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Stock picks for 2021

What should I buy now to get yuge gains by 12/31/2021?
Elite avocado crackhouse
  10/22/20
luis
kink-friendly pink giraffe
  10/22/20
Tesla on any kind of dip. They will continue to rape all the...
Trip national keepsake machete
  10/22/20
cr
drunken hospital goal in life
  10/22/20
cr
heady misunderstood yarmulke
  10/22/20
C. It's trading in low 40s, all negatives baked in, big bank...
heady misunderstood yarmulke
  10/22/20
C has been a slush fund for executives for 40 years. Have th...
talented gaping
  10/22/20
There has been insider buying with C recently. This is usual...
heady misunderstood yarmulke
  10/22/20
Is she a good CEO or just a “woke” distraction f...
talented gaping
  10/22/20
Jane Fraser. Look her up, read about her history, and read o...
heady misunderstood yarmulke
  10/22/20
Read her wiki. Nothing special at all. 16 years at citi. Oh ...
talented gaping
  10/22/20
https://thefinancialbrand.com/89756/citigroup-citibank-retai...
heady misunderstood yarmulke
  10/22/20
Have you ever heard of a business segment called public rela...
talented gaping
  10/23/20
The good news is she’s smart and it’s good publi...
heady misunderstood yarmulke
  10/27/20
Lol at a basement-dwelling retail sucker like you being able...
talented gaping
  10/27/20
By this same logic WFC is a great buy
Lilac garrison antidepressant drug
  10/22/20
much less upside potential
heady misunderstood yarmulke
  10/22/20
C got hit with a $400 fine in connection with a failure to r...
Trip national keepsake machete
  10/22/20
Negatives baked into C stock price which is trading at half ...
heady misunderstood yarmulke
  10/22/20
All the big hedge funds probably missed this dream opportuni...
Bisexual rusted theater
  10/23/20
16 of top 20 HFs have C
heady misunderstood yarmulke
  10/23/20
Do you know of any resource that let's you search across hed...
effete locale queen of the night
  10/23/20
whalewisdom.com
Fighting Balding Set Mad Cow Disease
  10/27/20
What’s a “top hedge fund”? The best per...
talented gaping
  10/23/20
https://finance.yahoo.com/news/hedge-funds-betting-citigroup...
heady misunderstood yarmulke
  10/23/20
Lol. If you think that auto-generated article is research, y...
talented gaping
  10/23/20
https://hedgefollow.com/stocks but by all means, if you d...
heady misunderstood yarmulke
  10/23/20
Current price: 59
heady misunderstood yarmulke
  12/18/20
good buying opportunity rn I got in on Snapchat, looking at ...
drunken hospital goal in life
  10/22/20
Snapchat is just getting a massive infusion of China/Russia ...
talented gaping
  10/22/20
It is getting more popular than Facebook
drunken hospital goal in life
  10/22/20
link?
Elite avocado crackhouse
  10/22/20
https://www.fool.com/investing/2020/01/02/6-things-snap-does...
drunken hospital goal in life
  10/22/20
They make no money.
heady misunderstood yarmulke
  10/22/20
neither did Facebook
drunken hospital goal in life
  10/22/20
https://money.cnn.com/2018/02/22/technology/snapchat-update-...
heady misunderstood yarmulke
  10/22/20
I got out just in time when it popped-did a weeklong call pl...
drunken hospital goal in life
  10/27/20
I've been selling tech gain$, though I've kept BABA, a littl...
heady misunderstood yarmulke
  10/22/20
Despite today, BABA has been good. If Biden wins, I might bo...
talented gaping
  11/03/20
Wdc (western digital) is such an easy call imo. I can mathem...
Stimulating cordovan plaza
  10/22/20
BAC, especially if it dips again. Half decent yield and earn...
silver vengeful factory reset button chapel
  10/22/20
AMD, NET and TSM Honestly I haven’t bought a stock ...
talented gaping
  10/22/20
It will get worse. The reason stocks are expensive is becau...
pungent disgusting native generalized bond
  10/23/20
