Spekulatius

Just reminder that Virgin Galactic's "Spaceship" has not reached Space yet. Their revenue last year was $238k and their losses $273M. It remains to be seen, whether SPCE is a commercial success. The stock has done well, but then again GME trades at ~$190/share too as I type this.

Y2020 10K is out. Earnings pretty much flat despite carnage with the clubs. Their Capex is now lower than depreciation so they delever the balance sheet even though leverage was small to begin with. https://www.otcmarkets.com/stock/LAACZ/disclosure FWIW, the supplemental filing is also interesting as it shows the controlling unit holders.

This is not a contract to buy 120k headsets, this is a contract to develop and deliver headset hardware and software for 120k units that doesn’t exist yet on a certain timeline and with milestones. https://www.peosoldier.army.mil/News/Article-Display/Article/2556870/ivas-production-contract-award/

No, I have not done much work. I briefly looked at it when they were buying a stake in UMG from my Vivendi Holding. It seemed to me that Vivendi was the way better stock back then. Just looking at the chart, TME started to become a parabolic chart in January around $20 and is now back to where it was, so I don’t think one is getting a real discount here. It just seems to me that the excess from the pyramiding scheme has been removed. I actually think DISCK and VIAC are in the same boat.

I have owned this about the same time than Cigarbutt did- late nineties. It was a Graham stock back theN, profitable, paying a dividend and trading around book. I also was their customer for about a decade when living in CA. I had the trifecta of homeowners, car and umbrella with the. Our agent (independent) was awesome and nobody could beat their prices for the entire package, it even close. I sold this stock for a decent gain back then and despite having it on my watchlist for almost 20 years, never really looked closely until recently in summer 2020. It’s operation results have deteriorated since the late nineties if I remember correctly and other insurance stocks more appealing. It is probably a decent buy at the right price, but I don’t think it will be a compounder - they just don’t really have an edge and their results are consistently below average as far as I can tell.

I don’t think that anything they has been said here can be called out as “cyberbullying”. I like to read both SD and Liberty’s posts. Different approaches for different people. Whatever works.

LOL Votes: - Almost worthless (because this is a controlled company) Low float /short squeeze: - Priceless

There has to be an easier way to make money in this market, than to trade a stock that loses 98% of it's value like a devil.

What flavor are they getting?

The European/japanese investment banks can’t seem to catch a break. $1 billion here, $1 billion there and pretty soon you are talking real money... ————————————- “ CFDs aren’t legal in the U.S. but their usage in other regions, particularly Europe, may be something that regulators weigh as they monitor this margin-call situation, Amy Lynch, a former SEC regulator and president of FrontLine Compliance, told MarketWatch in a Monday-afternoon interview. “Extremely risky,” is how she characterized CFDs. “[u]It’s kind of like being able to go into a naked position[/u],” she said, referring to naked bets where investors use derivatives to gain exposure to an investment without owning the underlying asset. to gain exposure to an investment without owning the underlying asset. It is really like buckets shops are legal again, just at a grander scale.

Probably just as much as the prior rise was a case of uneconomic buyers?

What does this have to do with taking the vaccine or not?

If the Domino’s are falling, they are not falling where I am not looking. In have extensive watchlist and other than VIAC and DISCK I don’t see much that is falling out of the now normal Momo tech rut. Even VIAC and DISCK are just going back where they were a couple of weeks ago. I guess that trade is close to unwound but I don’t see the great bargains here. I am not sure what I am missing.

Anyone planning on taking advantage of forced selling in the names? Do we know what Archegos owns? I think Tencent Music was mentioned. WhaleWisdom.com comes up empty handed. Maybe the bigger issue is that many other funds run similar L/S strategies with a high gross exposure?

This variant is of a concern because it can reinfect those that previously had COVID-19 apparently.The evidence from Manaus, which was supposed to have reached heard immunity but now sees another wave suggests so. https://www.nytimes.com/2021/03/01/health/covid-19-coronavirus-brazil-variant.html Evidence suggests that vaccines still protect against this variant too, but data is scarce.

This variant is of a concern because it can reinfect those that previously had COVID-19 apparently.The evidence from Manaus, which was supposed to have reached heard immunity but now sees another wave suggests so. https://www.nytimes.com/2021/03/01/health/covid-19-coronavirus-brazil-variant.html Evidence suggests that vaccines still protect against this variant too, but data is scarce.

