Citron Founder on Outperformers in 2020

The transcript discusses investment strategies during the pandemic, focusing on Amazon's perceived safety and the performance of stay-at-home stocks like Peloton and Wayfair. It explores Amazon's future prospects, including potential challenges and opportunities. The speaker shares their investment strategy for the year, emphasizing short exposure and the importance of stock picking. Bitcoin is discussed as an alternative asset with speculative potential. Finally, predictions on tech market trends and potential disruptions, particularly in the retail investor space, are highlighted.

What was the speaker's primary reason for investing in Amazon during the pandemic?

• Amazon's potential for high returns

• Amazon's stock split potential

• Amazon's logistics capabilities

• Amazon's healthcare venture

Which company did the speaker mention as having a higher return than Peloton during the stay-at-home trend?

• RH

• Wayfair

• Nautilus

• Sonos

What recent setback did Amazon face, according to the speaker?

• A stock market crash

• A failed healthcare venture

• A decline in AWS growth

• A government lawsuit

What is the speaker's view on Bitcoin's future?

• It will rise in value due to perception

• It will replace gold as a currency

• It will decrease in value due to regulation

• It will be used as a mainstream currency

Why does the speaker limit their exposure to Bitcoin?

• Due to its low liquidity

• Because it is a black box

• Because of government regulations

• Due to its high volatility

What new product does the speaker believe will disrupt Peloton's growth?

• Amazon Fitness

• Apple Fitness+

• Google Health

• Microsoft Wellness

What is the speaker's prediction for the tech market?

• A rapid growth in retail investments

• A stable market with no changes

• A potential bubble burst

• A decline in tech innovation