'Tam sim no yog lub sijhawm txaus los nqis peev' hauv cov khoom lag luam, hais Dave Portnoy

"Qhov ntawd yog li cas tib neeg ua haujlwm."

Nws hais ntxiv, txawm li cas los xij, tias "tam sim no yog lub sijhawm zoo los nqis peev hauv khw lag luam."

"Tab sis txhua leej txhua tus xav caij nthwv dej ntawm kev lag luam nce," nws hais, hais txog kev lag luam kev lag luam nce tam sim tom qab poob qis hauv lub caij nplooj ntoo hlav xyoo 2020.

Nws yog, tej zaum, ironic uas Portnoy zoo li yuav qiv los ntawm ib lo lus uas feem ntau cuam tshuam nrog Warren Buffett: “Ntshai thaum lwm tus siab hlob, thiab siab hlob thaum lwm tus ntshai.”

Tus tsim tawm Barstool, uas nyiam qhov luv luv, tab sis pom tau tias muaj txiaj ntsig zoo, stint raws li ib hnub ua lag luam thaum pib muaj kev sib kis ob xyoos dhau los, tau hais rau Buffett, yog ib tus neeg ua lag luam uas muaj kev hwm tshaj plaws ntawm Wall Street, raws li "ntxuav."

"Kuv paub tseeb tias Warren Buffett yog ib tug txiv neej zoo, tab sis thaum nws los txog rau cov khoom lag luam nws tau ntxuav. Kuv yog tus thawj coj tam sim no. #DDTG, ”Nws tau hais los ntawm Twitter nyob rau hauv Lub Xya hli ntuj 2020.

Rov qab thaum ntawd, kev txhawj xeeb txog kev cuam tshuam txog kev lag luam ntawm COVID-19 kev kis thoob qhov txhia chaw tau muab txoj hauv kev rau tag nrho-throttle tawg siab dua hauv kev ua lag luam, underwritten los ntawm tsoomfwv cov kev txhawb nqa kev txheeb xyuas thiab pom zoo los ntawm cov tuam txhab nyiaj hauv nruab nrab uas tau mob siab rau khaws cov paj laum qis.

Raws li ib tus neeg ua lag luam tau daig hauv tsev vim yog pej xeem-kev noj qab haus huv raws cai nrog me ntsis ntxiv ua, Portnoy tau dhau los ua tus avatar ntawm kab lis kev cai ntawm kev pheej hmoo siab, cov neeg ua lag luam tau txais txiaj ntsig zoo uas tau ua thawj koom ruam loj ntawm kev rov zoo los ntawm qhov tob ntawm kev sib kis. Xyoo 2020. Kev maj nrawm ntawm tus neeg ua lag luam tshiab tau txais txiaj ntsig nrog qhov tshwm sim ntawm qhov hu ua meme stocks, xws li GameStop
GME,
-4.38%
thiab AMC Kev Lom Zem
CMA,
-6.39%,
uas zoo li yuav cuam tshuam los ntawm social-media kev xav ntau dua li qhov tseem ceeb.

2020 tsab xov xwm hauv Lub Sijhawm Nyiaj Txiag dubbed Portnoy tus thawj coj ntawm ib hom tshiab ntawm cov tub ua lag luam ntawm lub siab tias cov khoom lag luam tsuas yog txav mus rau hauv ib qho kev taw qhia: nce siab. "Cov khw muag khoom noj," FT hu lawv.

Tab sis qhov sib txawv li cas hauv ib xyoos - lossis ob - tuaj yeem ua tau: Cov neeg ua lag luam tam sim no raug kev txom nyem los ntawm kev lag luam bona fide dais, nrog S&P 500 index
SPX,
-0.20%
poob ntau dua 20% xyoo rau hnub tim, ib zaug ya siab Nasdaq Composite Index
COMP,
-3.04%
tawm ntau dua 28% xyoo no thiab Dow Jones Industrial Average
DJIA,
-0.14%
poob 17% txog tam sim no hauv 2022.

Portnoy tau hais tias nws tsis tau ua lag luam ib hnub txij li thaum ntxov 2021 thiab hais tias ib daim vis dis aus piav qhia nws tias nws tsis txaus siab yuav thiab muag cov khoom lag luam hauv ob xyoos dhau los, suav nrog lub plawv ntawm qhov poob qis tsis ntev los no, yog apocryphal, thiab muaj cov cim hnub tim tsis raug.

