Kev nqis peev hauv S&P 500 tuam txhab uas muag los ntawm lawv cov founders siv los ua tus thawj koom ruam ntse. Tsis yog xyoo no: Nws raug nqi koj $ 2.8 trillion.
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Shares ntawm 16 stocks nyob rau hauv lub Ntiaj teb no X Founder-Run tuam txhab ETF (BOSS), suav nrog Carvana (CVNA), Meta Platforms (META) thiab Lag Luam Ntawm Cov Pa (Teb pem teb tuaj ncig teb), tau poob qis 65% lossis ntau dua xyoo no, hais tias Investor's Business Daily tsom xam cov ntaub ntawv los ntawm S&P Ntiaj Teb Kev Lag Luam Kev Txawj Ntse thiab MarketSmith.
Ntau heev rau "tus tsim qhov kom zoo dua" - nyuaj ib qho ntawm cov tub ua lag luam txoj kev ntseeg ntev tshaj plaws.
Founders Fall Flat
Thiab nws tsis yog ib rooj plaub ntawm ob peb tus tsim tsis muaj hmoo.
Ntau tshaj 80% ntawm 100 cov khoom lag luam hauv Founder-Run Companies ETF poob rau xyoo no, sib sau ua ke tawm $ 2.8 trillion hauv tuam txhab lag luam tus nqi lag luam. Cov nyiaj poob ntawm cov tuam txhab uas coj los ntawm lawv cov tsim yog kwv yees li ib feem peb ntawm $ 8 trillion poob ntawm tag nrho cov khoom lag luam xyoo no, Wilshire Associates hais.
Thiab tus tsim ETF tus nqi nws tus kheej yog nqis 32.7% xyoo no Qhov ntawd yog qhov phem tshaj li 28.7% poob ntawm tech-tracking Invesco QQQ Trust (QQQ). Thiab zoo hauv qab S&P 500's ze li 17% poob.
Pom tus tsim-khiav tuam txhab lag luam tawm tsam yog lwm qhov cim ntawm yuav ua li cas S&P 500 qhov kev poob qis yog qhov kev ntxhov siab-kuaj ntau ntawm cov tuam txhab cog lus uas vam meej thaum nyiaj tau yooj yim. Txhua tus yog ib tug neeg txawj ntse thaum cov paj laum tsawg. Rau cov tub ua lag luam tam sim no, cov tswv yim loj tsis muaj teeb meem. Execution ua. Txawm tus tsim-coj Tesla (TSLA) tau tshem tawm ib nrab ntawm trillion nyiaj hauv kev lag luam tus nqi xyoo no.
Jack Ablin, tus kws tshaj lij ntawm Cresset Capital Management tau hais tias "Nrog rau kev lag luam nyiaj hu rau kev lag luam poob qis, cov kws tshuaj ntsuam tau ua rau lawv qhov kev cia siab tau txais txiaj ntsig," said Jack Ablin, tus kws tshaj lij ntawm Cresset Capital Management.
Founder Implosion Of The Year: Carvana
Nws yog ib qho nyuaj los nrhiav kev puas tsuaj loj ntawm cov tuam txhab tsim lag luam tshaj li tus muag tsheb Carvana.
Shares ntawm lub tuam txhab, co-founded nyob rau hauv 2012 los ntawm 39-xyoo-laus Ernest Garcia, yog down a mind-numbing 98.3% xyoo no. Qhov kev poob ntawd tau tshem tawm ze li ntawm $ 20 nphom hauv cov tswv lag luam muaj nyiaj. Lub tuam txhab, muaj nqis ze li $ 20 nphom nyob rau lub Ib Hlis, tsuas yog muaj nqis ntawm $ 471 lab tam sim no. Garcia, uas yog tus tswv 2.4% ntawm lub tuam txhab, tau pom tus nqi ntawm nws cov ceg txheem ntseeg tam sim no ib leeg poob los ntawm $ 583 lab xyoo no.
Vim li cas lub implosion? Lub tuam txhab thaum Lub Kaum Ib Hlis 3 tau tshaj tawm qhov poob ntau lub hlis twg ntau dua li qhov xav tau ntawm $ 2.67 ib feem. Cov kws tshuaj ntsuam xav tias nws tsuas yog yuav poob $ 1.97 ib feem. Thiab tam sim no, lub tuam txhab $ 666 lab nyiaj ntsuab thiab kev nqis peev luv luv tau khiav tawm sai. Cov nyiaj ntsuab yuav tas li ntawm cuaj lub hlis yog tias nws tseem hlawv $ 188 lab hauv ib lub hlis twg.
Meta Tseem Yog Tus Tsim Tus Nqi Tshaj Lij Tshaj Plaws
Carvana yog ib chav kawm ntawm nws tus kheej nyob rau hauv cov nqe lus ntawm tus tsim cov khoom lag luam poob ntawm feem pua. Tab sis ntawm sheer nyiaj poob, tus tsim Mark Zuckerberg's Meta kev puas tsuaj yog unrivaled.
