Stocks

[brehme1989]

a separate crpyto thread it will probably just end up being a circlejerk of crypto bros....

yeah but then....

I ll also have to admit that i ll probably shit on every crypto post in here and try to explain people why it s a fucken fraud and i m being told that it gets annoying.

it will be fun




It also leaves this thread unspoiled from shitcoin talk.

 

[Pimpin]

MHh how tf are you not in the money with your shell calls? Did you go for the way OTM leaps? Also have to admit omnicron did throw my oil bull case a bit out of whack.

Also while i agree with pimpins tip of search for whats really hot as this worked great since the dotcom bubble. A certain frame for valuing whats hot should still be used especially when we are in a hot market like right now.
Many hot/hyped brands where valuation is way out of whack and even if growth can be sustained current SPs probably cannot.
Gopro was once the hot tech after ipo went to 90 now trades at 10.
The likes of pton onon Oatly Bynd all hot popular names that are growing but where imho you ll get burned on the ong term.

EDIT: Meanwhile in retardo world we ve gone full circle now you can send NFTS as Physical postcards ahh the inovation and tech is just admirable.

Cribto Cards 2021

The memes of crypto world as a postcard you can send IRL.10k unique NFT postcards out of over 1 million options. The year of crypto 2021 and all...

nftcalendar.io

you missed my point brother, I was saying how seeing trends change in real life, can put you ahead of the curve. I'm the last to follow momentum

For example, I used to work in a kitchen in USA, and one of the waitresses had lulu leggings (this was 2015/16) and the whole staff were talking how good emma's ass looked. Then one of the cooks asked her for the brand, and said he'd get them for his wife. And the following summer all waitrasses had lulu's on their bottoms.

Another was chipotle in this NH portsmouth mall. That mall was DEAD. Looked like no one would go there, but for some reason that chipotle was fucking PACKED. I had it and I was like, i'd risk ecoli for this.

By seeing in real life trends, you can be ahead of curve from analysts when they get "surprised" that something did better.

 

[Pimpin]

In other news Stne just got jpm for "strategical alternatives", I think they may go private.

 

[brehme1989]

you missed my point brother, I was saying how seeing trends change in real life, can put you ahead of the curve. I'm the last to follow momentum

For example, I used to work in a kitchen in USA, and one of the waitresses had lulu leggings (this was 2015/16) and the whole staff were talking how good emma's ass looked. Then one of the cooks asked her for the brand, and said he'd get them for his wife. And the following summer all waitrasses had lulu's on their bottoms.

Another was chipotle in this NH portsmouth mall. That mall was DEAD. Looked like no one would go there, but for some reason that chipotle was fucking PACKED. I had it and I was like, i'd risk ecoli for this.

By seeing in real life trends, you can be ahead of curve from analysts when they get "surprised" that something did better.

Had a similar story with Lulu

Then I saw them listed and its price skyrocketing and I was like why the fuck didn't I join that party?

 

[brehme1989]

In other news Stne just got jpm for "strategical alternatives", I think they may go private.

Can they go private at $40 per share, please?

 

[Adriano@10]

you missed my point brother, I was saying how seeing trends change in real life, can put you ahead of the curve. I'm the last to follow momentum

For example, I used to work in a kitchen in USA, and one of the waitresses had lulu leggings (this was 2015/16) and the whole staff were talking how good emma's ass looked. Then one of the cooks asked her for the brand, and said he'd get them for his wife. And the following summer all waitrasses had lulu's on their bottoms.

Another was chipotle in this NH portsmouth mall. That mall was DEAD. Looked like no one would go there, but for some reason that chipotle was fucking PACKED. I had it and I was like, i'd risk ecoli for this.

By seeing in real life trends, you can be ahead of curve from analysts when they get "surprised" that something did better.

I got that all i m saying is we see that real life trend with BYND or Oatly or PTON but there even if you were early chances are you would have ended up with a mediocre Investment. Not cause you did not spot the trend right/early but because Valuation at IPO was already way out of whack.
That was all i m saying and for somebody not working in finance that can be hard to distinguish.

 

[Pimpin]

I got that all i m saying is we see that real life trend with BYND or Oatly or PTON but there even if you were early chances are you would have ended up with a mediocre Investment. Not cause you did not spot the trend right/early but because Valuation at IPO was already way out of whack.
That was all i m saying and for somebody not working in finance that can be hard to distinguish.

ah I see what you mean, very reasonable.

Btw omicron did not ruin the bull thesis for oil, it made me even more bullish on it. This is coming to a phase where this crap is endemic.

also check this graph,

looks familiar?

