Share Picks 2020

Mister Vain · 10-12-2020 08:49PM

jams100 wrote: »

This non existent return on saving is probably going to get worse not better over the next 12+ months too.

Yep, the interest rates can't keep up with inflation as it is. The governments are printing money like its going out of fashion. Having some precious metals wouldn't be a bad idea.

Mister Vain · 10-12-2020 08:52PM

Timmaay wrote: »

Can you buy the ark invest EFTs in Ireland?

I don't think so. You could just buy shares in the individuals companies and put them into a pie. Trading 212 is good for that.

DutchYurt · 10-12-2020 09:10PM

testtech05 wrote: »

I've been holding on in the hope of some turn around on this one is there any hope for it at all? Considering just taking the loss at this stage....

AmberGold wrote: »

Is the pending catalyst not funding news?

Zacks upgraded its valuation to $15 dollars so it's gone up 22% I nearly **** myself when I opened my Degiro

JoeBagga · 10-12-2020 09:45PM

VSTM has done very well since November

AmberGold · 10-12-2020 09:48PM

DutchYurt wrote: »

Zacks upgraded its valuation to $15 dollars so it's gone up 22% I nearly **** myself when I opened my Degiro

I've been holding a 1000 in the red for a good while...

Thelonious · 10-12-2020 09:51PM

Here is a way to play the Airbnb IPO without having to buy the overvalued stock. I got this one from some of the good people on finance twitter.

Expedia own a company called Vrbo. It does the same thing as Airbnb. I was looking and it has about 1/6th the number of listings as airbnb does. So assume it's roughly 1/6th the revenue of Airbnb. But It's only a small part of Expedia
So the value of that part of expedia will soon be valued against it's competitor airbnb. I reckon there is really big upside on this without much risk to thee downside. Expedia should tear upwards on the strength of airbnb's high valuation.
It's not actually my idea , i robbed it off an analyst.
And airbnb market cap is 103bn whereas expedia is only 18bn !!
The options activity for EXPE is already looking bullish.

patsy_mccabe · 10-12-2020 10:37PM

Anyone here have the liathroidi to short Tesla Stocks?

Looks like Michael Burry did.

https://www.youtube.com/watch?v=8g42EMG_9Dw

DutchYurt · 10-12-2020 11:09PM

AmberGold wrote: »

I've been holding a 1000 in the red for a good while...

Same man, I slipped into 3k in the red. today was delightful!

ExMachina1000 · 10-12-2020 11:57PM

Looks like the war has begun to break up Facebook.

Will be worth watching stock price. Surely be some volatility on the cards

cc87 · 11-12-2020 12:44AM

Wombatman wrote: »

CD Projekt Red - Warsaw Stock Exchange available at a discount of 8% today based on release day jitters of their new game Cyberpunk 2077.

Cyberpunk 2077 is going to break all gaming record known to man.

Stock should get back to year high of 440zl, from 365zl, now in the next couple of months.

I think it will be a very slow burn for 2077.

It sounds like it won't/doesn't run well on current gen consoles and needs PS5/xbox series x. Without the console market it's not going to have the big bump on stock price it might otherwise. It's also had a very buggy launch when will again delay it's effect.

Having said that, if they get the multiplayer aspect that's rumoured for late 2021/2022 it could be the same as GTA V and be a big earner for years to come.

80s Child · 11-12-2020 12:52AM

ExMachina1000 wrote: »

Looks like the war has begun to break up Facebook.

Will be worth watching stock price. Surely be some volatility on the cards

What tends to happen here stock price wise?

bcklschaps · 11-12-2020 09:11AM

patsy_mccabe wrote: »

Anyone here have the liathroidi to short Tesla Stocks?
Looks like Michael Burry did.

https://www.youtube.com/watch?v=8g42EMG_9Dw

Long. How are those low hanging liaroidi feeling, now?

