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Share Picks 2021 - Thread banned users post #1

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Comments

  • Registered Users, Registered Users 2 Posts: 8,235 ✭✭✭Pussyhands


    Don't know anything about them but a 50bn valuation for a company that allows e-signing seems really high.

    I don't see the market being that big. In my experience, it was used by high level people in orgs pre pandemic but don't see any use for it outside of that.



  • Registered Users, Registered Users 2 Posts: 19,143 ✭✭✭✭banie01


    This and another high risk area for China exposure in ADR's are under serious regulatory risk IMO.

    Both onshore in China and for ADR's in the US and EU in particular.



  • Registered Users, Registered Users 2 Posts: 19,143 ✭✭✭✭banie01


    Ask him how Didi is doing🤦

    I agree with you, his day as anything approaching relevant or insightful is long past. If memory serves if you followed his picks this year, you'd be down 28%

    I'll see if I can dig out the article, think I say it on Yahoo money.

    Loud, ostentatious and seriously any credibility afforded the man should have disappeared with Bear Stearns.



  • Registered Users, Registered Users 2 Posts: 20,135 ✭✭✭✭neris


    Saw a quote earlier made by Charlie Munger of Berkshire that too many stocks are seriously over valued. Tesla comes to mind along with a few tech stocks



  • Registered Users, Registered Users 2 Posts: 12,039 ✭✭✭✭patsy_mccabe


    I think BABA is the only one of those to ever turn a profit. Risky portfolio. Still if one of them comes good, it might cover the losses from the others.



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  • Registered Users, Registered Users 2 Posts: 4,100 ✭✭✭antimatterx


    If BABA goes sub $100, it's far too good (long term) not to buy. Also if PayPal can drop to $150.



  • Registered Users, Registered Users 2 Posts: 8,235 ✭✭✭Pussyhands


    Welp



  • Registered Users, Registered Users 2 Posts: 8,235 ✭✭✭Pussyhands


    5 of my 9 stocks are down 7%+

    Down nearly 4% for the day.

    Might put a stop loss another 10% down on NET because it seems to be on a downswing.

    DraftKings and Lemonade - turds



  • Registered Users, Registered Users 2 Posts: 9,666 ✭✭✭Shedite27


    It's far more than e-signing nowadays.


    People will go back to gyms rather than Peloton, people will meet people rather than zoom, people will go back to doctors offices rather than Teladoc. Nobody's going back to signing documents rather than clicking a link, no matter what your industry is



  • Registered Users, Registered Users 2 Posts: 8,235 ✭✭✭Pussyhands


    Yeah but it's like e-signing....as a 50bn dollar business?

    It was 1.5 times the size of Twitter!

    Esigning is a feature, not a 50bn business imo.



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  • Registered Users, Registered Users 2 Posts: 12,039 ✭✭✭✭patsy_mccabe


    Jeez, BABA is sinking boys. Grab the lifeboat! Anyone price averaging down?



  • Registered Users, Registered Users 2 Posts: 9,666 ✭✭✭Shedite27


    I'm not gonna push a company on anyone, you've already said you don't know much about Docusign.

    Saying its just e-signing is a bit like saying Google is just a search engine. Started out that way, but does far more nowadays.

    And I wouldnt compare any profit making business with Twitter. Twitter is famous but has never been able to monetise it.



  • Registered Users, Registered Users 2 Posts: 1,284 ✭✭✭bcklschaps


    Picked up a few DocuSign and a few Asana purely based on a hunch that the market has over shot on the negative here with these two. Their results were actually pretty good (but not exceptional), my thinking is the inflation talk, omicron, jobs report all coincided with their results date and they just got hammered. Looking for a quick swing trade here.



  • Registered Users, Registered Users 2 Posts: 1,520 ✭✭✭Take Your Pants Off


    Anyone still in Argo?



  • Registered Users, Registered Users 2 Posts: 9,666 ✭✭✭Shedite27




  • Registered Users, Registered Users 2 Posts: 4,816 ✭✭✭JeffKenna


    Checked my portfolio today after staying away from it the last few days. Mother of God.

    The only thing performing well is GameStop!

    Are people worried about the market long term? Inflation, China, Turkeys debt. Maybe I'm overthinking it.



