Ackman and Herbalife.
之前是小猪商店?
Before that… Piggly Wiggly?
小猪商店
Piggly Wiggly.
对,1923年
Yeah. 1923
有一个熊市集团想做空小猪商店
a bear cartel was shorting the Piggly Wiggly grocery store.
小猪商店创办人贷款一亿五千万美元
The founder, he takes out a loan for what would be $150 million today.
他买♥♥回99%的股票
He buys back almost all the stock, like 99% of the stock.
股价涨了50%
The price of the stock goes up 50%.
游戏驿站涨了多少? – 交易所
How much is GameStop up? – Then, the exchange,
暂停股票交易,好让空单回补
they halt trading on the stock so the short sellers can cover their positions.
那合法吗?
Is that legal?
创办人必须宣告破产
The founder had to declare bankruptcy. So…
最后都没事
it was all fine in the end.
你本来就知道还是查过?
And you knew all that or you looked it up?
每个基金经理人都知道
Every fund manager knows that story.
你查过
You looked it up.
我确认过一些数字
Double checked some numbers maybe.
看到GME飙涨吗?
Oh, do you see what’s going on at GME?
更多白♥痴♥散户在狂买♥♥? – 非常多
There’s more of these idiots. – A lot more.
他们坚持不了多久
They won’t hold much longer.
盖布,他们坚持不卖♥♥
Oh, Gabe, honey, they’re holding.
股价刚飙破一百
It just crossed a hundred.
盖布?
Gabe?
你在哪里?
Where are you?
你应该赶快打电♥话♥
You should probably dial in.
好,马上就打
Yeah, be on in one sec.
游戏驿站股价波动异常
GameStop, extraordinary volatility today.
我们要选它为本日飙股
You know, we might want to make this the stock of the day.
现在涨了103%
Now that it’s gaining 103%.
波动非常异常
That is volatility.
我从来没见过这种事
I will tell you, I’ve never seen anything like it.
我很担心 – 这是史诗级大轧空
Um, I’m concerned about it deeply. – I’m calling it the ultimate short squeeze.
散户大赚特赚 – 我的妈呀
How much money is being made… – Holy fucking shit.
我们要谈谈游戏驿站股票
…now we’re gonna talk about GameStop. Those shares…
今天一路狂涨130% – 我的妈呀
nonstop earning about of 130% today. – Holy fucking shit!
散户一个劲狂买♥♥ – 我的妈呀
As bullish retail traders frenetically buy shares. – Holy fucking shit!
妈呀
Yo, holy shit!
搞什么
Shit balls.
不是吧 – 看看本月走势
Holy shit! – You look at the chart for the month.
天啊! – 涨了220%
It’s up 220%. – Oh, fuck!
没事吧? – 不可思议
Look there… It’s crazy. – Everything okay?
我的妈呀
Holy fucking shit!
我的妈呀
Holy fucking shit!
想要做空这种复杂的选择权交易
…if you go short in some of these elaborate options trades,
你会一直赔钱
you can lose money to infinity.
游戏驿站$123股价创下新高
GameStop now at 123 and change, another record high.
我的妈呀 – 完全违背…
Holy fucking shit! Completely disconnected
基本面
from the fundamentals.
购买♥♥的主要动力来自股市散户
And this is very much being driven by retail investors.
用罗宾汉交易 – 机会还是命运
Many of them trading on Robinhood. – When the music stops,
投资者自行评估 – 这是一场豪赌
somebody is gonna be left without a seat. – This for casino money only.
他们拿游戏驿站玩游戏
They’re literally putting the game in GameStop.
这是我见过最疯狂的事
…is the craziest I think I’ve ever seen.
投资老手几年前没听过Reddit
True investors never heard of Reddit a few years ago.
但它造成大轧空
But for that to drive a short squeeze…
WSB论♥坛♥值得一看
It is Wall Street Bets. It’s worth going to the site
真的很有意思
because it is incredibly compelling.
也许很可疑,但他们认为
You may think it’s froth, but they are using arguments
这种手法经得起考验
that they think hold up under scrutiny.
我就是喜欢这支股票 – 我不敢看
I just like the stock! – I can’t look.
