Investing General Discussion

Falstaff

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1726760121436.png
 
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Tirant

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Man, sold my covered CRWD calls too early. Also have the same Amzn CC about to get executed.

Solid short term profits on both. Can’t get everything (anything?) perfect.
 

Sanrith Descartes

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Big Value names taking a gut punch as money rotating into Tech and Growth. Expect this to continue for a bit and might present a buying opportunity at some point.
 
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Creslin

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I’m a buyer on wmt once it gets to $50. How shit trading at 53x earnings with slow and steady growth forecasts when half of tech is in the 20s is considered value is truly beyond me.
 

Sanrith Descartes

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I’m a buyer on wmt once it gets to $50. How shit trading at 53x earnings with slow and steady growth forecasts when half of tech is in the 20s is considered value is truly beyond me.
Lol, there is a reason I trimmed my WMT position at $80.
 

Moglyzoke Moogleman

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NVM Thought it over makes perfect sense actually.

For context, I called out that we're now making fun of people who make money in the thread. But I came to the conclusion if you're making money then your balls can be busted. As opposed to losing money where that can sting a little.
 

Mist

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so between my roth and my individual I've got 55k just sitting in cash

what do

income EFTs? lol
 

Blazin

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Sitting at +$17k on the day need to have quick consult with wife but think I'm going to dump at close. I believe there is another$25k in upside possible and that is certainly tempting, but I don't think the volatility is done this year and there will likely be more advantageous opportunities. Not a call to sell I just like to be upfront about my positioning and it's not going to give me FOMO if it moves against me, it's been a good couple years.
 
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Moglyzoke Moogleman

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Sitting at +$17k on the day need to have quick consult with wife but think I'm going to dump at close. I believe there is another$25k in upside possible and that is certainly tempting, but I don't think the volatility is done this year and there will likely be more advantageous opportunities. Not a call to sell I just like to be upfront about my positioning and it's not going to give me FOMO if it moves against me, it's been a good couple years.
I realized about 1/24th so close to my lower estimation.
 
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Flobee

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I wonder how long it takes the market to see whatever bofa sees that justifies a 75bps cut in Q4. Careful with those tendies boys
 
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