  • Registered Users, Registered Users 2, Paid Member Posts: 4,850 ✭✭✭Treppen




  • Registered Users, Registered Users 2 Posts: 8,235 ✭✭✭Pussyhands


    Getting worried about rising rates.

    That's all.

    This new variant, with stories coming out that it's very mild, may signal the end of the pandemic and lead to rising rates.

    As Buffett has said for years and years..."interest rates are to asset prices what gravity is to matter."



  • Registered Users, Registered Users 2 Posts: 5,657 ✭✭✭baldbear


    Anyone Chance some pypl shares? Price has dropped 40% recently. Price dropped when rumours spread about PayPal buying Pinterest. And the full split from eBay has now been felt.

    But with a deal done with Amazon to be implemented in early new year I feel price will increase shortly.



  • Registered Users, Registered Users 2 Posts: 9,666 ✭✭✭Shedite27


    I'm certainly interested. Great valuation at the moment, good buying opportunity



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  • Registered Users, Registered Users 2 Posts: 4,581 ✭✭✭VW 1


    Baba CFO announced she's stepping down and the deputy CFO taking the role, the stock down a further 8% on the news.



  • Registered Users, Registered Users 2 Posts: 8,235 ✭✭✭Pussyhands




  • Registered Users, Registered Users 2 Posts: 8,235 ✭✭✭Pussyhands


    Also 8 HK shares = 1 US share.

    You need to multiply the HK share price x 8 x 0.13 to get the USD price which is 112.7 x 8 x 0.13 = 117 USD which is higher than Fridays close.

    BABA has opened up 3% higher pre market.



  • Registered Users, Registered Users 2 Posts: 2,015 ✭✭✭6541


    Just wondering what do people think of Disney ? Shares have dropped big time.



  • Registered Users, Registered Users 2 Posts: 8,235 ✭✭✭Pussyhands


    Anyone holding NET?

    Down nearly 25% in the week. Everytime it goes down by 6%+ I feel like I don't want to miss the rebound the next day but feel like I should take profits.



  • Registered Users, Registered Users 2, Paid Member Posts: 6,577 ✭✭✭weemcd


    No brainer long term for me. Revenue can continue to take hits due to Covid, namely theme parks and cinemas etc. So you could realistically be looking at a year or more, there's only so much Disney+ streaming service can do. But it's one I definitely would mind having in my portfolio with a long term outlook.

    Just my opinion BTW, definitely not financial advice. Everything looks choppy right now across the board...



  • Registered Users, Registered Users 2 Posts: 586 ✭✭✭theboringfox


    Up today but my just eat position taking a big hit daily now. Need to decide if it is cut and run time. Lock in a bit of year end loss to offset gains. Up overall today at least.

    Like Disney. Dont think it is dirt cheap but I think it is a good company at good valuation point. Im a fan. Only started into it after recent drop.



  • Registered Users, Registered Users 2 Posts: 93 ✭✭pitrn


    Hello All, getting a bit nervous with the way market is heading..

    I have shares like

    Carlotz @7.98

    Psth @ 25.00

    Skillz @ 16.79

    Clov @ 10.46

    Baozun @32.00


    These shares are way below the prices I bought them at. Any suggestions what I should do. Wait and hold or sell?


    Appreciate your inputs.


    Thanks

    Ptrn



  • Registered Users, Registered Users 2 Posts: 1,857 ✭✭✭Atlas_IRL


    I think in the future maybe set a mental stop loss on certain buys especially spacs and say i'm going to dump if it hits X, and on the other side im going to take profits if it hits X along the way.


    This year in certain periods has been pretty brutal and with the above unless you have conviction that you can put the money into something else and its going to do better than you may just be better holding them.

    EVERYONE has been wrecked the last 2 weeks, we all sail in the same boat :)

    December historically can be bad normally with people taking profit with taxes due at the end of the year but with tapering news and covid strains its just tanked, i'm hoping we have a good January and get some of the gains back.



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  • Registered Users, Registered Users 2 Posts: 9,666 ✭✭✭Shedite27


    Sold it about a month back as it was way overvalued. The ratios were far too big even for my liking. It's a good company, executing perfectly. If it dropped back to the 120's I'd probably buy again



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