 

[Pimpin]

$DII.B interesting play

$DII.B sells bike business for $904M net proceeds. Net Cash after debt repayment $461M CAD. S/O 32.5M Cash/Share = $14.18 Stock Price - $23.11 2 Remaining Businesses Juvenile Biz - $800M Home Biz - $375M Corp Costs - ($120M) Total Value - $1055 Cash + Value of Leftover = $46

 

[Adriano@10]

You just have to love the cruise industry... what a fucking clown show.
Outbrakes on multiple ships again who again are not allowed to dock in most ports.
It s as if they learned nothing from last year. Plus mgm and customers dont seem prepared for outbrakes on these ships at all

 

[Adriano@10]

So i ve been an absolute lazy fuck these last two weeks and did nothing worthwhile other than my taxes....

Did anybody do some digging on the STNE JPM front?
One one side if they brought in JPM in order to go private i think we can expect quite the premium from current prices. Mean and median analyst forecast still sit at 39 and 40.... Which is what i d expect in case of a takeover ( ofcourse the general mood in the markets will have something to say about that).
On the other hand the fact that they brought on JPM might show that their problems are bigger than thought and that mgm does not think they can solve em.
To me the continued sell off seems a bit strange Q3 was not that bad and the CS downgrade came well after the fact I mean the downgrade came after the stock went from 90+$ to 16$ and then CS cut from 100 to 22...

It also has t be said that STNE called the rumours untrue: https://www.reuters.com/markets/dea...n-assess-strategic-options-report-2021-12-23/
So not sure what to think about that....
On top of all the the brazilian CB has pushed back regulations that would require fintechs like Stoone to hold more capital......

I m a bit in limbo on wether to double down or bail....
If anybody did some real work on this sharing it would be appreciated.

 

[brehme1989]

@Pimpin got us into this mess, it's up to him to save it

 

[Pimpin]

@Pimpin got us into this mess, it's up to him to save it

im up to my gills at work lobbying for inter

 

[Adriano@10]

im up to my gills at work lobbying for inter

He s literally working for the greater good of Inter.....
We gotta solve this stne mess our selfes

 

[infinity]

What do you guys think about Chinese ETFs? Specifically kweb and pgj.

2021 was devastating for them, but it's expected that that trend will turn around. Like you guys say, ETF's in general are good. Would that apply to ETFs from the 2nd biggest economy in the world as well? If so, there's a possibility of a very large correction in 2022.

Soxx also look good, but it's expensive.

 

[brehme1989]

I try to avoid anything related to China

 

[Pimpin]

My cloudflare puts printing HEAVY

 

[Harpsabu]

Guys, I'm a stupid POS and again ask for some help...

I'm saving a lot of money each month but just putting it into savings so it's losing value.
Any good s&s isas in the UK to use? I wouldn't mind a fund manager looking after it because I'm clueless.
I've been looking into the s&p 500 but I'm expecting this bubble to burst soon. If we look back at 2008 crash, it lost half its value and took nearly 10 years to recover so I'm worried about that. Also, others in the UK are telling me to do a global fund instead of the s&p?
Any advice appreciated

 

[Pimpin]

Guys, I'm a stupid POS and again ask for some help...

I'm saving a lot of money each month but just putting it into savings so it's losing value.
Any good s&s isas in the UK to use? I wouldn't mind a fund manager looking after it because I'm clueless.
I've been looking into the s&p 500 but I'm expecting this bubble to burst soon. If we look back at 2008 crash, it lost half its value and took nearly 10 years to recover so I'm worried about that. Also, others in the UK are telling me to do a global fund instead of the s&p?
Any advice appreciated

one ISA that I liked was MYKAAO,

iShares Continental European Equity Index Fund (U...|GB00B83MH186

Fund price for iShares Continental European Equity Index Fund (UK) D Acc along with Morningstar ratings & research, long term fund performance and charts

www.morningstar.co.uk

if you want a reasonably priced ETF MYKAAB is one (its basically ftse 100)

iShares 100 UK Equity Index Fund (UK) | Class D

The Fund aims to provide a return on your investment (generated through an increase in the value of the assets held by the Fund) by tracking closely the performance of the FTSE 100 Index, the Fund’s benchmark index. The Fund invests in equity securities (e.g. shares) of companies that make up...

www.blackrock.com

It went on a pretty good run the past few months, but still its most reasonably priced.

Also some ETF's like TUR are cheap for a reason (it traded last i checked in single digit p/e's but if you want to put money into it, it's probably riskier than SPY).

 

[Pimpin]

quick thoughts,


VW will pass tesla in EV sales according to bernstein.. it has already happened in norway..

..It has more EBITDA than GM and Ford combined (i wont even bother with tesla)...

..it has alot more cash on hand..

.. which they have used to spend alot on EV, 100 billion..

https://www.wardsauto.com/vehicles/volkswagen-group-ups-ev-tech-spending-100-billion


So please someone fucking explain how does this past year GM and Ford outperform VW, why do they fetch a premium? I have seen Ford "ev's" and GM's ev's (perhaps maybe, their self driving idk?).. but yeah they are very behind vw and have an uphill battle.

 

[brehme1989]

VW is not going to jump in value without that Porsche spin off.