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James Chanos Shreds Michael Saylor's Strategy Model Of 'Multiple of NAV' Valuation — Famed Short Seller Says 'It Is Absurd'
Tuesday, July 1, 2025 - 3:35am | 716Veteran short-seller James Chanos of Kynikos Associates is once again taking a shot at Strategy Inc. (NASDAQ:MSTR), calling its valuation framework not just flawed, but absurd. What Happened: On Monday, Chanos slammed Strategy’s claim that its valuation should reflect not just the net asset...
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Short Seller Jim Chanos Reiterates Michael Saylor's Strategy Premium Is Unsustainable — Warns Bitcoin Arbitrage Is 'Not A Static Trade'
Monday, June 16, 2025 - 4:04am | 869Veteran short seller James Chanos defended on Sunday his strategic arbitrage trade of shorting Strategy Inc.'s (NASDAQ:MSTR) stock while going long on Bitcoin (CRYPTO: BTC), as he continues to attack what he thinks is an unjustified premium on the stock relative to its BTC holdings. What happened:...
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Short-Seller Jim Chanos Warns Of Overbuilding Data Center Capacity, Compares AI Boom To Fiber Optic Bubble Of 2000s
Monday, January 6, 2025 - 5:01am | 743Renowned short-seller Jim Chanos is warning of potential overbuilding in the data center sector, drawing parallels to the 2000 fiber optic bubble, even as tech giants Microsoft Corp. (NASDAQ:MSFT), Amazon.com Inc. (NASDAQ:AMZN), and Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) Google announce massive...
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Tesla Shorts, Gordon Johnson, And James Chanos Express Skepticism On Robotaxi Potential Amid Usage Data Debate: The 'Promise' Worth Much More Than Reality
Monday, December 23, 2024 - 10:55pm | 645Tesla Inc.‘s (NASDAQ:TSLA) robotaxi ambitions face fresh skepticism from prominent market critics, with new data from New York City’s ride-sharing market fueling debate about the technology’s revenue potential. What Happened: GLJ Research analyst Gordon Johnson argued on social...
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Digesting Delivering Alpha 2017: The Top Picks You Need To Know
Wednesday, September 13, 2017 - 8:44am | 894Anything but bitcoin. The cryptocurrency got little love at CNBC’s Delivering Alpha conference Tuesday, with JPMorgan Chase & Co. (NYSE: JPM) CEO Jamie Dimon calling it “fraudulent” and Saba Capital Management CIO Boaz Weinstein attributing its rise to nothing beyond FOMO....
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One Year Later: A Look At The 2016 Ira Sohn Conference Picks
Monday, May 8, 2017 - 9:57am | 619The Sohn's Investment Conference brings together some of Wall Street's most notable hedge fund titans in support of a good cause. The event has raised more than $75 million globally over 20 years to fight pediatric cancer and other childhood diseases. As part of the event, hedge fund titans...
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Why You Should Pay Attention To 13F Filings
Thursday, August 14, 2014 - 3:13pm | 497Investors are eagerly awaiting second quarter 13F filings to get a peak at which stocks Wall Street’s most prominent hedge funds are betting on. The 13F is a quarterly filing that funds with more than $100 million in assets are required to publish.The report shows which securities the...
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Jim Chanos Talks Long, Short And Ugly Trades
Thursday, October 10, 2013 - 9:36am | 474President of Kynikos Associates Jim Chanos offered loads of insight while he served as a guest host on CNBC's Squawk Box Thursday morning, including a look into some of his long and short trading picks. Starting with the ugly. "We had some data out after the [Hewlett-Packard (NYSE: HPQ)]...
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Keeping an Eye on the Four 'New' Horsemen of Tech
Wednesday, October 9, 2013 - 1:15pm | 611According to Forbes, analyst Jonathan Krinsky of Miller Tabak recently drew an interesting parallel between four contemporary tech stocks – Facebook (NASDAQ: FB), LinkedIn (NYSE: LNKD), Netflix (NASDAQ: NFLX), and Tesla (NASDAQ: TSLA) – and the so-called “Four Horsemen” of the 1990s – Cisco (...
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Chanos Warns of Chinese Bubble (JJC)
Wednesday, March 3, 2010 - 12:50pm | 120James Chanos of Kynikos Associates, who has been bearish on China for a long time now, is predicting a Chinese downturn after "excessive" investment in both residential and commercial property. Chanos, after observing unusually high prices in iron ore and copper, delved deeper to see where it was...
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Bullish On Cisco (CSCO): Chanos Tells CNBC
Friday, February 5, 2010 - 12:59pm | 108James Chanos, famous contrarian investor and owner of hedge fund Kynikos Associates, shared his investment thoughts with CNBC. He likes Cisco (NASDAQ: CSCO) and said that the company accurately forecasted the extent of technology upgrades. He praised Cisco CEO John Chambers for his foresight. On...