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Paypal Outcome Possibilities
1. Offer gets rejected by Paypal's board since price is too low Price falls back down a bit to $48-$50's, a bit higher than before but lower than now. 2. Stripe/Advent may come back with a higher offer (70% chance). They started low on purpose. It's negotiations. Price may re-open …
GRPN Part 3 - daily observations and gamma possibilities
A disclaimer - I think this is a very low possibility of happening, but something to keep any eye on. Super bullish so far today, really started yesterday with that close. I'll have level2 up today and post anything interesting here in this main post. I'm already starting to see …
Does GoPro have a chance of survival?
Stock is currently trading at $0.69.
Analyzing the physical vs. digital value in resource exploration
The market for resource exploration seems heavily focused on physical metrics like grade quality, proximity to producing assets, and drill targets. It is worth monitoring, however, how capital deployment is quietly rotating into the digital layer of the industry. Data suggests that the broader digital mining and resource evaluation sector …
Deep Dive: The Math Behind Berkshire’s new $31B Alphabet (GOOGL) position and what Buffett’s CNBC interview actually means for Tech Moats
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word to buy TQQQ rn
UNH raised guidance, but the value thesis still depends on earnings quality
UnitedHealth reported Q2 revenue of $112.0 billion, operating earnings of $8.0 billion and adjusted EPS of $6.38. Management also raised full-year adjusted EPS guidance to $19.50-$20.00. The headline is clearly better. I am less convinced that one strong quarter is enough to declare the value thesis fully repaired. Three things …
Day 3 of Shilling $fatcat. From $15K to $100K.
When I made my first two posts, $fatcat was trading between $15K and $30K. Since then we ripped all the way to $100K, and now we're consolidating around $30K, getting ready for the next run. Even better, the community has gone absolutely nuts. Nonstop memes. Nonstop raids. Nonstop activity. The …