PatrickBateman Posted January 7, 2023 Author Report Share Posted January 7, 2023 Sold CTMX today. Up 90% on it. Quote Link to comment Share on other sites More sharing options...
Jimmy Hoffa Posted January 7, 2023 Report Share Posted January 7, 2023 1 minute ago, PLB said: Sold CTMX today. Up 90% on it. Verizon, AT&T and Ally all had a good week, glad I dumped Amazon. What does CTMX do? Quote Link to comment Share on other sites More sharing options...
PatrickBateman Posted January 7, 2023 Author Report Share Posted January 7, 2023 49 minutes ago, Jimmy Hoffa said: Verizon, AT&T and Ally all had a good week, glad I dumped Amazon. What does CTMX do? Pharma. I bought when it really dropped and today is popped 90% at one point. Quote Link to comment Share on other sites More sharing options...
PatrickBateman Posted January 7, 2023 Author Report Share Posted January 7, 2023 On 12/29/2022 at 6:25 PM, PLB said: Bought more Disney and Amazon. SoFi and Arlo Technologies. Holding Tesla. Went from a 250% return to 15%. Any other tips? Arlo looking good! Quote Link to comment Share on other sites More sharing options...
Jimmy Hoffa Posted January 7, 2023 Report Share Posted January 7, 2023 If Disney drops to 80 I'm in. Big cash infusion may come, there's talking of them selling ABC & ESPN. Quote Link to comment Share on other sites More sharing options...
PatrickBateman Posted January 7, 2023 Author Report Share Posted January 7, 2023 5 minutes ago, Jimmy Hoffa said: If Disney drops to 80 I'm in. Big cash infusion may come, there's talking of them selling ABC & ESPN. ESPN sucks. Quote Link to comment Share on other sites More sharing options...
PatrickBateman Posted January 7, 2023 Author Report Share Posted January 7, 2023 7 minutes ago, Jimmy Hoffa said: If Disney drops to 80 I'm in. Big cash infusion may come, there's talking of them selling ABC & ESPN. Was in at Disney at $101. Bringing the former CEO back...great move! Quote Link to comment Share on other sites More sharing options...
Jimmy Hoffa Posted January 7, 2023 Report Share Posted January 7, 2023 8 minutes ago, PLB said: Bringing the former CEO back...great move! Very wise. Quote Link to comment Share on other sites More sharing options...
PatrickBateman Posted January 7, 2023 Author Report Share Posted January 7, 2023 On 1/5/2023 at 11:56 AM, richsox24 said: Gold. GDX This one looking good. Quote Link to comment Share on other sites More sharing options...
richsox24 Posted January 7, 2023 Report Share Posted January 7, 2023 1 hour ago, PLB said: This one looking good. Since it's a commodity and an etf, it should be a slow and steady mover, not one of these 25% swings up or down in a few days. But it should be a good play over the next 6 mos Quote Link to comment Share on other sites More sharing options...
PatrickBateman Posted January 9, 2023 Author Report Share Posted January 9, 2023 Just sold Duck Creek Technologies after the buyout news. In at $10 and out at $19. Quote Link to comment Share on other sites More sharing options...
richsox24 Posted January 9, 2023 Report Share Posted January 9, 2023 On 12/29/2022 at 5:45 PM, richsox24 said: I think you'll be able to get Disney and Amazon even cheaper in a few months. Recent buys for me this week are Estee Lauder, Amex, and Halliburton. Gunna be a rough few months ahead though. Trimmed some of my Estee Lauder and Halliburton for some profits. And bought OXY at $64ish at the close today. Will be a short term trade. Next 2 weeks aren't gunna be pretty imo. Quote Link to comment Share on other sites More sharing options...
PatrickBateman Posted January 10, 2023 Author Report Share Posted January 10, 2023 12 hours ago, PLB said: Just sold Duck Creek Technologies after the buyout news. In at $10 and out at $19. In at $13. Not $10. Quote Link to comment Share on other sites More sharing options...
