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Zephyris posted:Hope none of you are turbo long SOFI! I would never buy a bank that would loan me money
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Oct 26, 2023 02:23
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Zephyris posted:Hope none of you are turbo long SOFI! lol
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Oct 26, 2023 16:00
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This week the SP500 rose 5.9% and the 10y Treasury yield dropped 0.4%.
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Nov 3, 2023 23:28
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Thank you Janet 🥰
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Nov 3, 2023 23:43
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Picked up a few more shares the last couple of days... 540 shares of Mereo BioPharma (MREO) @2.13 & 400 shares of OpGen (OPGN) @0.72
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Nov 7, 2023 20:49
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I'm dum and just added more AAL and F to my portfolio for reasons I can't understand even myself. But I'm justifying it because I've absolutely killed it on NVO this year.
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Nov 7, 2023 23:13
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Loaded up on some QS today. I've been on the sidelines keeping track of them for awhile, finally seemed like a good time to get in (knowing fully well it's still a huge gamble).
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Nov 8, 2023 22:22
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If I understand correctly the yields on long term treasuries rising this year caused the Fed to imply that they may not need to raise interest rates anymore which in one week caused the yields on long term treasuries to tank the equivalent of two rate hikes (0.5%), completely undermining the original argument for why the Fed was likely done with rate hikes.
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Nov 9, 2023 01:36
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Subvisual Haze posted:If I understand correctly the yields on long term treasuries rising this year caused the Fed to imply that they may not need to raise interest rates anymore which in one week caused the yields on long term treasuries to tank the equivalent of two rate hikes (0.5%), completely undermining the original argument for why the Fed was likely done with rate hikes. I’m not a big fed fan since they’re liars but they know their announcements will move the market and they need to build that into their projections.
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Nov 9, 2023 02:23
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Starting to pick up Hawaiian Electric Industries (HE) yesterday - 27 shares @12.05
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Nov 11, 2023 06:57
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Power of Pecota posted:I'm with you on this one [C] at $42.49 Should I bail on this turkey now that it's effectively breakeven? I did not expect it to dip back to March 2020 levels
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Nov 13, 2023 17:45
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ARTPUP posted:Starting to pick up Hawaiian Electric Industries (HE) yesterday - 27 shares @12.05 What the hell happened with these guys? E: Oh the fires
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Nov 13, 2023 17:45
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I have done absolutely zero work on this, just posting because it's a little interesting. Always heard WBA was well-run (but that was years back). https://twitter.com/OverlookedAlpha/status/1724207126627979289 Power of Pecota posted:Should I bail on this turkey now that it's effectively breakeven? I did not expect it to dip back to March 2020 levels Nobody knows. By book value metrics it's very cheap, practically trading like it's distressed. How much do you believe in management's ability to simplify the business structure and increase profitability? Even if it ends up working C could be dead money for a long time. (That said I've been mulling over buying some myself)
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Nov 14, 2023 00:47
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Agronox posted:I have done absolutely zero work on this, just posting because it's a little interesting. Always heard WBA was well-run (but that was years back). I figured they would have had problems related to the phenylephrine ruling, since flu and cold meds are probably good profit drivers during winter, but I didn't expect the years of decline beforehand
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Nov 14, 2023 01:01
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Agronox posted:I have done absolutely zero work on this, just posting because it's a little interesting. Always heard WBA was well-run (but that was years back). The Walgreens near me locked up $1 candy bars and it takes like 10 minutes just to buy toilet paper and soap because they only pay like two people to work the whole store and everything is locked behind plexiglass. The store constantly looks like it was looted during a natural disaster or something, and about a third or more of their foot traffic is people trying and often failing to pickup or drop off FedEx packages instead of buying anything. Company has been circling the drain for a while now. Wouldn't surprise me if they take a bankruptcy within a year.
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Nov 14, 2023 01:10
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mrmcd posted:The Walgreens near me locked up $1 candy bars and it takes like 10 minutes just to buy toilet paper and soap because they only pay like two people to work the whole store and everything is locked behind plexiglass. The store constantly looks like it was looted during a natural disaster or something, and about a third or more of their foot traffic is people trying and often failing to pickup or drop off FedEx packages instead of buying anything. Yep, even in nicer locations. quick googling says they don't own much of the real estate anymore either.
