Investing General Discussion

Araysar said:

Amazing, how you manage to talk out of both sides of your mouth.

When you trash @Palum as he lists a bunch of things that affect sentiment, then those things dont matter. When stock starts moving in the direction you want it to due to similar factors i.e. buybacks or clarity on a CEO's future then its "The story I'm telling isn't that buybacks don't matter, or critical CEOs, of course they do. They drive sentiment just like a lot of factors."

"The Elon vote was baked in"
The Elon vote was the opposite of baked in because the stock shot up from 170 to 190 around that time.

The only thing I want to remind you is that "holier than thou" attitude that you carry yourself with around this subforum when you routinely spew things that are laughably false and untrue. Then you pull the same "I'm a long term holder" every time one of your picks goes south. Poor Foler out there still doesnt know if he is going to make money on SNOW. Maybe he will if he holds it for a few years. At least have the common decency to own that, but you can't. You haver bestowed upon yourself the mantle of stock genius and the Emperor has to have clothes. He just has to. That is the only thing I will remind you of, time and time again. Not my disdain, but your endless unearned arrogance.

Click to expand...

I just sold at 340ish loss. No more buying individual stonks for me. That’s a young man’s game. Sticking with fxaix and qqqm

We’re all Pals here. Maybe not Stock Pals but Pals none the less. Let’s be civil!

Foler said:

We’re all Pals here. Maybe not Stock Pals but Pals none the less. Let’s be civil!

Click to expand...

Araysar delivers his objections like a jackhammer on concrete, lol.

Tmac said:

Araysar delivers his objections like a jackhammer on concrete, lol.

Click to expand...

Foler said:

I just sold at 340ish loss. No more buying individual stonks for me. That’s a young man’s game. Sticking with fxaix and qqqm

Click to expand...

Bro, just get yourself a sentiment meter so you know when to buy and when to sell



The Lorem Ipsum is not a placeholder here because apparently sentiment is whatever you want it to be as you manufacture your own reality to fit whatever opinion you hold.

Gravel said:

For some reason this reads to me like your investing strategy is based on "besting" other investors. This is similar sentiment to the GME runup, and really what I see in all the Bitcoin (and other shitcoin) "investors."

What stock ownership is though is company ownership. You're not just beating inflation, you're getting a piece of the profits of the company. Yeah, sure, some trash tech company that doesn't do anything and never turns a profit will just slowly inch up with the money supply changes. And yeah, you can definitely get short term winners by playing off investor sentiment.

But this is what I'm usually talking about with index investing. It's investing in the US economy as a business owner (really, capital investor, even though none of us are privy to the IPO's). Yeah, you want to get a piece of that 2-3% GDP and/or inflation. But you're also getting what's left over after the company's pays off their liabilities and returns profits to the owners.

Click to expand...

I don't care about besting other investors. I don't think about anyone but myself when I trade. I don't care about owning a piece of the company and I don't care about dividends or any other stuff.

What I care about is that I have 2 types of resources in my arsenal when I trade: money and time. I find them both to be equally valuable. My goal as an investor is to min/max the best possible combination of both where my money is tied up for the shortest period of time possible to extract the highest amount of dollars possible. Obviously everyone is focused on monetary gain but few people consider the time value of money. Is getting a 50% return in 6 months better than getting a 50% return in 6 years? I would say it is since it gives you 5.5 years to find other investments to profit from but some people on this board simply handwave that away as inconsequential.

The panacea always seems to be "just hold it longer, stupid"

Contrary to that, if you look at my most recent posts, I started setting firm near-term deadlines for my price predictions. Blazin himself didnt like that so he came and shit on my NVDA to $150 by end of summer prediction. It wasn't bold enough, it wasnt audacious enough, it wasn't crazy enough for him. How dare I predict that a stock would rise 25% in 3 months?

Meanwhile Blazin gives you some vague predictions with no time frame for exit while he sneers at anyone who dares to question him. Buy some SNOW or something, hold it till the next coming of Halley's Comet or something, something something sentiment. Everyone is stupid, I'm smart.

Blazin said:

Doesn't the 40% move in UI makes up for it, to at least even or do I owe you a steak dinner?

Click to expand...

maybe you can just say "I was wrong" or something similar.

Blazin said:

Trash Palum? Perfectly valid feelings I felt as well, you may not be capable of following the nuance. Your a new parachuter into the thread people can judge for themselves what weight to put on anything I say or choose to ignore it all together.

Click to expand...

Man, you sure hate when someone who isnt some crusty boomer decides to question you. I can see it in your tone when you reply to me. For all your talk of having nothing against me, or taking the high road, you absolutely hate the fact that some fitlhy casual who decide to git gud at it are calling you out on some of your BS.

But the emperor has to have clothes. He just has to. The illusion of Blazin Buffett must be maintained.

Araysar said:

I started setting firm near-term deadlines for my price predictions. Blazin himself didnt like that so he came and shit on my NVDA to $150 by end of summer prediction. It wasn't bold enough, it wasnt audacious enough, it wasn't crazy enough for him. How dare I predict that a stock would rise 25% in 3 months?

Click to expand...

I believe we have reached the root of the issue.

Blazin said:

Doesn't the 40% move in UI makes up for it, to at least even or do I owe you a steak dinner?

Click to expand...

No because I did exactly what you said not to do iirc - I got cold feet and exited at 122 for the total gain of a McDonald’s meal. Should have held another two weeks.

TSLA is an example of a company I like and jumped in when sentiment was at a 365 day low.

UI is an example of a company I like, but didn’t jump in when sentiment was at a 365 day low.

feelsbadman.gif

Anyone have thoughts on Intel?

I've got $4k burning a hole in my account and needs to play.

Tmac said:

Anyone have thoughts on Intel?

I've got $4k burning a hole in my account and needs to play.

Click to expand...

edit: Sorry, i saw the "intel" and then promptly ignored it. My thoughts on intel is "no bueno".

ALB
Heavily shorted (last update was almost 15% of the float sold short). Worlds largest lithium miner and also mines lots of more mundane stuff. Also does various types of battery/storage tech. US Company. If the shorts are right, you will lose your ass. If they are wrong, money to be made at this price area. Price is rocky AF right now so buckle up. I have been both up 20% and down 20% just in the last 3-4 months.

Company Profile (spoilered for length)

Tmac said:

TSLA is an example of a company I like and jumped in when sentiment was at a 365 day low.

UI is an example of a company I like, but didn’t jump in when sentiment was at a 365 day low.

feelsbadman.gif

Click to expand...

I should have held UI because I believe enough in their products to the point I have maybe 2-3.5k in them. Huge fan. SNOW I honestly didn’t know much about. I sold UI because a certain someone pointed out the low volume it was trading at..