REITs are still in the shitter. If you want an inflation pla...
talented gaping
  10/23/20
RE WOULD be the credited play but for COVID. A world where ...
pungent disgusting native generalized bond
  10/23/20
Stupid lawyer savages, If you don’t want to play t...
Stimulating cordovan plaza
  10/22/20
tyft
drunken hospital goal in life
  10/22/20
translation for retards?
rough-skinned deranged internal respiration
  10/22/20
Buy dragoncoin
Stimulating cordovan plaza
  10/22/20
ty
rough-skinned deranged internal respiration
  10/22/20
ljl
pungent disgusting native generalized bond
  10/23/20
...
Fighting Balding Set Mad Cow Disease
  10/26/20
yeah your excel arithmetic has uncovered secrets that stats ...
Wonderful flickering space
  10/23/20
Two economists see a twenty dollar bill lying on the sidewal...
Stimulating cordovan plaza
  10/23/20
Exactly. If quants were so smart, they would have been all ...
Elite avocado crackhouse
  10/23/20
You know IBs teach you this comp shit because it’s stu...
talented gaping
  10/23/20
(guy who puts on aggressive trades, wins exactly the % that ...
Wonderful flickering space
  10/24/20
...
Mind-boggling red market
  03/01/21
Apparently yes
Stimulating cordovan plaza
  04/01/21
Why is WDC undervalued and not STX overvalued?
talented gaping
  10/23/20
Good question. HDD by its nature doesn’t swing wildly ...
Stimulating cordovan plaza
  10/23/20
Overall, though, isn’t storage moving to the cloud whe...
talented gaping
  10/23/20
It only fell 15% in the week after writing about this you br...
talented gaping
  11/03/20
Update? It’s up 30% since I wrote this
Stimulating cordovan plaza
  12/18/20
Man, if only I had bought this instead of TSLA/JMIA. Actuall...
talented gaping
  12/18/20
not particularly. but it’s not a meme stock that could...
Stimulating cordovan plaza
  12/18/20
https://www.barrons.com/articles/kioxia-sales-talks-could-sp...
Stimulating cordovan plaza
  04/01/21
Rut roh
talented gaping
  10/29/21
https://www.reuters.com/business/elliott-offers-1-bln-help-s...
Stimulating cordovan plaza
  05/03/22
PSTH. Bill Ackman is gonna take something very big public. I...
cream disrespectful bawdyhouse
  10/22/20
Just buy into his HF. It’s trading like 20% under NAV
talented gaping
  10/23/20
please ELI5.
big underhanded faggot firefighter
  11/03/20
BYND: once they can get their price point below that of reg...
Territorial stage police squad
  10/23/20
cr on BYND, love that shit
heady misunderstood yarmulke
  10/23/20
If Biden wins: - Defense stocks. There's a reason why al...
pungent disgusting native generalized bond
  10/23/20
the far left will want to take a hatchet to the defense budg...
Stimulating cordovan plaza
  10/26/20
Why would you think that? That wasn't true under Obama, wou...
pungent disgusting native generalized bond
  10/27/20
Dude google “defense budget sequester”
Stimulating cordovan plaza
  10/27/20
The point of that was to force a compromise, not a real long...
pungent disgusting native generalized bond
  10/27/20
cr
Cocky navy telephone mexican
  12/18/20
if the JMIA rumors are true, have to invest in them
Chartreuse Useless Dragon Rigor
  10/24/20
...
rough-skinned deranged internal respiration
  10/27/20
...
Slap-happy Chestnut Brunch Community Account
  10/27/20
bump
Elite avocado crackhouse
  10/26/20
MO
Lemon base brethren
  10/26/20
RLFTF. Safe and effective Covid therapeutic
Tan Bateful Ticket Booth Friendly Grandma
  10/26/20
bought some
drunken hospital goal in life
  10/27/20
buy and hold tesla forever
Cocky navy telephone mexican
  12/18/20
FNMA See Colins vs Mnuchen
talented gaping
  12/18/20
It was trading 2.50 when I made this recommendation, and 87 ...
talented gaping
  10/29/21
just go all in on SLS, will get back to 19 soon after the tr...
Marvelous heaven tattoo
  12/18/20
?
vibrant mint range boistinker
  12/18/20


