Obligatory: SIR, THIS IS A CASINO. This isn't financial advice in any way shape or form. submitted by OhSoRefreshing to wallstreetbets [link] [comments] TLDR: This run is going to end with the cannabis stocks back down 50-80% or more from the levels they are at. $CRLBF is the real play here for the smart players that want USA exposure to the legislation. We just like the stocks now, not later. Ok, listen up normies. Yeah I'm talking to the newbies specifically because the OGs here already know everything I'm about to share, but your insufferable groupthink and movement mentality shit pissed me off enough to make a post. Don't post DD if you have no clue. Ask someone for help and take your ridicule until someone comes along to help you. I used to post weekly DD on Sunday here a couple of years ago before one of you literally contacted my wife IRL. Not even kidding. So I made a new account. This is my first contribution back and I'm going to try and ensure some of you don't blow your chance at massive gains here by explaining what is actually going on. CNBC and anybody telling you that this is just 'momentum' and 'sentiment' is lying to you. The hedge funds are playing these right along with us. Don't ask me for proof, this isn't Twitter. Reasons why they are playing with us:
So in response to all you posting "real DD" with why these companies are the best and you're going to hold to the moon and never sell: I'm over it -- I can tell instantly how uninformed you are when I read some poorly thought out DD about why CGC or TLRY or APHA is a long term play because they're talking about USA legislation. These are Canadian companies. Get your head back on straight. You're here for the trade and the bet, not for the fundamentals, and if that's it, then fine, ignore the rest of this post and pick an exit, and if not, read on so you don't hold more bags. This place has never been one to care for fundamentals, but let me talk some sense into you so you can post some gain porn and I can tell you to fuck off instead of you guys all yelling "MaNiPuLaTiOn ShOrT LaDdErS" Let's take a look at some of today's gainers: (changed tickers for automod avoidance) $USMJay - Penny stock, worth absolute nothing for a reason $SNDL - Up ridiculous amount, have a billion shares outstanding, just diluted them all the other day $TeeRTeeC - Terra Tech, they grow weed, from all indications, do it poorly $OhGeeEye - lol $HUGE - Probably the only one in the lot worth a YOLO on the chance they get an acquisition like GW Pharma did but they don't have the same product portfolio or prospects GW has. Now, if you're simply playing this to get in and get out, great for you. The people saying (and believing) "$SNDL $10 EOW! HOLD THE LINE" and stuff like this are just absolutely brand new normies and are clueless, do not listen to them. If you yolo'd on cheap calls in Dec/Jan, congrats, take your gains and don't be like the $GME bagholders. If you're investing in any of the names I just posted above, expect any money you put in to at some point in the next 12 months be worth approximately 20% of what it is worth now. Literally. They're far worse than the main bunch (CGC, CRON, ACB, TLRY, APHA) but the main bunch is nothing to write home about either. THIS IS WHAT IS REALLY HAPPENING:Tilray had 40% short interest. It's not $GME level, but it's pretty high. When the stock crested $40 it really started taking off, why though? Notice this week's FD option chain: https://preview.redd.it/kyqeiwljeug61.png?width=917&format=png&auto=webp&s=0c1b48e12518515f09582289bd7f8a4f47a09629 Tilray has a 95M share float, those 42 calls represent roughly 1.5M shares held as a hedge just by themselves. Previous to this run up, that represents roughly 5% of the average daily volume of the stock, BY ITSELF. Those are shares that until Monday can be considered removed from the float because they're held as a hedge. They may get loaned out to be shorted, but that will only speed up the squeeze here. The important part: Today (2/10/21) the stock fell hard after open down to around 44 and found massive support all the way back to up 66. The most sold front week call? $40/$42 strikes. Premium when I screen shotted this? $22.20. Stocks going to pin above $60 for awhile likely, unless people are stupid enough to buy the OTM calls, in which case, it may squeeze itself higher. Smart hedge funds are going to pile into this, sell you the calls, shove the price up to keep selling you calls, then watch them all evaporate worthless in one of the future weeks in the chain, dump back the shares to help shove the price down, oh and did I mention? They shorted the top. https://preview.redd.it/ivy78woneug61.png?width=392&format=png&auto=webp&s=0604940c09126dc6d5b96a9cc5f17e4013ae5d9d It's just another plain old stock acting as a derivative of the option chain gamma squeeze. That's it, with a bit of short squeeze thrown in there and a WHOLE BUNCH of WSB fomo. The shorts are covering and pushing up the volume, likely re-shorting on the way up, and then you have WSB fomo'ing in to round out the total: a massive volume of 200 million shares today. You've got people that think this thing will skyrocket to 500+ (and it may) but the stakes get higher and higher each ladder up you take and the moves become more violent and more likely it comes all the way back down in short time the quicker it goes up. Might it get there? Sure. But be prepare to take profits when it does because... ITS CALLED MEAN REVERSION. THIS CANT GO ON FOREVER.Not to mention, the moves you are seeing are in completely overvalued companies, with horrible fundamentals, and poor prospects.Oh what's that? CGC got some CBD treats for Martha, seems fitting that something ill is going on in this industry considering she went to prison for insider trading. If the dog treats get you excited about the stock, Martha belongs here more than you do. 200M shares today means people who were long term bag holders cashed out