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Iām all in on this MUDS, decided to focus my secondary accountĀ on 1-2 targets. Was a bit late, butĀ in for a yolo amount at 12.67. Ā I think this thing has seriousĀ legs.ĀMUDSĀ
I'm thinking about doing the same thing... I'm in at 11.86 but I'm thinking about averaging up. Play money for me too, but I think this could be a cash cow.Iām all in on this MUDS, decided to focus my secondary accountĀ on 1-2 targets. Was a bit late, butĀ in for a yolo amount at 12.67. Ā I think this thing has seriousĀ legs.Ā
Thatās all I have in my play accountĀ besides a minuscule amount of QS.Ā
Note: Ā This is notĀ financial advice
Todem runs my real account toĀ make sure I can really retire.
Same thoughts here. It is competing with Peloton for biggest dog in my portfolio. I might flip back over to solar/wind energy stocks with Biden announcing emission reduction goals.Ā
I'd hold Peloton. Ā Although it's grossly overpriced and competition is coming in from everywhere, you'll get some good news that will make it pop and provide an exit.
Thanks for the post. Ā Interested in seeing how a pro handles this situation and when/if you cut your losses and move elsewhere. Ā Not everything will be a winner. Ā The best at this know when not to be stubborn and move on ANDĀ when to be stubborn and ride it out.
I have researched this company up and down and sideways......they will recover from this. But the news is a killer and some may get far too spooked.
Thankfully I loaded up on Ether and Lite.Ā Figured I missed the boat on BTC and others would feel the same wayĀ
These problems were correctable when the FDA pointed them out in 2017, too, yet here we are.Ā Has there been any material changes in leadership since then that gives you more confidence theyāll get it done this time? And I mean more than just cleaning up Baltimore - thereās something systemic here that needs overhauled to prevent it from happening again,Ā like better internal controls or something. Interesting company, on my watchlist, just being cautious here.
Prefacing it by saying I could be way off, but I feel like EBS is similar to Boeing - a company with a very defined product space without a lot of real competition (EBS sole provider of anthrax drug to US gov) that seems to have at least a somewhat broken culture.Ā I was too scared of the perceived cultural problems at BA when Todem recommended it, but it seems like time has proven him correct.Ā Will this be the same deal in the end where EBS is entrenched enough that barring total internal disfunction they will end up being just fine?Ā Ā
Exactly what I am speculating.ĀPrefacing it by saying I could be way off, but I feel like EBS is similar to Boeing - a company with a very defined product space without a lot of real competition (EBS sole provider of anthrax drug to US gov) that seems to have at least a somewhat broken culture.Ā I was too scared of the perceived cultural problems at BA when Todem recommended it, but it seems like time has proven him correct.Ā Will this be the same deal in the end where EBS is entrenched enough that barring total internal disfunction they will end up being just fine?Ā Ā
I have a good chunk of it as well but FWIW I was pretty unimpressed with their NFT launch.Iām all in on this MUDS, decided to focus my secondary accountĀ on 1-2 targets. Was a bit late, butĀ in for a yolo amount at 12.67. Ā I think this thing has seriousĀ legs.Ā
Thatās all I have in my play accountĀ besides a minuscule amount of QS.Ā
Note: Ā This is notĀ financial advice
Todem runs my real account toĀ make sure I can really retire.
Sure could. Just thereās easier opportunities while this plays out for me.Ā I have plenty of dangerous specs already. The anthrax thing is one of the items Congress is investigating, though.Prefacing it by saying I could be way off, but I feel like EBS is similar to Boeing - a company with a very defined product space without a lot of real competition (EBS sole provider of anthrax drug to US gov) that seems to have at least a somewhat broken culture.Ā I was too scared of the perceived cultural problems at BA when Todem recommended it, but it seems like time has proven him correct.Ā Will this be the same deal in the end where EBS is entrenched enough that barring total internal disfunction they will end up being just fine?Ā Ā
Totally agree - I won't be touching it personally.Ā Just acknowledging that I made the same judgement of BA and I was wrong.Ā I'm probably a bit scarred because I worked for a large company with a bloated, broken culture that completely imploded, so I tend to be very risk averse when it comes to these things.
The NYT article about leveraging the threat of bankruptcy to break the national stockpile was a bad look. Not hiring Kelli Ward bad, but close enough for me to pass. I'm sure they'll recover from this. I just don't want any part of that management team, regardless.Prefacing it by saying I could be way off, but I feel like EBS is similar to Boeing - a company with a very defined product space without a lot of real competition (EBS sole provider of anthrax drug to US gov) that seems to have at least a somewhat broken culture.Ā I was too scared of the perceived cultural problems at BA when Todem recommended it, but it seems like time has proven him correct.Ā Will this be the same deal in the end where EBS is entrenched enough that barring total internal disfunction they will end up being just fine?Ā Ā
I saw it. I bought IPHI back in June so around 70-80% gain for less than a year. Iāll take it. Whatās weird is the cost basis for MRVL lists yesterdayās closing price. When TDOC bought LVGO, they lost the cost basis based on what I paid for LVGO not when the transaction happened. Fortunately, LVGO was in my IRA and half of my IPHI was as well but itāll be interesting to see the tax implications. It doesnāt show a āsaleā in my history so outside of the cash (assume thatās considered a sale, which sucks since itās not a year), so Iāll just hold on to MRVL past the year for IPHI in my taxable account just in case. I still have XLNX to go but thatās in my IRA as well.
Down about 40% now. Since I'm long I'll continue to look at what you're doing with your shares. I'm just hoping that the government doesn't take their contracts in the heat of the moment. Thanks for your update.Todem said:
Gilroy34 said:
Still at a forward PE of 6 based on expectations and a yield of 5%. Ā Been DCAing down and it's now up to 6% of my portfolio. Ā My plan is to trim shares as they pass the 20% gain threshold.
Yeah, I'm hanging onto this one for awhile. I have all my kids in it too so they can just keep collecting those dividends.Ā Ā
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Freak Show said:
FreeBaGeL said:$29.92 here
identikit said:
23.57caustic said:With a lot ofĀ averaging down, Iām atĀ $25.42 after opening my position at $35.75Ā
That's a hefty cap gains tax. Should have been expectedĀ by anyone with that level of income, though.
Todem said:
A ton of headline risk...sit tight. They are a legit company. Ride the storm. It will work out long term.
Not that we make close to that, but I made some sales last year assuming capital gains taxes would jump this year. They talked about his plan to basically turn long terms gains for rich people into short term (taxes as income) and with his stimulus bills coming I figured he might lower the income threshold to put for things. Itās why almost all my cash holdings are in the taxable accounts. If I can buy a stock in our IRAs, I will.
Maybe, but damn he really did ruin the day. Was up between 1-2% all day, now down 0.5%. Better than the market but it was a bit more fun before!
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