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ericttspikes

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Everything posted by ericttspikes

  1. No Eloy, Robert and now Madrigal. That’s a lot of offense on the shelf. Continue to be amazed how deep this team is.
  2. Damn, the Zephyr Club was really tiny. I saw the band Banyan there in 2000 when I was in town for the Olympics. Would of been an amazing venue to see MMJ.
  3. I said the same thing with SNAP at 5. Owned 1000 shares until my daughters told me they thought Snapchat was dumb and they moved to Instagram. Sold at 7 or 8. Doh!
  4. Yep. Content is king. I'd assume there is also some cost savings in developing new content when you own a studio. Amazon has struggled making original movies and has bought their most successful releases, Manchester by the Sea and The Big Sick directly at Sundance. They paid $75 million for Borat 2 and $125 million for Coming to America 2. Buying single movies doesn't seem like a profitable way forward. Another way to look at it is $8.5 B they paid for MGM is half of Netflix's content budget for this year.
  5. Question for those with way more knowledge than me on BTC. The headlines today say the price of BTC is in decline because of China cracking down on BTC mining. If BTC price depends on the number of coins in circulation, wouldn't any disruption in supply cause the price to go up? Like, when OPEC cuts oil production the price of oil doesn't go down. What am I missing?
  6. My financial advisor said I had too much when I wanted to add in the low 200's. Might have to fire that guy. But I do have a lot, so probably the right call.
  7. Not sure if it's fun, but I've been scaling into OPEN. Beaten down, has Chamath stink all over it. Still might go below 10 yet but is looking to have rev in the $8-$10 B range next year and creep toward profitability. Sitting at $8B now and I'm looking for a double in 6-12 months on a sentiment reversal. Also seems like at worst a neutral play if not better suited for inflationary environment IF those fears pan out.
  8. So an unprofitable Oat Milk company that generated $420 million in sales IPOs at $12 B but SPACS are now garbage?
  9. Sofi's Q1 numbers if anyone is interested. Looks good to me. Nice uptick in member growth. https://www.sec.gov/Archives/edgar/data/1818874/000110465921069505/tm2116935d1_425.htm
  10. So, I'm learning here. Are you saying those crypto market caps aren't based on inflows or that the market caps represent a high percentage of borrowed money? I assume in either case those cashing out have a pile of money to do something with; whether to pay a percentage back on borrowed money and/or invest in something else. If it's invest in something else the "where" is the million dollar question. Still not seeing yields all that compelling, but suppose if you have a ton of money that works for some. My sense is crypto people like the rush and wouldn't be content to sit on cash or low yield
  11. Does this mean crypto isn't a hedge for inflation, or inflation worries overstated, or something else? I find it all super interesting. Even if it's just people cashing out on a massive run, I have to think that money goes somewhere, right?
  12. My brothers entire family got Covid in Apri, 2 days before he was to get his first shot. They are doing better now, with some on going issues. His wife has phantosmia and smells cigarette smoke. Sometimes it's so pronounced it effects her breathing and makes it seem like she's suffocating. While ill, my brother suffered from hallucinations that sounded like an acid trip. From laying in a fetal position and mind racing, to walking around thinking he was 9 feet tall. Bizarre. Maybe the hallucinations were from the fever or lack of oxygen, but it almost seems like Covid tinkers with the brain. Sc
  13. What’s everyone’s opinion on GA PIT this year. I get they say it’s for vaxxed only. No way they can control that. Maybe things will be better in the fall, but even being vaxxed, the idea of being butts to nuts with thousands of people is a mental hurdle for me right now.
  14. I like this Black Keys album better than the past 4 or 5 they put out. Huge RL Burnside and Junior Kimbrough fan, so like the sound. I think they do a good job. Not as great as the originals, but this is sound the Black Keys should return to. Their polished sound on their Danger Mouse records weren't working for me. If anybody likes this and doesn't have any RL Burnside; Mr. Wizard is a great album. A ### Pocket of Whiskey he made with The Jon Spencer Blues Explosion is cool too.
  15. The bad: Giolito sucked again. The good: Kopech was filthy. Sale trade not looking too bad now. Dude is a future ace if he can stay healthy.
  16. You mean growthy tech stocks haven't been buying back shares? I thought stock buy backs were way down last year when the pandemic hit and started back up this year. Apple had a huge buyback in Q1. Darden, BAC, Johnson Controls, Ebay, Office Depot, Yum and Walmart recently announced buy backs. Doesn't mean things are or aren't over valued, but I'm pretty sure companies have resumed buying back shares this year. I thought I read that stock buy backs were up 30% this year over last year, but maybe not. Not really sure.
  17. It has been really fun. They're mixing in the long ball now, but it is refreshing to see a team not rely on the HR and still score a ton of runs. Can't ever remember a White Sox team producing with 2 strikes and 2 outs like this one. Shades of 2005 when Big Frank got hurt and guys stepped up. Aging guy like Hamilton having a resurgence in a Scotty Pods type role. Good pitching. Hope they can keep it going. Mercedes is off to a crazy start. Great story. I keep thinking it's a fluke but he keeps producing. Tim Anderson hot right now. Tough for a batting champ to be under rated, but he
  18. Green Fridays are little consolation to getting kicked in the nuts M-Th.
  19. Revenge of the hedge funds. Just kept pressing their bets until they paid off. So basically the short bet is that the Fed is wrong or they know they're lying? I mean, Powell already said in April that's rate increases "highly unlikely" and the Vice Chair reiterated this week. Treasury yields went up .04%? European bond yields went above zero? That doesn't seem to telegraph doomsday inflation coming soon. I have a crap ton of bonds and the yield isn't getting me excited to buy more. Still not really excited to even hold. I think the crash of growth was the perfect storm of purposeful
  20. Maybe. I saw a billboard for Trex the other day that promoted their pricing is comparable to wood now. Haven't priced a project out recently though. Was looking into composite decking last year and didn't use it because of price. Would be a no brainer now if comparable IMO.
  21. Huge opportunity for composite alternatives where price was the biggest issue, like decking.
  22. I admit I bought into the TP and flour "panic" when the pandemic started, but I'm not going out of my way to spend more coming out of it after getting my debt lowered and savings padded. If lumber and appliance prices are too crazy I won't remodel my kitchen this year. If car prices are too expensive due to whatever shortage, I'll hold out. The market will work it pricing out. No way I'm panic spending.
  23. started a small position in OPEN at 16.
  24. I put OPEN on my watchlist. Another hated sold off SPAC. They put up good numbers in a sellers market. Seems like the model is even more compelling in a buyers market. Only in 16 metro markets currently so room to grow there. Still kind of skeptical of ibuying real estate, but I can see this concept working. User reviews are good. Seems like their game is smaller margins on sales and bundling services. Guided $5.2B for 21. At the current share price, P/S is 2. Zillow is 5. A similar tech model like CVNA is also around 5. Intrigued.
  25. If you like anything today is your lucky day....or tomorrow....or next week....or next month
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