dot-com crash

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement May 14, 2018 by Kim Lew · across every show →

Everything said about dot-com crash, oldest first

May 14, 2018
Assertion Not checkable as stated
Lew: Ford liquidated $1.8B in tech distributions right before dot-com crash
“We literally had about 1.9 billion dollars in our distribution portfolio, because the Distributions were coming so fast that we literally were losing stock certificates because people were sending them in the mail. And back then the transfer agents were not ef…”
Kim Lew May 14, 2018 ▶ 19:57 Kim Lew – The Carnegie Way (Capital Allocators, EP.52)
Oct 6, 2022 bullish
Assertion Supported
Acker: Over 200 biotech companies traded below cash after the 2022 crash
“Now, after that, you get to a point where actually 200 different companies were trading below the levels of cash on their balance sheet. That's highly unusual. We've never seen that before, even going back to The global financial crisis and the bear market, th…”
Andy Acker Oct 6, 2022 ▶ 22:25 Andy Acker - Empty Rooms: Investing in Biotech at Janus Henderson (Capital Allocators, EP.274)
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