months

I've decided to share my thoughts on the recent Farfetch situation $FTCH Farfetch - undervalued or smoking gun?

Farfetch - undervalued or smoking gun?

In this short post we will discuss the dramatic recent newsflow on Farfetch , and provide our thoughts on the valuation, positioning and what could be next. Bottom line is the stock may be grossly...

alphavariant.substack.com

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Alpha Variant

@variant_alpha

7 months

@eliant_capital @Harvard I am glad I have not spent the money to go to this cesspool of university. My father was an alumni and he is ashamed of what it has become

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Alpha Variant

@variant_alpha

1 year

@WatcherGuru good luck with that lmao

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Alpha Variant

@variant_alpha

7 months

@RJRCapital share that feeling

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Alpha Variant

@variant_alpha

7 months

@Mike_Hunt_Sr bro they sent Yellen out again...

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Alpha Variant

@variant_alpha

8 months

lmao $FTCH ER results leaked? WTF

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Alpha Variant

@variant_alpha

7 months

Nice day of advanced fuckery $SPY $QQQ

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Alpha Variant

@variant_alpha

7 months

What's more, a back of the envelope analysis shows that at those prices, $FTCH is deeply undervalued compared to other consumer marketplace businesses (granted in more mature lifecycle stage and different industries) (4/x)

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Alpha Variant

@variant_alpha

9 months

@Liathetrader Point of control depends on the timeframe... this seems a bit biased don't u think? turns out that the POC post-early 2022 breakout is roughly at the same level, but the way u're using POC is wrong imo

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Alpha Variant

@variant_alpha

7 months

@TreydingStocks @TikTokInvestors that's just the SBF playbook

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Alpha Variant

@variant_alpha

8 months

@Mike_Hunt_Sr perma-bid. RSI trending to infinity

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Alpha Variant

@variant_alpha

1 year

@KobeissiLetter That makes sense since a dam was just obliterated in a warzone

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Alpha Variant

@variant_alpha

8 months

@financialjuice that explains the short selling ban @FinanceLancelot

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Alpha Variant

@variant_alpha

7 months

Elliot - Stephanie - Dana - David - Diane - Gillian - Stephanie - Victor - 4/4

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Alpha Variant

@variant_alpha

7 months

$FTCH hopefully we don't break this

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Alpha Variant

@variant_alpha

7 months

19/n I’ve seen folks talk about making a telegram community to ensure we stay up to date with those processes. I am not familiar myself with Telegram but I’m happy to join any community that gets created for that purpose.

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Alpha Variant

@variant_alpha

7 months

$FTCH do we get a deal announcement today?

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Alpha Variant

@variant_alpha

7 months

Christmas update: - On Tuesday I will release my $FTCH lessons learnt on substack - Currently working on 2 other posts summarizing main banks / managers outlooks for 2024 and my own expectations for the year ahead. Expect release in next 2 weeks $SPY $QQQ $IWM $DJIA $TLT

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Alpha Variant

@variant_alpha

7 months

3/n My thoughts have been documented at length on Twitter regarding the events as they evolved. The bottom line is that a lot of elements could corroborate the theory of accounting fraud and a management team that wilfully misled investors.

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Alpha Variant

@variant_alpha

1 year

@marketplunger1 Oil 101 from Downey

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Alpha Variant

@variant_alpha

7 months

@StevenACohen2 do you have any views on what's to come for $FTCH?

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Alpha Variant

@variant_alpha

9 months

@michaellebowitz why would she tell the truth, she soon ad patres anyway...

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Alpha Variant

@variant_alpha

8 months

@TheTranscript_ Jose Neves better make us whole with a juicy take-private otherwise yday pump and dump was a clear fraud and needs to be investigated $FTCH $CFR $BABA

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Alpha Variant

@variant_alpha

7 months

@PythiaR the decent thing to say isn't to take a victory lap, it's painful enough! Have some class

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Alpha Variant

@variant_alpha

8 months

@trader1sz @NotChaseColeman wtf

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Alpha Variant

@variant_alpha

5 months

@unusual_whales Leaving octogenaries at the top of positions of power has been going great for us. Perhaps the people should wake up and take to the street

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Alpha Variant

@variant_alpha

7 months

LT: CEO Jose Neves @Farfetch_jose CFO Elliot Jordan Chair Stephanie Phair (the new CFO and the rest of the LT likely did not have full oversight so giving them the benefit of the doubt on this) 2/4

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Alpha Variant

@variant_alpha

7 months

6/n Given the misalignment of incentives Jose preferred to put his best interest first. The Board clearly failed at their fiduciary duty.