Nws hais tias "Tsis muaj qhov sib luag ntawm qhov muaj tiag" rau cov yeeb yaj kiab ntawd, nws hais tias, hais txog hnub. "Kuv tau tso tseg kev lag luam zoo nkauj thaum lub tebchaws pib qhib," nws hais. Nws kwv yees tias nws qhov kev lag luam kawg tau nyob ib puag ncig thaum ntxov 2021.

Portnoy tau tsom mus rau lwm yam tsis ntev los no.

Penn Entertainment
TXIV,
+ 2.78%
tau hais tias nws yog nyob rau ntawm txoj kev mus tus kheej 100% ntawm Portnoy lub vev xaib kis las, Barstool, los ntawm Lub Ob Hlis 2023, tom qab tau txais ntau tshaj li ib feem peb ntawm nws rov qab rau xyoo 2020.

Portnoy tau hais tias nws tau siv qee qhov ntawm nws qhov kev lag luam niaj hnub, uas nws kwv yees kwv yees li ntawm $ 2 lab, ntawm vaj tse, tshwj xeeb yog ob lub tsev.

"Kuv paub tseeb tias kuv tau ua lag luam xyoo no, kuv yuav raug tua," nws hais.

Uas tau hais tias, nws tseem nyuaj rau kev ntseeg tuav los ntawm qee qhov kev ua lag luam yuav tsum yog tib qho kev xa tawm ntawm cov kws tshaj lij thiab cov kws tshaj lij.

Nws tau hais tias "Kuv xav tias muaj [ntu] ntawm Wall Street uas tau txais txiaj ntsig los ntawm kev txaus ntshai tactics ... thiab nws yog nyob rau hauv lawv [xav] kom nws zoo li [cov tib neeg] tsis tuaj yeem khwv tau nyiaj hauv khw lag luam," nws hais.

"Kuv tsis lees paub qhov kev xav tias muaj ib pab pawg neeg ua lag luam zoo tshaj plaws nyob ntawd," tus tsim tawm hais lus hais rau MarketWatch.

Portnoy hais tias kev lag luam Tshuag tseem yog ib qho ntawm cov txheej txheem loj tshaj plaws ntawm kev tsim kev nplua nuj, yog tias koj tsis nias rau lub sijhawm.

Nws tau hais tias "Yog tias koj xav tau koj cov nyiaj tag kis, koj yuav tsum ceev faj yam koj ua," nws hais.

Feem ntau ntawm Portnoy cov nuj nqis yog pegged rau Penn tus nqi Tshuag, uas tau kaw ntawm $ 31.40 rau hnub Wednesday tab sis poob ntau dua 39% txog tam sim no hauv 2022 thiab tawm 56% dhau 12 lub hlis dhau los, raws li FactSet cov ntaub ntawv.

Portnoy tseem ntseeg tias cov khoom lag luam thaum kawg nce, nrog kev ua siab ntev txaus: "Nws tseem yog kuv mantra uas cov khoom lag luam ib txwm nce mus."

Nws yog ib qho tseem ceeb uas yuav tsum nco ntsoov, txawm li cas los xij, tus kheej cov khoom lag luam, thiab cov khoom muaj nqis, tuaj yeem (thiab ua) qee zaum languish rau lub sijhawm ntev dua li qee tus neeg ua lag luam tuaj yeem ua siab ntev.

Yog li nws yog ib qho tseem ceeb kom paub koj txoj kev noj qab haus huv rau kev pheej hmoo, vim tsis yog txhua tus muaj Portnoy's chutzpah.

Hauv lwm yam khoom muaj nqis, tus tsim Barstool tau hais tias nws tau txais txog 1%, lossis kwv yees li $ 1 lab, ntawm nws cov nuj nqis hauv bitcoin
BTCUSD,
+ 0.79%,
uas nws ntseeg hais tias muaj lub neej yav tom ntej ci ntsa iab, muab tus naj npawb ntawm cov koom haum txhawb nqa nws cov infrastructure.

Nws tau hais tias "Ntau tus neeg tseem ceeb dhau tom qab nws," nws hais. "Kuv muaj nws thiab yuav tsis muag nws."