PatrickBateman Posted January 10, 2023 Author Report Share Posted January 10, 2023 4 hours ago, richsox24 said: Trimmed some of my Estee Lauder and Halliburton for some profits. And bought OXY at $64ish at the close today. Will be a short term trade. Next 2 weeks aren't gunna be pretty imo. So have some cash on hand to buy over the next two weeks? Quote Link to comment Share on other sites More sharing options...
PatrickBateman Posted January 11, 2023 Author Report Share Posted January 11, 2023 VORB. Bought on the dip. Quote Link to comment Share on other sites More sharing options...
bookbraker Posted January 11, 2023 Report Share Posted January 11, 2023 Carnival cruise Under 10 dollars a share. It will double in 12-18 months. Quote Link to comment Share on other sites More sharing options...
joeybagadonuts Posted January 11, 2023 Report Share Posted January 11, 2023 GameStop. Video games do well in recessions and they’re well positioned. Trading at less than 1x revenue while transforming into a tech company. The trading platform they’ve built with Immutable X for web gaming which allows buying and selling of games as well as skins and ad ons across many platforms (think fortnight, etc) will be huge imo. Have an absolutely BIBLICAL position currently. Quote Link to comment Share on other sites More sharing options...
Jimmy Hoffa Posted January 11, 2023 Report Share Posted January 11, 2023 Just now, joeybagadonuts said: GameStop. Video games do well in recessions and they’re well positioned. Trading at less than 1x revenue while transforming into a tech company. The trading platform they’ve built with Immutable X for web gaming which allows buying and selling of games as well as skins and ad ons across many platforms (think fortnight, etc) will be huge imo. Have an absolutely BIBLICAL position currently. But... Don't most of us download our gaming content straight from Sony and Microsoft instead of traveling to a physical store? Why not something like Electronic Arts? Quote Link to comment Share on other sites More sharing options...
joeybagadonuts Posted January 11, 2023 Report Share Posted January 11, 2023 4 minutes ago, Jimmy Hoffa said: But... Don't most of us download our gaming content straight from Sony and Microsoft instead of traveling to a physical store? Why not something like Electronic Arts? Absolutely. They’ve been shrinking their retail presence the last few years. Focusing on e-commerce and web gaming. They’re transforming their business model and have added management from some of the big video game studios and a TON of former Amazon executives. Feel they have potential for hyper growth over the next few years despite being a legacy company. Easily my biggest position I’ve ever taken on stock by orders of magnitude. Quote Link to comment Share on other sites More sharing options...
joeybagadonuts Posted January 11, 2023 Report Share Posted January 11, 2023 Oh and I should have pointed out they also have a self custodial crypto/nft wallet. No chance to get FTXed as only the account holder w passkey can access what is in it. I’m a big fan of self custodial holdings which is why I hold the majority of my stocks w a transfer agent in my own name rather than at a brokerage. Gamestop also has zero debt, $1b cash on hand , and almost a $1b in inventory which is great in a high inflationary environment Quote Link to comment Share on other sites More sharing options...
joeybagadonuts Posted January 11, 2023 Report Share Posted January 11, 2023 Also like my former employer, Microsoft. Hold a few hundred shares still from the mid 2000s and will likely add some more over the next few months. Quote Link to comment Share on other sites More sharing options...
Jimmy Hoffa Posted January 11, 2023 Report Share Posted January 11, 2023 Is Twitch profitable? Quote Link to comment Share on other sites More sharing options...
PatrickBateman Posted January 11, 2023 Author Report Share Posted January 11, 2023 16 minutes ago, joeybagadonuts said: Also like my former employer, Microsoft. Hold a few hundred shares still from the mid 2000s and will likely add some more over the next few months. Like MSFT as well. What's a good entry point for GME? Quote Link to comment Share on other sites More sharing options...
PatrickBateman Posted January 11, 2023 Author Report Share Posted January 11, 2023 47 minutes ago, bookbraker said: Carnival cruise Under 10 dollars a share. It will double in 12-18 months. Reason? Quote Link to comment Share on other sites More sharing options...
Jimmy Hoffa Posted January 11, 2023 Report Share Posted January 11, 2023 Carl Ichan is still holding GME shorts. Quote Link to comment Share on other sites More sharing options...
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