JRG Stocks

@rodoinvesting I don’t disagree, and very well could be wrong myself. However, as you stated, there aren’t many known catalysts to present a higher valuation at this time and anyone looking for a better re-entry should wait for the dust to settle on the RS

@JRGStocks Imo $FUBO *should* have been a HEAVY buy sub $1.5 and a “half port into“ kind of buy at under $1 ($12 post split)… but with the lack of guidance/no news at all it’s almost like gambling which is not great

$FUBO will be a buy sub $10 post split. Not a heavy buy but a buy. Financials are the best they’ve ever been for the company despite being well below my expectations for the timeline of the biz. Let the valuation sink more post RS and then step in with a reasonable position size

Some names I’m watching very closely: $FICO $MELI $SE $RDDT $GRAB $JD

@funhumbleguy @MrSevoMato @davidgandler Gandler doesn’t outright buy the stock due to how much rsu’s he gets in addition to knowing the margin improvement profile is too slow for the business. As it stands today, even with Disney involvement, the business model is not great and hasn’t been proven to be great yet.

@MrSevoMato @davidgandler No lawsuits We don’t need stuff like that We need management to start thinking about investors like we believed in them

I own both $EOSE and $FUBO. Eos Energy Enterprises CEO Joe Mastrangelo just purchased 60,000 shares in the open market. @davidgandler this is what I meant — $EOSE is down 50% over the last 2 weeks, yet the CEO is buying, NOT selling. That’s conviction.

@derminvests @W00force @BgBlue92 I am waiting for the reverse split to complete before assessing any new buys

@W00force @BgBlue92 Why would any institutional investor buy? They don’t know what they are buying. There is no guidance. And they throw on a RSS to add to the uncertainty. The only thing that could redeem them is giving guidance at the time they announce the final RSS ratio and date which I doubt

$FUBO all the bulls are dead and gone. Historically, this is always the best time to buy. Admittedly, I’m even hesitant to add more. The RSS seems really shady. I don’t like that they are only decreasing the outstanding shares but leaving the authorized shares the same 🚩🚩🚩

@WheelieInvestor Zeta price action today

What do you call this price action?

Markets are very weak right now. Seems like we’re one headline away from a drop in the indexes.

Unrealized gains tax for Gen-Z: You buy a Pokémon card for $50. Someone offers you $500 for it. You say no. You love that card. You're keeping it. The government says: "Cool, but that card is worth $500 now. You owe us $100 in taxes." You: "…I didn't sell it." Government: "Don't care. Pay up." You don't have $100 lying around. So you're forced to sell the card you love just to pay a tax on money you never received. Next month? That card drops back to $50. Your card is gone. Your money is gone. And the government shrugs. That's a wealth tax on unrealized gains. They don't pay you back the tax... Now picture this. Your mom calls you crying. She has to sell the house she raised you in. Not because she can't afford it. She's lived there 30 years. It's paid off. But some website says it's worth more now and the government says she owes $15,000 she doesn't have. So she sells your childhood home. The kitchen where she made you breakfast. The doorframe where she marked your height every birthday. Gone. To pay a tax on money that was never real. Now picture the opposite. Your dad put everything into his small business. For 20 years he built it from nothing. One year the business is "valued" at $2 million on paper. He owes a massive tax bill. He empties his savings. Sells his truck. Borrows money. Pays it. Next year the market crashes. His business is worth $200,000. He lost everything to pay a tax on a number that doesn't exist anymore. Does the government give him his money back? No. Does the government give him his truck back? No. Does the government care? No. They sold this idea as "taxing billionaires." But billionaires have armies of lawyers, offshore accounts, and trusts. They'll be fine. You know who won't be fine? Your mom. Your dad. Your neighbor with a small business. The farmer down the road who's had the same land for four generations and now has to sell it because dirt got expensive. You're not taxing wealth. You're taxing people for owning things. It's like getting a parking ticket for a car you might drive somewhere someday. They want you to own nothing and be happy. To fund the fraud, waste and abuse of the welfare state they created. There is enough money. More tax isn't needed. It's all a lie. But you've been gaslit into believing this is a rich vs poor debate. I hope you understand what's at stake.

@NoPainInvesting PainPal

Guess the stock

@funhumbleguy Truthfully the business model hasn’t made the leaps needed. Some ownership falls on management. Some falls on investors for owning a low margin business. Lawsuit success is the only noteworthy accomplishment by mgmt. Marginal improvements each qtr don’t qualify.

@JRGStocks $fubo Yes I’m heartbroken we had to take this route . Probably gonna be longer now But super optimistic One day we will say wow hopefully

This prediction seems unlikely to happen as of now. With the RS coming and no guidance given, the market has no reason to price any optimism at this time. That said, with lower litigation fees and merger costs, Fubo would’ve printed a positive eps this past quarter.

@funhumbleguy I am still rooting for Fubo. Position size is key 🔑

@JRGStocks $fubo Hopefully it can become a great business 💪

Updates to the portfolio are being assembled. Lots of blood in certain names right now. “Be greedy when others are fearful.”

Be greedy when others are fearful. That is all.

@DeltaBourse @funhumbleguy RS will ensue and if executed at 1/10, anything under $10 will be a good entry

@funhumbleguy I tried to spot the bottom on $FUBO ! Bad idea ! I wonder at what price do insiders get interested in buying the stock ? 0 ? It's unbelievable

$FUBO is really a nighmare ! I'm out of words

@CheddarFlow Any updated overlay to share?

Woah.

@StockResearchWk At this valuation, if you believe they will be able to offer more tests, products, etc. and become a large health services provider, then it’s an easy buy. (I do believe they’ll continue scaling for years to come)

$HIMS Is this a buying opportunity or no touch situation?

@DeltaBourse Exactly how 2022 started

One good thing with this market: at the beginning of the year I was a trader now I am a "long term investor" 😀

Market giving late 2021-early 2022 vibes big time. $SPY $QQQ

Precisely. Mgmt has less confidence they can get there and/or they’re shortening the timeline to attract institutional investors. Likely a combo of both, still reeks of doubt from the optics