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cirus posted:Bought a bunch of TLRY rocketing on HHS letter of marijuana descheduling I was wondering why cannabis stocks were spiking today!
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Aug 30, 2023 19:13
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Fidelity is completely down again, apparently for the third time this month lol.
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Aug 30, 2023 21:28
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Shear Modulus posted:Fidelity is completely down again, apparently for the third time this month lol. Not good that this has happened repeatedly without any real explanation.
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Aug 30, 2023 23:30
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Baddog posted:Saw agronox's neglected hall of fame underneath the OP. Christ, I should be the change I want to see and post some trades. Out of this trade today when it hit a nickel/contract, relatively low drama. Although there was a short seller report in there which dropped the price to ~5.7, before it rebounded. 630 bucks isn't a home run or anything, but it's a documented win!  Talking more about this, if held all the way to expiration it was a $730 return on a *max* loss of $10K over a month (20 contracts * 100 shares in a contract * $5 a share), after the stock popped well above 5 on some fundamental-altering news. The bet is that the *actual* floor in 6 weeks, even if very bad macro news came out, was around 3, not 0. So more like 730 against ~4K loss. I'm just using rough figures here, not counting that we got paid that 730 up front so actual loss @3 would be less than 4K. But ballpark figures are ~18% return on (estimated) capital at risk over 6 weeks to hold all the way to expiration. Realized ~16% in 4 weeks when I closed it today. (someone tell me if there is an attachment on this post as well. To me it seemed as if the SA attachment didn't load, but there is an option for me to delete it? weird). Baddog fucked around with this message at 19:00 on Aug 31, 2023 |
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Aug 31, 2023 18:36
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Subvisual Haze posted:Looks like it's back now for me, but it was down for the last hour of the market being open today. Glad I wasn't holding any time sensitive positions. The 0DTE options crowd must be very unhappy. As an aside, this is one of the reasons we suggest people use full service brokers: if you can't get onto their site, they generally have a phone number you can call to execute trades. For an exorbitant fee, of course, and I bet when the site's down that number gets very busy... but if you have a ton of money on the line on zero day to expiration options you might be happy to pay a hundred bucks to execute a trade by phone. Famously, mobile app only brokerage Robin Hood had no such trade desk. When the app is down, there's just no way to trade. e. Fidelity is focused on retirement plans but they do offer some kind of phone service for traders, based on a little searching. Leperflesh fucked around with this message at 19:06 on Aug 31, 2023 |
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Aug 31, 2023 18:59
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Unfortunately in that kind of scenario a whole lot of people will be trying to enter the narrow gate all at once.
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Aug 31, 2023 20:11
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I got a notification that I would be locked out of my trade account for a few days in early September while my account is transferred to Morgan Stanley or whatever the acquisition is. Seems bad, but I don't have any open active trades to really worry about I guess.
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Aug 31, 2023 20:25
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MetaJew posted:I got a notification that I would be locked out of my trade account for a few days in early September while my account is transferred to Morgan Stanley or whatever the acquisition is. Seems bad, but I don't have any open active trades to really worry about I guess. I'm with you. Should just be the long weekend here, but I'm worried since it seems like E-Trade is having all sorts of "technical issues" as well. Gonna download a snapshot of all my positions tonight or tomorrow before close.
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Aug 31, 2023 20:29
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I honestly don't know where else to post this but I think the 1982 Chuck E. Cheese annual report is worth a read: https://www.showbizpizza.com/info/documents/ptt/ptt_annualreport1982kids.pdf
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Aug 31, 2023 21:16
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bollig posted:I honestly don't know where else to post this but I think the 1982 Chuck E. Cheese annual report is worth a read: https://www.showbizpizza.com/info/documents/ptt/ptt_annualreport1982kids.pdf For context, this annual report is showing the huge growth they had from 1981->1982 and talking up how great 1983 was going to be. 1983 was... not great, and they were bankrupt in 1984. Also, more annual reports should have profit monsters with overflowing baskets of cash 
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Aug 31, 2023 22:25
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drk posted:For context, this annual report is showing the huge growth they had from 1981->1982 and talking up how great 1983 was going to be. I wish an image could be a thread title
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Sep 1, 2023 01:11
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drk posted:For context, this annual report is showing the huge growth they had from 1981->1982 and talking up how great 1983 was going to be. the 1982 Chuck E. Cheese annual report is worth a read is still a hell of a thread title
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Sep 1, 2023 02:47
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Anyone considering speculating on govt bonds (whether futures, ETFs, etc.) after labor day given that Congress will be back and we're gonna have a month of shutdown talk? We also have a very easy path forward on base effects for core PCE (slightly less so for CPI). The counter-argument is that Treasury is issuing like no tomorrow and we don't get new marketable borrowing estimates from them until October (I think?). Among different commentators / investors / etc., super wide divergence of opinions on Treasury yields right now. Of course, very hard to predict, but probably the most interesting macro issue to ponder.
