Posts
Market Diving due to a *strong* labor market
I’m not freaking out from yesterday’s dive. Stocks are a long game, short term variances are just noise. With that perspective, yesterday’s market becomes kind of amusing. Obviously, there was more going on than just this, but isn’t it kind of funny that the dive was caused by a surprisingly …
WEN Lambo? started accumulating a position, because I think it’s a strong brand, with a high likelihood of a successful turnaround.
31% short with a new CEO and a takeover target. . . surprised there isn’t more discussion about it. honestly, I think WEN is a strong player in the burger wars, and started to accumulate a position as a turnaround play. feeling more bullish about it the more research I …
Queue The Lost Decade Posts
Every time we get drops like this, we get people saying we’re entering a “lost decade.” We also get people saying, “I sold at the top last week and now have converted everything to \[insert absurdly conservative investment strategy here.” These people are extremely annoying. They showed up during the …
Is the SpaceX 2x Oversubscribed Reuters report a fluff piece to create a FOMO, or am I misunderstanding how fast a $150B order book builds?
So like a few days ago Bloomberg reports that Jamie Dimon is hosting this huge JPMorgan simulcast thing to like 90 locations to pitch the SpaceX deal to all there rich private clients. Then less then 24 hours later Reuters drops a story citing "anonymous sources" saying the deal is …
/r/Stocks Weekend Discussion Saturday - Jun 06, 2026
This is the weekend edition of our stickied discussion thread. Discuss your trades / moves from last week and what you're planning on doing for the week ahead. Some helpful links: * [Finviz](https://finviz.com/quote.ashx?t=spy) for charts, fundamentals, and aggregated news on individual stocks * [Bloomberg market news](https://www.bloomberg.com/markets) * StreetInsider news: * …
How are you managing IPO risk?
SpaceX, Anthroipic and OpenAI are all going to IPO soon. Youtubers have already warned that "insects in wallstreet" are trying to find the scapegoats to dump this crap on. The target it 401K, and other funds. Hence the prediction that markets will at least correct, if not crash because of …
The South Korean stock market experienced a massive shock. You guys ok?
South Koreans were getting rich until very recently, riding the wave of Samsung/SK hynix stock explosion. Well yesterday it was a bloodbath. The South Korean stock market experienced a massive shock which local media quickly dubbed "Black Friday." SK Hynix Plunges Nearly 10%, my IBKR app shows -21.29% in afterhours. …
Reddit is likely manipulating it's revenue numbers
Between 2015 and 2023, Reddit had yearly revenue growth rates of roughly 88, 67, 100, 60, 50, 57, 143, 47, and 20 percent. This averages out to 70%, with completely normal volatility. However, ever since they IPO'ed, that volatility has vanished. The quarterly year-over-year growth rate has been sterilized into …
Broadcom M&A (Hock the acquirer and the conquest for IBM)
In a Bloomberg Interview, Hock Tan (CEO of Broadcom) was asked about the M&A strategy which they have deployed extensively over the course of last decade. Historically, Hock Tan would partner up with Private Equity and using bank leverage to acquire over other companies. Then selling off non-core assets and …
Buy the Dip - Selectively
What are people not understanding with “Buy the Dip”? Just because the market is down 2-3% in a day and 5% from the top, doesn’t mean you need to keep waiting to enter specific stock names. If you are waiting for the whole market to drop 10%+ you may and …