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Recent content by RUAldo

  1. R

    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. I’ll prob wait until earnings and if it’s good will add to my position on any pullbacks.
  2. R

    OT: Stock and Investment Thread

    I don’t buy stocks on potential takeovers, but CMG seems like a good candidate
  3. R

    OT: Stock and Investment Thread

    How about CMG? Been hit hard lately.
  4. R

    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 any assistant that has no meaningful role. You make a statement that Greg’s ego could never accept. He brought this upon himself by creating a bloated, waste...
  5. R

    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 inflation/rate environment and gas ****-show?!
  6. R

    SMU Possibly Looking to Elevate MLax To D1

    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 is a great alternative for kids that probably have no future beyond Friday Night Lights. now that SMU rumor is a reality who’s up next? LAX is booming in CA...
  7. R

    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, it’s only down -2% 1Y and is +53% in 3M. The notion that consultants will be replaced by AI is proving to be as accurate as the SaaSpocolypse. Companies have...
  8. R

    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 a bumpy ride at least until Anthropic IPO and if that doesn’t happen look the F out. Im still buying AAPL/MSFT and will add big on any major...
  9. R

    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 places and bank charter gives it a big advantage. Also included in Citrini Research’s Breaking the Wall report. My biggest issue is it’s hard to tell if it...
  10. R

    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% across those positions.
  11. R

    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 problems which prob means won’t replace anything in our daily lives. At the same time I can see a quantum “scare” coming so I’ve been focusing on encryption as a...
  12. R

    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 UFC train FBI agents. Not sure if that’s a positive or negative catalyst.
  13. R

    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 which takes a totally different approach using electrons. I’m trying to be more conservative on AI plays hitting some peripheral stocks. Jacobs Solutions =...
  14. R

    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 slower growth. Then again I thought Docusign would be dead by now and it’s still breathing.
  15. R

    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 especially if wearables take off. And if the Anthropic investment doesn’t pay off look out below. But this is just an opinion with no investment research..
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