TheChosenOne

I stand corrected, but it may be too little too late and too hyper focused. Purely anecdotal, but I just did a cursory search for it and also searched for CashApp, Venmo, and PayPal competitors online and there's very little there. I think you may be oversimplifying how much it will take for som...

This is my opinion and I can certainly be wrong, but outside of online payment processing, Visa has no interest in entering these markets. They’re a fine tuned payment processing service and they’re happy in that world because 1) they’re dominant, 2) they’ve created strong partnerships with CC and P...

In an over simplistic explanation, Stripe is highly focused on fully integrated online (developer friendly) payment processing. SQ is more focused on the user friendly payment, POS, and now banking market. Stripe will absolutely be a barrier for Square when it comes to capturing market share beyo...

It’s still amazing to think of SQ’s addressable market. As is, they could own, from end to end, a huge chunk of financial transactions with CashApp and their SMB/POS ecosystem, but take it a step further. Square bank could provide the credit to the consumer, who buys a product via cashapp through a ...

At what point does Zoom go on a buying spree to expand their ecosystem? IIRC, they have very little debt and they're going to be sitting on mountains of cash....

Yea, I hate viewing it that way, which is why I threw in "theoretically". Hindsight is good for learning, but you can't dwell on it. I truth, a lot of those profits bought things like MGNI, JMIA, and EXPI and I'm up over 100% on those, so it still worked out well. ...

Well, did she eat all of the sausage?...

KBNT is another digital ad play I've been watching the last few months. I think I mentioned it briefly back in Jan. Ad fraud is becoming more of a problem in the digital ad world -- think bots driving up views -- and customers want to know that their ads are reaching real people. Kubient has an i...

Another crazy volatile one that I should have just held. Though, I've done well swinging it. I'm long on it now. We filled the gap down to 42 last week and may have established some support at 47-48. Wouldn't be bad for it to bounce here in the 50's for a bit to establish a base. ...

I trimmed APPS when it ran hard to to 40 in Nov and 60 in Dec. I've theoretical lost out on $50k in value. I'm done selling my winners. ...

He probably forgot about this thread because he was drunk when he posted it. Just like he forgot that he drunk posted the link to his discord....

They announced this morning that they lost their largest customer....

Their site pretty clearly states their approved testing centers. Seems like that couple should have checked first :dunno: We’re going to Maui in early April. Staying at the Grand Wailea and Hyatt Hana. There’s tons of great stuff to do or you can just relax. The Andaz is great honeymoon spot — Re...

Damn. Brutal there for Morikawa. So close to having a 10ft birdie putt and now struggling for bogey....

:cheers: It’ll be a volatile ride, but they’re building a digital ad powerhouse. There are a couple digital ad lotto/buyout plays I’ll probably post about tomorrow....

Stick to jambo, baw....

[quote]What happens when the sip hole of your coffee lid aligns with the cup's seam?[/quote] It’s like dividing by zero....

Definitely been a rough two weeks. Fortunately, I trimmed some TDOC and APPS close to their highs and last night took a little of that and booked a weeklong trip to Maui for the family. Haven’t been on a decent vacation since COVID hit and despite the last two weeks, the market has treated me amazin...

SQ also ran hard pre-earnings -- 35+% in two weeks iirc. It was already due for a pullback and just pulled back hard with the rest of tech. It'll be fine. ...

APPS up 16% on the day [quote]Digital Turbine ( APPS ) said Friday it has agreed to acquire mobile advertising platform AdColony Holding AS from Norway-based Otello Corporation ASA for a total estimated price of $350 million to $375 million. Under the terms of the deal, $100 million will be pa...