Author: pluginever

These daily discussions run from Monday to Friday including during our themed posts. Some helpful links: Finviz for charts, fundamentals, and aggregated news on individual stocks Bloomberg market news StreetInsider news: Market Check – Possibly why the market is doing what it's doing including sudden spikes/dips Reuters aggregated – Global news If you have a…

Full disclosure I have long positions in this company. I don't understand the valuation. It feels too good to be true. At this rate, the company essentially makes back it's valuation in 3.6 years. Thats 27% return annually! Dividend is at 6.45% annually and it only accounts for 18% of their profits. This is not…

Starbucks announced Tuesday it’s replacing CEO Laxman Narasimhan with Chipotle CEO Brian Niccol. Shares of Starbucks rose 10% in premarket trading on the news, while Chipotle’s stock fell 10%. Narasimhan took over as chief executive in March 2023. The coffee giant’s performance has struggled this year, hurt by weak sales in the U.S. and China,…

Swiss banking giant UBS on Wednesday smashed net profit expectations for the second quarter, amid cost-cutting steps and swelling revenue at the lender’s global wealth management and investment bank units. Net profit attributable to shareholders came in at $1.136 billion for the period, versus a company-compiled consensus forecast of $528 million. Profit was nonetheless lower…

The inflation is on a steady pace back to 2%. Recession may not happen yet, but it is very likely in next one year. The point is the interest rate cut is 100% to happen now, so TMF will surge. If there is a black swan event that requires immediate huge rate cut, TMF will…

Hi! I am an ex-prop shop equity trader. This is a daily watchlist for trading: I might trade all/none of the stocks listed, and even stocks not listed! I only hold MAG7/market indices long-term. If you use Old Reddit, click “Show Images” at the top to expand the charts. Any positions stated aren’t recommendations, I’m…

I've been experimenting text based GPT from OpenAI's ChatGPT to Google Bard to now Gemini AI. Since late '22 when the world was caught in attention on the magic of ChatGPT, people have been flocking to buy the next best accelerator cards (Nvidia), hoping they can be the next one to come out with the…

Last week it was announced that BH cut 50% of their stake in Apple. Before the cut the stock represented 44% of the company's whole portfolio. To me this ratio seems incredibly excessive compared to most big holding companies. I think Apple is a good stock to own. But, why would the company put so…

Alright so this going to be a long post so bear with me. I think we are currently in a consumer recession right now. Now you’re probably thinking ok but how? GDP continues to grow, unemployment continues to be stable, and the market is higher than ever right now. I am going to talk about…

Current Mkt Value: $13,5 Billion  Balance Sheet FUNdamentals  $8.116 Cash  $2.583 Inv  $0.258 Other  $10.957 Total Current   3.8 PPE  0.387 Op Lease  0.209 Other Non-Current  $15.354 – Total Ass Hats  (2.086) – Current I owe you’s   (5.526) – LT Debts  (0.924) – BS Debt, Idk  (8.536) Billy debt  Company FUNdamentals – Leadership Team Sustainer  Tiffany, is that…