The funds have to buy....supply/demand up she goes,... €700

Treppen · 11-12-2020 10:08AM

Thelonious wrote: »

Here is a way to play the Airbnb IPO without having to buy the overvalued stock. I got this one from some of the good people on finance twitter.

Expedia own a company called Vrbo. It does the same thing as Airbnb. I was looking and it has about 1/6th the number of listings as airbnb does. So assume it's roughly 1/6th the revenue of Airbnb. But It's only a small part of Expedia
So the value of that part of expedia will soon be valued against it's competitor airbnb. I reckon there is really big upside on this without much risk to thee downside. Expedia should tear upwards on the strength of airbnb's high valuation.
It's not actually my idea , i robbed it off an analyst.
And airbnb market cap is 103bn whereas expedia is only 18bn !!
The options activity for EXPE is already looking bullish.

Good point, I know a few people who used VRBO before AirBnb was a thing.

Do they have anything different to offer?

Valhallapt · 11-12-2020 10:21AM

I really want to buy RBLX , but I tried to buy ABNB via DEGIRO and it just went crazy before the opening trade. How can I get on the RBLX ipo before it hits the opening market?

retalivity · 11-12-2020 11:09AM

Disney+ announced 10 new Star Wars & Marvel projects for the next decade.
Price already at $154, valuing the company at $280bn. Plenty of room for more growth.

DutchYurt · 11-12-2020 11:34AM

retalivity wrote: »

Disney+ announced 10 new Star Wars & Marvel projects for the next decade.
Price already at $154, valuing the company at $280bn. Plenty of room for more growth.

I'd love to see Disney plus going into a partnership with Netflix or Prime

p to the e · 11-12-2020 11:35AM

cc87 wrote: »

I think it will be a very slow burn for 2077.

It sounds like it won't/doesn't run well on current gen consoles and needs PS5/xbox series x. Without the console market it's not going to have the big bump on stock price it might otherwise. It's also had a very buggy launch when will again delay it's effect.

Having said that, if they get the multiplayer aspect that's rumoured for late 2021/2022 it could be the same as GTA V and be a big earner for years to come.

Down another 10%. Might pick up as much as I can over the coming weeks. This should start creeping up once the bugs are sorted out and the sales numbers start coming in. I'm no hardcore gamer but apparently Witcher 3 was similar at launch.

outonawing · 11-12-2020 11:51AM

Valhallapt wrote: »

I really want to buy RBLX , but I tried to buy ABNB via DEGIRO and it just went crazy before the opening trade. How can I get on the RBLX ipo before it hits the opening market?

See post 6751 from Shedite27

testtech05 · 11-12-2020 12:20PM

p to the e wrote: »

Down another 10%. Might pick up as much as I can over the coming weeks. This should start creeping up once the bugs are sorted out and the sales numbers start coming in. I'm no hardcore gamer but apparently Witcher 3 was similar at launch.

Must do some more research on this one sounds promising.

patsy_mccabe · 11-12-2020 12:21PM

bcklschaps wrote: »

Long. How are those low hanging liaroidi feeling, now?
The funds have to buy....supply/demand up she goes,... €700

I haven't shorted them. Trading at over 1000 times earnings, you'd have to wonder. They remind me of Bitcoin. Just doesn't make sense.

RedRochey · 11-12-2020 12:23PM

testtech05 wrote: »

Must do some more research on this one sounds promising.

From what I remember most gaming stocks do well in the run up to a big launch, but then start to decline no matter if the game was a big success or not

DutchYurt · 11-12-2020 01:58PM

RedRochey wrote: »

From what I remember most gaming stocks do well in the run up to a big launch, but then start to decline no matter if the game was a big success or not

Except in 2018 when fortnite sucked money from every game.. I backed TTWO at the time because of red dead (which is an awesome game) - fortnite smashed every single one.

Treppen · 11-12-2020 03:16PM

DutchYurt wrote: »

Except in 2018 when fortnite sucked money from every game.. I backed TTWO at the time because of red dead (which is an awesome game) - fortnite smashed every single one.