Poast new message in this thread



Reply Favorite

Date: October 22nd, 2020 2:39 PM
Author: Elite avocado crackhouse

What should I buy now to get yuge gains by 12/31/2021?

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41164741)



Reply Favorite

Date: October 22nd, 2020 2:47 PM
Author: kink-friendly pink giraffe

luis

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41164798)



Reply Favorite

Date: October 22nd, 2020 2:48 PM
Author: Trip national keepsake machete

Tesla on any kind of dip. They will continue to rape all their competitors and will sue their competitors for IP shit and extract massive royalties on shit they never even make.

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41164811)



Reply Favorite

Date: October 22nd, 2020 2:49 PM
Author: drunken hospital goal in life

cr

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41164816)



Reply Favorite

Date: October 22nd, 2020 2:49 PM
Author: heady misunderstood yarmulke

cr

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41164826)



Reply Favorite

Date: October 22nd, 2020 2:49 PM
Author: heady misunderstood yarmulke

C. It's trading in low 40s, all negatives baked in, big banks should benefit even if Biden is elected as an COVID dissipates and economy rebounds. Trading at like half of its actual book value, big room for growth.

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41164824)



Reply Favorite

Date: October 22nd, 2020 2:51 PM
Author: talented gaping

C has been a slush fund for executives for 40 years. Have they changed?

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41164841)



Reply Favorite

Date: October 22nd, 2020 2:54 PM
Author: heady misunderstood yarmulke

There has been insider buying with C recently. This is usually a good sign that its value is set to rise.

New CEO in January, first female to lead a major US investment bank, and evidently she was viewed as basically a shoe-in for the role. Plans to aggressively deal with regulatory issues and unleash the value of C stock which is clearly there, but needs leadership to be released.

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41164874)



Reply Favorite

Date: October 22nd, 2020 2:58 PM
Author: talented gaping

Is she a good CEO or just a “woke” distraction from the fact that they suck (a la Mary Barra)?

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41164906)



Reply Favorite

Date: October 22nd, 2020 3:00 PM
Author: heady misunderstood yarmulke

Jane Fraser. Look her up, read about her history, and read other peoples' opinion of her.

And for that matter, read about what they think of her relative to current CEO Corbat.



(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41164926)



Reply Favorite

Date: October 22nd, 2020 3:03 PM
Author: talented gaping

Read her wiki. Nothing special at all. 16 years at citi. Oh what a scholar that she climbed the corrupt ranks of a shitty rent seeking bank that steals from its own shareholders

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41164959)



Reply Favorite

Date: October 22nd, 2020 3:41 PM
Author: heady misunderstood yarmulke

https://thefinancialbrand.com/89756/citigroup-citibank-retail-banking-jane-fraser-ceo-succession/

Also, C has a good dividend. 51 cents/share

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41165211)



Reply Favorite

Date: October 23rd, 2020 10:42 AM
Author: talented gaping

Have you ever heard of a business segment called public relations?

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41171604)



Reply Favorite

Date: October 27th, 2020 12:17 AM
Author: heady misunderstood yarmulke

The good news is she’s smart and it’s good public relations.

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41195139)



Reply Favorite

Date: October 27th, 2020 2:24 PM
Author: talented gaping

Lol at a basement-dwelling retail sucker like you being able to discern what “smart” is in the context of a BB CEO. You had to ask XO basic WW2 banking history info, and now you’re some banking MFE.

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41198256)



Reply Favorite

Date: October 22nd, 2020 3:05 PM
Author: Lilac garrison antidepressant drug

By this same logic WFC is a great buy

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41164973)



Reply Favorite

Date: October 22nd, 2020 3:47 PM
Author: heady misunderstood yarmulke

much less upside potential

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41165266)



Reply Favorite

Date: October 22nd, 2020 3:21 PM
Author: Trip national keepsake machete

C got hit with a $400 fine in connection with a failure to remediate on a Cease and Desist order. They are recruiting like crazy in Finance, Treasury and Technology to remediate this shit now. They are pilfering mid-level middle office talent from every bank in crazy numbers as a result -- like 500 new hires. Compliance too.

That said, the bank to own is still JPMC. They are also down over 35% from their high. They have their shit together and dont need to hire 500 new people.

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41165079)



Reply Favorite

Date: October 22nd, 2020 3:43 PM
Author: heady misunderstood yarmulke

Negatives baked into C stock price which is trading at half of book value.

