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Hey Nerds: Blockchain

CH1 said:
you risky mofo...I thought you were a divy monster with some CRWD, DKNG and MSOS tossed in for excitement

what are your top 6 holdings?

mine are
ROKU
TRULIEVE
GREEN THUMB
PINTEREST
pot stock du jour
DKNG
Click to expand...
Really? After all this time you didn’t know my concentration? Different ways to measure top, but I’d say in terms of how much I invested, not in order:

AAPL
NFLX
FB
CRWD
DIS
ATVI

The best return though is from the one I invested the least in, but in terms of where it stands on dollar returns, I think it’s #2. And that one is SQ.
 
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My dividends are paltry. I keep thinking I need to put more in a couple of those. That’s why I was looking at NEM btw which has fallen further since and is now almost 4%.
 
LeafOfFaith said:
Really? After all this time you didn’t know my concentration? Different ways to measure top, but I’d say in terms of how much I invested, not in order:

AAPL
NFLX
FB
CRWD
DIS
ATVI

The best return though is from the one I invested the least in, but in terms of where it stands on dollar returns, I think it’s #2. And that one is SQ.
Click to expand...

AAPL has done nothing all year...so now I understand your pain.
 
ROKU is such a sexy one, would’ve been right up my alley if I was more familiar with it back then. That sucker would’ve made Kong blush if I’d followed you into that.

Currently ZM haunts me. It’s damn high and would require a substantial wad of dough to buy in the way I want, but fuck I think it may double or triple from here so I’m trying to figure out what to do. I saw it fall to $330 last month and thought it would touch the $200s at which point I’d strike. It went to $400 fast instead.
 
CH1 said:
AAPL has done nothing all year...so now I understand your pain.
Click to expand...
I’m good with them, and they were all time highing it before they fucked up and reported blowout earnings. Stupid stupid!!

The one that pisses me off is FB actually. How does that company not triple during the pandemic?
 
ROKU was a great opportunity because a lot of folks thought the company made their $$ selling a device...the truth is they make money selling targeted ads on their number one streaming platform.

Needham analyst Laura Martin raised her price target to $550 from $400 and maintained a Buy rating in a note on Friday. She pointed to a handful of potential drivers for upside to shares, including better-than-expected cash flow, positive signs in the advertising business, and opportunities abroad.

“From a valuation POV, we believe Roku should be valued as an aggregation platform, similar to iOS and Android in the mobile space or like Facebook in the social space,” Martin wrote. “Winning platform aggregators typically benefit from winner-take-most economics, and Walled Gardens (like Roku) typically maximize value capture.”
 
LeafOfFaith said:
I’m good with them, and they were all time highing it before they fucked up and reported blowout earnings. Stupid stupid!!

The one that pisses me off is FB actually. How does that company not triple during the pandemic?
Click to expand...

they are now considered a societal poison...but VR will eventually goose their stock up to ATHs

I've been eyeing SNAP for their AR. I was dumb for not buying them 18 months ago after hearing their advertising pitch in person...I came away very impressed with their offerings....that was $40 ago. I will buy the dip (if any)
 
$CDXX (420 in roman numerals) went public today.

new Spac headed by

Joe Caltabiano, a co-founder of Cresco Labs and Peter Kadens, former CEO of Green Thumb
 
Love Kadens but by all accounts Joe Caltabiano is a toxic piece of shit. For that reason I'm out. But I probably shouldn't be.
 
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CH1 said:
ROKU was a great opportunity because a lot of folks thought the company made their $$ selling a device...the truth is they make money selling targeted ads on their number one streaming platform.

Needham analyst Laura Martin raised her price target to $550 from $400 and maintained a Buy rating in a note on Friday. She pointed to a handful of potential drivers for upside to shares, including better-than-expected cash flow, positive signs in the advertising business, and opportunities abroad.

“From a valuation POV, we believe Roku should be valued as an aggregation platform, similar to iOS and Android in the mobile space or like Facebook in the social space,” Martin wrote. “Winning platform aggregators typically benefit from winner-take-most economics, and Walled Gardens (like Roku) typically maximize value capture.”
Click to expand...
Yeah, I just have a hard time buying something when it's shot up so high. Several reasons for it actually.

I just tip my hat to those that bought in at the right time and look for the next one.
 
so sad

Tough to answer that on the fly but we have ~$60m of operating expenses in our P&L that are not deductible so the tax savings are significant. We just borrowed $120m to make the Ilera earnout payment and that rate was 13%. So, needless to say, savings from these changes will be game changing!
 
CH1 said:
they are now considered a societal poison...but VR will eventually goose their stock up to ATHs

I've been eyeing SNAP for their AR. I was dumb for not buying them 18 months ago after hearing their advertising pitch in person...I came away very impressed with their offerings....that was $40 ago. I will buy the dip (if any)
Click to expand...
I cannot fucking believe it’s $65. When it was under $10, I thought it was for sure going to go bust. I hate the app. I can’t believe it’s an example of yet another ten bagger. Motherfucker.
 
Crunched the nummies. On the conservative side trulieve did 12% on Florida. This is assuming similar price decreases as Q3 compared to Q2 which were abnormally steep; there were shortages this quarter in Florida so there's a chance prices didn't decrease but if prices stayed the same we're looking at 15-16% growth just in florida. ~12% gets them to a 152m floor (which is actually 11.5% growth but let's be cautious). And then last quarter based on their proforma revenues the pa acquisition did around 18.6m. They'll have just under a half quarter of those. Let's assume minimal growth and another 9m. And we'll say Connecticut and California add around 500k; if it's more than that I doubt it's much more. I'll say a 161.5m dollar floor for around 18.5% qoq growth. Proforma at 170ish.

Of course this is just the floor. Analysts have them at 161.1 which I feel will be low. We'll say 161-170 with proforma at 170-180. Think PA expansion comes online in Q1 2021 so I'm not expecting much growth there though I could be wrong.


Part 2 of today's Presto Post: MSOS officially added 1m CCHW and 1m Harvest Health yesterday. Both benefited from big moves. They were also in heavy on Terrascend at 800,000, Cresco and Curaleaf. All these names did well yesterday and honestly the ETF helped the fuck out of them on that as I suspected.
 
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