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@guo
Sarah Guo
$53.4M follower assets
more of a 15y horizon investor, but I’ll occasionally buy the dips
24 following426 followers
“community play” will enter the vernacular like “momentum play”
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One of the things I’m curious is if “community plays” tend toward coordinated actions or if they tend toward establishing educational and thoughtful conversations. $GME was coordinated action in my view. And as well as it worked for some, many were burned on the backside of the trade. When the next one comes will these people opt out, or participate but take their gains early? This would create a less impactful cycle. In the case of HODL graphic you shared, it’s a shared and thoughtful worldview - whether or not you may agree with the trade - that has encouraged many to be steadfast with their position over the past year.
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Post COVID Consumption

Where are the plays on the extra $3T sitting in bank accounts post-critical mass of vaccination?

  1. travel
$UAL $AAR still at half of precovid levels
$MAR $HLT at basically precovid levels
Why have hotels stocks recovered faster?
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@askates01/29/2021
I wonder if hotel occupancy rates have been better than flight utilization / rates since there's still local travel and many hotels have been repurposed
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