RUAldo's latest activity

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    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...
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    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
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    RUAldo replied to the thread OT: Stock and Investment Thread.
    How about CMG? Been hit hard lately.
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    RUAldo replied to the thread Schiano's sons.
    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...
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    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...
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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...
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    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...
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    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...
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    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...
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    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%...
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    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...
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    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...
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    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...
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    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...
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    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...
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