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greasyhands posted:A truly stunning development, an unpredictable drop in markets you can predict a drop in deez nutz also you can definitely short anything elon musk touches, that's a slam dunk for sure
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Jul 31, 2018 08:50
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If you're really that bearish on Japan, you should replicate the Kyle Bass trade and get your mortgage in yen.
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Jul 31, 2018 14:38
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I'm basically doing this <<<<<<<<<<<<<< at the prospect of moving my $15k out of Japan with a sub 100jpy/1usd, I'm leaving in 4 months please Abe, please
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Jul 31, 2018 15:16
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HMNY lol nice move today from 2.00 top @ +150% back down to flat for the day. w- w- wait....u mean, they faded the positive PR thinger? 
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Jul 31, 2018 15:55
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[Futurama global warming documentary voice] The Movie Pass subscription fee is increased by a larger and larger amount each week, Thus Solving The Problem Forever
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Jul 31, 2018 15:57
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https://imgur.com/w4FcOvW Too bad I'm a pussy and only bought 1 contract
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Jul 31, 2018 16:12
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The sure sign of a coming recession: financial articles indicating that an inversion of the yield curve isn't a sign of a recession, because this time its different.
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Jul 31, 2018 16:52
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Cheesemaster200 posted:The sure sign of a coming recession: financial articles indicating that an inversion of the yield curve isn't a sign of a recession, because this time its different. 
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Jul 31, 2018 17:10
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Jack Daniels posted:HMNY lol nice move today from 2.00 top @ +150% back down to flat for the day. w- w- wait....u mean, they faded the positive PR thinger? I've been avoiding this like the plague while they trumpet their subscriber numbers and act confused that investors aren't more impressed at how many people they've signed up for a "dollars for quarters" subscription service. But the announcement today looks like they're maybe finally taking steps to move toward a model that can actually make money per subscriber, even if the subscriber numbers climb much more slowly. That was enough to abandon my usual strategy of "buy stocks that you think are more likely to go up than down" and take a lottery ticket at $0.50/share.
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Jul 31, 2018 17:15
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some_weird_kid posted:I've been avoiding this like the plague while they trumpet their subscriber numbers and act confused that investors aren't more impressed at how many people they've signed up for a "dollars for quarters" subscription service. But the announcement today looks like they're maybe finally taking steps to move toward a model that can actually make money per subscriber, even if the subscriber numbers climb much more slowly. That was enough to abandon my usual strategy of "buy stocks that you think are more likely to go up than down" and take a lottery ticket at $0.50/share. from 2.00 back down to 0.80 and now down to 0.50 yeah that looks like a sweet entry. gl
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Jul 31, 2018 17:24
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Really it's a question of whether the class action suit brought by debt holders, shareholders or consumers is going to be the most lucrative.
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Jul 31, 2018 17:26
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The HMNY dilution timer has started, please plan your exit
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Jul 31, 2018 17:45
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some_weird_kid posted:I've been avoiding this like the plague while they trumpet their subscriber numbers and act confused that investors aren't more impressed at how many people they've signed up for a "dollars for quarters" subscription service. But the announcement today looks like they're maybe finally taking steps to move toward a model that can actually make money per subscriber, even if the subscriber numbers climb much more slowly. That was enough to abandon my usual strategy of "buy stocks that you think are more likely to go up than down" and take a lottery ticket at $0.50/share. As long as they're paying theaters full price for tickets but charging you less than full price for tickets, they are hosed. They have created a business model that works better the less you use their service, which is terrible and stupid.