and the shares have turned over the float two times in two days. That also means the shorts have turned over and are now short again. It means the HFT firms are feasting on all of you. It means Citadel is making a pile on the spreads. What to take away: An amount of shares equal to the entire float has changed hands, or in other words, fewer reason for people to bag hold. Fewer people that have to hedge. Fewer people that have to cover. Fewer people to help stabilize any of these upper price tiers, and keep the price stable by holding, and more reason it's going to collapse sooner (or later). But, this IS a casino after all... Let's see what happened with TLRY last time this happened (oh, you're new here? Yeah, this isn't the first time):https://preview.redd.it/p652mvgreug61.png?width=587&format=png&auto=webp&s=d95f2b0ccf946717859bffb28601dfd29e999e0b Looks eerily familiar to something else recently. Last time this occurred it traded between $100 and $300 in a single week timeframe. For those of you that are new: THIS IS NOT NORMAL. STOCKS DO NOT ALWAYS DO THIS. You are in the infancy of a new age of trading, but people still know, fundamentals matter a whole lot more than everyone is leading on, and these valuations are getting extremely overextended. Eventually, in the first squeeze Tilray bled off until the pandemic hit and it piled down to $2.43 a share. At $2.43/share, I would have bought it. Even at $10/12/14. At these levels? You're just ultimately out of touch but I look forward to the loss porn. So in short, again: Sir, this is a casino. Timeline of events, and how to not become a bagholder:
THIS IS ALL JUST "SENTIMENT" BASED YOLOING BY THIS SUB. It has probably driven uneducated retail into the trades also - who will also become bag holders. Let me put this in big letters for those of you that can only read big font and use crayons: NONE OF THESE COMPANIES HAVE REAL USA MARKET EXPOSURE, THEY ARE CANADIAN COMPANIES. THEY DO NOT HAVE MARKET POSITIONING AND ARE NOT POISED TO TAKE ADVANTAGE OF US LEGALIZATION.IF ANYTHING: IT WILL HURT THEIR BOTTOM LINE AND SET BACK EARNINGS BECAUSE OF CAPEX AND CASH OUTFLOWS TO GET A POSITION IN THE MARKET AND SOME OF THEM WILL GO OUT OF BUSINESS BECAUSE OF IT, WHILE OTHERS WILL FALL OUT OF PROFITIABILITY TO ENTER THE MARKET AND COMPETE WITH THE REAL PLAYERS. Who are the real players? (Cresco $CRLBF and Curaleaf $CURLF - do your own DD or wait for a post next week\***************)* Conclusion: Nobody should plan on holding these long term. Don't let someone else hand you bags like I did this morning at open on the pop unless you plan to hand your bags off and find the next play. You likely will not time the top. Pick a place you're ready to exit the trade, exit the trade or slowly shave your position, close the graphs and don't fomo back in. Just be done with the trade afterwards. You're likely not a cannabis multi millionaire and will not be one, unless you were loaded to the brim with low cost calls from last summefall or unless you literally yolo'd $10M into one of these a few weeks ago, and in that case, you belong here, congrats on your gains and fuck you. THIS IS A SECTOFOMO SQUEEZE. AND IT WILL END. THIS IS NOT SENTIMENT AND CNBC IS TROLLING US WITH IT LIKE WE HAVE THE POWER. And if you think WE are the ones driving the price up, the hedge funds are definitely watching and playing and they can bring these down at will at almost any time they want. You're holding a lit molotov, the only question is: will you throw it before it blows up? The rest of you? Plz fuck off with you 20 shares @ $2 on Sundial, fuck off with the "HOLD THE LINE SNDL $10 EOW", fuck off with your fomo, and fuck off with the "movement" and "lets push this to the sky" stuff and most importantly don't post DD if you have zero clue what is going on. You know what "lets push this to the sky" sounds like? Market manipulation. We're not in this together, I literally handed one of you a bag to hold this morning and even if they go up for another month, eventually, that bags gonna be heavy and I ain't coming back for it. I ain't tipping you either. These prices are insanely high for these companies. The multiples are out of control, and if you buy in at these levels, well, best of luck, I hope it works out for you. I'm fighting the fomo of extended gains, and will continue to put my money elsewhere. SIR, THIS IS A CASINO.Positions: I had the meme stocks like you literally all of them minus ACB and CGC. I took gains and bought 500 shares of Cresco prob increasing to 1,000 tomorrow, and kept the rest off the table to pay my wife's boyfriend's rent.Disclaimer: I have Tilray puts I'm prepared to average down on and diamond hand like a real boss because this is coming back down. Edit: You know what I forgot to add? Some of the biggest holders, the cannabis ETFs and funds, you know what they did today? They trimmed their positions. And they will continue to do so because of fiduciary responsibility and when you de-concentrate shares into the retail's hands, the moves will get more and more finnicky and more and more violent. Edit 2: Some normie tried calling me out like I never saw this trade coming or am a hedge shill, https://imgur.com/a/asAVkiC - I had thousands of shares, these are just the trades from this month, and I'm not advocating a buy, I sold mostly all of them this morning except for adding Cresco back in. You want the gain numbers? You do the math, I'm not your math tutor, I sold like 6 minutes after open for most of them. I have Tilray puts for next week and will be buying a few months out at various strikes as it continues to climb. Yeah, I think these are coming back down in price sooner rather than later, that isn't extraordinary information for a common sense person. Edit 3: I'm getting piles of messages from people who used to follow my DD back in 2018/2019. Yes, it's the real SoRefreshing, proof: https://imgur.com/a/Pn5LqCe Edit 4: Eh don't request me with "What should I do with XX" be a big adult grown up and decide your own risk tolerance and exits. I responded to the first 10 or so. Now I have 100. I can't. I disabled chat messages. Edit 5: jesus with the awards go buy TSLA calls this is WSB not fb/twtr disclaimer: have TSLA calls Edit 6: Oh look, they're pinning it around the $42 strike. Go figure. |