Chances of death are very low but you can still get very sick and incur permanent damage to your lungs or organs. Even if you are healthy. Not just theoretical, I know someone 40ish and healthy and fit that had this happen. They have lung damage, it's permanent. They also went through complete hell for 2 weeks. Israel has vaccinated over half their population and haven't reported any issues. The pharma companies aren't based there so they have no reason to lie about the effectiveness. I feel at this point it's quite a remote chance the vaccine is more dangerous than covid. The exact same thing is true for the flu. Do you think everyone should get innocolated (yearly flu shot)? I can write a list of bacteria and viruses that can (emphasis can) have terrible terrible repercussions (much worse than a Corona virus). Why are you behaving so differently towards this one? Could it be the global fear mongering? And you are going to use the shit hole called Israel as a good example? What's next, North Korea? Eritrea? I actually think everyone should get vaccinated for flu as well. I do it, I had a flu a couple of times before that and while I apparently survived it, wasn’t much fur for ~7-10 days each time . A flu shot is much easier on me and since I got them, I never had the flu again. For COVID-19, the risk reward ratio for vaccination is much better because COVID is much more in inconvenient , if you get symptomatic and much more dangerous. Also, why is Israel a shithole country? I can think of a lot of other states that deserve this classification much more so.

Ma held 76% of Ant Financial until recently, and with the recent IPO - is now a multi-billionaire in China. Just exactly HOW does one pull off this trick in a communist country? SD The answer is simple - China is not a communist country. The communist party is just communist by name, for historical/legacy reasons. China’s current economic system is crony capitalism.

Actually Jack Ma is an interesting case where a founder created a cooperative culture from the get go. Alibaba created several billionaires while AMZN only created one (Jeff Bezos). There are some interesting articles pertaining to how Jack Ma ran Alibaba early on. He never was the all controlling operator , he was more like a leader why deputized most of the operations to a core group (who all become very rich) with him being the face until 2 years ago, https://hbr.org/2014/06/the-secret-to-alibabas-culture-is-jack-mas-apartment

I don’t really know the rent vs buy math in those specific areas but one thing I do know is that trying to buy a house when buyers are out there in force and panic buying basically everything is not a good proposition. This is not only because of the high price one needs to pay, but also because it is I likely to get the house you like as well. My experience is that those panic buying periods don’t last and eventually things are calming down, when though prices as indicated may not. In an more evenly balanced market, even if prices remain high, it is much easier to pick the house you like, negotiate contingencies with sellers etc and make home buying a much better experience. So my inclination would be rent first and wait it out little. That also has the advantage that you get to know the area you live in much better and sometimes, there are relative deals to be had just watching closely and you will find that certain pockets can be desirable for you because of traffic patterns for your commute etc.

It is clear that the vaccination has a dramatic impact on every metric - transmission, severe cases requiring ventilation, death. We can see this most clearly in Israel, because they are the furthest ahead. https://www.medscape.com/viewarticle/945680#vp_2 It is true that the LT impact of the vaccines is unknown. It is however also true that the LT impact of having COVID-19 is unknown too. With vaccines we talking about a controlled immune system reaction, with COVID-19 we Talking about a Virus in the wild. We know for that for some people, the impact of having a COVID-19 infection is Long lasting (glass lungs, shot kidneys requiring life long dialysis etc). Each choice has some risk, but I think the of controlled immune system reaction is way lower than an acute infection a virus from a wild. I also think that over the Long run, the risk of getting infected by COVID-19 will be almost approaching one for most of us as this disease becomes endemic. People can make their own choice but I think for me, it is pretty clear what I am going to pick - well, I have already picked.

Many here in fact did buy this dip, including me.

I looked at both S-1 and I can come to terms with CPNG but what is really OSCR bus8 es model, is it like LMND for health insurance. Their numbers look atrocious. Both GOOG health care IPO‘s AMWL and OSCR look underwhelming to me. I havent even come close to a deep dive, and yea, the approach is at best scattershot, but the impression I have gotten is that somewhat like LMND, theyre focusing on developing the brand. Its not very efficiently rolled out, but they have a little bit of everything...their own clinics, the tele health offering, pricing models that "appear' transparent and are generally received well by their customers. My guess is that they would be burning many times more money if they put all of this into motion in all their markets, all at once. All in all I think its probably burned through a good bit of money experimenting and will continue to do so. At the same time trying a lot of things in a scattershot way sort of lets you feel out the sensitivities of what works and what doesnt. Its in the right place at perhaps the right time....there does seem to be bipartisan support for fixing a lot of the issues in healthcare....so you'll need to cross a few bridges to get there, but there are bridges which lead this to being a bit of a disruptor. At the least its a small starter that will compel me to do a bit more work on it while the market is beating the shit out of companies like this...and if nothing else I'll probably be able to unload it later once things settle down. $32 was the original low point of the IPO range that ended up being revised upwards twice to $39. So I'll take my chances there. $OSCR down to ~$24; $AMWL down to below $17 <insert toilet flush gif here>

You are right! I got confused with the tickers. MSGS and MSGN should merge. MSGE and MSGN makes absolutely no sense. The only way it makes sense is Dolan really wants to ensure his goddamn Sphere's can get financed.

Putting MSGE and MSGN together again makes sense and isn't surprising. Even a casual observer like me could quickly see that the split didn't create any value.