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Started By
Message
FB, SE, ROKU, SQ, PYPL
Posted on 3/7/22 at 10:17 am
Posted on 3/7/22 at 10:17 am
Lawd has anyone looked at these lately?
Are any of these a buy again?
Are any of these a buy again?
Posted on 3/7/22 at 10:21 am to STLhog
I’ve lost so most on SE. not sure what to do with this one
Posted on 3/7/22 at 10:31 am to Civildawg
FB reaching levels where analysts are starting to swing their ratings to buy.
Posted on 3/7/22 at 10:35 am to STLhog
SE is definitely interesting at these price points.
Posted on 3/7/22 at 10:54 am to STLhog
AI, SNOW and PLTR
SHOP down from 1,762.92 in November to 566.96 and drops multiple points every single day.
Starting to look like November/December was to Top and we are headed into another historic collapse right now. And that is exactly what the Dems and corrupt Wall Street and Corporate want as most of them had astonishing timing cashing out close to the Top.
Metals - silver still at HALF of > decade old ATHs and down almost 20% from summer of 2020. That junk does hunt either despite the to the moon bullshite.
Cryptos getting slapped big time too.
SHOP down from 1,762.92 in November to 566.96 and drops multiple points every single day.
Starting to look like November/December was to Top and we are headed into another historic collapse right now. And that is exactly what the Dems and corrupt Wall Street and Corporate want as most of them had astonishing timing cashing out close to the Top.
Metals - silver still at HALF of > decade old ATHs and down almost 20% from summer of 2020. That junk does hunt either despite the to the moon bullshite.
Cryptos getting slapped big time too.
Posted on 3/7/22 at 11:06 am to UltimaParadox
Plan to dip my toes into SE at ~$50.
Posted on 3/7/22 at 11:09 am to GeneralLee
I jumped back into MSFT at 280. Broader market will drag it but they're still crushing it.
FB at 190 seems like a steal.
People were calling SE to 500.
FB at 190 seems like a steal.
People were calling SE to 500.
Posted on 3/7/22 at 11:29 am to STLhog
Add SHOP and SNAP to this list.
AFFM and UPST have fallen incredibly as well. UPST financials look pretty good.
AFFM and UPST have fallen incredibly as well. UPST financials look pretty good.
Posted on 3/7/22 at 11:49 am to STLhog
SE is probably the highest market cap "scam" I've ever seen. Pretty much all cash flow comes from one mobile phone game called Freefire that's 5 years old now and has peaked in revenue and now is falling. They are now trying to become an amazon and a paypal at the same time, after starting and only being successful as a mobile gaming platform and losing a half bil a quarter. Why not make more games? wtf are they doing. Seems like a nightmare investment for the current times.
Here's a link to writeup I did on SE off the cuff on 1/29. Hopefully some people read this and lightened their load.
LINK
Here's a link to writeup I did on SE off the cuff on 1/29. Hopefully some people read this and lightened their load.
LINK
This post was edited on 3/7/22 at 11:54 am
Posted on 3/7/22 at 11:57 am to Pendulum
What price if any would you be a buyer of SE at?
Posted on 3/7/22 at 12:04 pm to GeneralLee
I wouldn't own it; I'm sure there's a fair price, but for me; doesn't seem to me the management knows how to run a profitable business or how to stay focused. I don't want to own any company right now that doesn't have a path to profitability.
Looks to me like they had a successful gaming segment, and they jumped on the growth train of the last decade where everything could be ignored if you had rev growth. That aint the world we will be in for the next 10 years.
Their losses in their 2 growth segments are enormous; shopee, and whatever their e-payment company is. It didn't look as bad as it was, because freefire was a cash cow. But now freefire rev is dropping, so the losses will be ginormous from here on out. I just googled SE and the new stories are all them pulling out of different markets from what I can see; looks like freefire got banned in india. Seems like a trainwreck to me., they now have to pull out of markets to control cash burn.
But man, it's insane to me that they have the market cap they do. Lots of people trapped in this one. Maybe I'm missing something, entirely possible, but I'd be looking for an exit.
Looks to me like they had a successful gaming segment, and they jumped on the growth train of the last decade where everything could be ignored if you had rev growth. That aint the world we will be in for the next 10 years.
Their losses in their 2 growth segments are enormous; shopee, and whatever their e-payment company is. It didn't look as bad as it was, because freefire was a cash cow. But now freefire rev is dropping, so the losses will be ginormous from here on out. I just googled SE and the new stories are all them pulling out of different markets from what I can see; looks like freefire got banned in india. Seems like a trainwreck to me., they now have to pull out of markets to control cash burn.
But man, it's insane to me that they have the market cap they do. Lots of people trapped in this one. Maybe I'm missing something, entirely possible, but I'd be looking for an exit.
This post was edited on 3/7/22 at 12:24 pm
Posted on 3/7/22 at 12:53 pm to STLhog
SE is not like the others.
As to your point, yes, I’m buying FB every chance I get sub $300. Picked up 15 more shares today.
As to your point, yes, I’m buying FB every chance I get sub $300. Picked up 15 more shares today.
Posted on 3/7/22 at 1:00 pm to slackster
My $178 buy of FB years ago is now at risk of turning into a loss