TLDR: The shorts didn’t get out. Melvin Capital is only half out and there’s enough fuel to keep squeezing for days. submitted by StarSwitch to wallstreetbets [link] [comments] On Monday I wrote a DD on Melvin Capitals put positions being completely underwater and MM hedging, predicting upward pressure this week. Some of the math was skewed since I suck at coding but still correct enough. The top was blown off of short selling pressure and we rocketed to 91% intraday. Price and Volume on 13 Jan 21 Volume Total volume for today Jan 13th was 144,501,736, an insane 14x Avg. Vol. There was some fear going around that the massive volume of we saw today was all shorts covering and they are completely out. I believe that is quite wrong and would be surprised if +50% got out of the door. A wall of positive news came out regarding Ryan Cohen and the long term viability of the business. Telsey raised their rating to buy on Tuesday among others. Big buying blocks came from institutional investors and other hedge funds opening long positions. Other analysts were skeptical the price surge was primarily shorts covering. Ihor Dusaniwsky, managing director of predictive analytics at S3 Partners “There is a GameStop short squeeze, but no the squeeze is not the major force behind the price move,”A huge driver in the volume today was high frequency trading (HFT). These guys pay indexes for their order flow and front run orders to BTFD. They make millions of trades with algos faster than your FD's go to zero and make their tendies pennies at a time. With such volatile action HFT traders were certainly in the mix, front running orders and boosting liquidity. HFT doesn’t affect the actual number of Longs/Shorts since they never hold those positions in the books. They are mostly a non-factor but were padding the volume. Options Activity Price and Volume for GME 24 FD Puts on 13 Jan 21 Melvin began exiting their 51k 24 put contract midday after the price surged. Volume on 15 JAN 24 Puts which is entirely owned by Melvin capital started with a series of block orders followed by smaller lots and another block order to end the day. Through the day they closed 28,110 contracts at $0.5-0.8. Currently, some Ivy League cuck is looking at an overall P/L of -$45 MILLION on their puts alone. Carry on when you finish jerking off to that loss porn. Guh There are still 22,915 contracts left to be dumped so they're not done losing their shirts. Delta Hedging **Think about Delta as the chance an option goes ITM. Higher = closer to printing. Market Makers aren't the Master Manipulator people make them out to be. They provide liquidity and write all these options. To avoid taking directional trades, they hedge their positions. This is called delta hedging. Delta*# of Contracts*100= shares needed long or short for neutral exposure. Every MM does this when you buy an option. On Monday the Market Makers were net short due to outsized put volume. Overall MMs hedged delta exposure of about 1.4 Million shares short. A portion of the hedging is done through long OTM puts especially in a hard to borrow scenario for the stock. After todays 60% rise, negative delta exposure went though the floor and positive exposure 🚀. https://preview.redd.it/mbtwftlu9bb61.png?width=1556&format=png&auto=webp&s=691aedc57f91512859a831ac5c2790ba4e0f0729 Just to clarify, Market Makers will not and cannot buy 14 million shares and will have to hedge a portion with calls. However this change may be one of the greatest gamma squeezes of all time (Definition for unawares) This is the "top blowing off" that I speculated would happen. Calls that were 0 Delta are now 0.38 and some MM is buying 38 shares or a call to hedge. This pushes the price higher. Shorts are still in There is no feasible way for all 71 million shares to have been covered with such a small float. I believe the Short Selling Analysts estimate of 7-14 million shares covered. Other violent short squeezes took multiple sessions to settle with a smaller short interest. All of the shorts are deep in the red currently with GME at 5 year highs. I believe these catalysts could push GME far higher. Positions Shares and more shares. Some 1DTE calls since I haven’t yolod in awhile IV is quite high but this is a Casino. Higher strike calls should be added too. Shares are the most important. Lock up the float and set those GTC orders to $420.69 Obligatory 🚀🚀🌈🐻r fuk |
Value | Current | Change | Total |
---|---|---|---|
Total cases | — | +543 | 123,364 |
Active cases | 7,805 | -236 | — |
Cases with "Unknown source" | 1,129 (34.8%) in last 7 days | -49 (-0.3%) | — |
Tests | — | +11,608 (~4.68% positive) | 3,154,153 |
People tested | — | +3,029 | 1,749,944 (~400,353/million) |
Hospitalizations | 594 | +3/-7 based on yesterday's post/portal data | 5,326 (+33) |
ICU | 110 | -2/-3 based on yesterday's post/portal data | 858 (+7) |
Deaths | — | +14 | 1,620 |
Recoveries | — | +765 | 113,939 |
Age Bracket | New Deaths | Total Deaths |
---|---|---|
20-29 | 0 | 7 |
30-39 | 1 | 8 |
40-49 | 0 | 18 |
50-59 | 0 | 51 |
60-69 | 1 | 164 |
70-79 | 3 | 321 |
80+ | 9 | 1,050 |
Unknown | 0 | 1 |
Value | Change | Total |
---|---|---|
Vaccinations | +1,803 | 104,327 (~23,868/million) |
Albertans with 2 vaccinations | +1,680 | 14,352 (~3,283/million) |
Variant | Change since last update (January 25) | Cases |
---|---|---|
United Kingdom (B.1.1.7) | +11 | 31 |
South Africa (B.1.351) | +1 | 6 |
Zone | Active Cases | People Tested | Total | New Cases | Total | New Deaths | Total |
---|---|---|---|---|---|---|---|
Calgary | 3,138 (-64) | +1,203 | 708,112 | +223 | 47,320 | +1 | 505 |
