@mastersinvest imagine putting a $1000+ target on a $30 stock. You'd be put in an asylum Homer Simpson style after wearing a pink shirt.
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Fred McBill
18.5K posts
Markets are hard..
One year ago the highest 12-month Price Target for Sandisk was $70 with the average of twelve analysts' 12 month price target being $47.30 versus the then last price at $37.30.
Sandisk closed one year later at $1,478.
Even the experts get it wrong sometimes....
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@nachkari article is too long but still is fine. lots of unicorns were losses from there.
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Lol my eyes hurt. $RACE doing Chinese EV knockoffs isn’t the genius move they think it is.
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@eastdakota I think that combined with your other attributes makes you the target market for this car.
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Very not a car person but somehow find myself at the fully electric Ferrari Luce unveiling presentation.
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@forager_gareth opinion piece ain't great either, many such cases I suppose
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Property investment isn't productive, so let's raise taxes on equities and business building then.
Financial Review@FinancialReview
Anthony Albanese states he doesn’t think property investment is “productive”, despite building his property portfolio using negative gearing for decades. ebx.sh/i8tLPy
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See’s Candies Fun Fact
They do approximately 40% of the years volume and 75% of the year’s profit in the four weeks prior to Christmas
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Seems like foreign investors need to lose money on at least one Swedish small-cap annually. Last year, it was Intellego. This year: Sivers?
Kevin Xu@kevinxu
don't fade me if i go all in $SIVE next
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@tommorris32 @XanderMcGuire7 @7AFL on similar line, Collingwood's Anderson walked into the protected area when Carlton were lining up to draw the match after the siren. 50m penalty would have been a guaranteed draw.
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Potentially huge siren-gate-ish type story from @XanderMcGuire7 here.
AFL saying ‘nothing to see here’ when it appears there is plenty to see. @7AFL
7AFL@7AFL
"By the book, at this very moment a 50m penalty and an opposition free kick should have been paid (to Collingwood)... which means that Collingwood would have won by six points." 🗣️ Xander McGuire on an unpaid interchange infringement as Dylan Moore was lining up for goal against Collingwood
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@MarkDiStef wasn't too bad in the end. No new interviews with Murdochs - just old interviews. List of new interviewees wasn't great either.
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Relatedly, the Netflix doco series about the history of the Murdoch family starts with a comparison to Succession and them playing its titles. Skipped immediately.
Marc Andreessen 🇺🇸@pmarca
1 Start new audiobook about the Third Reich. 2 “Hitler wanted to [pause a beat] make Germany great again.” 3 Hurl phone against tree.
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just spent 30 minutes listening to a pod, complaining about how fast the seppos were talking
"slow down ya autists"
*it was on 1.2x
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@viggy_krishnan @Beutty @pitandhummus Right, (& Not upset). Trying to get pushback on the oppty. I have dif view of how stock responds to fwd paths. RL returns to date are shaping mkt view of ai capex. I think cons mkt dynamic improving in their favor, there’s optionality to the capex, but low roic capx isn’t 4evr
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Why is $Meta Capex more controversial than $amzn or $msft when Meta is objectively realizing the best incremental returns on spend? And No customer concentration. ASIC lagging yes, but muse spark has them in the game & returns were best in class even before spark. Entp > cons?
Graig@CousinGraig
$meta starting to price in those $AMD warrants exercising in the money? Meta buying 6GW and getting 160M shares (assuming $600 per AMD shr) breaks even at $16B/Gw… they’re netting $18B at $13B/GW. Of the HPC’s $meta the only one creating asymmetric outcomes on building compute
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I used to expect somebody of supposedly good character and sober outlook like Craig Emerson would avoid irrational rants like this.
Craig Emerson@DrCraigEmerson
Yes, stand firm @AlboMP Without these changes the privileged few will lock young working people out of owning their own homes forever - which is exactly what the Liberals and Nationals want. smh.com.au/politics/feder…
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Fred McBill retweetledi
Former head of analytics at $ADBE on the threat of Canva
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@DevinLaSarre we should have stuck with exporting smashed avo and flat whites.
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Won’t be missed. French fries have no business being in a burrito
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