Kev sib koom ntawm kev sib raug zoo tau hloov lub tuam txhab kev muaj tiag virtual tau nqis 65% xyoo no. Qhov ntawd yuav tsis zoo nkauj piv nrog Carvana. Tab sis nco ntsoov qhov kev poob qis uas loj tau tshem tawm $ 630 nphom hauv kev ua lag luam tus nqi, lossis ze li ib feem peb ntawm cov nyiaj poob los ntawm txhua tus tsim cov tuam txhab tsim xyoo no. Qhov ntawd yog ntau tshaj li $ 522 nphom poob rau Tesla, lwm lub tuam txhab tsim ua lag luam uas poob ntau tshaj li ib nrab ntawm nws cov nqi xyoo no.
Founders Tau Pummeled
Cov khoom lag luam uas yuav tsum muaj ib xyoos dhau los tau raug pov tseg, ib yam nkaus. Txawm tias Affirm, ib tug pioneer nyob rau hauv lub digital buy-tam sim no-them-tom qab tshwm sim tau pom shares crater ze li ntawm 90% xyoo no. Lub tuam txhab, nrhiav tau nyob rau hauv 2013 los ntawm 46-xyoo-laus Max Roth Levchin, saib li $ 25 nphom hauv kev lag luam tus nqi tau nce hauv cov pa luam yeeb xyoo no. Thiab tus nqi ntawm nws 5.8% ceg txheem ntseeg hauv lub tuam txhab tau nqis ze li $ 2 nphom.
Ib zaug ntxiv, S&P 500 cov tub ua lag luam tau txaus siab rau qhov kev poob loj. Pom zoo xav tias yuav poob $ 3.25 ib feem hauv 2023, txawm tias ntau dua li $ 2.51 ib feem nws poob rau xyoo no. Thiab nws tau kub nyhiab los ntawm nyiaj ntsuab sai. Lub tuam txhab $ 1.8 nphom hauv cov nyiaj ntsuab thiab kev nqis peev luv luv yuav khiav tawm hauv ib ob peb xyoos yog tias nws tseem kub hnyiab txog $ 82.4 lab zoo li nws tau ua nyob rau lub Cuaj Hli.
Tsis yog txhua tus tsim-coj tuam txhab uas muag tau tawm tsam. Tab sis rau feem ntau, 2022 yog xyoo lawv tsis xav rov ua dua.
Founder Freefall
Cov khoom lag luam hauv Ntiaj Teb X Founder-Run Companies ETF poob qis tshaj xyoo no
| lub tuam txhab | Ticker | Tus nqi lag luam poob xyoo no ($ billions) | Sector | YTD Tshuag % ch. | CEO / tus tsim |
|---|---|---|---|---|---|
| Carvana | (CVNA) | - $ 19.3 | Tus Neeg Siv Khoom Siv Tawm | -97.9% | Garcia, Ernest |
| AppLovin | (APP) | - $ 31.4 | Information Technology | -89.0% | Foroughi, Adas |
| Upstart Holdings | (UPST) | - $ 11.0 | Nyiaj txiag | -88.7% | Girouard, David |
| Lag Luam Ntawm Cov Pa | (Teb pem teb tuaj ncig teb) | - $ 24.9 | Information Technology | -88.4% | Levchin, Max |
| Coinbase Ntiaj Teb | (NPAJ) | - $ 44.6 | Nyiaj txiag | -83.0% | Armstrong, Brian |
| Twilio | (TWLO) | - $ 38.5 | Information Technology | -82.6% | Lawson, Jeffrey |
| Koosloos | (RNG) | - $ 14.0 | Information Technology | -80.6% | Shmunis, Vladimir |
| Wayfair | (W) | - $ 15.9 | Tus Neeg Siv Khoom Siv Tawm | -80.5% | Shah, Niraj |
| SNAP qhia | (SNAP) | - $ 60.5 | Cov Kev Sib Txuas Lus | -80.0% | Spiegel, Evan |
| xyoo | (ROKU) | - $ 23.6 | Cov Kev Sib Txuas Lus | -77.7% | Ntoo, Anthony |
| Lyft | (Lyft) | - $ 10.7 | Chaw Tsim Tshuaj | -75.1% | Ntsuab, Logan |
| Rivian Tsheb | (RIVN) | - $ 67.0 | Tus Neeg Siv Khoom Siv Tawm | -72.4% | Scaringe, Robert |
| Okta | (OKTA) | - $ 24.6 | Information Technology | -71.5% | McKinnon, Todd |
| Roblox | (RBLX) | - $ 40.5 | Cov Kev Sib Txuas Lus | -69.0% | Baszucki, David |
| QuantumScape | (QS) | - $ 6.3 | Tus Neeg Siv Khoom Siv Tawm | -68.6% | Singh, Jagdeep |
| Meta Platforms | (META) | - $ 629.8 | Cov Kev Sib Txuas Lus | -65.7% | Zuckerberg, Mark |
Cov Khoom: IBD, S&P Kev Lag Luam Kev Lag Luam Thoob Ntiaj Teb
Tau qhov twg los: https://www.investors.com/etfs-and-funds/sectors/sp500-founders-run-their-companies-into-the-ground-and-you-pay/?src=A00220&yptr=yahoo