The Guesties
RH
Reid Hoffman
Guest on the All-In podcast · 1 scored call
+94.7%
vs S&P +35.9% · +58.8pp
Each call below is scored as if you'd followed it— long a bull, an inverse-sized stake on a bear (capped at −100%) — from the day it aired to today, versus simply buying the S&P over the same window.
Scored calls
| Company | Call | Date | Return | vs S&P |
|---|---|---|---|---|
| NVIDIANVDA | Bullish | Aug 30, 2024 | +94.7% | +58.8pp |
In their words
Apple→Neutral
“I actually frankly think that the prime candidate is likely to be, and I'm speaking as an individual and as a venture capitalist here, is Apple with the App Store.”
E194· Aug 30, 2024
NVIDIA→Bullish
“NVIDIA has a very sharp, you know, kind of lead on the importance of the chips for the training clusters... I would recommend people not be short on NVIDIA.”
E194· Aug 30, 2024
Microsoft→Neutral
“I think Satya is like the best public market CEO of our generation. I think he is stunning in kind of blending combination of strategic insight with also kind of being, you know, kind of return on capital, you know, sensible risk-taking.”
E194· Aug 30, 2024