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Sep 1, 2023 16:15
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MetaJew posted:I got a notification that I would be locked out of my trade account for a few days in early September while my account is transferred to Morgan Stanley or whatever the acquisition is. Seems bad, but I don't have any open active trades to really worry about I guess. Got 3 hours to get a snapshot of your etrade accounts and download any statements you might want to use as a reference. I'd be amazed if they dropped actual $$'s on the floor, most of the next 3 days should be running a ton of auditing scripts on the db and letting testers bang on everything to be sure it is all ok. But they also seem to be doing a really complex migration and jamming everything into a completely different backend, and the team could be complete dumbasses. Hard to tell!
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Sep 1, 2023 17:56
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I like $YETI, but investing in a stock so focused on such a small market (despite impressive earnings) seems narrow-minded. Is it worth considering, especially given its previous ATH is almost double the current price?
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Sep 1, 2023 18:36
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Yeti is a lifestyle brand now, like Jeep
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Sep 1, 2023 19:11
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Are people buying extremely expensive coolers "in this economy"?
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Sep 1, 2023 19:13
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I went to my cousin's place last year they live kind of at the ragged edge of where the Metro area meets the ranch land. They're generally cool people, progressive even by their local standards. Over the course of the weekend I think they showed me no fewer than five YETI devices, including an insulated hard skin for their tall boy, and an insulated bag (man beer purse) on top of the regular iconic cooler. Probably had a YETI branded hat too Kind of reminds me of a goon I know that wears exclusively Columbia branded hats and... I forget the brand of bags but he always brings like four of them
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Sep 1, 2023 20:04
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Aren't they getting caught up to by all sorts of other knockoff brands now? (I dunno how you can "knockoff" a cooler, but uhh I guess just make it nice enough to not be disposable)
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Sep 1, 2023 20:07
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Yes, they absolutely do not have a technology moat. But they're The Brand of pricey coolers that everyone knows now.
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Sep 1, 2023 20:26
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I don't know anything about their business fundamentals but my sense is Yeti has a very strong reputation of being a) extremely well made gear with good warranties, and b) significantly more expensive than most direct competitors. I don't think they're quite a Gucci of camping brand, but maybe on the level of... Whole Foods? The BWM thread cheapskates will scoff about how there are way cheaper coolers etc out there but the people who buy their stuff generally feel like "I can afford it and know it will work well, be durable, and easily replaced for free if there's any kind of defect." The other big segment is rich dweebs who want to buy "what pros buy" because it's "the best" even though they do one car camping trip every three years at a RV camp site 400 feet from the highway. Edit: the company value is almost entirely in the brand though, and maybe some in higher manufacturing standards and competency. There isn't any super duper patented magic cooler tech afaik. mrmcd fucked around with this message at 20:39 on Sep 1, 2023 |
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Sep 1, 2023 20:35
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Red posted:I like $YETI, but investing in a stock so focused on such a small market (despite impressive earnings) seems narrow-minded. Is it worth considering, especially given its previous ATH is almost double the current price? The impressive earnings are their single digit profit margin? Also, the previous ATH was during the pandemic era everything sales boom where people bought things like expensive coolers and NFTs
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Sep 1, 2023 20:46
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MetaJew posted:Are people buying extremely expensive coolers "in this economy"? The premium consumer remains healthy, friend.