Central | 692 (-18) | +290 | 155,673 | +67 | 8,777 | +3 | 87 |
Edmonton | 2,662 (-102) | +834 | 581,259 | +155 | 51,266 | +9 | 848 |
North | 957 (-53) | +350 | 164,314 | +58 | 10,049 | +1 | 109 |
South | 340 (+4) | +179 | 108,042 | +39 | 5,822 | +0 | 71 |
Unknown | 16 (-3) | +173 | 32,544 | +1 | 130 | +0 | 0 |
Zone | R Value (Confidence interval) |
---|---|
Province-wide | 0.81 (0.79-0.84) |
Edmonton | 0.81 (0.77-0.85) |
Calgary | 0.83 (0.79-0.87) |
Rest of Province | 0.77 (0.73-0.82) |
City/Municipality | Total | Active | Recovered | Deaths |
---|---|---|---|---|
Edmonton | 41,833 (+122) | 2,134 (-87) | 38,987 (+204) | 712 (+5) |
Calgary | 39,762 (+185) | 2,592 (-41) | 36,718 (+225) | 452 (+1) |
Red Deer | 1,844 (+17) | 174 (+2) | 1,651 (+14) | 19 (+1) |
Lethbridge | 1,704 (+29) | 133 (+15) | 1,559 (+14) | 12 (+0) |
Fort McMurray | 1,681 (+2) | 92 (-10) | 1,586 (+12) | 3 (+0) |
Brooks | 1,361 (+0) | 3 (-1) | 1,344 (+1) | 14 (+0) |
Grande Prairie | 1,150 (+7) | 147 (-5) | 984 (+12) | 19 (+0) |
High River + county | 769 (+0) | 24 (-3) | 738 (+3) | 7 (+0) |
Mackenzie county | 553 (+7) | 40 (+4) | 498 (+3) | 15 (+0) |
Medicine Hat | 527 (+2) | 21 (+0) | 493 (+2) | 13 (+0) |
Cardston county | 466 (+4) | 83 (-7) | 377 (+11) | 6 (+0) |
I.D. No 9 (Banff) | 423 (+11) | 29 (+11) | 394 (+0) | 0 |
Wheatland county | 232 (+2) | 14 (+1) | 218 (+1) | 0 |
Warner county | 158 (+0) | 6 (+0) | 150 (+0) | 2 (+0) |
Wood Buffalo municipality | 133 (+2) | 9 (+2) | 124 (+0) | 0 |
Rest of Alberta | 30,768 (+153) | 2,304 (-117) | 28,118 (+263) | 346 (+7) |
Zone | Hospitalized | ICU |
---|---|---|
Calgary | 199 (+8) | 48 (+2) |
Edmonton | 246 (-9) | 38 (-4) |
Central | 45 (-1) | 7 (+0) |
South | 34 (+3) | 8 (-1) |
North | 70 (+2) | 9 (+1) |
According to experts, Trump’s conduct has potential criminal exposure:At least 12 Republican senators plan to challenge Biden’s Electoral College win on Jan. 6, when Congress is set to officially count the votes. The effort is being led by Sen. Ted Cruz (R-Tex.) and includes Sens. Ron Johnson (R-Wis.), James Lankford (R-Okla.), Steve Daines (R-Mont.), John Kennedy (R-La.), Marsha Blackburn (R-Tenn.), and Mike Braun (R-Ind.), as well as new Senators Cynthia Lummis (R-Wyo.), Roger Marshall (R-Kan.), Bill Hagerty (R-Tenn.), and Tommy Tuberville (R-Ala.). Separately, Sen. Josh Hawley (R-Missouri) is pursuing a similar plan.
A federal statute makes it a crime when one “knowingly and willfully … attempts to deprive or defraud the residents of a State of a fair and impartially conducted election process, by … the procurement, casting, or tabulation of ballots that are known by the person to be materially false, fictitious, or fraudulent under the laws of the State in which the election is held.”
A Georgia statute similarly provides that a “person commits the offense of criminal solicitation to commit election fraud in the first degree when, with intent that another person engage in conduct constituting a felony under this article, he or she solicits, requests, commands, importunes, or otherwise attempts to cause the other person to engage in such conduct.”
…The hard part for prosecutors would be proving Trump’s state of mind, because the statutes require proof of knowledge and intent. Prosecutors would have to show that Trump knew that Biden fairly won the election, and Trump was asking for Georgia officials to commit election fraud. And it’s not clear prosecutors could make that case.
"Congress should immediately appoint an Electoral Commission, with full investigatory and fact-finding authority, to conduct an emergency 10-day audit of the election returns in the disputed states. Once completed, individual states would evaluate the Commission’s findings and could convene a special legislative session to certify a change in their vote, if needed," the senators said in a joint statement. “Accordingly, we intend to vote on Jan. 6 to reject the electors from disputed states as not ‘regularly given’ and ‘lawfully certified’ (the statutory requisite), unless and until that emergency 10-day audit is completed."Their plan is not going to succeed in preventing Biden from taking office, as majorities in both the House and the Senate would need to support a challenge against a state’s electoral votes. For an objection to be made, at least one member of both the House and Senate would need to submit it in writing. Then, the House and Senate separately convene to consider the issue. Debate is limited to two hours for each objection. After debate concludes, the House and Senate vote to uphold the objection and throw out the state’s votes. If the majority of the House AND the majority of the Senate does not uphold the objection, the state’s electoral votes are counted as cast.
Enrique Tarrio: "The ProudBoys will turn out in record numbers on Jan 6th but this time with a twist...We will not be wearing our traditional Black and Yellow. We will be incognito and we will spread across downtown DC in smaller teams."Rep. Louie Gohmert has more explicitly tried to incite violence, saying the failure of his legal challenge to the election means “you gotta go the streets and be as violent as Antifa and BLM.” (clip)
“OMB leadership’s refusal to fully cooperate impairs our ability to identify opportunities to maximize the relief going out to Americans during the pandemic, and it leaves us in the dark as it relates to Covid-related expenditures and critical gaps,” [Biden transition Exec. Dir. Yohannes] Abraham said.Earlier last week, Biden himself said Trump officials are not cooperating with his team, singling out the Defense Department for obstructing information on crucial national security issues. “Right now, we just aren’t getting all the information that we need from the outgoing administration in key national security areas. It’s nothing short, in my view, of irresponsibility,” Biden said. The Defense Dept. finally scheduled meetings with the incoming team this week, after not briefing the transition for weeks.