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Alpha Variant

@variant_alpha

7 months

@POTUS Banana Republic things

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Alpha Variant

@variant_alpha

7 months

@jbulltard1 should see 160s very soon. Lots of energy built up

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Alpha Variant

@variant_alpha

7 months

@KobeissiLetter @elonmusk Good. Bob Iger deserves to be Marcellus Wallaced' Nice one @elonmusk

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Alpha Variant

@variant_alpha

8 months

@OffTheRunTrades Live view of CTAs now

Eliant Capital

@eliant_capital

8 months

“I don’t care what price you execute, just get me the fuck in”

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Alpha Variant

@variant_alpha

5 months

Glad to see healthy market functioning in $ARM @MakerWaddles

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Alpha Variant

@variant_alpha

1 year

@pennycheck rest in peace

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Alpha Variant

@variant_alpha

8 months

@PonziMarkets @leadlagreport Apple is priced as a growth stock. Tim totally gives it away that there is nothing innovative going under a guy so far out of his depth as him. An embarrassment for what Steve Jobs has built. No amount of saying how exciting things are or AI this AI that will change it $AAPL

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Alpha Variant

@variant_alpha

5 months

@blakestonks too bad I got shaken out of my calls on the look below few days ago.

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Alpha Variant

@variant_alpha

8 months

@Mike_Hunt_Sr They will make every bear capitulate before the rug pull can be done. I have given up

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Alpha Variant

@variant_alpha

7 months

@eliant_capital its not the 200dMA... that one is at 225

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Alpha Variant

@variant_alpha

7 months

@VascoBlanc @SECGov @GaryGensler @farfetch @NYSE @Farfetch_jose The Board are a bunch of spineless cowards who failed at their job

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Alpha Variant

@variant_alpha

1 year

@endless_frank If you drive at 200 kms on the highway what do you do? you close your damn eyes and you max bid stonks. Everything will be fine @stonksycollins

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Alpha Variant

@variant_alpha

7 months

@unusual_whales top is in

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Alpha Variant

@variant_alpha

7 months

13/n On to a recap of universal 'lessons learnt': 1. Avoid dual-class stock listings where the founder benefits from asymmetric voting power and limited skin in the game 2. Disingenuous communication from management should make you run

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Alpha Variant

@variant_alpha

11 months

@stonksycollins Just came across Vinfast, $VFS - makes $TSLA and $NVDA value plays

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Alpha Variant

@variant_alpha

9 months

@leadlagreport what are all those scams glitches on $NVDA and $TSLA? Intraday wicks not matching daily. Do you have the same?

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Alpha Variant

@variant_alpha

7 months

@AndreasSteno Agreed - we're witnessing the Biden bailout. @federalreserve is far from being independent and you can hear in Powell's voice that they know they're making a mistake Shocking how he fumbled the question about price levels not coming down. He knows the middle class is fucked but

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Alpha Variant

@variant_alpha

7 months

12/n On to the mistakes that can be attributed to my ego when it came to my personal circumstances with $FTCH: · No risk management · An overweighted focus on returns over risk . Hubris that ‘the market was missing something’ · Position sizing beyond risk limits

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Alpha Variant

@variant_alpha

7 months

@jbulltard1 even if that led to lockdowns covid repeat type scenario, I think the market instantly discounts infinite QE and we see $AMZN $11'146.57

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Alpha Variant

@variant_alpha

6 months

@jbulltard1 good old Jordan Belford framing techniques how can you say there is a clear path to profitability when the clear trend is in the opposite direction? lol

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Alpha Variant

@variant_alpha

6 months

@ProblemSniper puts going to print

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Alpha Variant

@variant_alpha

7 months

@eliant_capital if those fucking sellers could fuck right off it would be good, so that my degen $GDX calls could print me some dough

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Alpha Variant

@variant_alpha

7 months

11/n 7. A CFO leaving the company a few months after laying out a new financial plan at the recent CMD event 8. New CFO came from outside the industry with no apparent transferable experience or expertise

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Alpha Variant

@variant_alpha

1 year

@3PeaksTrading Bull market... of 7 stocks... @bagholdingbear @InvestRoiss @MrnllMtt @stonksycollins more here 👇