Fortnite isn't a once off game so has ongoing revenue stream.... Much like.... ROBLOX...

Watch this IPO go even nutser than Airbnb.

Anyone with kids will want to get in on it... Just to try and recoup all that money they spent on Robux vouchers :pac:

RIGOLO · 11-12-2020 05:07PM

Treppen wrote: »

Fortnite isn't a once off game so has ongoing revenue stream.... Much like.... ROBLOX...

Watch this IPO go even nutser than Airbnb.

Anyone with kids will want to get in on it... Just to try and recoup all that money they spent on Robux vouchers :pac:

Fortnite .. ongoing revenue stream.. tell me about it .
I had to strike a deal with one of the kids, he loses part of his weekly pocket money as I pay for his Fortnite Monthly Crew pass.
Its a new departure for Fornite , for a fixed monthly fee you get some free skins , vbucks and battle pass.

I would love to see Epic Games IPO really well run, they could potentially have 3 IPOs, their Unreal gaming engine, the Epic game store and Fortnite itself could all standalone at this stage.

Im officially starting the rumour, PSTH will merge with Epic Games to bring them public. He said he wanted a mature company to partner with, but does a gaming company qualify as a 'mature' company....;)

Looks like the regular Friday price action, a flurry in the morning and small selloff.
Im already thinking 2021, there where you want your portfolio to be positioned at now imo, ignore the noise of the day to day swings.

And folks Ive been thinking today how lucky we all are to be in sight of the end of 2020 , an annus horribilis , if ever there was one. We are lucky and blessed if our major issues are clearing up the tax and wondering about our portfolios. Many didnt make it to the end of this year, passing on in circumstances no one ever imagined, and many of us will not embrace or imbide as normal with our fellow man during the upcoming yuletide celebrations. So be grateful for the stock gains that are allowing you to fill your stockings.

Supercell · 11-12-2020 05:17PM

RIGOLO wrote: »

And folks Ive been thinking today how lucky we all are to be in sight of the end of 2020 , an annus horribilis , if ever there was one. We are lucky and blessed if our major issues are clearing up the tax and wondering about our portfolios. Many didnt make it to the end of this year, passing on in circumstances no one ever imagined, and many of us will not embrace or imbide as normal with our fellow man during the upcoming yuletide celebrations. So be grateful for the stock gains that are allowing you to fill your stockings.

Its funny you mention that, back in February I left myself a reminder in Outlook to check what date my wife's birthday is this year (Chinese - they use a lunar calendar), but I also left myself a message which I'd totally forgotten about - how has the year gone, did I get the virus yet -no, was I able to go on the holidays I'd booked - no, is there an end in sight - YES!

Its been a rough year but there has been positives out of it - more family time due to WFH for example, a realism of whats really important to me, one to remember, I'm facing 2021 full of hope and optimism right now, its going to be a better year.

Stormington · 11-12-2020 06:36PM

Vixxy is pumping to 25 - almost everything will take a battering.

Correction - 25.09 as I type this. What happened/is happening?

DutchYurt · 11-12-2020 06:38PM

I'm getting absolutely battered today across the board -7% to -14% is my range for my portfolio

have a few in the 1/2% green but not enough to fight back

cronos · 11-12-2020 06:44PM

DutchYurt wrote: »

I'm getting absolutely battered today across the board -7% to -14% is my range for my portfolio have a few in the 1/2% green but not enough to fight back

Down almost 2k today myself. Combo of Brexit, Nio fundraising and just the rest of the market seeming to be poor also.

Nemeses2050 · 11-12-2020 06:45PM

hold up of stimulus talks...I would see this as an opportunity to grab some...well after chasing NIO forever, picked some there....

cronos · 11-12-2020 06:54PM

Nemeses2050 wrote: »

hold up of stimulus talks...I would see this as an opportunity to grab some...well after chasing NIO forever, picked some there....

Hope you have better luck than I've had so far. 15% down. But I'm going to hold long term. I've put in another buy if it drops to $39.

Share Picks 2020

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