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Stock Thread (29 Viewers)

ChiefD said:
SOFI:

:X
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I mentioned in this thread somewhere that I was avoiding this (SOFI) for a bunch of reasons, mainly a sudden fintech oversaturation and I already have sizeable SQ (and now UPST) positions. Nothing against SOFI but I wanted them to prove themselves for a few quarters post-SPAC before even adding them to my watchlist.

And then I immediately bought calls because they were beaten up for really no good reason. That worked out pretty well.

These earnings don't look as bad as they are getting punished for so I might gamble again. I'm still not interested in the stock long-term but my WISH gamble got obliterated so I need something to scratch my degenerate itch.

 
McBokonon said:
I mentioned in this thread somewhere that I was avoiding this (SOFI) for a bunch of reasons, mainly a sudden fintech oversaturation and I already have sizeable SQ (and now UPST) positions. Nothing against SOFI but I wanted them to prove themselves for a few quarters post-SPAC before even adding them to my watchlist.

And then I immediately bought calls because they were beaten up for really no good reason. That worked out pretty well.

These earnings don't look as bad as they are getting punished for so I might gamble again. I'm still not interested in the stock long-term but my WISH gamble got obliterated so I need something to scratch my degenerate itch.
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This

 
McBokonon said:
I think $ABNB is behaving fairly well. Gave great results last night and strong Q3 guidance, but they’re down slightly for not giving Q4 guidance due to Delta. I think they’d be nuts to give guidance for Q4, personally. Stocks have been punished for light/no guidance so being down only ~2% makes me think we’ve found our IPO base. Thinking of adding but also thinking of just selling everything and YOLO’ing into $UPST.
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I've been waiting on this one as well.  The way it is absorbing this Delta wave is a little surprising, I like it.  Any sort of overall shakeup would just be icing on the cake for entry.

And maybe we could get Bob Sacamano to jump out of the cake?!

 
Harry Frogfish said:
I've been waiting on this one as well.  The way it is absorbing this Delta wave is a little surprising, I like it.  Any sort of overall shakeup would just be icing on the cake for entry.

And maybe we could get Bob Sacamano to jump out of the cake?!
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The only thing I don't like seeing is user sentiment on social media moving away from ABNB back to hotels. Seems consumers don't like actually paying twice the listed per night price.  

 
kevzilla said:
Quarterly report with a loss almost 50% bigger than expected?

I know, that not why we here. I'm EUA or bust too. I was just expecting 4-5% down.
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I didn’t even know there was a report till I logged on here last night. Do quarterly reports even matter at all when there is no revenue?  

 
Pretty good look at the valuation of the stock market right now.  The second to last graph really tells the story - the top 10 weighted stocks (FANG and a few others) are really expensive and also large.  Take those away and the average P/E is 16.  That isn't too bad, but it really does show how bifurcated the market is.  So when you see articles about how this market is so expensive it really helps to think about it as 2 markets.

Anyway, just something interesting until I have to dive back into work here.

 
McBokonon said:
I mentioned in this thread somewhere that I was avoiding this (SOFI) for a bunch of reasons, mainly a sudden fintech oversaturation and I already have sizeable SQ (and now UPST) positions. Nothing against SOFI but I wanted them to prove themselves for a few quarters post-SPAC before even adding them to my watchlist.

And then I immediately bought calls because they were beaten up for really no good reason. That worked out pretty well.

These earnings don't look as bad as they are getting punished for so I might gamble again. I'm still not interested in the stock long-term but my WISH gamble got obliterated so I need something to scratch my degenerate itch.
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Sand said:
I bought a few more warrants.  Seems like an overswing to the downside.  Revenue was way, way up.  Long term still like them a bunch.

ETA:  50 warrants.  I'm a big spender.
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Bob Sacamano said:
Think I'm going to do a little toe dipping here myself.
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In for another 35 shares.    :baller:

 
I keep hearing toys are going to be hard to find this Christmas.  

We should Dwight K Schrute this right?   

What are the popular toys we should be stock piling now? 

