Luke DiGiovanni (Deeg)

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Luke DiGiovanni (Deeg)

Luke DiGiovanni (Deeg)

@DigiovanniLuke

NYU 25’ RE Development 🏡 - Stock market commentary - sharing ideas 🙏🏼

Inscrit le Ekim 2014
257 Abonnements434 Abonnés
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Luke DiGiovanni (Deeg)
Luke DiGiovanni (Deeg)@DigiovanniLuke·
...in 8 months $VFC $12 to $20 $PEP $129.5 to $155 (now $145) $OSCR $14.2 to $25 (now $15.62) $INTC $20 to $55 $BIDU $83.5 to $165 $SWK $63 to $85 $ASTS $24 to $117 (🙃 didn't buy) $LMND $31 to $96.6 (🙃 didn't buy) $NVO (accumulated all the way to $44) $RIVN $15 to $22.5
Luke DiGiovanni (Deeg)@DigiovanniLuke

Stocks I own & continue to add at current prices: $VFC $12 $PEP $129.5 $OSCR $14.2 $INTC $20 $BIDU $83.5 Stocks I’m watching: $RIVN (Under $15) $SWK (Own a lot at $62.84) $NVO (Own 2 lots $59 & $63) Speculative plays I don’t own but like: $ASTS $LMND

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Invest with AC
Invest with AC@investingwithac·
FIRST PAYOUT GIVEAWAY. As promised I am giving this away to you all… (hopefully an $OSCR folk 😊) As long as you are following me and comment on this post, I will throw it in a random account picker and enter all the names :) Not much, but as promised ;) (Also I have no clue how this was calculated, and how I got a payout sub $30 with the minimum, but here we are!)
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THE SHORT BEAR
THE SHORT BEAR@TheShortBear·
@SethCL is there a preffered list of derivatives, third party data, indicators that you specifically scroll through or how do you go about finding all the different models? Working deeper on a dashboard. Anyone else with a good list? @SubuTrade or @TheMarketStats ? Searching for a good list of things like VIX, 3-months correlation index, breadth indicators and alike to make sure I don’t forget anything. DMs open. Thank you!
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Luke DiGiovanni (Deeg)
Luke DiGiovanni (Deeg)@DigiovanniLuke·
@zacktanzx Nice reaction! Should be an easy no, but wouldn’t be the worst thing in the world with a low 30s avg
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ZTan
ZTan@zacktanzx·
$PZZA BREAKING : IRTH CAPITAL LOOKING GO TAKE PAPA JOHNS PRIVATE AT $47 a share
ZTan@zacktanzx

$PZZA #QSR Am sharing my Papa Johns DD today. Qualitative thesis on the first note Valuation is on the second note Happy to get some feedback from other QSR experts or market enthusiasts.

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Gnotz (Bull)
Gnotz (Bull)@BullTradeFinder·
7:30 PM $HIMS up 35% or $5+ at $21.20 $HIMS $NVO Settle their feud and there will be no lawsuit and $NVO will start selling their products on $HIMS site….
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Luke DiGiovanni (Deeg)
Luke DiGiovanni (Deeg)@DigiovanniLuke·
$OPRA +20% $300mm buyback with $1.35bn MC Raised FY revenue guide ($690m → $720–735m) 9% stake in OPay (last ~$2.7–3B valuation) MiniPay active users +30% 24% EBITDA margin 6.2% dividend Zero debt
Luke DiGiovanni (Deeg) tweet media
Luke DiGiovanni (Deeg)@DigiovanniLuke

$OPRA owns the Opera browser (~300M MAUs), monetized via Google search rev-share, ads, and emerging-market fintech. Up 18% today after FY revenue guidance was raised from $162–165M to $170M. I have a small FAFO position in the mid $15s - LT targets $21 & $28

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Donna
Donna@purplemountaing·
@DigiovanniLuke Lower Guidance by a decent amount. $BAX over promised and under delivering.
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Bottom Sniper
Bottom Sniper@Errecck·
Going to post some charts and ideas due to my macro thesis on BTC playing out thus far. Even tho some charts are "if" conditional bullish. need to be conservative and patient. But considering DCA'ing in some positions with a 9 month outlook down here is a good strategy imo unless the worse case economic outcome came with stagflation. Tomorrow will give me a real idea as I previously mentioned if we don't spike in unemployment I think that will tell me Trump is willing to manipulate the numbers and if that's the case wallstreet will sniff that out. But if we see an abnormally high spike in unemployment... I believe we see 6% within 15 months and this could cause a bigger crash than we've seen in a decade.
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RonnieV
RonnieV@TheRonnieVShow·
Gave myself a little birthday present… $OSCR
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