In other words, although President-elect Joe Biden has already signaled he intends to replace Pack as CEO of the parent agency soon after taking office in January, Pack would maintain a significant degree of control over the networks.The State Department is likely to designate Cuba as a state sponsor of terrorism “as an 11th hour effort to create hurdles for the incoming Biden administration.” The label, which requires the approval of Secretary of State Mike Pompeo, would undo a major accomplishment of the Obama administration. To take Cuba back off the list, the Biden team would need to conduct a formal review, a process that might take several months.
Such a designation would impose restrictions on US foreign assistance, a ban on defense exports and sales, certain controls over exports and various financial restrictions. It would also result in penalization against any persons and countries engaging in certain trade activities with Cuba.The Trump administration has been rushing to finalize a myriad of rules before Biden’s inauguration. Since Election Day, the Trump administration has issued about three to four times as many new regulations as it did during other periods of Trump’s presidency. Rules that haven’t been finalized or taken effect can be suspended by an incoming president, which Biden has said he intends to do. By contrast, rules that are finalized can take months, or even years, to undo.
“As a general rule, it takes at least as much process to undo or modify a rule as it does to put the rule in place,” said Jonathan H. Adler, a professor and an administrative law expert at Case Western Reserve University School of Law. “The Trump administration is magnifying that challenge for the Biden administration.”Trump loyalists are urging the president to stymie Biden’s efforts to rejoin the Paris climate agreement and the Iran nuclear deal. Sens. Ted Cruz and Lindsey Graham are working to get the agreements submitted to the Senate for ratification, requiring a two-thirds vote, with the goal of failure. While such an outcome wouldn’t prevent Biden from rejoining the accords, Cruz and Graham hope it would make their resurrection more problematic.
A vote against them would signal GOP opposition to the world and, they hope, undermine any unilateral action by Biden to rejoin the agreements. One senior congressional aide told RCP that sending them to die in the Senate “would be the final nail in the coffin.”Further reading: “Biden To Be Saddled With Trump’s Payroll Tax Deferral Mess,” Forbes.
The analysts hired by Vance probably have already reviewed various bank and mortgage records obtained from Trump’s company as part of the ongoing grand jury investigation, and they could be called on to testify about their findings should the district attorney eventually bring criminal chargesIn yet another shady business deal connected to Trump, the United States sold the ambassador’s residence in Israel for more than $67 million. The person who bought the residence is none other than Trump mega-donor Sheldon Adelson. The property only became available due to Trump's controversial decision to relocate the U.S. Embassy from Tel Aviv to contested Jerusalem. Furthermore, State Dept. representatives reportedly lied to Congress about the sale, perhaps to hide that Adelson purposefully overbid.
For now, there is no alternative residence for the ambassador, David Friedman, Trump’s former lawyer, who currently uses a suite at Jerusalem’s King David Hotel or rooms at the former Jerusalem Consulate General when he spends nights in Jerusalem… As a result, the United States appears likely to end up leasing the residence it has owned since 1964 from the GOP-affiliated casino mogul.Trump’s businesses have taken in $10.5 million of donor money over the course of his presidency. $8.5 million came from the Trump campaign and related entities that Trump controls directly; $2 million came from other Republican candidates and committees. The biggest beneficiary was Trump’s NYC hotel, taking in $3,039,979 over the four years of his presidency, with $891,003 of that in just the final four months of the campaign.
“It is very strange that we are now paying Sheldon Adelson,” a congressional aide told The Daily Beast. “It is not above board. We have a number of questions. Did they get two independent appraisals? Was it a sweetheart deal? Was Adelson the highest donor? Was there a reason to sell it now?”
The fact Turnberry remains in the red comes in spite of significant tranches of payments it has received from the US government during Mr Trump’s single term in office… the US Secret Service spent nearly £25,000 to accommodate its agents at the resort during business trips by Mr Trump’s son, Eric, an executive vice-president of the family firm. Since Mr Trump’s election, the property has received close to £300,000 from the Secret Service, US State Department, and US Defence DepartmentA Florida state lawmaker is calling for Mar-a-Lago to be penalized - and possibly shut down - for flouting coronavirus restrictions during a New Years Eve party. While Trump and the first lady did not attend, son Don Jr., attorney Rudy Giuliani, Rep. Matt Gaetz, and Fox News personality Jeanine Piro were captured on video among the maskless crowd. Guests paid as much as $1,000 for access to the ballroom to be entertained by Vanilla Ice.
State Rep. Omari Hardy: “My constituents are not snowbirds like @DonaldJTrumpJr & @kimguilfoyle. My constituents live here. This is their home, and they're going to have to deal w/ the consequences of a potential super-spreader party at Mar-a-Lago long after Junior & wife leave here on their private jet.”Are you ready for a Donald J. Trump Airport? According to the Daily Beast, Trump has been asking aides about the process of naming airports after former U.S. presidents.
The final timing of the 2020 census results' release could undermine President Trump's efforts to make an unprecedented change to who is counted in key census numbers before leaving office… If the first census results are not ready until after Trump's term ends on Jan. 20, it would be President-elect Joe Biden, not Trump, who would get control of the numbers, which are ultimately handed off to Congress for certification.