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41165220)



Reply Favorite

Date: October 23rd, 2020 9:54 AM
Author: Bisexual rusted theater

All the big hedge funds probably missed this dream opportunity on this undercovered sleeper company

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41171346)



Reply Favorite

Date: October 23rd, 2020 10:32 AM
Author: heady misunderstood yarmulke

16 of top 20 HFs have C

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41171554)



Reply Favorite

Date: October 23rd, 2020 10:45 AM
Author: effete locale queen of the night

Do you know of any resource that let's you search across hedge fund holdings?

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41171627)



Reply Favorite

Date: October 27th, 2020 12:25 AM
Author: Fighting Balding Set Mad Cow Disease

whalewisdom.com

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41195193)



Reply Favorite

Date: October 23rd, 2020 10:45 AM
Author: talented gaping

What’s a “top hedge fund”?

The best performing major HF of the past five years doesn’t hold it.

https://www.holdingschannel.com/13f/tiger-global-management-llc-top-holdings/

And this is an TTT list of funds:

https://www.holdingschannel.com/bystock/?symbol=C

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41171632)



Reply Favorite

Date: October 23rd, 2020 12:12 PM
Author: heady misunderstood yarmulke

https://finance.yahoo.com/news/hedge-funds-betting-citigroup-inc-183014314.html

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41172272)



Reply Favorite

Date: October 23rd, 2020 12:37 PM
Author: talented gaping

Lol. If you think that auto-generated article is research, you deserve to lose all that money your mom earned deep throating her way to the top.

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41172463)



Reply Favorite

Date: October 23rd, 2020 12:42 PM
Author: heady misunderstood yarmulke

https://hedgefollow.com/stocks

but by all means, if you don't like it, don't buy it.

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41172515)



Reply Favorite

Date: December 18th, 2020 12:00 PM
Author: heady misunderstood yarmulke

Current price: 59

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41572318)



Reply Favorite

Date: October 22nd, 2020 2:50 PM
Author: drunken hospital goal in life

good buying opportunity rn I got in on Snapchat, looking at Lucky Brands, also got some GE calls, lost on Dropbox because I didn't time it right.

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41164828)



Reply Favorite

Date: October 22nd, 2020 2:52 PM
Author: talented gaping

Snapchat is just getting a massive infusion of China/Russia money for the election. Not a long term company in my mind.

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41164846)



Reply Favorite

Date: October 22nd, 2020 2:53 PM
Author: drunken hospital goal in life

It is getting more popular than Facebook

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41164859)



Reply Favorite

Date: October 22nd, 2020 2:57 PM
Author: Elite avocado crackhouse

link?

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41164897)



Reply Favorite

Date: October 22nd, 2020 3:40 PM
Author: drunken hospital goal in life

https://www.fool.com/investing/2020/01/02/6-things-snap-does-better-than-facebook.aspx

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41165202)



Reply Favorite

Date: October 22nd, 2020 2:58 PM
Author: heady misunderstood yarmulke

They make no money.

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41164908)



Reply Favorite

Date: October 22nd, 2020 3:40 PM
Author: drunken hospital goal in life

neither did Facebook

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41165204)



Reply Favorite

Date: October 22nd, 2020 3:51 PM
Author: heady misunderstood yarmulke

https://money.cnn.com/2018/02/22/technology/snapchat-update-kylie-jenner/index.html

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41165306)



Reply Favorite

Date: October 27th, 2020 12:10 AM
Author: drunken hospital goal in life

I got out just in time when it popped-did a weeklong call play last week, now it's pulling back but I am optimistic that Snapchat is going to blow up during the election. Doubling down and getting more calls tomorrow if technicals pan out.

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41195068)



Reply Favorite

Date: October 22nd, 2020 2:56 PM
Author: heady misunderstood yarmulke

I've been selling tech gain$, though I've kept BABA, a little AAPL (reduced my holdings by 80 percent) and GOOG (at $1,500 a share, it has a ways to go up and even if it gets broken up, it could be more valuable that way and you still have the stock).

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41164886)



Reply Favorite

Date: November 3rd, 2020 10:19 AM
Author: talented gaping

Despite today, BABA has been good. If Biden wins, I might board up on BABA as well. Already have enough JD as it is.

