Ideas For Now-

Discussion in 'Stocks' started by stonedinvestor, Apr 27, 2020.

  1. I know Van doesn't like videos but I have one more. And it concerns Go Pro because I was thinking they are in the same place as Arlo they haven't turned out much new in five yeast it's the same idea just with subscription model thrown in!

    This is the greatest video. Some Girls are very funny they get in their own head sometimes a bomb could go off they wouldn't notice, my wife is like this Listen in the back round you can here the growl of the grizzly a few times!!! Oh man... Go Pro Presents::::
     
    #2701     Dec 3, 2020
  2. Arnie

    Arnie

    That was photo shopped. You can google the story
     
    #2702     Dec 3, 2020
  3. vanzandt

    vanzandt

    Yeah the one guy on CNBC at lunch said it was his favorite. The older guy, the one that looks like he came straight from central casting for a part in the old Dragnet show.

    This guy:
    upload_2020-12-3_21-15-49.jpeg

    Doesn't he look like he could play a detective on one of those old cop shows?
    I bet he smokes cigs.

    He's a good stock picker.

    Josh Brown is good too. He knows the game well.

    [​IMG]
     
    Last edited: Dec 3, 2020
    #2703     Dec 3, 2020
  4. vanzandt

    vanzandt

    BS.... the ship has only steadied because the sea of manipulative money is in the doldrums. As well it should be.

    Allow me to keep your nautical theme alive here.

    Mark this post... anything even close to where you cashed out at $50.... which I highly recommended and blessed... will not only be a shipwreck in the making.... its never going to happen again for a long long time.

    Its a consumer products resale company Stoney.

    I told you this before. That's the reason Apple traded at PE of 12 forever. Before they figured out the SAS angle and a billion other things they could bring under that umbrella.

    So yeah, Corsair assembles high powered machines for gaming, and that takes them up one notch above Logitech... but from what I am reading.... and make no mistake I am not a gaming aficionado... but interactive gaming and E-Sports are all going to the cloud.

    IE.... nobody will need some blow-torch machine aside from a few die-hard pro gaming savants.
    Why would they as 5G in the tier 1 cities comes online in 2021? No one needs a custom built machine. Corsair is then relegated to selling gizmo's they buy in bulk in China. IE... a low margin business model.

    Now..... you'll get the requisite manipulation of this stock.... we already saw it when it broke $50.... because it is A STOCK... and ones like this are ALL gamed. Math.
    But there's a reason it hasn't bounced.


    Its all math bro. I'm not even going to go into it. But it is.

    So... 'll tell ya what Stoney.... if Corsair takes out the 52 week high +5% and stays there for more than 2 days.... God as my witness.... I will buy you and Mrs Stoney a $3000 cruise on the line of your choice.

    There's more to this game than just reading Seeking Alpha.
    It may work near term, but in the end Stoney... the bigger picture always prevails.

    -vz
     
    Last edited: Dec 3, 2020
    #2704     Dec 3, 2020
  5. vanzandt

    vanzandt

    And make no mistake Stoney, I'm not pinging on you here, we've had some great calls, but this is not one of them.

    If you chose to take this thing long, just know you are riding the coattails of super-super-super-computers that are a million times smarter than you and I will ever be.

    Next year at this time, this thing will be at or below right where it started.
    If you can ride it up, its only because the numbers of shorts vs longs, the open interest on the options, and a dozen other things including media pumps... works well on the long side for those computers.

    No one will ever beat them at math.
    You can only beat them with common sense, an ability to sit on your hands, and a realization of the fact that water always seeks its level. Always.

    -vz
     
    Last edited: Dec 3, 2020
    #2705     Dec 3, 2020
  6. Van I think you know very well I would never accept a cruise! No matter how much it costs.

    --> So yeah, Corsair assembles high powered machines for gaming, and that takes them up one notch above Logitech... but from what I am reading.... and make no mistake I am not a gaming aficionado... but interactive gaming and E-Sports are all going to the cloud.

    I don't think so. The cloud doesn't give you light up keyboards and different lights everywhere.
    There is something happening in E-Sports & Interactive gaming but it's not what you think it is. In my view the Computer is making a huge comeback. This may include " the cloud "because everything does but the computer is a lonely place to game and that's the world now. I would of thought Playstation and Wii & groups of people gaming together would be the way of the Pandemic but that has run it's course.

    So HS kids trapped in their rooms they want their faster mouse and light up keyboard and multiple screens. It's all good news for NVIDIA as well.

    -
    Delivery stretched to its limits

    Amid a pandemic-fueled shopping season, UPS (NYSE:UPS) is reportedly adding shipping restrictions on some large retailers such as Gap (NYSE:GPS) and Nike (NYSE:NKE), and notified drivers across the U.S. to stop picking up packages from L.L. Bean, Hot Topic, New Egg and Macy's (NYSE:M). The National Retail Federation estimated that internet shopping jumped 44% over a recent five-day stretch that included Black Friday and Cyber Monday as orders moved online. UPS and FedEx (NYSE:FDX) have also raised prices in response to the activity and warned merchants that they would hold them to volume agreements.

    -
     
    #2706     Dec 4, 2020
  7. Photo shopped- No Way. It was done so well. I'm ticked. Go Pro creates lies!!!

    Van here is a co you may like. They don't have any good games yet-- It's those stupid games people used to play in the subway... The Co is Skillz and you may remember the SPAC they merged with because we were following it at the time-- Flying Eagle Acquisition FEAC<------


    The opportunity for Skillz is mind bogglingly massive. Skillz can grow the number of genres, increase distribution on other platforms, grow the number of developers, and increase monetization channels, all of which combined should accelerate growth for years to come.

    Based on what I've played currently, Skillz only offers "1-sided" 1v1 games. What this means is each player gets to rack up a score at their own pace - the games don't have to take place at the same time. The reason I believe Skillz mainly operates these kinds of matches is because they don't really have the player count that big real-time matchmaking games like Clash Royale, League of Legends, or other similar games have.

    [​IMG]



    This severely limits the types of games Skillz can offer, as many of the largest games today are real-time games - games that all players have to be online at the same time to experience. As Skillz increases in popularity, some of the games should become large enough to offer real-time matchmaking.

    Management has stated in the IR email that they intend to expand into very popular genres like MMOs and Battle Royale. These games are far larger and far more engaging than the current games Skillz is offering. If Skillz executes well on this, the top mobile games of tomorrow may offer all players an option to play competitively with real money.

    In addition, Skillz mentioned in the email that 10% of their users were on Android, which is impressive in itself as Android doesn't allow real money gaming, and considering Skillz only launched in Android in 2018. Therefore, Skillz has to distribute to Android players via direct downloads or via partnerships with unofficial app stores.

    This still represents a long runway for growth, however, as Android has an estimated 80%+ market share of the mobile app store market. Management mentioned in the email that Android downloads are growing twice as fast as iOS, a very encouraging sign.
     
    #2707     Dec 4, 2020
  8. [​IMG]
     
    #2708     Dec 4, 2020
    • Cited examples: Churchill Capital Corporation III (NYSE:CCXU), a SPAC run by former Citibank Michael Klein, who runs M. Klein and Compan attracted GIC Private Limited and Saudi Arabia's Public Investment Fund (PIF); other popular SPACs being invested by SWF capital include Flying Eagle Acquisition (NYSE:FEAC) and Foley Trasimene Acquisition Corp I and II (NYSE:WPFU), (BFTU).
     
    #2709     Dec 4, 2020
  9. So Churchill sits empty with funding from Saudis' --> CCXU

    & FEAC has some heft behind it....
     
    #2710     Dec 4, 2020