Listen up retards. Do you happen to feel regret because you always think “ohhh if I yoloed my savings on TSLA/AMD/NVDA 🚀 leaps years ago I could be rich by now!!!” submitted by Audacimmus to wallstreetbets [link] [comments] Well if you didn't know already, it doesn’t really matter what happened in the past. Hindsight will always be 20/20. You shouldn’t be harsh on yourself on your past self that your past self wasn’t retarded enough to yolo their savings into AMD/TSLA/.... Your past self doesn’t have the same knowledge that your current self has. It’s fine. If you judged those stocks with the best DD you could do at the time and didn’t think they were worth it, then you did a good job. If you always think about what you could/should have done in the past, then you don't have the right attitude to play the stock market casino imho. The single most important thing is to be able to look ahead. There are always plenty of opportunities around. There are thousands of rockets that are still on earth right now. Some may depart this year, others will stay a little longer on earth. The true strength lies in being able to identify those rockets with the knowledge you have right now. And if you still miss most rockets that will take-off this year that's fine, maybe you'll learn, get better and you'll do better next year. Now, what if I told you there’s a big rocket that’s parked right right here on earth and it has decent chance for take-off this year? Maybe it won't quite reach the moon this year yet, but hey leaving the exosphere should already be a cool milestone. It has rock-solid fundamentals and will see lots of growth in the following years/decade. It’s a company that has the fundamental technology to power all the computer vision tech, which is bound to boom this decade. The company we’re talking about is of course Sony, and it is extremely undervalued right now. Its P/E is only 14. They have a P/S of 1.65, a PEG of 0.92 (< 2 is already somewhat exceptional for a company/conglomerate of Sony’s size, under 1 is a steal) Much lower than all of its same-sector peers. This indicates significant undervaluation. Next up Sony has a P/CF 13.2, ROE of 20% (S&P 500 average is 14% which would already be considered pretty good. 20% ROE is excellent), PEGY of 0.89, P/B of 2.65 and finally Sony has $41.6B in cash on hand. This makes Sony one of the cheapest tech/entertainment/EV/semiconductor growth stocks you will find on the market. (ROE of 20% + PEGY of 0.89 + PEG of 0.92 means this company is a growth stock based on the numbers alone, but we’ll dig into the actual company and overall outlook in a moment) I challenge all retards to find a company with similar benchmarks in one of the mentioned sectors, seriously. Quite frankly doing this DD honestly blew my mind. I kept looking everywhere for reasons why the company could be so undervalued and why they may struggle in the future. Very important to look at all the challenges the company faces to make sure I’m not just doing confirmation bias DD. But all I could find was the opposite. After several weeks and months of working on this DD, I can only conclude that it is overall a very solid company for a bargain price. The new CEO is taking the company in a great direction imho and I'm begin to think he could be Sony's Satya Nadella. So if you want some easy tendies, maybe consider $SNE while it is still cheap, I’d say. For the autists out there who care about analyst ratings, SONY ($SNE) currently has 18 BUY ratings, 2 OVERWEIGHT, 4 HOLD and 0 SELL. (= analyst consensus is a STRONG BUY). Very little analysts cover this stock compared to other entertainment/tech companies, so this adds to my assertion that the stock is very much under the radar. Which means you have time to get in before it gets noticed by the larger investing world and before it starts to get a more fair valuation (P/E of around 30 would be more fair for this company I think, but still cheaper than many same sector peers). But, anyway the few analysts who do happen to cover this company are basically all saying it’s an instant-buy at its current price. Most boomer investors still think big Japanese tech companies are dinosaurs that have long been surpassed by China, South Korea and Apple etc ages ago. Young boomers may think Sony = PlayStation and that it's it. But the truth is that PlayStation, while very important (about 24% of Sony's total revenue last year), is a part of a larger story. Lots of investors in general associate Sony with the passé Japanese electronics companies from the 80’s and the 90’s. Just like a lot people may think BlackBerry is a struggling phone company. While Sony may not be the powerhouse in consumer electronics it was in the 80’s and the 90’s, in a lot of ways they are more relevant than ever before. Despite being a well-known brand and being known as the company behind PlayStation, for some reason its stock still seems to be under the radar among both retail and institutional investors. And boy, are they mind-blowingly undervalued. Even if a big part of its business would collapse tomorrow, they would still be slightly undervalued. And I am about to tell you why. (& btw compared to Japanese tech/entertainment stocks $SNE is still super cheap (Canon, Nikon, Toshiba, Sharp, Panasonic, Square Enix, Capcom, Nintendo, Fujitsu all have P/E ratios ranging from 18 to 77 and none of them have the combination of global clout, fundamentals & growth prospects that Sony has)) 2021 Sony as a corparation is not the fucking Sony from 2005-2015’s, just like BlackBerry in 2021 is not the fucking Blackberry from 2012. Just like Garmin in 2021 is not Garmin from 2011. Just like AMD in 2021 is not AMD from 2012. No, in 2021, Sony is the global leader in imaging technology and people do not fucking realize it. Sony has 50% marketshare in the CMOS image sensor market. There’s a very good chance the smartphone in your pocket has Sony image sensors (unless it’s a Samsung phone). Sony image sensors are powering a big part of today's vision/camera technology. And they will power even more of tomorrow's computer vision tech. In 2021, Sony