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Nov 14, 2023 01:49
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it’s kind of like how the USA took out the Soviet Union through the Strategic Defense Initiative and all its other spending WBA lost the mile-long receipt wars to CVS
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Nov 14, 2023 01:56
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Agronox posted:I have done absolutely zero work on this, just posting because it's a little interesting. Always heard WBA was well-run (but that was years back). It's worth looking at what is driving their book value, since land is valued at historical prices, same for right of use lease "assets" which the idiot FASB made firms gross up their books by recording a right of use asset and obligation liability so there are no longer capital leases. So does Walgreens have a bunch of "right of use" assets valued at pre-covid values which are actually not worth that right now? Also CVS and Rite aid are closing stores like mad, Amazon and others are trying to horn in on being exactly the kind of "medical provider" that drug stores are. Amazon can't provide vaccinations, so there's something there, but the entire drug store industry probably requires a contraction and consolidation, and the way that commercial real estate is leveraged means there's massive disincentives for commercial real estate to cut costs, since they effectively have debt covenants tied to $/sq foot prices. All that means there's probably some profit to be had in buying CVS/Rite Aid/Walgreens stock at some point, if you can figure out which one is likely to emerge "victorious" from the coming bloodbath, which is probably driven by operating cash flows and current leverage. So you know a strong case for some thorough fundamental analysis into the sector. Otherwise dump it.
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Nov 14, 2023 02:03
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pseudanonymous posted:All that means there's probably some profit to be had in buying CVS/Rite Aid/Walgreens stock at some point, if you can figure out which one is likely to emerge "victorious" from the coming bloodbath, which is probably driven by operating cash flows and current leverage. I mean, maybe not Rite-Aid? I've never traded pink sheets, but Rite-Aid once traded for > $1,000/share (split-adj) and post-bankruptcy it's delisted from exchanges and $RADCQ trades for $0.2490 with a market cap small enough to be referred to as two $NDRA's
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Nov 14, 2023 02:28
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lol from the rite-aid restructuring shareholder faq https://www.riteaidrestructuring.com/ https://assets.website-files.com/64dceedf41e50de9cc85d5ca/65441fdf4b8c36b901b68396_Shareholder%20FAQ.pdf quote:What will happen to Rite Aid’s common stock when the Company emerges
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Nov 14, 2023 02:32
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pseudanonymous posted:It's worth looking at what is driving their book value, since land is valued at historical prices, same for right of use lease "assets" which the idiot FASB made firms gross up their books by recording a right of use asset and obligation liability so there are no longer capital leases. Just for clarity's sake--the second part of my comment was a reply about Citigroup. Easy to miss because only one letter indicated that 
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Nov 14, 2023 03:01
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pmchem posted:lol from the rite-aid restructuring shareholder faq That's how you know they're payed by the word/hr because "lol, yes if you can find someone stupid" is way more economical
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Nov 14, 2023 03:32
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Agronox posted:I have done absolutely zero work on this, just posting because it's a little interesting. Always heard WBA was well-run (but that was years back). I'm going to let it ride but also I have a bunch of stuff that I should have bailed on a long time ago sitting around on my account. Shoutout to MX and HMBL which I learned about from the thread, the latter of which is now trading so low on Vanguard that I have to make a phone call to them to sell.
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Nov 14, 2023 06:12
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Well good call not to sell C yesterday I guess
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Nov 14, 2023 19:11
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Power of Pecota posted:Well good call not to sell
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Nov 14, 2023 19:18
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the dollar. yesterday was a great day to sell the dollar. this is amusing since the catalyst was a report showing slowing inflation. rates rule everything!
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Nov 14, 2023 22:09
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Nov 14, 2023 23:29
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The kind of gambling where you get to write off net losses from your income.
