Author Topic: Stocks  (Read 1179421 times)

Offline EliJelly

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Re: Stocks
« Reply #4500 on: June 03, 2020, 02:48:39 PM »
define long, curious
Hopefully still sticking with it.

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Re: Stocks
« Reply #4501 on: June 03, 2020, 03:01:19 PM »
I've been waiting over 5 years with bated breath for someone to say that!
-- Dan

Offline PlatinumGuy

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Re: Stocks
« Reply #4502 on: June 03, 2020, 03:07:17 PM »
https://twitter.com/elerianm/status/1268222389743050752
2000 bubble has absolutely nothing to do with this crises.

My guess is he's using P/E based on 2020 Q1/Q2 which aren't reflective of future performance & simply fake news.
״וזה כלל גדול: שישנא אדם כל דבר שקר. וכל מה שיוסיף שנאה לדרכי השקר – יוסיף אהבה לתורה.״ - אורחות צדיקים

Offline Ephraimh

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Stocks
« Reply #4503 on: June 03, 2020, 04:00:59 PM »

Online ExGingi

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Re: Stocks
« Reply #4504 on: June 03, 2020, 04:01:36 PM »
2000 bubble has absolutely nothing to do with this crises.

My guess is he's using P/E based on 2020 Q1/Q2 which aren't reflective of future performance & simply fake news.

A Bubble is a Bubble is a Bubble!

https://youtu.be/mn1hq5tUPvI?t=69 (sorry @Dan this is somehow blocked from looping)

I don't think the Fed bought stocks in those two. They bought bonds, or IINM ETFs that hold those bonds. John Hussman has been crying bloody murder that this is illegal. They have no mandate to buy those kinds of assets.

https://twitter.com/hussmanjp/status/1268265778723409921
I've been waiting over 5 years with bated breath for someone to say that!
-- Dan

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Offline ilherman

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Re: Stocks
« Reply #4506 on: June 03, 2020, 04:41:23 PM »
Who is shorting zoom with me?
You can say what you think when you think what you say.

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Re: Stocks
« Reply #4507 on: June 03, 2020, 04:46:56 PM »
Who is shorting zoom with me?
On what basis?

Offline PlatinumGuy

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Re: Stocks
« Reply #4508 on: June 03, 2020, 04:48:30 PM »
The Dow is still 10% below it's peak, and the USD is a few percent lower over the last few days so the market is down in real terms
״וזה כלל גדול: שישנא אדם כל דבר שקר. וכל מה שיוסיף שנאה לדרכי השקר – יוסיף אהבה לתורה.״ - אורחות צדיקים

Offline AJK

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Re: Stocks
« Reply #4509 on: June 03, 2020, 04:53:37 PM »
The Dow is still 10% below it's peak, and the USD is a few percent lower over the last few days so the market is down in real terms

S&P 500 isn't...
2015: 116K bkd | 1.6M brnd | F: OZ,NH,AA,EK | J: UA,CA,TK,DL,TN,AF,VA | LIH,NRT,ROR,PEK,CNS,BOB,MEL,TLV & Pacific Hopper

Offline ilherman

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Re: Stocks
« Reply #4510 on: June 03, 2020, 04:55:33 PM »
On what basis?
On what basis is this stock worth so much? On what basis is the market cap 63bb?

I'll give it to you that people will continue using zoom to a certain extent even after this is all over however most businesses will go back to normal.

To value zoom based on what's going on now doesn't make sense to me.

I may be wrong..
You can say what you think when you think what you say.

Online CountValentine

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Re: Stocks
« Reply #4511 on: June 03, 2020, 05:00:15 PM »
Would it be fair to say the DOW has nothing to do with the economy?
Only on DDF does 24/6 mean 24/5/half/half

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Re: Stocks
« Reply #4512 on: June 03, 2020, 05:09:14 PM »
On what basis is this stock worth so much? On what basis is the market cap 63bb?

I'll give it to you that people will continue using zoom to a certain extent even after this is all over however most businesses will go back to normal.

To value zoom based on what's going on now doesn't make sense to me.

I may be wrong..
Thay said the same thing about TSLA
The trend is your friend except at the end where it bends.

Online Zevwolf

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Re: Stocks
« Reply #4513 on: June 03, 2020, 05:12:12 PM »
Would it be fair to say the DOW has nothing to do with the economy?
Do you mean the DOW specifically or the market as a whole?

Offline PlatinumGuy

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Re: Stocks
« Reply #4514 on: June 03, 2020, 05:13:24 PM »
Thay said the same thing about TSLA
The trend is your friend except at the end where it bends.
TSLA has yet to be proven, but when Facebook was valued at $100b most people called it a bubble.
״וזה כלל גדול: שישנא אדם כל דבר שקר. וכל מה שיוסיף שנאה לדרכי השקר – יוסיף אהבה לתורה.״ - אורחות צדיקים

Online ExGingi

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Re: Stocks
« Reply #4515 on: June 03, 2020, 05:14:13 PM »
Would it be fair to say the DOW has nothing to do with the economy?

Are you talking about DJIA or about DOW (as in the company, which I was looking into buying into after the dam broke and am kicking myself for not pulling the trigger)?
I've been waiting over 5 years with bated breath for someone to say that!
-- Dan

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Re: Stocks
« Reply #4516 on: June 03, 2020, 05:15:23 PM »
On what basis is this stock worth so much? On what basis is the market cap 63bb?

I'll give it to you that people will continue using zoom to a certain extent even after this is all over however most businesses will go back to normal.

To value zoom based on what's going on now doesn't make sense to me.

I may be wrong..

While you make some very valid points, whenever shorting, remember that the market can be irrational for longer than you or I can remain solvent.
I've been waiting over 5 years with bated breath for someone to say that!
-- Dan

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Re: Stocks
« Reply #4517 on: June 03, 2020, 05:15:31 PM »
Do you mean the DOW specifically or the market as a whole?
Are you talking about DJIA or about DOW (as in the company, which I was looking into buying into after the dam broke and am kicking myself for not pulling the trigger)?
Sorry, the market.
Only on DDF does 24/6 mean 24/5/half/half

Offline ilherman

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Re: Stocks
« Reply #4518 on: June 03, 2020, 05:27:09 PM »
Thay said the same thing about TSLA
The trend is your friend except at the end where it bends.
How do you compare tsla to zoom? While people believe tsla is overvalued they still have major potential and they ain't going no where tom.

Zoom on the other hand will be forgotten once this is all over. All schools etc will go back to normal life soon and zoom subscriptions will tank.
You can say what you think when you think what you say.

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Re: Stocks
« Reply #4519 on: June 03, 2020, 05:31:31 PM »
How do you compare tsla to zoom? While people believe tsla is overvalued they still have major potential and they ain't going no where tom.

Zoom on the other hand will be forgotten once this is all over. All schools etc will go back to normal life soon and zoom subscriptions will tank.

Both don't make sense on financials and fundamentals.

However I don't think Zoom will go away, I do think they will have gained a lot more market share and usage, though the competitors such as GOOG, FB and MSFT aren't going to let them take it without a serious fight.
I've been waiting over 5 years with bated breath for someone to say that!
-- Dan