Investing General Discussion
- Thread starter Furious
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Guest, it's time once again for the massively important and exciting FoH Asshat Tournament!
Go here and give us your nominations!Who's been the biggest Asshat in the last year? Give us your worst ones!
Sanrith Descartes
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Big Phoenix
Pronouns: zie/zhem/zer
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So removing Chrome will end their monopoly dominance?
These the same fuckers who worked Microsoft over due to internet explorer?
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Mist
REEEEeyore
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While the exact specifics of the antitrust action against Microsoft were a little wonky, it did ultimately lead to a much better overall ecosystem for Windows. Without the antitrust action, Windows could have easily turned into iOS. Instead, Microsoft became a fantastic enterprise partner, a company that fostered innovation both for Windows developers and for open source, etc.
Computing would overall be a lot shittier if Microsoft hadn't had those shackles on for 10 years.
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Borzak
Bronze Baron of the Realm
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So removing Chrome will end their monopoly dominance?
Of all the things Google has a monopoly or near monopoly on browser would seem to be pretty low on the list.
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Sanrith Descartes
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WMT double beat and raised guidance. Literally grew in every metric year over year. One gem..
E-commerce growth: 22% versus 2.22%
E-commerce growth: 22% versus 2.22%
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Palum
what Suineg set it to
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That's surprising. I don't trust their shitty ebay at all.
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Tmac
Adventurer
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Blazin
Creative Title
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I read WMT earnings and wonder what investors are excited about. They are growing online sales, but those online sales make no money. 18% of Rev is now online and it's not even profitable. They have $170B in sales to generate a measly 4B in profit. They are now trading at 35 times next years earnings.
Investors are clearly excited about 5% rev growth which for WMT is a good number but starting to think WMT must have a secret cloud computing service that only it's shareholders know about. When I disagree with price I try to understand where I'm wrong rather than where the price is wrong, with the most likely pin point here being that WMT will reach a scale of online sales that it can begin growing margins well beyond their brick and mortar past.
I think it's great news for WMT future that they are adapting to change just having trouble getting on board this level of enthusiasm at this stage of them doing that.
Investors are clearly excited about 5% rev growth which for WMT is a good number but starting to think WMT must have a secret cloud computing service that only it's shareholders know about. When I disagree with price I try to understand where I'm wrong rather than where the price is wrong, with the most likely pin point here being that WMT will reach a scale of online sales that it can begin growing margins well beyond their brick and mortar past.
I think it's great news for WMT future that they are adapting to change just having trouble getting on board this level of enthusiasm at this stage of them doing that.
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Blazin
Creative Title
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Sold to open LOW241220P250 puts $3.30, looking to add to my LOW position if we can get low enough.
Explanation: If you are willing to to buy a stock at a particular price it can be beneficial to begin making premium on that willingness rather than just sit on cash waiting. This way you continue to make interest on your cash plus the collected premiums while you wait to see if the stock comes into the price range.
LOW just like HD is having a negative reaction to strong earnings because there was quite the run up ahead of the storms so expectations where very high, some of that air is now coming out. The covered calls I sold for 290 for a juicy premium just a few days ago are now deflated. I may roll those down to 280s but not today.
Explanation: If you are willing to to buy a stock at a particular price it can be beneficial to begin making premium on that willingness rather than just sit on cash waiting. This way you continue to make interest on your cash plus the collected premiums while you wait to see if the stock comes into the price range.
LOW just like HD is having a negative reaction to strong earnings because there was quite the run up ahead of the storms so expectations where very high, some of that air is now coming out. The covered calls I sold for 290 for a juicy premium just a few days ago are now deflated. I may roll those down to 280s but not today.
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Mist
REEEEeyore
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Yeah I cannot see how they're making any money off their delivery service. It's too labor intensive and doesn't cost anywhere near enough to cover it.
Sanrith Descartes
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I am looking at the WMT India numbers and wonder how much of the online margin is being impacted as they grow India. They grew rev while cutting expense so the numbers are moving in the right direction. They are a hair from being profitable in the India market.
Daidraco
Avatar of War Slayer
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I havent had the time to look into it, but
Sanrith Descartes
- I know you were talking about them. I looked at SMCI and saw that they have not reported anything in the last two terms and they were getting ready to be delisted. Great for shorts. But then theyre talking about servers with Nvidia and.. now theyre up 15% yesterday, and 25% today?... Are they no longer in danger of being delisted... or what? Am I missing a piece of news on my shitty platform?
Sanrith Descartes
- I know you were talking about them. I looked at SMCI and saw that they have not reported anything in the last two terms and they were getting ready to be delisted. Great for shorts. But then theyre talking about servers with Nvidia and.. now theyre up 15% yesterday, and 25% today?... Are they no longer in danger of being delisted... or what? Am I missing a piece of news on my shitty platform?
Sanrith Descartes
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It wasn't me, I don't really follow them, but the news flash I saw mentioned them hiring a new accounting firm and delaying their financials while the new team audit them. Most likely thats a big driver for the upticks.I havent had the time to look into it, but
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Jysin
Ahn'Qiraj Raider
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The problem that has been explained to me is, there are four major accounting firms for overseeing the books of these companies. TWO of the four have walked away from SMCI. It doesn't bode well. The rally we have seen today is obviously some optimism on taking on a new accounting firm with a "plan" to get into compliance. There will be some short covering driving this 30%+ move as well.
The real question is how all this shakes out once the new firm starts pouring over SMCI books.
This just really isnt in my wheelhouse. There is much easier money to be made elsewhere in the market.
The real question is how all this shakes out once the new firm starts pouring over SMCI books.
This just really isnt in my wheelhouse. There is much easier money to be made elsewhere in the market.
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Jysin
Ahn'Qiraj Raider
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Anyone know what in the holy hell is up with UAL?
Blazin
Sanrith Descartes
15 straight green weekly candles from August to present with a 156% positive move. It's trading like they became an AI company. Airlines don't move this way. Seems absurd by all measures.
Blazin
Sanrith Descartes
15 straight green weekly candles from August to present with a 156% positive move. It's trading like they became an AI company. Airlines don't move this way. Seems absurd by all measures.
Blazin
Creative Title
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Not much into airlines but I believe it's being picked as the "winner" in a world of "you can't own airlines, but if you have to, own this one." Becoming the JPM of the airlines. THe more the other airlines reported bad news the more UAL keeps climbing.Anyone know what in the holy hell is up with UAL?
15 straight green weekly candles from August to present with a 156% positive move. It's trading like they became an AI company. Airlines don't move this way. Seems absurd by all measures.
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Maybe best positioned to gobble up smaller competition with a more friendly federal govt? Just spit balling. Airlines on my no no list.
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Jysin
Ahn'Qiraj Raider
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Not my investment choice either. But it gets my attention when something gets so extremely stretched over a short period. Especially a typically slow mover. Eyeing for a mean reversion play, but I can't see what is driving the move in the first place.