我不敢看 – 又涨了4%
I can’t look. I can’t look. – It’s up another 4%.
我会心脏病发作
I’m gonna have a fucking heart attack.
要卖♥♥吗? – 背叛你男友?
Should we sell? – And betray your boyfriend?
绝对不行
Absolutely not. No.
涨了581%… – 也许吧
The stock is up 581%. – Maybe.
他们的目的很明确
…they are being very specific:
阻止做空行为
To break the shorts. – Yes.
游戏驿站轧空事件
I mean, what’s going on in GameStop right now
可能会整垮几家公♥司♥
conceivably could take a couple of firms out.
尤其是蠢到要做空的避险基金
Hedge funds if they were stupid enough to be short.
我们今天赚了多少?
Babe, how much did we make today?
五百万
5 million.
昨天呢?
And yesterday?
四百万
4 million.
老公
Babe…
怎么了?
Yeah?
我们爆富了
We’re, like, really fucking rich.
我们今天亏了多少?
How much did we lose today?
十亿
A billion.
昨天呢?
And yesterday?
十亿
A billion.
新闻快报
Some news to bring you right now
梅尔文资本
is that Melvin Capital Management
也就是做空游戏驿站的避险基金
this is the hedge fund that had shorted this company,
被散户大军攻击,他们想要
that had effectively been attacked by an army of investors trying to push up
哄抬游戏驿站的股价
and press up the stock of GameStop.
避险基金赔得很惨…
They’ve taken a rather huge loss…
抱歉,请你抬一下头
Sorry, if you could just put your head up for a sec?
谢了
Thanks.
你来了多久?
How long’ve you been down here?
几个月
A few months.
喜欢这里的天气吗?
You like the weather?
天气热很好,只是湿气太重
Heat is nice. The humidity not as much.
看得出来
I can see that.
好了,可以了
Hm. – All right, I think you’re good to go.
“加入会议”
嘿 – 你好
Hey! – Hey, man.
嗨 – 很高兴认识你
Hi. – It’s good to connect.
我也是
You too. Great to be here.
很兴奋 – 那就好
Excited. – I’m glad you are.
我就直说了,听说你们破产了
Listen, I want to get right to it. From what I’m hearing, you guys are bankrupt.
没有的事,什么?
No! What? No.
小道消息说你们就快倒闭了
‘Cause the word on the street is that you’re drowning.
没有,那太离谱了
No, that’s… That’s crazy.
我们很好 – 这是官方说法吗?
We’re doing great. – You’re on the record with that?
当然了
Obviously.
那我们这就准备直播
All right, man. Well, then, we’re gonna get the live feed up right now,
广♥告♥过后就访问你
and then we’re gonna get to you right after this next advertising break.
太好了,等不及了
Perfect, great. Yes, can’t wait.
广♥告♥播完你就上场
All right, one more spot and then you’re gonna be up.
这是你澄清事实的最佳时机
I really do think this is the right time for you to communicate.
没错 – 开始吧
Great, yes. Agreed. – Great. We’re gonna do it.
直接澄清事实就好
Address it all head on. It’s gonna be good.
不要 – 十秒后就要直播
No. – What? Gabe, we’re on in 10 seconds.
不行,抱歉
I can’t do this. I’m sorry.
拜托
Gabe, seriously.
再见,抱歉 – 拜托
Bye, I’m terribly sorry. – Seriously, c’mon.
幸会了 – 要直播了
Good to see you. The pleasure’s here. – We’re going on right now.
老公
Babe,
亏了多少?
what’s the damage?
“68亿”
让我猜,你需要现金
Let me guess, you need cash.
没先打给肯吧?
Didn’t call Ken first, did you?
他请菲利浦找我
He had Phillips reach out.
他要给你多少?
How much did he offer?
我还没打给他
I haven’t called him back yet.
你需要多少?
Well, how much do you need?
别回答,数字不重要
You know what? Don’t answer that. The number doesn’t matter.
我很乐意入股
Whatever it is, I’d love to buy in.
叫肯补足余额
Tell Ken to fill in the rest.
混♥蛋♥
Prick.
“盖布普洛特金”