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Sep 2, 2023 00:08
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Yeah the Chevy to their Ford is RTIC Dunno why their profit margins are so low. Maybe executive pay? Like $400 for a cooler that costs $50 in materials max, non perishable item
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Sep 2, 2023 00:53
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Hadlock posted:Yeah the Chevy to their Ford is RTIC I think they're headquartered in Austin, just down the street from AMD's unofficial headquarters. Austin real estate/rent is expensive, and I'm sure all the execs need boats and summer/winter homes because the weather in Austin has been awful and the lakes are too low to go boating.
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Sep 2, 2023 01:59
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the fraction of their total budget spent on marketing is comparable to a motion picture studio or a tobacco company in the 80s
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Sep 2, 2023 02:00
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Yeah, YETI seems to do marketing in the same realm as Red Bull and Tito's. And while I'm sure their margins are insane, they aren't energy drink/alcohol insane.
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Sep 2, 2023 16:15
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MetaJew posted:Are people buying extremely expensive coolers "in this economy"? Can’t afford electricity so yes
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Sep 3, 2023 01:45
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bollig posted:I honestly don't know where else to post this but I think the 1982 Chuck E. Cheese annual report is worth a read: https://www.showbizpizza.com/info/documents/ptt/ptt_annualreport1982kids.pdf Why aren’t all annual reports like this, the closest I’ve ever got is old Disney report *edit* Yeti does make the second best coffee mug I’ve ever owned and the magnet lid opening is a genius way to get the mug clean. sbaldrick fucked around with this message at 02:20 on Sep 3, 2023 |
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Sep 3, 2023 02:13
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Elephanthead posted:Can’t afford electricity so yes Fair, I could've used one in Austin in 2021 and 2023 when we lost power for several days and had to throw out our fridge and freezer contents. Actually 2021 wasn't so bad because it was so loving cold outside we just put the stuff we really wanted to save into the snow.
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Sep 3, 2023 05:41
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sbaldrick posted:Why aren’t all annual reports like this, the closest I’ve ever got is old Disney report They used to be a much bigger deal. Before the internet and EDGAR, the annual report, which they'd physically mail to you, was one of the only times you'd actually hear directly from the company. As a result some of them were really well done and slickly presented. Whereas now you can find investor presentations, earnings calls, and every SEC filing in seconds, so the relative importance of an annual report is way, way down (and besides, many people are [rightfully] indexing anyway and don't care). Last year, I contacted the IR department of a company I was interested in, asking for them to send me their annual report, because sometimes its just easier to read and highlight things in hard copy. They directed me to just print their 10-K from EDGAR.
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Sep 3, 2023 12:38
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Agronox posted:Last year, I contacted the IR department of a company I was interested in, asking for them to send me their annual report, because sometimes its just easier to read and highlight things in hard copy. They directed me to just print their 10-K from EDGAR. Did their response affect your opinion of the company?
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Sep 3, 2023 19:24
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pmchem posted:Did their response affect your opinion of the company? It annoyed me. But I still bought the stock. (It was one of the met companies)
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Sep 3, 2023 20:47
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I think Exxon was the last paper report I got mailed.
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Sep 4, 2023 03:33
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sbaldrick posted:Why aren’t all annual reports like this, the closest I’ve ever got is old Disney report More annual reports should have color by numbers. lmao at the thread title
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Sep 4, 2023 10:35
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My employer mailed it to us for awhile because of our ESOP but that stopped at some point. I was on the cover one year!
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Sep 4, 2023 20:38
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drk posted:
lol yea literally when I bought my YETI cooler it was because it was a global pandemic and overseas vacations were cancelled and all I could do was drive around and solo camp and so I bought a nice $400 cooler as a gift to myself.
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Sep 4, 2023 20:38
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TreeOcto posted:If you had an extremely strong suspicion that nuclear stocks were going to pop in a short window where would you put your chips Congrats if you invested in any uranium stocks.
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Sep 5, 2023 01:20
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Gonna pop like crazy EOY
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Sep 5, 2023 03:27
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Artonos posted:Congrats if you invested in any uranium stocks. Did something happen?
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Sep 5, 2023 04:19
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