is a behemoth in video games, music, anime, movies and TV show production. Sony is present in every segment of entertainment. Sony’s entertainment branches have been doing great business over the past 5 years, especially music and PlayStation. Additionally, Sony Pictures has completely turned around. In 2021, Sony is the world’s biggest music publisher (and second biggest music company overall). Music streaming has been a boon for Sony Music and will continue to be. In 2021, Sony is among the biggest mobile gaming companies in the world (yes, you read that right). And it’s mainly thanks to one game (Fate/Grand Order) that nets them over $1B revenue each year. One of the biggest mobile gaming companies + arguably biggest gaming brand in the world (PlayStation). In 2021, Sony is an EV company. They surprised the world when they revealed their “Vision-S” at CES 2020. At the reception was fantastic. It is seriously one of the best looking EV’s. They already sell sensors to Toyota. Sony will most like sell the Vision-S's tech to other car manufacturers (sensors for driving assistence / autonomous driving, LiDAR tech, infotainment system). 40 sensors in the Sony Vision-S Considering the overwhelmingly good reception of the Vision-S so far, I suspect the Vision-S could be another catalyst that will put Sony as a company on the radar of investors and consumers. We've seen insane investment hype for anything even remotely related to EV over the past year. We've seen a company that barely had a few EV design concepts (oh wait, they had a gravity-powered truck though) even get a $30B market cap at some point lmao. But somehow a profitable company ($SNE) that has an EV that you can actually drive, doesn't even have a fair valuation? In 2020’s Sony’s brand value is at their highest point since 12 years. In 2021, it is projected to be a its highest point since 2001 assuming same growth as average yearly growth from 2015 to 2020. Keep in mind brand valuation is a bit bullshitty as there’s no standardization to compare brands from different sectors, let alone non-consumer-facing brands with consumer-facing brands. But one thing we can note is that Sony both as B2C brand and as a B2B company is on a big upwards trend. https://interbrand.com/best-global-brands/sony/ https://careers.uw.edu/blog/2020/03/17/these-are-the-10-biggest-video-game-companies-in-north-america-shared-article-from-zippia/ In 2021, Sony is an entertainment behemoth. They have grown their entertainment branches by a huge amount over the past 5 to 10 years (they made some big acquisitions in the music space especially and they’re now also all-in in anime). I don’t think people realize how big Sony is as an entertainment company. I dug up the numbers and as of Q3 2020, PlayStation is the second biggest video game company in the world (Tencent is #1) in revenue (I suspect Sony might dethrone Tencent after Sony’s FY Q3 2020 is released). But Sony already comes very close to Tencent especially if you add Fate/Grand Order (which is under Sony Music and not under PlayStation) under PlayStation. There’s no single other company that has this unique combination of a dominant/important position in all entertainment segments. (video games + music + movies + TV series + anime + TV networks). I guess Tencent maybe? In 2021, Sony has amazing momentum in the camera space. If you’re familiar with the enthusiast photography space, you should know this. Basically, the market is slowly shifting from SLR to mirrorless cameras. This is because mirrorless cameras tend to smallelighter, have faster AF, better low light performance, better battery life and better video performance. Sony is the company that has been specializing in the development for mirrorless cameras for over a decade while Canon’s bread and butter has always been SLR cameras. Sony is in the lead when it comes to mirrorless cameras and that’s where the market is shifting towards. Because the advantages of mirrorless have become more and more apparent and Sony’s cameras have become technically superior, Sony has gained quite a bit of market share over Canon and Nikon in the last few years. In 2019, Sony overtook Nikon as the #2 camera manufacturer. Sony is in an upwards trend here. (they have the ambition to become the world’s #1 camera brand) Sony also has very good marketing for their cameras. (Sony has a lot of YouTubers / influencers / brand ambassadors for their cameras despite being a smaller brand than Canon) (just search on YouTube and/or Google “switching to Sony from Canon” just to give you an idea that they do have amazing brand momentum in the camera space. You won’t get as many hits for the opposite) A huge portion of Sony’s profit comes from image sensors in addition to music and video games. This is in addition to their highly profitable financial holdings division & their more moderately profitable electronics division. Sony’s electronics division, unlike other Japanese brands, has shown great resilience against the very strong competition from China & South Korea. They have been able to maintain their position in the audio space and as of 2020 are still the global market leader in high-end TV’s (a position they have been holding for decades) and it seems they will continue to be able to maintain that. But seriously this company is dirt-cheap compared to any of its peers in any segment and there’s various huge growth prospects for Sony:
PS+ growth and software digital ratio growth
Sony Entertainment While Netflix, Disney, AT&T, Amazon, and Apple are waging the great streaming war, Sony has been quietly building its anime streaming empire over the past years.
Anime growth “The global size is expected to reach USD 36.26 billion by 2025, registering a CAGR of 8.8% over the forecast period, according to a study conducted by Grand View Research, Inc. Growing popularity and sales of Japanese anime content across the globe apart from Japan is driving the growth” (tl;dr anime 🚀🚀🚀🚀🚀, Sony is all in on anime and they have pretty much no competition) Anime is the fastest growing subsegment of movies/video entertainment worldwide.
