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Investors / stance tracking

What Preston Pysh is saying

Podcast host — The Investor's Podcast
Media

3 dated public stances tracked since 2020-05-31, most recently 2025-11-19. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.

The stances below are c8alpha's editorial distillation of Preston Pysh's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Preston Pysh is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.

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3
tracked stances
3
themes
0
side flips
2025-11-19
last heard

Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances. “% correct” is the share of those scored calls whose direction-aware return was positive at the horizon — in a rising market a bullish call is correct by default, so read it beside the market, not alone.

Scored calls

Every tracked call with at least one matured horizon: the rows behind the Returns line above. A dash is a horizon that has not matured yet.

DateNameCall90d180d1y
2025-11-19BITCOINbullish-26.2%-15.9%—
2020-05-31EBAYbullish+21.5%+13.9%+37.4%

Most-argued themes

ThemeStancesLeanMixLast
BITCOIN11 bullish2025-11-19
BRK11 bullish2020-05-31
EBAY11 bullish2020-05-31

Tracked stances

bullish / bearish is a view they argued; owns / short is a position they said they hold.

2025-11-19 BITCOIN bullish Luke Gromen · video
Everything in the macro setup points to eventual large liquidity insertion which will propel Bitcoin higher, the four-year cycle is dead meaning a post-December rally will catch bears off-guard several hundred thousand dollars higher
“they're going to bail in December and think it's over and then it's going to get fun after that”
90d -26.2% · 180d -15.9%
Bitcoin & Macro Overview Q4 2025 w/ Luke Gromen (BTC254)
2020-05-31 EBAY bullish We Study Billionaires · video
eBay's dominant resale brand should benefit as consumers in a prolonged economic downturn liquidate assets, and FCF-based modeling at a conservative 4% growth rate implies a 9% IRR versus near-zero alternatives
“when people think about selling their stuff they think Facebook and they think eBay — I think that brand power is gonna be huge”
90d +21.5% · 180d +13.9% · 1y +37.4%
TIP299: Mastermind Discussion 2Q 2020
2020-05-31 BRK bullish We Study Billionaires · video
Berkshire's cash and equities alone approach its entire market cap, leaving operating businesses generating $20B+ annually at a steep implied discount, and look-through earnings from non-operational subsidiaries make the true yield even higher
“something that's spinning off call it 20 billion plus annually...it's very very cheap”
TIP299: Mastermind Discussion 2Q 2020

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