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re: Stocks on your watch list
Posted on 8/17/20 at 8:51 pm to cgrand
Posted on 8/17/20 at 8:51 pm to cgrand
That 11.33 will be subject to taxes, so perhaps that’s priced in? Definitely a strange situation.
I decided to re-establish a position when TDOC jumped back over 200 this afternoon. I read that the majority of LVGO shares are owned by their execs/directors and institutions. There’s no way they vote against it, so it’s a lock.
LVGO was already going to be a beast here in the US market, once it taps into TDOCs existing international channels, it’s going to make the new TDOC explode.
I decided to re-establish a position when TDOC jumped back over 200 this afternoon. I read that the majority of LVGO shares are owned by their execs/directors and institutions. There’s no way they vote against it, so it’s a lock.
LVGO was already going to be a beast here in the US market, once it taps into TDOCs existing international channels, it’s going to make the new TDOC explode.
1
Posted on 8/17/20 at 10:16 pm to TheChosenOne
the only thing I can think of is, if you think TDOC is a 300 stock for example, all you should care about right now is accumulating numbers of shares. When the merger executes, LVGO holders will get fractional TDOC and cash...maybe the market would rather have the shares than cash, and that price gap is the penalty for that
can’t say I disagree but I do think the 11.33 cash is a decent hedge on the position as it won’t change even if the price goes down
can’t say I disagree but I do think the 11.33 cash is a decent hedge on the position as it won’t change even if the price goes down
Posted on 8/18/20 at 6:08 am to cgrand
SE
- Total adjusted revenue: $1.3 billion, up 93.4% YoY
- Total gross profit: US$201 mn, up 106% YoY
Garena
- Revenue: $716 million, up 62% YoY
- Adj. EBITDA: $436 million, up 65% YoY. Margin of 61%
-Quarterly active users: 500 mn, up 61% YoY
- Quarterly paying users: 50mn, up 91%.
- Average adjusted revenue per user was US$1.4
- Free Fire achieved a new record high of > 100 million peak DAU
Shopee
- Adj. revenue: US$511 million, up 188% YoY. Marketplace revenue: $378m up 175%
- GMV: $8 billion up 110% YoY
- Adj. EBITDA: $(306) million vs. $(248.3) million for Q2 2019
- Adjusted EBITDA loss per order decreased by 50.5% year-on-year to US$0.50
SeaMoney
- TPV: $1.6 billion
- # of active users: 15 million
- 45% of GMV in Indonesia is paid using SeaMoney
Really, really strong.
- Total adjusted revenue: $1.3 billion, up 93.4% YoY
- Total gross profit: US$201 mn, up 106% YoY
Garena
- Revenue: $716 million, up 62% YoY
- Adj. EBITDA: $436 million, up 65% YoY. Margin of 61%
-Quarterly active users: 500 mn, up 61% YoY
- Quarterly paying users: 50mn, up 91%.
- Average adjusted revenue per user was US$1.4
- Free Fire achieved a new record high of > 100 million peak DAU
Shopee
- Adj. revenue: US$511 million, up 188% YoY. Marketplace revenue: $378m up 175%
- GMV: $8 billion up 110% YoY
- Adj. EBITDA: $(306) million vs. $(248.3) million for Q2 2019
- Adjusted EBITDA loss per order decreased by 50.5% year-on-year to US$0.50
SeaMoney
- TPV: $1.6 billion
- # of active users: 15 million
- 45% of GMV in Indonesia is paid using SeaMoney
Really, really strong.
This post was edited on 8/18/20 at 6:12 am
Posted on 8/18/20 at 6:31 am to hiltacular
Anyone know what the difference is in this case between Sea’s revenue vs adjusted revenue?
Posted on 8/18/20 at 6:38 am to hiltacular
up 8% premarket to 145
hot damn
hot damn
Posted on 8/18/20 at 6:56 am to cgrand
Any of you guys taken a look at LL the last couple of weeks? I’m up over 22% on it. Not sure how high this can go, but they seem to be doing well and people seem to be in the mood for renovations and building during all of this.
Posted on 8/18/20 at 7:06 am to cgrand
quote:
hot damn
Posted on 8/18/20 at 7:16 am to LSUtoOmaha
Think it should all be adjusted rev as there are 3 different businesses essentially
Posted on 8/18/20 at 7:16 am to Yak
quote:
Walmart Q2 Adj. EPS $1.56 Beats $1.25 Estimate, Sales $137.70B Beat $135.37B Estimate $WMT
wow
Posted on 8/18/20 at 7:43 am to cgrand
quote:
Walmart Q2 Adj. EPS $1.56 Beats $1.25 Estimate, Sales $137.70B Beat $135.37B Estimate $WMT
Yes, I’m happy with SE and WMT earnings today. Wondering if WMT will run any with this.
Posted on 8/18/20 at 7:52 am to cgrand
quote:
SE
I didn't realize earnings were this am. Congrats to y'all who are in. I've been watching, but never pulled the trigger. I will start a position when it has a down day.
Posted on 8/18/20 at 7:58 am to TigeRoots
I've got some SE and I'm about to put in more.
Posted on 8/18/20 at 8:15 am to xxTIMMYxx
Thinking about PENN, Assurant, and Nexstar.
Posted on 8/18/20 at 8:34 am to xxTIMMYxx
(SPAC)
HCAC signs definitive agreement with Canoo.
Electric vehicle play
Under 11 dollars right now with a floor of 10 dollars. Redemption price around 10:23 or so.
HCAC signs definitive agreement with Canoo.
Electric vehicle play
Under 11 dollars right now with a floor of 10 dollars. Redemption price around 10:23 or so.
Posted on 8/18/20 at 8:43 am to xxTIMMYxx
ROKU 150
Posted on 8/18/20 at 8:46 am to cgrand
i'm going to sell DDOG today for a small loss.
small position, i want to buy more TDOC
small position, i want to buy more TDOC
Posted on 8/18/20 at 8:47 am to cgrand
If SE, GOOG, AAPL, and AMZN continue this throughout close, I'll have quite a day
This post was edited on 8/18/20 at 8:49 am
Posted on 8/18/20 at 11:17 am to Yak
FSLY is the only thing hurting me right now.
Posted on 8/18/20 at 11:19 am to xxTIMMYxx
I sold my DDOG today also. I might go back to it later.
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