 
 
 
Sand said:
Pretty good look at the valuation of the stock market right now.  The second to last graph really tells the story - the top 10 weighted stocks (FANG and a few others) are really expensive and also large.  Take those away and the average P/E is 16.  That isn't too bad, but it really does show how bifurcated the market is.  So when you see articles about how this market is so expensive it really helps to think about it as 2 markets.

Anyway, just something interesting until I have to dive back into work here.
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Great points, and it all makes sense when you really look at it.  These faang companies are just PRINTING money in a way we've never seen before.

My brother and I recently went through a little exercise of going back a decade or two ago and looking at how the top companies then compare to the top companies now.  There's just absolutely no contest.  You can take some major company, like Exxon-Mobil, at its absolutely peak when oil was crazy expensive and the company was firing on all cylinders, and its financials even then were a laughable joke compared to what the faang companies are putting out now.  Not even in the same stratosphere.  These companies are just insane.  And then the rate at which they're growing for companies that are already so unimaginably massive is even more unbelievable. 

There's almost no valuation that can be too high for some of them.

 
urbanhack said:
The only thing I don't like seeing is user sentiment on social media moving away from ABNB back to hotels. Seems consumers don't like actually paying twice the listed per night price.  
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Well that's no bueno.  They need to do something about it.  I've found myself aggravated by it too, and threw in the towel at places.  In fact I typically just message the owner/manager with a number I'm willing to pay and they can take it or leave it.

I used to do rent my place and I purposely avoided all the extra crap but for some reason it's like AirBnB's model encourages it.  They should do the opposite, that was the beauty in the beginning (along with lower rates and unique experiences).

 
Harry Frogfish said:
Well that's no bueno.  They need to do something about it.  I've found myself aggravated by it too, and threw in the towel at places.  In fact I typically just message the owner/manager with a number I'm willing to pay and they can take it or leave it.

I used to do rent my place and I purposely avoided all the extra crap but for some reason it's like AirBnB's model encourages it.  They should do the opposite, that was the beauty in the beginning (along with lower rates and unique experiences).
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And I understand that a portion of this is not on AirBnB...it's on the owners for jacking up cleaning fees and then telling you to leave the place spotless. 

 
urbanhack said:
And I understand that a portion of this is not on AirBnB...it's on the owners for jacking up cleaning fees and then telling you to leave the place spotless. 
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Yep, that's why I just tell them look, I've done this a million times for my own place, we both know what your maid costs.  And the other hikes, let's scrap those (or at least cut them way down).  Here's my price.  They will usually take it.

But you bring up a great point.  I really think they should address it.  Turning customers into fans is the best advertising.  People can't wait to tell friends about the deal they got and where.  We've all done it with AirBnB, in the beginning anyway.  Now not so much.

 
Swaymoney said:
Thoughts on ASTR?
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I'm in at $9.99

They have had 4 launches to date.
One scheduled August 27 with a fix of a problem that prevented them from getting into orbit.
They have a contract with NASA and The Department of Defense among others. 
They are able to make one rocket per month and are tripling their factory to be able to make one per week.
Astra’s first flight to space was within 4 years of its inception, making it the fastest company to reach space.
$2.8 Billion market cap.

Space is the future. There are many getting into it. Some will fail and some will succeed.

Edit:

Astra Awarded Orbital Services Program (OSP)-4 Contract by the Space Force

Astra Announces Multi-Launch Contract and First Launch With Department of Defense

'The next billionaires will be made in space:' Astra CEO

ABL, Astra, Relativity selected to compete for U.S. Space Force responsive launch contracts

Its backers, including billionaire cellular phone pioneer Craig McCaw and Microsoft (MSFT.O) co-founder Bill Gates

 
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Made my first options trade.  Almost as satisfying as the first time I had sex.  Both took about the same amount of time too. 

2, AMC December 17 2021 puts with a strike of $25

Cost $5.75 each

@KGB

 
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Buying down on QS.  Should just stay away or cut my losses but got suckered in after ready about some unusual options activities from 8/11.  

 
Guess I'm buying more UWMC announced Q2 earnings...

Record Loan origin volume in Q2 2021. Reported 138.7 million in net profits.  Down 7.51% and it pays a healthy dividend.

 
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