The Razor’s Edge
The Razor’s Edge
Shortman Studios
Breaking Down The GameStop Game
50 minutes Posted Feb 1, 2021 at 9:00 am.
minute mark Gamestop fundamentally
Underlying forces at play here
The tether between value and price
The consequences of this environment
Why is this time different
The Reddit dynamic
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Show notes
GameStop has become one of those rare market stories that has transcended the world of finance and entered pop culture; the most recent example might be the negative oil pricing last April. It's a fascinating and weird story for a number of reasons, and whether or not it has knock-on effects in the market it is an important story.
To break it down in an emergency episode, we speak with Jaime Lester, an experienced long-short professional investor who has been on the podcast before. He's done extensive work on GameStop, so we start with the fundamentals, before zooming back out to all the other factors. Those other factors all spin back to the start - do the fundamentals actually matter, and if not, why is that a problem?
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