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Jul 31, 2018 20:22
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Leperflesh posted:As long as they're paying theaters full price for tickets but charging you less than full price for tickets, they are hosed. They have created a business model that works better the less you use their service, which is terrible and stupid. Declining usage subscription models are not terrible and stupid- its what gyms do, its what AMC is doing. The difference is those models own the 'service', and they are essentially banking on filling what would otherwise be spare capacity. I.E there is no real cost involved with a subscriber coming in and taking up a spare seat at an AMC theater.. hell, he might even buy some popcorn. The only cost is the subscriber taking up a seat at the occasional sold out theater. But the number of subscribers taking up a seat that could have otherwise been sold more than 2-3x a month (the cost of the subscription) is going to be tiny. It is a fantastic service for AMC, and its surprising they haven't done it sooner. What is terrible and stupid is building that model around purchasing a service from a 3rd party (theaters) and selling it for less than you paid for to your customer on some vague idea that you can sell analytics to make up the difference or gain leverage over the theaters and force them to give you a cut of their take. greasyhands fucked around with this message at 20:37 on Jul 31, 2018 |
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Jul 31, 2018 20:34
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Cheesemaster200 posted:The sure sign of a coming recession: financial articles indicating that an inversion of the yield curve isn't a sign of a recession, because this time its different. Much more likely that the long end shoots up and not in a good way imo. I don’t treasury yields are really tradable directly for a small investor though. Agency mREIT probably benefit I guess.
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Jul 31, 2018 21:49
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Fortuitous Bumble posted:Does anyone know anything about the laser business? COHR looks legit, it looks like the price dropped a lot about 6 months ago because of pessimism about OLED screens. I was looking at IPGP too but they look kind of expensive. Not sure if there are any smaller companies to look at. I felt kind of bad about buying COHR since it dropped like 10% within a few days of me buying it, but IPGP just dropped 25% today so I guess it could have been worse.
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Jul 31, 2018 22:12
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Yay nice beat from AAPL.
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Jul 31, 2018 22:25
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Agronox posted:Yay nice beat from AAPL. Come on, beat AMZN to 1 trillion in market cap! I mean adjusting for inflation they’ll be there in a couple of years, but it would be a shame for no one to break it in nominal dollars first.
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Jul 31, 2018 22:31
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TLT is the only thing I know for interest rate plays.
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Jul 31, 2018 22:37
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crazypeltast52 posted:Come on, beat AMZN to 1 trillion in market cap! I mean adjusting for inflation they’ll be there in a couple of years, but it would be a shame for no one to break it in nominal dollars first. After hours it's snagged $1T market cap.
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Jul 31, 2018 23:35
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Rip Testes posted:After hours it's snagged $1T market cap. 
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Jul 31, 2018 23:45
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Bought some small Tesla puts today. Time for me to get hosed. Also, is anyone here Schwab? If so, how do you like it?
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Aug 1, 2018 04:44
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Rip Testes posted:After hours it's snagged $1T market cap. Is this true even when you account for the share buybacks? Looks like 4,926,609,000 diluted shares were used to calculate EPS for the quarter ending June 30. I'm not sure if that is the average over the quarter or the number at the end of the quarter, though. That would make them ~$25 billion short, and put the arbitrary $1 trillion market cap at $203 per share.
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Aug 1, 2018 04:47
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Nintendo Switch software sales are up 120% YoY why is this stock being shorted so hard lol. Stock is up 6.5% in JPN.
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Aug 1, 2018 06:21
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There’s a million reasons it could possibly happen They think the lineup looks weak in the future Some unknown hardware or supplier problems coming soon maybe New XBOX or PlayStation going to be announced General shittyness of the Japanese market/economy etc etc
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Aug 1, 2018 07:42
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Femtosecond posted:Nintendo Switch software sales are up 120% YoY why is this stock being shorted so hard lol. Stock is up 6.5% in JPN. Net income has been stagnant for a year.
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Aug 1, 2018 11:25
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jawbroken posted:Is this true even when you account for the share buybacks? Looks like 4,926,609,000 diluted shares were used to calculate EPS for the quarter ending June 30. I'm not sure if that is the average over the quarter or the number at the end of the quarter, though. That would make them ~$25 billion short, and put the arbitrary $1 trillion market cap at $203 per share. Good points, not sure. I saw the beat and knew aapl was close to the $1T market. Read the price would need to be just north of $197.
