Bois! This sub has helped me out a lot and this post is more of a journaling excercise, but I'm also open to discussion regarding my 2 big position where I'll be investing all of my idle capital (that I've kept aside for short term trade ideas)
1. Applovin - this sub hates it, but the advertisers love them, and that's what matters (one big risk is that Google might just blacklist them, because of their sneaky ad practices, but I'll take those odds)
2. Jersey Mike's - Cause they make amazing subs, the best I've had, and also coz they're making madd royalty from their Frachisees. The EBITDA can explode any quarter now, they've paid down part of their debt using the IPO proceeds so the Net Income will shoot up too.
P.s. Inutuit did cross my mind, but I'll let it find a bottom and hitch a ride on the way up...
I'm also doing Iron Condors on Netflix (got the idea on this sub)
Comments and criticisms are welcomed! But let me warn you it's going to be hard to talk me out of any of these trades, I tried!