Intro
Greetings you filthy animals! In gentle of the collapsing market I have been in search of investing methods that also work (like this). That is one other one among them!
The Query
May a portfolio that invests in shares once they’re talked about on South Park really be a viable funding technique?
The Information
I initially used the South Park Fandom website to brute power scrape each episode script looking for firm names listed within the NYSE/NASDAQ database. This picked up quite a lot of shit and even missed a couple of apparent ones, like a point out of Campbells Soup within the 2015 episode Pink Man’s Greed. I wanted a distinct approach to get all the info. I hit the jackpot on Wikipedia when I discovered they’ve a abstract of each episode, full with an inventory of references made. I wrote a script to drag the ticker symbols related to the corporate names, together with every episode air date. We had been in enterprise.
The Technique
Being talked about within the episode was our purchase sign, so we simply wanted to check the best time to promote. I performed round with a couple of funding home windows – 30 days, 60, 120, 360 – however nothing regarded all that spectacular. I made a decision to attempt a extra aggressive strategy, fully promoting earlier holdings as quickly as the following firm point out occurred. This makes us totally beholden to South Park as our inventory picker, which for some motive is what we wish…
The Positions
| 2000-12-13|‘DENN’ || 2000-12-13 | ‘DENN’ || 2001-11-07 | ‘DIS’ || 2003-04-30 | ‘CPB’ |
| 2004-11-03 | ‘WMT’ || 2006-10-04 | ‘BBY’ || 2008-03-19 | ‘CHH’ || 2008-04-16 | ‘SBUX’ |
| 2008-10-29 | ‘BBY’ || 2009-03-11 | ‘DIS’ || 2009-03-25 | ‘AXP’ || 2009-10-07 | ‘CMG’, ‘MCD’, ‘TWTR’ |
| 2009-10-21 | ‘WWE’ || 2009-11-04 | ‘HOG’ || 2010-03-24 | ‘TWTR’ || 2010-10-13 | ‘TWTR’ |
| 2010-11-03 | ‘NKE’ || 2010-11-10 | ‘NKE’ || 2010-11-17 | ‘PGR’ || 2011-04-27 | ‘AAPL’, ‘BBY’ |
| 2011-05-18 | ‘FDX’ || 2011-11-02 | ‘Pink Robin’ || 2012-10-03 | ‘WMT’ || 2012-10-10 | ‘AMZN’, ‘UPS’ |
| 2012-10-31 | ‘NKE’ || 2012-11-07 | ‘DIS’ || 2013-11-13 | ‘SNE’ || 2013-11-20 | ‘MSFT’, ‘SNE’ |
| 2013-12-04 | ‘MSFT’, ‘Pink Robin’ || 2014-10-15 | ‘LYFT’, ‘TSLA’, ‘UBER’ || 2014-11-05 | ‘TWTR’ |
| 2014-11-12 | ‘BBY’ || 2014-12-03 | ‘TWTR’ || 2014-12-10 | ‘TWTR’ || 2015-10-14 | ‘YELP’ |
| 2016-09-21 | ‘TWTR’ || 2016-09-28 | ‘TWTR’ || 2017-09-13 | ‘TWTR’ || 2017-10-11 | ‘NFLX’ |
| 2017-10-25 | ‘ROST’ || 2017-11-08 | ‘BYND’ || 2017-11-29 | ‘NFLX’ || 2018-12-05 | ‘AMZN’ |
| 2018-12-12 | ‘AMZN’ || 2019-10-02 | ‘AAPL’, ‘DIS’ || 2020-09-30 | ‘Construct-A-Bear’, ‘VIAC’ |
The Outcomes
Um….
South Park. Fucking. Destroys. After all it does as a result of nothing is smart. Our South Park technique returned 1100% over the previous 7 years, in comparison with 200% for the S&P 500. This boils all the way down to a 50% CAGR over the previous 7 years with a Sharpe ratio of about 1.4. Not too dangerous. Now, remember that this technique mainly boiled all the way down to “purchase Construct a Bear and $VIAC in the course of the pandemic.” However positive factors are positive factors and this technique fucking labored. So cheers WSB, you are 2 for two on meme strats!
Conclusion
Idk man… I suppose simply go together with what you’re feeling? If this works then who am I or anybody else to inform you a technique is dumb. In the event you put a bunch of time in and do your DD you will in all probability lose cash. In the event you suppose your bowl of Cheerios is telling you to purchase Realty Revenue Corp (look it up) then it’s going to in all probability be a winner. Up is down, and Cartman needs to be internet hosting Mad Cash (which I feel he did as soon as, proper?). I received impressed to do that technique by the data-driven investing methods like on Quantbase and this this could possibly be a candy one to attempt (they could even have it).
Regardless of shedding my grip on actuality a bit of, this was actually enjoyable! Let me know what technique I ought to check subsequent!
