What Ted Seides is saying
Host, Capital Allocators
3 dated public stances tracked since 2021-03-10, most recently 2021-03-10. 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 Ted Seides'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. Ted Seides is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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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.
Most-argued themes
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2021-03-10
PSH
bullish
Capital Allocators · video
PSH traded at a 25% NAV discount versus a mathematically justified 8-10% discount (based on the NPV of management fees), giving cheap access to a concentrated liquid large-cap activist portfolio run by Ackman, with a built-in discount-compression mechanism…
“i have a high degree of confidence that's going to beat the market over time so i'd rather own that than the s p 500”
Ted Seides, Capital Allocators – I Want To Compound My Capital…But I Want To Do It...
2021-03-10
PRE-ANNOUNCEMENT SPACS (POST-IPO)
owns
Capital Allocators · video
Buying SPACs at $10.00–$10.60 post-IPO creates near-zero downside (redemption floor at $10 in ~2 years) with free call-option upside on deal announcement; a ~70-80% base rate of deal completion plus sponsor network knowledge to tilt toward higher-probability…
“i love that strategy i'm doing it it's more active trading than i've ever done in my life”
Ted Seides, Capital Allocators – I Want To Compound My Capital…But I Want To Do It...
2021-03-10
BITCOIN
bullish
Capital Allocators · video
Small hedge position (2-3% of portfolio) against the risk that unprecedented money printing debases the dollar, with the broader crypto ecosystem viewed as a venture-capital-style bet on an evolving asset class worth active monitoring.
“all of this money printing is a problem and maybe this is one little way of protecting some of the capital”
90d -40.2% · 180d -5.7% · 1y -29.4%
Ted Seides, Capital Allocators – I Want To Compound My Capital…But I Want To Do It...
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