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41251555)



Reply Favorite

Date: October 22nd, 2020 2:52 PM
Author: Stimulating cordovan plaza

Wdc (western digital) is such an easy call imo. I can mathematically prove that it’s worth at least $60 stock

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41164849)



Reply Favorite

Date: October 22nd, 2020 2:58 PM
Author: silver vengeful factory reset button chapel

BAC, especially if it dips again. Half decent yield and earnings will pop after vaccine comes out, which will likely be next year.

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41164912)



Reply Favorite

Date: October 22nd, 2020 2:59 PM
Author: talented gaping

AMD, NET and TSM

Honestly I haven’t bought a stock in a long time. Everything seems stupid high.

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41164921)



Reply Favorite

Date: October 23rd, 2020 10:44 AM
Author: pungent disgusting native generalized bond

It will get worse. The reason stocks are expensive is because the government is printing money like crazy. That isn't going to stop.

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41171615)



Reply Favorite

Date: October 23rd, 2020 11:27 AM
Author: talented gaping

REITs are still in the shitter. If you want an inflation play, what’s better than land?

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41171948)



Reply Favorite

Date: October 23rd, 2020 11:29 AM
Author: pungent disgusting native generalized bond

RE WOULD be the credited play but for COVID. A world where a huge number of people are remote possibly permanently and the changes that come with that are awful for most REITs.

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41171961)



Reply Favorite

Date: October 22nd, 2020 3:37 PM
Author: Stimulating cordovan plaza

Stupid lawyer savages,

If you don’t want to play the large cap tech lottery, consider the following.

WDC makes hard disk drives (HDDs) and flash memory chips. Both are volatile commodities tied to phones, computers, data centers, etc. wdc and seagate technology (stx) collectively have like 85% of the hdd market. STX is 100% hdd. WDC used to be 100% hdd until it bought Sandisk (which became its flash memory business) for $19 billion in 2016.

STX (remember 100% HDD) EV/2020E revenue multiple: 1.55x

WDC’s 2020E HDD revenue: ~$9bn

Takeaway from the above? The market should value WDC’s HDD business at somewhere around $14bn (9bn x seagate’s multiple). These guys sell indistinguishable memory capacity, basically digital oil. They should trade at similar multiples.

Note WDC's current total enterprise value is $19.7 billion. If the market thinks WDC as a whole is worth 19.7bn and its HDD business is worth ~$14bn, even a lawyer can figure out the market thinks WDC’s flash business is worth <$6bn.

Did WDC really overpay for Sandisk by $13 billion?!? I doubt it.

SK Hynix just bought intel’s flash business for $9 billion the other day. Intel had flash revenue of $5.5 billion this last year. So sk paid 1.64x revenue. Since WDC has ~$7bn of 20E flash sales, this suggests flash is really worth $11.5bn at least

Also note the SK/Intel sale removes one competitor out of a global market with now only four big suppliers. Note Wdc is already up 13% since the sk deal was announced last week. It will continue to benefit from further consolidation

Ps also a month ago Wdc separated the two businesses into different entities and appointed a new gm of the flash business. Seems like a precursor to a sale/spin off. People would love to see this for reasons i dont care to expand on

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41165186)



Reply Favorite

Date: October 22nd, 2020 3:43 PM
Author: drunken hospital goal in life

tyft

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41165222)



Reply Favorite

Date: October 22nd, 2020 3:48 PM
Author: rough-skinned deranged internal respiration

translation for retards?

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41165270)



Reply Favorite

Date: October 22nd, 2020 3:48 PM
Author: Stimulating cordovan plaza

Buy dragoncoin

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41165280)



Reply Favorite

Date: October 22nd, 2020 3:51 PM
Author: rough-skinned deranged internal respiration

ty

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41165315)



Reply Favorite

Date: October 23rd, 2020 10:33 AM
Author: pungent disgusting native generalized bond

ljl

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41171557)



Reply Favorite

Date: October 26th, 2020 8:13 PM
Author: Fighting Balding Set Mad Cow Disease



(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41193283)



Reply Favorite

Date: October 23rd, 2020 3:21 AM
Author: Wonderful flickering space

yeah your excel arithmetic has uncovered secrets that stats PhDs at Citadel haven't seen

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41170838)



Reply Favorite

Date: October 23rd, 2020 10:03 AM
Author: Stimulating cordovan plaza

Two economists see a twenty dollar bill lying on the sidewalk. One of them asks “is that a twenty dollar bill?” The other one answers “it can’t be, because someone would have picked it up already.” So they keep walking.

