REDDIT
The “Biggest Losers” are all in the green
Barrons is pumping up SpaceX. I remember a time long ago when Barrons used to be a respectable source for financial news and analysis.
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Source material behind every call on the tape.
REDDIT
WSJ: Trump Cancels Iran Strikes, Says Tehran Has 'Approved' Talks
President Trump said he has cancelled planned strikes on Iran after Tehran's leadership and other parties negotiating a deal to end the conflict approved "discussions and final points." The ongoing discussions "have been brought to the highest level of Iranian …
REDDIT
Adobe $ADBE earnings tonight after the bell. Play the Move or the Vol Crush?
I'll be playing the move. Here's my logic. 1. $ADBE has a history of moves post announcement greater than options trader expect. 2. Market is implying a 7.4% move. It's also projecting a vol crush of nearly seven points. The …
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REDDIT
What is the name for new business creation investing?
What is the name for, or is there even a name for, a type of fund that takes investment money uses it to create new businesses? I'm not asking about Private Equity, which buys up established companies and either holds …
REDDIT
The Regarded, Confused Virgin Play
Gentlemen, we nutted too early last Monday. Hype around the Virgin retardation-confusion play went through the roof two weekends ago, which caused us to blow our collective load two weeks early. However, the retardation thesis still stands. The actual catalyst …
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REDDIT
DFUS seems like a better solution (than VTSAX) to avoid trillion-dollar IPOs that want to sneak into Index Funds. Got any other solutions?
**What is DFUS:** A semi-actively managed index fund that encompasses US broad market. Very similar to VTSAX but the actively managed portion of it tries to address the market inefficiencies exploited by 3rd parties like Hedge Funds (and now unprofitable …
REDDIT
ADBE: Wall Street thinks AI is coming for Adobe’s lunch. I think Adobe already put it behind a paywall and called it dinner.
I’m long ADBE because the market is reading AI backwards. The bear case: AI makes creative work easier, so Adobe dies. I think that misses the point. Adobe’s issue was never demand. Photoshop, Illustrator, Premiere, Acrobat, and Creative Cloud are …