Sony Music Entertainment Japan Aniplex
US video game market growth (worldwide growth has a 13% CAGR) PlayStation revenue and operating profit growth
But so far the tl;dr Image sensors: 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀 IoT/Industry 4.0 chipsets: 🚀🚀🚀🚀🚀🚀🚀 PS5/PSN/PS+: 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀 Online medical services (M3 inc.): 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀 Anime: 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀 Fate/Grand Order: 🚀🚀🚀🚀🚀 Demon Slayer: Mugen Train 🚀🚀🚀🚀🚀 Sony Music / music streaming (the performance of Sony Music’s in Sony’s business is seriously understated. The numbers speak for themselves): 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀 Sony Electronics 🚀 Sony Financial Holdings (very stable & profitable business, even managed to grow slightly during pandemic when most insurance companies performed more poorly): 🚀🚀🚀 Still have to cover Sony Pictures, but their upcoming movie slate looks pretty good honestly (Spider-Man sequel, Venom: Let There Be Darkness, Ghostbusters: Afterlife, Uncharted, Morbius, Hotel Transylvania 4 so that's worth one rocket as well imho 🚀 tl;dr of tl;dr: 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀 Disclaimer: I am not a financial advisor. I am an idiot that's trying to understand why $SNE stock is so cheap. Positions: SNE 105C 21st January 22 |
I posted this yesterday morning (UK time) but after 5 hours or so, pennystocks deleted the original post. A few people messaged me asking for it to be shared in a few High Tide specific pages. So here it is! submitted by AlexM-YT to HITIFSTOCK [link] [comments] -- This is my first time posting a DD post – a friend of mine who moderates on SPACs has shared some analysis I have written previously, but I’m keen to share this here, and see if there is any appetite for sharing my own personal written DD I have on the 30 stocks I have across a number of different portfolios. I have modified this format, as it was originally a script for a video which I created on the stock. If you prefer to listen – check it out here: https://youtu.be/qsjwU7kkPsw Some of the market stats (market cap, current multiples, etc.) are correct as of Feb-06, and clearly a little outdated since the price movements. Not a financial advisor, do your own DD. I am long HITI and have an expectation of a long term hold on this stock. Overview
Very strong market growth:
Valuation
https://preview.redd.it/4t4n303rvmg61.png?width=342&format=png&auto=webp&s=636bca248743272bed283af97780d3e1e121312f
https://preview.redd.it/1mks0oxrvmg61.png?width=406&format=png&auto=webp&s=587ca8e2468b825103905931ebe7ab5b42314c6f NB – assumed the following:
Exposure to changing regulation
https://preview.redd.it/vkrb2ousvmg61.png?width=602&format=png&auto=webp&s=40f8f4c65b92efc15af0eba42bb873c774700eff Potentially misleading cost basis information
|
Casinos across the UK have been closed since the lockdown on March 23 leaving millions without jobs and the entire land-based gambling industry in ruins. Dugher, who wrote an open letter to the Chancellor, said that the current situation is losing the UK government money, to the tune of £5m (€5.5m/$6.2m) each week from the land-based casinos alone. UK casinos, also referred to as land-based or brick and mortar casinos, could re-open from July 2020 at the earliest, according to the latest speech on Covid-19 from Boris Johnson and the UK Government. Yesterday, during the highly-anticipated announcement, speech and summary of Coronavirus activity in the United Kingdom, the UK Prime Minister UK casinos were set to reopen on August 1 in England, along with bowling alleys and ice skating rinks, which are now also allowed to reopen, but the lifting of restrictions was put on hold. The Betting and Gaming Council said the resumption of operations is a “welcome relief” to more than 12,000 people employed by the sector. Casinos in UK to Reopen as of July 4 UK’s Betting and Gaming Council (BGC) has announced that the casinos in the country can reopen as of July 4 . Initial plans indicated that sports betting and other non-essential business was planned to open in time for the Royal Ascot , but the most recent update pushed the date. Casinos were supposed to be allowed to open in England from Saturday 1 August, but it was postponed for at least two weeks after a rise in coronavirus cases. However, it was eventually confirmed... UK casinos were set to reopen on August 1 in England, along with bowling alleys and ice skating rinks, which are now also allowed to reopen, but the lifting of restrictions was put on hold. The... Are Casinos in the UK Open? When the government relaxed the laws to one metre social distancing on July 4, alongside the reopening of bars and restaurants, there was no indication that casinos could also at open, and at present they remain closed. They had been given the go-ahead, with August 1 the date set for re-opening with social distancing measures in place. However, due to a rise in CASINOS are just one of the hundreds of thousands of businesses in the UK which had to close their doors to customers in March. When will casinos reopen in the UK? What are the rules? All UK casinos were allowed to open in August. Casinos across the UK were allowed to open in August. As of September, folks can visit a casino and gamble in England, Scotland, and Wales, subject to certain rules and restrictions. But this did not happen all at once – each region had a different date for reopening. Casinos in England Meanwhile, UK gambling’s hardest hit sector casinos had to wait until 15 August to reopen, having been placed under lockdown for a near six-month period which saw it miss out on the majority of the summer. The BGC added that UK casinos and bookmakers supported PM Boris Johnson’s call for a further lockdown, but that UK gambling venues have time-and-again proven the safety and hygiene of
[index] [4616] [1670] [2089] [3654] [860] [8808] [6477] [3926] [2713] [7631]
Try watching this video on www.youtube.com, or enable JavaScript if it is disabled in your browser. Here is the order:1. Warning Screen2. 1996 CIC Video Logo3. Available to Buy Bumper4. Clockers Trailer5. Hard Target Trailer6. Timecop Trailer7. Sudden Death... 1. Blu-Ray Website Link 2. 20th Century Fox Home Entertainment Logo 3. Blu-Ray Menu 4. Metro Goldwyn Mayer Logo 5. Columbia Pictures Logo 1. Sony Pictures Home Entertainment Logo2. Anti Piracy It's A Crime Promo3. Stranger Than Fiction Preview4. The Prusuit of Happiness Preview5. Spiderman 3 Pr... Opening To Casino Royale 2007 UK DVD - Duration: 7:58. MovieDudeReturns2013 6,963 views. 7:58. Best Modern Quickdraw Movie Moments - Duration: 10:24. Benjy Recommended for you. 10:24 . Opening to ... 10 Secrets Casinos Don't Want You to Know. Subscribe for more amazing videos! http://bit.ly/Subscribe-to-Richest Casinos are multi-million dollar business... Thanks for Watching How To BANKRUPT The Casino In 20 Minutes On 1 Slot Machine! Wonder 4 Boost Slot Machine W/ SDGuy1234! Like the video? Thumbs it up! Love ... Sochi Casino and Resort, the first casino in the newly-licensed Sochi gambling zone, opened it's doors to visitors on Thursday.The 165,000 square meter gamin... No copyright infringement intended!!!!!Here's the order:1. Sony Pictures Home Entertainment logo2. Piracy: It's a Crime advert3. Stranger Than Fi... Recording yeasterday
Copyright © 2024 m.top10casinoplay.lat