re: Stocks on your watch list

Posted by STLhog

Dallas, TX

Member since Jan 2015

19446 posts

Posted on 6/17/21 at 10:15 am to cgrand

PINS and UPST

Posted by cgrand

HAMMOND

Member since Oct 2009

48715 posts

Posted on 6/17/21 at 10:43 am to STLhog

quote:
UPST

plenty of chatter I see on that
what is it?

Posted by xxTIMMYxx

Member since Aug 2019

17562 posts

Posted on 6/17/21 at 10:49 am to cgrand

Added ABNB, AEVA, GENI, FSR and PCT last night and early this morning.

:banana:

TTD wrecking shop

This post was edited on 6/17/21 at 10:50 am

Posted by STLhog

Dallas, TX

Member since Jan 2015

19446 posts

Posted on 6/17/21 at 10:51 am to cgrand

Pretty good summary here.

LINK

120 seems like pretty damn good value for it to me. Revenue growth is insane, its already profitable, great leadership and they'll be expanding into auto and mortgage markets very soon.

I love auto and mortgage disruption. The future is going to be super simple and digital IMO.

All the nonsense with brokers, title companies etc is going to get heavily disrupted with all in one digital shops.

Posted by cgrand

HAMMOND

Member since Oct 2009

48715 posts

Posted on 6/17/21 at 10:57 am to STLhog

quote:
Upstart acts as a marketplace for buyers and sellers of credit products in the United States. The company has developed an online marketplace to collect details from consumers including employment history, credit experience, education, and previous bank transactions, and then utilizes the data to match consumers with credit products offered by partnering banks.

nice

once again, follow the data collectors with monetizing opportunity

Posted by xxTIMMYxx

Member since Aug 2019

17562 posts

Posted on 6/17/21 at 11:03 am to cgrand

Time to wait for NIO to dip.

Posted by cgrand

HAMMOND

Member since Oct 2009

48715 posts

Posted on 6/17/21 at 11:08 am to cgrand

quote:
bought ONDS at 7.80 (drone tech)

just a throw in note here
both of the guys I pay to evaluate companies and price action are in this one

Posted by STLhog

Dallas, TX

Member since Jan 2015

19446 posts

Posted on 6/17/21 at 11:48 am to cgrand

Que es?

Posted by xxTIMMYxx

Member since Aug 2019

17562 posts

Posted on 6/17/21 at 12:27 pm to STLhog

Shipping stocks are in a big dip today. Will probably buy one and switch out a tech stock.

Posted by Hussss

Helena, AL

Member since Oct 2016

7802 posts

Posted on 6/17/21 at 12:29 pm to xxTIMMYxx

You need the inflation / commodity trades to work in order for shipping stocks to do well. Commodities (FCX is my favorite) started rolling over a month ago.

Posted by CajunTiger78

Member since Aug 2017

2879 posts

Posted on 6/17/21 at 12:31 pm to Hussss

AMC

Posted by Hussss

Helena, AL

Member since Oct 2016

7802 posts

Posted on 6/17/21 at 12:32 pm to CajunTiger78

IPWR

Posted by cgrand

HAMMOND

Member since Oct 2009

48715 posts

Posted on 6/17/21 at 12:50 pm to STLhog

Ondas Holdings
drone technology (wireless data networks)

huge TAM and the industry is highly deregulated

Posted by bass

Member since Oct 2016

4801 posts

Posted on 6/17/21 at 12:54 pm to cgrand

Strong day

Ford sucks

Posted by xxTIMMYxx

Member since Aug 2019

17562 posts

Posted on 6/17/21 at 12:57 pm to Hussss

Shipping stocks have been killing. I wonder how long it will last. I like ZIM, SBLK, DSX, BDRY (etf). Some dude who was all over these said they have another 3-6 months. Who knows

This post was edited on 6/17/21 at 12:58 pm