Posted on 3/7/22 at 1:06 pm to slackster
Do you have concerns with Facebook’s ability to achieve high ad revenue with changes to regulations?
PayPal and UPST both seem like bargains right now, But I took huge losses on both a few months ago when I thought they were on their way up. Trying to shake off my fear.
PayPal and UPST both seem like bargains right now, But I took huge losses on both a few months ago when I thought they were on their way up. Trying to shake off my fear.
Posted on 3/7/22 at 1:18 pm to jsquardjj
quote:
Do you have concerns with Facebook’s ability to achieve high ad revenue with changes to regulations?
Exactly.
Some people don't understand this.
They ride Facebook down 50 percent and just keep buying.
People confuse companies like Facebook with real companies like Apple.
Facebook is at the mercy of regulations and their users getting bored with their product.
Posted on 3/7/22 at 1:37 pm to lynxcat
I have it at $207, $194, & $178. That all felt real good until a few weeks ago.
Don't have anymore to throw at it.
Don't have anymore to throw at it.
Posted on 3/7/22 at 1:39 pm to slackster
quote:
As to your point, yes, I’m buying FB every chance I get sub $300. Picked up 15 more shares today.
You have had over a month to buy FB below $300 and a week and a half ago it went under $200
FB traded under 190 today.
Posted on 3/7/22 at 1:56 pm to STLhog
Owned all at one time. Got out of all with a minor loss before bottom fell out. Kept Pypl and boy wish i would have gotten out . Will DCA once we find a bottom could be a month ,year no one knows.
Posted on 3/7/22 at 2:02 pm to tigerfan4444
quote:
You have had over a month to buy FB below $300 and a week and a half ago it went under $200 FB traded under 190 today.
I know.
And I have been.

Posted on 3/7/22 at 2:15 pm to Longhorn Lifer
quote:
Some people don't understand this. They ride Facebook down 50 percent and just keep buying. People confuse companies like Facebook with real companies like Apple. Facebook is at the mercy of regulations and their users getting bored with their product.
So FB is at the mercy of regulators and users getting bored with their product, but Apple isn’t? Sure.

Regardless, I can write the bear case for FB pretty easily, I simply don’t believe it is being priced properly at sub-$300/shr, much less $190/shr. Quite frankly, it’s been the same bear case since it went public.
Eta: FB has problems, and I understand it’s widely panned by both the left and the right, but they make a ton of money. It’s okay if people are down on them - obviously they are or the stock wouldn’t be down 50%.
This post was edited on 3/7/22 at 2:43 pm
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