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-$10.26 -57.06%
Erick Mokaya's avatar
$102.2m follower assets
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A Bunch of Stocks Getting Blown Up
Here are a bunch of stocks getting absolutely blown up over the last couple of weeks/months:

Visit highsandlows.substack.com to see more
post mediapost media
Marc Andreessen recently said, "there are no stocks anymore, just bonds and options."

I'm digesting this and I am starting to agree.

For bonds, I would define them as high cashflow assets yielding S&P 500 annualized + a few percentage points (so mid-teens) compounded over 5 years. Example: $AAPL $AMZN $NVDA $FB $GOOG etc that can indexed via $VUG.

For options, 10x+ high risk, high reward 5 year bets. Think <$10B enterprise value like $ACVA $MSTR $COMP $AMPL or SPACs like $AGC $OPFI $HMCO
Is this saying that buying stock in companies like ACVA, MSTR, COMP, and AMPL is like buying a 5 year option?

If so... what does that make buying an actual option on those companies? πŸ˜ƒπŸ€“πŸ§
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