Liberty

My parents are getting it today, which is awesome!

Yeah, you always have nice stories to tell afterwards where you made all the right moves. But if you go back and look at what was going on in real-time, it sounded different. I wonder why.

I'm talking about what he wrote. I don't know what he did, but I know what he wrote, that's quite clear on the screen.

Let's be fair here - I applaud Liberty for keeping track of things.  There has been blatant cheer-leading on this stock by some individuals, who have essentially claimed that it is on the verge of breakout, as it lost almost 100% of its value, shares consolidated 7-into-1 and then price dropping further per-share well below pre-consolidation, etc.  I see Liberty's comment as an attempt to keep others honest. Nope. Same as the proverbial bitter waitress, some folks just cannot move on  ;) It has been 10 YEARS+ since PWE hit its peak. All that time, and never took advantage ...  it's all on the HODLer. Now with a little luck ..... that current 100M of partially guided FCF will be a little higher tomorrow. SD If you re-read this thread, you have been buying all the way down and claiming bottom like 15 times. This thread was basically 100% positive for years, which is why I like to keep track of it, there's a lot to learn here, like the SD thread or the ALS thread or the SHLD thread. You don't just study success stories to learn. This includes my own mistakes, I don't shy away from them, and I encourage others to do the same with theirs. Moving the goalposts and thesis drift has cost many people a lot of money, so it's good to keep it in mind.

This would be off-topic in this thread. But I post about plenty of good companies, many of which have been multi-baggers for me.

Yet up 2.4x since 12/31/2021, and 5.02x within the last 6 months. You have something against multi-bagger returns  :) SD I prefer my multi-bagger returns to occur without a 98% drop first.

Only down 89% from peak now.

My parents are getting it on March 30th. I'm very happy about it, finally, it's starting to feel more real that the end of the pandemic is coming..

https://www.wsj.com/articles/microsoft-is-in-exclusive-talks-to-acquire-discord-11616715164 "Microsoft Is in Exclusive Talks to Acquire Discord" Around $10bn

Contour Software, CSI's operation in Pakistan where they do a lot of outsourcing stuff for their other units, has over 210 jobs opening. Seems like it's going well: http://contour-software.com/careers/ h/t Adrián Hernández / @adrivalue

"2 guys and a bulldozer on site to dislodge a ship stuck in the Suez Canal."

This is big news: https://www.businesswire.com/news/home/20210323005981/en/

https://www.aboutamazon.com/news/company-news/aws-announces-next-ceo

https://www.bloomberg.com/news/articles/2021-03-23/nintendo-to-use-new-nvidia-graphics-chip-in-2021-switch-upgrade

New one at Jonas in Australia: "Jonas acquired UniOne Pty Ltd. (Australia) "UniOne is an Australian software company that provides student activity management for universities. The functionality of the platform includes student clubs & sports, managing memberships/club purchases, case management, (...) "" h/t @pearnick

https://www.wsj.com/articles/justice-department-investigating-visa-over-debit-card-practices-11616164525 Stock down 4.65%

Looks like AMZN got the NFL for a long time.. https://www.cnbc.com/2021/03/18/nfl-media-rights-deal-2023-2033-amazon-gets-exclusive-thursday-night.html

https://www.cnbc.com/2021/03/17/kevin-mayer-on-leaving-disney-and-tiktok-joining-dazn-pay-tv-decline.html

https://www.cnbc.com/2021/03/17/amazon-unseats-walmart-to-become-the-no-1-apparel-retailer-in-the-us.html "Amazon has surpassed Walmart as the No. 1 apparel retailer in the U.S. thanks in large part to the pandemic-fueled e-commerce boom, according to new UBS research released Wednesday."

Interesting video on Amazon's logistics:

https://www.cnbc.com/2021/03/11/netflix-password-sharing-crackdown-being-tested.html

New book coming soon.

https://www.bloomberg.com/news/articles/2021-03-11/amazon-quietly-began-building-a-grocery-chain-during-pandemic

Look what I found in the archives:

Now that's a name I haven't heard in a long time.. You made me look it up: Looks like he's been beating the market lately, so that's good... but he basically only owns cash and JOE now, so that's weird