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41171399)



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Date: October 23rd, 2020 10:08 AM
Author: Elite avocado crackhouse

Exactly. If quants were so smart, they would have been all in on AMZN 10 years ago. As someone in finance, quants and IB guys have no clue, especially, IB guys.

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41171433)



Reply Favorite

Date: October 23rd, 2020 10:41 AM
Author: talented gaping

You know IBs teach you this comp shit because it’s stupid, right? Their entire business is brainwashing 22 year olds that they know they can pump into buyside firms to steal money from,

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41171598)



Reply Favorite

Date: October 24th, 2020 12:15 AM
Author: Wonderful flickering space

(guy who puts on aggressive trades, wins exactly the % that would be statistically probable, and boasts about it)

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41176581)



Reply Favorite

Date: March 1st, 2021 9:45 PM
Author: Mind-boggling red market



(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#42031765)



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Date: April 1st, 2021 3:10 PM
Author: Stimulating cordovan plaza

Apparently yes

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#42203697)



Reply Favorite

Date: October 23rd, 2020 10:38 AM
Author: talented gaping

Why is WDC undervalued and not STX overvalued?

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41171585)



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Date: October 23rd, 2020 10:47 AM
Author: Stimulating cordovan plaza

Good question. HDD by its nature doesn’t swing wildly between supply gluts and droughts. It’s relatively predictable, more mature and far less capital intensive. Plus it’s basically a duopoly. And seagate’s valuation is totally inline with where it’s been last 10 years or so.

They used to trade in lockstep until Wdc got into the flash memory game

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41171641)



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Date: October 23rd, 2020 11:11 AM
Author: talented gaping

Overall, though, isn’t storage moving to the cloud where a few companies will monopsinize? People really only need local for OS and game data now.

Also, 20.6b in revenue in FY2018 and 16.7b in 2020? Cost of revenue unchanged?

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41171800)



Reply Favorite

Date: November 3rd, 2020 10:17 AM
Author: talented gaping

It only fell 15% in the week after writing about this you brilliant finance bro.

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41251536)



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Date: December 18th, 2020 11:50 AM
Author: Stimulating cordovan plaza

Update? It’s up 30% since I wrote this

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41572257)



Reply Favorite

Date: December 18th, 2020 11:55 AM
Author: talented gaping

Man, if only I had bought this instead of TSLA/JMIA. Actually, I did buy it as well. Just giving you shit. But are you actually proud of 30% at a time when the market is up like 15%?

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41572293)



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Date: December 18th, 2020 12:09 PM
Author: Stimulating cordovan plaza

not particularly. but it’s not a meme stock that could blow up in my face at any moment. it’s a $70-$80 stock at least. whether it gets there by selling itself, spinning off assets or just organic growth is anyone’s guess

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41572397)



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Date: April 1st, 2021 3:06 PM
Author: Stimulating cordovan plaza

https://www.barrons.com/articles/kioxia-sales-talks-could-spur-micron-to-buy-western-digital-analyst-speculates-51617294150

!!!!!!!

“He also says that the $30 billion price tag the Journal floated for Kioxia suggests Western Digital shares are greatly undervalued, given the company owns half of Kioxia’s fabs. The implication is that Western Digital’s own flash business would have a similar value, which would suggest investors are getting the Western Digital disk-drive business for less than zero.”

Hahahahahaha. How can markets be efficient when obvious opportunities like this just sit around for months?

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#42203671)



Reply Favorite

Date: October 29th, 2021 6:39 AM
Author: talented gaping

Rut roh

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#43348612)



Reply Favorite

Date: May 3rd, 2022 9:23 AM
Author: Stimulating cordovan plaza

https://www.reuters.com/business/elliott-offers-1-bln-help-separate-western-digitals-flash-business-2022-05-03/

https://elliottletters.com/assets/downloads/Elliotts-Letter-to-the-Board-of-Western-Digital.pdf

Elliott is stealing my ideas



(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#44445938)



Reply Favorite

Date: October 22nd, 2020 3:45 PM
Author: cream disrespectful bawdyhouse

PSTH. Bill Ackman is gonna take something very big public. If you don't like the target when it's announced, bail on the pop. Otherwise hang on tight.

