Investing General Discussion

Zzen

Zzen

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Blazin said:
It sucks to shit on a company that is growing subs at 100% YoY but important to remember we aren't shitting on the company it's shitting on the stock price. My first pass at the math, I'd say the company is currently worth about $5.00-$5.75/share at this performance level.
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Shit, it might be there by tomorrow brother. Really drilling now.
 
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Sanrith Descartes

Sanrith Descartes

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Hindsight being 20/20, eating this loss was the right move it seems.

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Mist

Mist

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swayze22 said:
DIS seeing so many developers across the country making fucking bank and can't resist. Most of the shit sucks though for existing residents but doesn't mean they aren't profitable.
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Building communities of the future was actually one Walt Disney's original visions for the company.
 
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Sanrith Descartes

Sanrith Descartes

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swayze22 said:
DIS seeing so many developers across the country making fucking bank and can't resist. Most of the shit sucks though for existing residents but doesn't mean they aren't profitable.
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Imagine the pedophiles moving in to that neighborhood.
 
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Blazin

Blazin

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Zzen said:
Shit, it might be there by tomorrow brother. Really drilling now.
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Will be fun to see how good my analysis is versus what the market prices in. Markets are pretty darn efficient could get there pretty quickly. Part of my bullishness on the space is predicated on Apple releasing an AR product and FB on a metaverse platform but it's looking like I jumped the gun some on move to next stage of tech.

The call may change things depending on what management presents, they would have to make a strong argument that things are going to accelerate.

If people learn nothing else, position size is the most important . Especially on high risk. For me high risks plays are usually less than 0.5% of portfolio. Some of it for me is that I have never had a >500% gainer and I'm willing to occasionally risk a small position knowing it will fail a good number of times but I'll hit one eventually and even if I don't it won't be a material impact.
 
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Mist

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Sanrith Descartes said:
Yep. Celebration.
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Also, Ritz-Carlton is already doing this kind of thing, apparently. They're selling condo residences that are on Ritz-Carlton properties and have full access to all the amenities, so you basically live full-time on a resort. You can pay for hotel housekeeping, etc. Some rich kid/professional social drinker I know bought one in Arizona.
 
Big Phoenix

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Mist said:
Also, Ritz-Carlton is already doing this kind of thing, apparently. They're selling condo residences that are on Ritz-Carlton properties and have full access to all the amenities, so you basically live full-time on a resort. You can pay for hotel housekeeping, etc. Some rich kid/professional social drinker I know bought one in Arizona.
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That just sounds like a normal high end condo or gated community.
 
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Mist

Mist

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Big Phoenix said:
NVDA;



That just sounds like a normal high end condo or gated community.
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Well, not exactly, because you're on a Ritz-Carlton resort, so you're socializing with the rotating cast of guests on the property, rather than more fixed residents.
 
Blazin

Blazin

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Sanrith Descartes said:
Hindsight being 20/20, eating this loss was the right move it seems.

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That seems to be the lesson in this Tech bear market that sometimes taking the loss is the right choice. It sucks at the time but so far dumping my losers has been the right move.
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Every loss I've taken this year continued to drop , can always redeploy when winds turn.
 
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Mist

Mist

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Sanrith Descartes said:
Imagine the pedophiles moving in to that neighborhood.
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Knowing Disney, it would be basically like living in a full-on corporate surveillance state.

They will probably screen applicants heavily.

Not saying there won't be pedophiles, because there are pedophiles literally everywhere, but it might be a tough place to get away with it.
 
Big Phoenix

Big Phoenix

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Mist said:
Well, not exactly, because you're on a Ritz-Carlton resort, so you're socializing with the rotating cast of guests on the property, rather than more fixed residents.
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Sounds like a waste of money to me. Its not like high end condos are built out in the middle of nowhere.

But i get rich people love to blow their money on such things.
 
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