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APP, PLTR, HOOD, RDDT, HIMS etc - this is starting to feel like late 2021 again…
Posted on 2/12/25 at 8:05 pm
Posted on 2/12/25 at 8:05 pm
A lot of absurd valuations are everywhere these days while inflation is going nowhere. I’m in a couple of these names but nothing about them is grounded in reality anymore. Starting to get that feeling that we should be fearful while others are getting greedy.
I hope this gets bumped with the market up another 15-20% in 2025, but the “retail” stock mania has typically been a canary in the coal mine.
I hope this gets bumped with the market up another 15-20% in 2025, but the “retail” stock mania has typically been a canary in the coal mine.
10
Posted on 2/12/25 at 8:16 pm to slackster
I've been saying this since Covid. I have ben wrong. Markets are going up forever. Just accept the harsh truth like I did.
It's just a byproduct of a devaluing dollar.
It's just a byproduct of a devaluing dollar.
Posted on 2/12/25 at 8:24 pm to I Love Bama
quote:
I've been saying this since Covid. I have ben wrong. Markets are going up forever. Just accept the harsh truth like I did. It's just a byproduct of a devaluing dollar.
I’m not selling much of anything personally, but I am building cash to deploy. Trump presided over 2 20%+ downturns and that was taking over a much more reasonably valued market. He’s going to have his work cut out for him with these levels IMO.
Posted on 2/12/25 at 8:51 pm to slackster
quote:
while inflation is going nowhere.
Posted on 2/12/25 at 9:02 pm to slackster
It would be hard to have three straight years of yuge increases.
As long as you're playing the long game you're good.
As long as you're playing the long game you're good.
Posted on 2/12/25 at 9:15 pm to SDVTiger
January CPI ex food and energy was .4% MoM. shite is sticky as can be.
Posted on 2/12/25 at 9:17 pm to slackster
What do you think about the theory that flash crashes have replaced the 6-18 month slog?
We have seen several 15-25% V shaped recoveries. Then it’s over and done with, up, up, and away.
We have seen several 15-25% V shaped recoveries. Then it’s over and done with, up, up, and away.
Posted on 2/12/25 at 9:32 pm to slackster
Oh, and SPOT. Definitely SPOT. And CAVA.
Posted on 2/12/25 at 9:32 pm to bayoubengals88
Maybe so, and we’ve had a pretty decent rolling recession among many industries, but these retail names give me pause for concern.
Posted on 2/13/25 at 8:44 am to slackster
quote:
hope this gets bumped with the market up another 15-20% in 2025, but the “retail” stock mania has typically been a canary in the coal mine
I felt this way back in December when it seemed like the retail investors were absolute giddy about so many names. I moved some things around to take out some of my unrealized gains. I’ve since invested most of it back in the market, but it has been spread around a bit.
In general none of us have a crystal ball, and it seems like any day now we’re one announcement away from a market shake up. I’m very weary of oil and gas right now. I’ve pulled back on tech a bit and put more money in utilities.
Posted on 2/13/25 at 8:59 am to slackster
I’m up 164% on BROS. Honestly just luck on timing
Posted on 2/13/25 at 9:06 am to bayoubengals88
quote:
What do you think about the theory that flash crashes have replaced the 6-18 month slog?
From 21 to 24 the equities market had a harsh slog so not sure where this idea is coming from
Posted on 2/13/25 at 9:30 am to jordan21210
HIMS up 17% today… why?
Posted on 2/13/25 at 9:37 am to slackster
I sold at 44 earlier this week 
Posted on 2/13/25 at 9:37 am to wutangfinancial
quote:I think I slept through that.
From 21 to 24 the equities market had a harsh slog so not sure where this idea is coming from
Posted on 2/13/25 at 9:41 am to slackster
quote:
HIMS up 17% today
I don't understand it all. No moat.
I pay $10 per year for finestaide (hair loss drug). HIMS sells it for like $500 a year.
Posted on 2/13/25 at 10:27 am to I Love Bama
Marketing is the difference.
Posted on 2/13/25 at 10:42 am to OTIS2
Marketing will only keep margins that high for a while.
Not a long term play.
Not a long term play.
Posted on 2/13/25 at 7:25 pm to I Love Bama
HIMS finished up 27% on quite literally no news. Not a single Reuters article other than a snippet saying “HIMS up a lot today”
Money still too cheap apparently
Money still too cheap apparently
Posted on 2/13/25 at 7:48 pm to slackster
Can’t forget CVNA at 29,000+ P/E
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