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R
RUAldo
replied to the thread
OT: Stock and Investment Thread
.
I have a medium size IOT position. One of my fav business models. I think about adding almost every week but haven’t pulled trigger...
Today at 12:12 PM
R
RUAldo
replied to the thread
OT: Stock and Investment Thread
.
I don’t buy stocks on potential takeovers, but CMG seems like a good candidate
Today at 12:08 PM
R
RUAldo
replied to the thread
OT: Stock and Investment Thread
.
How about CMG? Been hit hard lately.
Today at 10:57 AM
R
RUAldo
replied to the thread
Schiano's sons
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I know i’m a broken record…if you want to force out Schiano and negotiate a reasonable exit you start by firing his sons immediately and...
Friday at 2:04 PM
R
RUAldo
replied to the thread
OT: Stock and Investment Thread
.
I hear you. Also frustrating when I sell Marriott two weeks ago and watch it jump 30 points. How the F is Marriott going up in a high...
Friday at 1:58 PM
R
RUAldo
replied to the thread
SMU Possibly Looking to Elevate MLax To D1
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Club lax scene in TX is booming. SMU is going to blow the lid off lax in TX. Youth football in TX is already feeding the growth as lax...
Friday at 6:46 AM
R
RUAldo
replied to the thread
OT: Stock and Investment Thread
.
You and I are viewing Cognizant from a totally different bull/bear case although it’s a really small position of mine right now. BTW...
Thursday at 8:30 PM
R
RUAldo
replied to the thread
OT: Stock and Investment Thread
.
Sold PLTR in 160s for nice gain. Still like it but Tough to buy now with mid-terms coming. Burry feeling good right now going to be...
Oct 14, 2026
R
RUAldo
replied to the thread
OT: Stock and Investment Thread
.
SOFI looks interesting at these levels and seems to have found a floor around $15. Down 40%+ 1Y. It’s innovating in all the right...
Oct 11, 2026
R
RUAldo
replied to the thread
OT: Stock and Investment Thread
.
I’ve been waiting for gold, silver and rare earth to climb seems they may be headed for a turnaround. I’m probably still down 10%...
Oct 10, 2026
R
RUAldo
replied to the thread
OT: Stock and Investment Thread
.
I can’t make heads or tails of quantum companies or how they intersect with AI models. Quantum is supposed to solve the most complex...
Oct 10, 2026
R
RUAldo
replied to the thread
OT: Stock and Investment Thread
.
Anyone own TKO or have thoughts on it? Stock is close to 52-week lows. I like the niche brands like UFC/WWE. Gov’t looking to have...
Oct 10, 2026
R
RUAldo
replied to the thread
OT: Stock and Investment Thread
.
I’m out of quantum except for two quantum encryption scratch-off lottery tickets = QNC and QSEGF. QNC has a really interesting patent...
Oct 9, 2026
R
RUAldo
replied to the thread
OT: Stock and Investment Thread
.
Never struck me as having any real moat especially with Teams and Workspace bundles, plus RTO was a huge a negative catalyst leading to...
Oct 9, 2026
R
RUAldo
replied to the thread
OT: Stock and Investment Thread
.
I don’t understand why Zoom still exists with Google Meet, Teams, FaceTime, etc. Or why it won’t become obsolete at some point...
Oct 9, 2026
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