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41165246)



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Date: October 23rd, 2020 9:38 AM
Author: talented gaping

Just buy into his HF. It’s trading like 20% under NAV

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41171300)



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Date: November 3rd, 2020 11:06 AM
Author: big underhanded faggot firefighter

please ELI5.

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41252073)



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Date: October 23rd, 2020 9:51 AM
Author: Territorial stage police squad

BYND: once they can get their price point below that of regular beef their sales will skyrocket

IGT: virtual gambling/slots revenue should see an uptick at the expense of traditional betting tables. Ride the 8% dividend and 50%+ upside

DKNG: see above

HIG: strongest positioned commercial underwriter

RCII: recession proof bet that proles will live above their means

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41171333)



Reply Favorite

Date: October 23rd, 2020 12:43 PM
Author: heady misunderstood yarmulke

cr on BYND, love that shit

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41172519)



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Date: October 23rd, 2020 10:37 AM
Author: pungent disgusting native generalized bond

If Biden wins:

- Defense stocks. There's a reason why all the neocons are behind him.

- Gun stocks. Looming gun control means everyone will keep snapping up every gun produced.

- Anything involving green bullshit.

- Ironically, foreign-based oil. If Biden destroys US-based production, foreign oil producers will benefit tremendously.

If Trump wins:

- Largely the same as today.

Regardless of who wins:

- We're going to see inflation. No one running cares about fiscal responsibility. Gold and other inflationary hedges are good bets.

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41171575)



Reply Favorite

Date: October 26th, 2020 7:30 PM
Author: Stimulating cordovan plaza

the far left will want to take a hatchet to the defense budget. they’ll also scrutinize the fuck out of defense contracts

i think china may also be a good play. elizabeth warren should request a bonus from alibaba for her coming jihad on amazon

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41193016)



Reply Favorite

Date: October 27th, 2020 12:08 AM
Author: pungent disgusting native generalized bond

Why would you think that? That wasn't true under Obama, wouldn't have been true under HRC and won't be true under Biden. Modern establishment Dems are essentially neocons.

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41195058)



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Date: October 27th, 2020 12:24 AM
Author: Stimulating cordovan plaza

Dude google “defense budget sequester”

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41195189)



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Date: October 27th, 2020 12:33 AM
Author: pungent disgusting native generalized bond

The point of that was to force a compromise, not a real long term budget cut to the DOD.

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41195241)



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Date: December 18th, 2020 12:07 PM
Author: Cocky navy telephone mexican

cr

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41572379)



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Date: October 24th, 2020 2:22 AM
Author: Chartreuse Useless Dragon Rigor

if the JMIA rumors are true, have to invest in them

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41176958)



Reply Favorite

Date: October 27th, 2020 12:33 AM
Author: rough-skinned deranged internal respiration



(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41195245)



Reply Favorite

Date: October 27th, 2020 12:34 AM
Author: Slap-happy Chestnut Brunch Community Account



(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41195252)



Reply Favorite

Date: October 26th, 2020 7:19 PM
Author: Elite avocado crackhouse

bump

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41192951)



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Date: October 26th, 2020 7:50 PM
Author: Lemon base brethren

MO

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41193148)



Reply Favorite

Date: October 26th, 2020 7:53 PM
Author: Tan Bateful Ticket Booth Friendly Grandma

RLFTF. Safe and effective Covid therapeutic

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41193163)



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Date: October 27th, 2020 2:04 PM
Author: drunken hospital goal in life

bought some

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41198100)



Reply Favorite

Date: December 18th, 2020 12:03 PM
Author: Cocky navy telephone mexican

buy and hold tesla forever

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41572339)



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Date: December 18th, 2020 12:28 PM
Author: talented gaping

FNMA

See Colins vs Mnuchen

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41572530)



Reply Favorite

Date: October 29th, 2021 6:46 AM
Author: talented gaping

It was trading 2.50 when I made this recommendation, and 87 cents now. Ouch. At least my recommendations above more than made up for it

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#43348622)



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Date: December 18th, 2020 12:29 PM
Author: Marvelous heaven tattoo

just go all in on SLS, will get back to 19 soon after the trials done!

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41572532)



Reply Favorite

Date: December 18th, 2020 2:51 PM
Author: vibrant mint range boistinker

?

(http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41573520)