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Aug 1, 2018 14:05
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What's a good way to get better China/BRIC exposure? I kind of want a basket, as I don't know enough about individual lines of business to go too far one way or the other.
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Aug 1, 2018 14:08
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Femtosecond posted:Nintendo Switch software sales are up 120% YoY why is this stock being shorted so hard lol. Stock is up 6.5% in JPN. Summer doldrums with a weak E3 and weak 2018 lineup (pre-holidays) resulting in lackluster YTD console sales. Plus, the lucrative DS line is being phased out. Things should pick up in the coming months/years with a strong holiday release lineup, Nintendo Online, movies, theme parks, and renewed push in mobile gaming. I do have concerns about the company not targeting long-term growth through things like studio acquisitions. Even among their existing I.P. they don't seem particularly great at getting enough products to market. That being said, I am long NTDOY.
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Aug 1, 2018 14:38
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some_weird_kid posted:...That was enough to abandon my usual strategy of "buy stocks that you think are more likely to go up than down" and take a lottery ticket at $0.50/share. Welp!
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Aug 1, 2018 14:38
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this time the garbage company with the stock that only goes down is going to be a good investment, I can feel it
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Aug 1, 2018 14:44
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Agronox posted:this time the garbage company with the stock that only goes down is going to be a good investment, I can feel it It's a heart-warming feeling to be so quickly and clearly shown to be wrong. No ambiguity about "if only I had timed my entry a bit differently..." Just a nice, solid "eat it, dumbass."
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Aug 1, 2018 14:54
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Anyone have some hard data on the average return of a stock like TSLA when sentiment is universally bearish going into earnings? I'm thinking Musk is selling model 3s at probably a $60k+ ASP and he's going to manage to show margins no one is expecting. He's essentially selling a car of comparable quality to a bolt or leaf at 2x the price.
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Aug 1, 2018 15:01
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The brand premium game has worked out well for Apple. Why not Tesla, too?
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Aug 1, 2018 15:14
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greasyhands posted:Anyone have some hard data on the average return of a stock like TSLA when sentiment is universally bearish going into earnings? I'm thinking Musk is selling model 3s at probably a $60k+ ASP and he's going to manage to show margins no one is expecting. He's essentially selling a car of comparable quality to a bolt or leaf at 2x the price. I have absolutely no idea about TSLA with respect to its stock valuation, but the Model 3 is not in the same league as the Bolt and even further from the Leaf. You are probably right about the margins though, because I think if you can assume at $35k it's profitable, then adding a shitload of high-margin options to the car is only going to magnify that.
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Aug 1, 2018 15:22
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greasyhands posted:He's essentially selling a car of comparable quality to a bolt or leaf at 2x the price. The fact that more and more of the various luxury vehicles in my work parking lot are turning into Teslas and not Bolts or Leafs or any other kind of EV kind of pokes holes in the "comparable quality" bit.
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Aug 1, 2018 15:22
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No idea. What they gain in branding they lose in poor manufacturing processes. Kind of interesting now that FinTwit is saying there’s no more borrow on most of the retail brokers (including IBKR). Either people are loaded to the gills short or longs have started pulling back shares.
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Aug 1, 2018 15:28
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Agronox posted:or longs have started pulling back shares. Do people really do this?
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Aug 1, 2018 15:30
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I've yet to personally meet a Tesla owner who regrets their purchase. Including a couple who got rid of an SL-series AMG and an Audi SUV (Q5? SQ5? One of those) in favor of a Model S and a Model X. You can hate on Musk and laugh at the news stories all you want, but the products and the service appear to be pretty solid. Actually, I take that back - I know someone who bought an S before the P100D became available and wishes he had that one, instead.
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Aug 1, 2018 15:35
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sleepy gary posted:Do people really do this? I don’t actually know. I’ve heard rumors about it happening with low float penny promotions but have no idea if it occurs with larger companies.
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Aug 1, 2018 15:36
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