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Nov 14, 2023 23:36
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Speaking of banks, if anyone else follows them this tweet has a nice roundup of some of their ratios as of the end of Q3. https://twitter.com/ArmsGarrett/status/1724815534523404420 edit: do tweets no longer embed?
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Nov 15, 2023 17:49
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drat INTC what are you on? I should have scooped up more of you when you were down at $26
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Nov 17, 2023 03:28
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Wicaeed posted:drat INTC what are you on? I should have scooped up more of you when you were down at $26 The only thing I can think is the relatively strong results for their AI accelerator that came out about a week ago. Intel Press Release: https://www.intel.com/content/www/us/en/newsroom/news/intel-gaudi-ai-accelerator-brings-greater-ai-choice.html Commentary: https://www.servethehome.com/nvidia-shows-intel-gaudi2-is-4x-better-performance-per-dollar-than-its-h100/ mlperf training benchmark results: https://mlcommons.org/benchmarks/training/
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Nov 18, 2023 03:53
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Wicaeed posted:drat INTC what are you on? I should have scooped up more of you when you were down at $26
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Nov 20, 2023 20:16
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Subvisual Haze posted:$38 to $45 in the last week just because. A lot of the market has been on a complete tear since the start of November with the usual tech stuff being the craziest. We're definitely looking past the next 12 months and counting on rates being back to, I dunno, "low again", next year this time. I'm feeling like this might be a little irrational exuberance, but I'll take it. Might try to trim some more here though soon. edit, just was looking at intels graph, and kind of surprising that if you had bought it in 1999, you'd be just about breakeven now. Baddog fucked around with this message at 20:29 on Nov 20, 2023 |
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Nov 20, 2023 20:26
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Argentina stocks are blowing up because they elected their own Trump?
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Nov 20, 2023 20:36
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Red posted:Argentina stocks are blowing up because they elected their own Trump? He basically promised to sell off the country to foreign capital if elected Shear Modulus fucked around with this message at 22:37 on Nov 20, 2023 |
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Nov 20, 2023 22:27
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Red posted:Argentina stocks are blowing up because they elected their own Trump? Shear Modulus posted:He basically promised to sell off the country to foreign capital if elected So, Argentina overwhelmingly voted in a TV Star that promised they’d fix the dire mess they’re in by doing absolutely insane things when voted into office? https://youtu.be/Yi0uX2sZuFg?si=v5g-OqZCVBObSTEu
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Nov 21, 2023 00:55
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Shear Modulus posted:Why do you say this? https://www.reuters.com/sustainability/climate-energy/us-announce-nuclear-fusion-strategy-cop28-2023-11-20/
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Nov 21, 2023 09:21
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There's not a fusion reactor design within decades of generating any amount, commercial or otherwise, of electrical output and even if there were nobody would build one because the upfront capex is even more ridiculous than fission
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Nov 21, 2023 13:20
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Helion Energy, who recently partnered with Microsoft, claims they are expecting to deliver commercial electricity from fusion in 2028. Of course, it wouldnt be wrong to be skeptical - it might be five years away forever. However, they have already achieved fusion in their prototypes, and are expecting to complete a electricity generating prototype next year.
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Nov 21, 2023 15:36
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TreeOcto posted:https://www.reuters.com/sustainability/climate-energy/us-announce-nuclear-fusion-strategy-cop28-2023-11-20/ quote:The former secretary of state will announce his plan to lay out the strategy that foresees strengthened cooperation with other countries aiming to speed commercialization this is just an incredible sentence fragment We're hoping to lay out a schedule to begin planning the first steps of our process for strategizing the initial phase of the preliminary talks that may lead to beginning the process of moving towards a schedule for entering the era of fusion energy! to help out more, quote:In August, scientists using laser beams at a national lab in California repeated a fusion breakthrough called ignition where for an instant the amount of energy coming from the fusion reaction surpassed that concentrated on the target. We are have been "2 to 3 decades away" from practical fusion power for 50 years and we are still 2-3 decades away. Leperflesh fucked around with this message at 18:49 on Nov 21, 2023 |
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Nov 21, 2023 18:46
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