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Started By
Message
re: FB, SE, ROKU, SQ, PYPL
Posted on 3/7/22 at 8:53 pm to Longhorn Lifer
Posted on 3/7/22 at 8:53 pm to Longhorn Lifer
quote:
I know that your beloved Facebook is down 50 percent from it's 52 week high
You’re a clown. I’m sure you already know that, but it’s still funny. I bought FB for the very FIRST TIME today at 188.9. I’ve never owned it before.
Posted on 3/10/22 at 5:03 pm to slackster
quote:
Define demolished? Guidance says revenue will grow between 3-11% in the current quarter.
Any reduction in active users and they are fricked. Which only goes to tell why they're trying to pivot their entire business into Meta. They know that they have run out of growth and are dying a slow death with just social media at the core of the business.
Believe what y'all want.
Posted on 3/10/22 at 5:36 pm to Civildawg
quote:
I’ve lost so most on SE. not sure what to do with this one
Same. Buy more or just ride with what I've got. Not selling and taking a 65% loss or whatever.
Posted on 3/10/22 at 5:41 pm to TigeRoots
Sold and took a 67% lost and threw the remaining in NVDA. Sucks but I sold it and FSLY for big losses
Posted on 3/10/22 at 5:56 pm to Civildawg
quote:
sold it and FSLY for big losses
FSLY is currently my biggest loser. I’m down 41% on ~ 6K. I’m really torn between bailing or doing the opposite, buying another big chunk at these all time lows to get my per share avg down around the low-to-mid 20’s. This decision is giving me anxiety.
The company isn’t going anywhere. A buyout would have me jumping for joy.
Posted on 3/10/22 at 6:27 pm to Civildawg
Sheesh, yeah love NVDA. shite, I might go ahead and cut losses on SE also, down 68%, $4,200.
Posted on 3/10/22 at 6:45 pm to TigeRoots
quote:
cut losses on SE also, down 68%, $4,200.
I’ve had to eat the shite sandwich with ya’ll. I bought from $135-$320 in 10% increments. My average is $223. So yeah, this sucks badly.
I sold 20% earlier in the week at these horrendous prices. I have to make a decision on the rest. It’s been an expensive bad decision to be way overloaded on SE and SLI. Luckily, I sold some SLI at the right time and was in at a nice price but not at all with SE.
Posted on 3/10/22 at 6:51 pm to supadave3
Yeah, luckily I did really well on SLI and got out at the right time. SE and DKNG still holding big bags.
Posted on 3/10/22 at 7:13 pm to STLhog
quote:
FB, SE, ROKU, SQ, PYPL
Lawd has anyone looked at these lately?
Are any of these a buy again?
Finally dumped the perennial dog with fleas, FSLY, after a short options play went bad and getting assigned, I have a 2x1 jade lizard on FB (naked short put at 175) and short call spreads on SQ with a 122 short strike.
But no, I don’t have any pure longs on any of those. May do some day trades on DOCU tomorrow though. Would exit longs and/or shorts and finish the day flat..
Posted on 3/10/22 at 7:18 pm to TigeRoots
quote:
DKNG still holding big bags.
DKNG will be back. If you’re per share cost basis is anything under $30 I would consider holding, or even adding under $17.
DKNG is one of my larger individual stock holdings and I’ve reduced my avg cost per share to $22.6. Not panicking.
Posted on 3/10/22 at 8:35 pm to skewbs
Yep, bought it with conviction and holding. Much more familiar with it personally than SE, haha.
Posted on 3/11/22 at 8:11 am to TigeRoots
What makes yall this convicted on DKNG?
Posted on 3/11/22 at 8:33 am to STLhog
quote:
What makes yall this convicted on DKNG?
They’re giving DKNG money every day in the app so they might as well own the stock.

Posted on 3/11/22 at 8:37 am to STLhog
quote:
What makes yall this convicted on DKNG?
Providing a proper response would take time thag I don’t have right now (work). The online gaming market, including sports gambling which they specialize in, is growing rapidly. It’s also cut-throat and there a lot of competition. They’re a first mover in a lot of markets (ex. new states relaxing rules) and seeing great growth as a company. But the growth is coming at a near term significant cost (advertising / marketing fees are killing them in the first year or two in a new market - they have to fight for customers).
Once they’ve been in market for a while they reach profitability. It’s a long game I’m betting on. Once they have more and more mature markets under their belt they should be showing not only revenue growth but profit / net income growth. When that happens… look out.
Posted on 3/24/22 at 10:44 am to STLhog
My $188 buy is looking spicy 

Posted on 3/24/22 at 10:46 am to STLhog
Done with Asian Stocks. Sold out of JD earlier this week. SE, baba, JD etc... Just done. I'll stick to losing money with American companies 

Posted on 3/24/22 at 1:59 pm to STLhog
I’m glad at least one person is up on FB. 

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