La Grande Inter
La Grande Inter
- Jan 17, 2005
10 years of FIF
Melvin Capital feels the shit
To be fair that is mostly due to oil s outperformance and the huge stake oil companies have in the saudi market....I think the best thing for me is to quit the international stock market and just focus on the Saudi one, the upside is tenfold unlike the shitfest that's going on.
DLTR? atleast if we hit a real recession they might do better , but are also way overpriced atm.ok so walmart and target had a shit quarter, but which 2 companies can do better than walmart and target during a recession?
DLTR? atleast if we hit a real recession they might do better , but are also way overpriced atm.
Also not sure i wanna hold wmt at 27 p/e with margin compression and a looming recession on the horizon
Are you sure about thaf? Was yesterday not their 2nd profit warning in 2 months?Perhaps. I mean no one can convince me that Walmart and Amazon are not artificially compressing their margins.
btw target does not have margin compression
Wasn't the pile up of inventory because of misreading what demand would be.. like a quarter or two issue rather than something long term, past 12 years their margins look vwry stableAre you sure about thaf? Was yesterday not their 2nd profit warning in 2 months?
Also that warning came cause of a pile.up.of inventory...
Sounds a lot like margin compression to me
I mean is this not just a nicer way of saying demand is low? Like how often has this happened at Target that they had to issue not one but two profit warnings? Cant remember this being a "regular" thing.Wasn't the pile up of inventory because of misreading what demand would be.. like a quarter or two issue rather than something long term, past 12 years their margins look vwry stable
I mean is this not just a nicer way of saying demand is low? Like how often has this happened at Target that they had to issue not one but two profit warnings? Cant remember this being a "regular" thing.
Also with the profit warning already came a note saying OP margins are gonna be lower. I personally dont think this is a temporary thing. Unless the consumer comes back extremely strong but thats just not what the data suggests atm. Also i just dont see how target could not be affected by higher input prices and how they could pass all of that on to the consumer, i dont think any retailer will be able to pull that off but being in that middleclass segment is gonna make it harder than it will be for a walmart/ traderjoes.
I know i read these statements to me all i hear when reading it is demand is soft and margins will be compressed...Now I am completely burned out (working on weekend), but I think what they did was (and I have no idea where i read/listened to this) they stocked up on the wrong things.. I mean home depot is killing it as are many others that called it correctly..
I know i read these statements to me all i hear when reading it is demand is soft and margins will be compressed...
Side not not sure i ever heard IR come out and saying our margins are getting...
Like unless they stocked up on quarantine essentials i aint buying that shit especially coming from target who did an exceptional job at this the last 10 years.
Now to crypto brothers lets not celebrate before each and every last of those shit coins trades at 0$... With how stupid that whole market is i could easily see em pumping it back up as soon as the tether printer is back on...
Now should you short MSTR well I ve been short for some time now it is a huge shit co that will get a margin call once btc is at 21k go figure, oh also it s CEO already has a conviction for securities fraud and he blew up in the dot.com bubble....
(that being said i ve been short those fuckers on multiple times and the return aint great plus options started being really expensive like 1.5 months ago. That all being said shorting is hard and unless you know what you are doing dont.
Now to the funny side fucken celsius calling their customers community somehow when shit hits the fan it s all about community fucken bastards...
Also as always Binance had a maintenance issues so that BTCs could not get withdrawn like in every fucken crash... BUt MUH decentralized finance... These people are so gullible
Also i just want to remind people that fucken Celsius is not even 1/5th the size of the tether fraud
I think cathie did also blow up in 2000 and i know her performance in 08 was a lot worse then the market. Ofcourse back then she was a lot smaller and maybe not even calling all the shots.Has there ever been a person that has blown up twice like microstrategy CEO? Like if this guy does good its almost certainly a bubble lol.
I hate crypto bros so much man, when I was reading Hayek's denationalisation of money, these mfs had no idea what money was. But yeah feel sad how fucking gullible these people were, thinking they had rediscovered the very concept of finance