Betway online sports betting 50% deposit match up to K1000 ...
Online football betting Zambia Sports Betting Castlebet
ZM Casino Bonus ohne Einzahlung & Online Casino Freispiele
GSB Zambia
Betway Casino The best casino games in Zambia
Casino gambling laws Online Casino Zambia
Best Online Casinos in Zambia – 2021's Best Zambian Casino ...
Online Casino 400% Welcome Bonus Premier Bet Zambia
casino zm
casino zm - win
ZM[PC] 💥 The Best GTA 5 Modding Services 💥 Cheap ✔️| 💥 ZeemanModz.com💥 | 2000+Customers |Get RP and Online Cash ✔️|100% Safe and Reliable ✅ | Vouched ✅ 1.48 ✅ Casino Update Ready ✅
💥Services are updated for Casino DLC | Grab your Package now!💥
Are you tired of the Grind ? Don't have enough money to get that awesome DLC stuff ?Looking for a way to get some GTA cash for cheap prices ? then come join our community on Discord and check our website for cheap recovereis. We at ZeemanModz.com provide cheapest and safest GTA 5 recoveries, GTA 5 modded accounts with our 100% safe and reliable method.You can visit us at : https://www.zeemanmodz.com/ to take a look at GTA 5 Recovery Service, GTA 5 Modded Account, GTA 5 Modded lobbies
ZM[PC] 💥 The Best GTA 5 Modding Services 💥 Cheap ✔️| 💥 ZeemanModz.com💥 | 1000+Customers |Get RP and Online Cash ✔️|100% Safe and Reliable ✅ | Vouched ✅ 1.48 ✅ Casino Update Ready ✅
💥Services are updated for Casino DLC | Grab your Package now!💥
Are you tired of the Grind ? Don't have enough money to get that awesome DLC stuff ?Looking for a way to get some GTA cash for cheap prices ? then come join our community on Discord and check our website for cheap recovereis. We at ZeemanModz.com provide cheapest and safest GTA 5 recoveries, GTA 5 modded accounts with our 100% safe and reliable method.You can visit us at : https://www.zeemanmodz.com/ to take a look at GTA 5 Recovery Service, GTA 5 Modded Account, GTA 5 Modded lobbies
ZM[PC] 💥 The Best GTA 5 Modding Services 💥 Cheap ✔️| 💥 ZeemanModz.com💥 | 1000+Customers |Get RP and Online Cash ✔️|100% Safe and Reliable ✅ | Vouched ✅ 1.48 ✅ Casino Update Ready ✅
💥Services are updated for Casino DLC | Grab your Package now!💥
Are you tired of the Grind ? Don't have enough money to get that awesome DLC stuff ?Looking for a way to get some GTA cash for cheap prices ? then come join our community on Discord and check our website for cheap recovereis. We at ZeemanModz.com provide cheapest and safest GTA 5 recoveries, GTA 5 modded accounts with our 100% safe and reliable method.You can visit us at : https://www.zeemanmodz.com/ to take a look at GTA 5 Recovery Service, GTA 5 Modded Account, GTA 5 Modded lobbies
ZM[PC] 💥 The Best GTA 5 Modding Services 💥 Cheap ✔️| 💥 ZeemanModz.com💥 | 1000+Customers |Get RP and Online Cash ✔️|100% Safe and Reliable ✅ | Vouched ✅ 1.48 ✅ Casino Update Ready ✅
💥Services are updated for Casino DLC | Grab your Package now!💥
Are you tired of the Grind ? Don't have enough money to get that awesome DLC stuff ?Looking for a way to get some GTA cash for cheap prices ? then come join our community on Discord and check our website for cheap recovereis. We at ZeemanModz.com provide cheapest and safest GTA 5 recoveries, GTA 5 modded accounts with our 100% safe and reliable method.You can visit us at : https://www.zeemanmodz.com/ to take a look at GTA 5 Recovery Service, GTA 5 Modded Account, GTA 5 Modded lobbies
ZM[PC] 💥 The Best GTA 5 Modding Services 💥 Cheap ✔️| 💥 ZeemanModz.com💥 | 1000+Customers |Get RP and Online Cash ✔️|100% Safe and Reliable ✅ | Vouched ✅ 1.48 ✅ Casino Update Ready ✅
💥Services are updated for Casino DLC | Grab your Package now!💥
Are you tired of the Grind ? Don't have enough money to get that awesome DLC stuff ?Looking for a way to get some GTA cash for cheap prices ? then come join our community on Discord and check our website for cheap recovereis. We at ZeemanModz.com provide cheapest and safest GTA 5 recoveries, GTA 5 modded accounts with our 100% safe and reliable method.You can visit us at : https://www.zeemanmodz.com/ to take a look at GTA 5 Recovery Service, GTA 5 Modded Account, GTA 5 Modded lobbies
ZM[PC] 💥 The Best GTA 5 Modding Services 💥 Cheap ✔️| 💥 ZeemanModz.com💥 | 1000+Customers |Get RP and Online Cash ✔️|100% Safe and Reliable ✅ | Vouched ✅ 1.48 ✅ Casino Update Ready ✅
💥Services are updated for Casino DLC | Grab your Package now!💥
Are you tired of the Grind ? Don't have enough money to get that awesome DLC stuff ?Looking for a way to get some GTA cash for cheap prices ? then come join our community on Discord and check our website for cheap recovereis. We at ZeemanModz.com provide cheapest and safest GTA 5 recoveries, GTA 5 modded accounts with our 100% safe and reliable method.You can visit us at : https://www.zeemanmodz.com/ to take a look at GTA 5 Recovery Service, GTA 5 Modded Account, GTA 5 Modded lobbies
ZM[PC] 💥 The Best GTA 5 Modding Services 💥 Cheap ✔️| 💥 ZeemanModz.com💥 | 1000+Customers |Get RP and Online Cash ✔️|100% Safe and Reliable ✅ | Vouched ✅ 1.48 ✅ Casino Update Ready ✅
💥Services are updated for Casino DLC | Grab your Package now!💥
Are you tired of the Grind ? Don't have enough money to get that awesome DLC stuff ?Looking for a way to get some GTA cash for cheap prices ? then come join our community on Discord and check our website for cheap recovereis. We at ZeemanModz.com provide cheapest and safest GTA 5 recoveries, GTA 5 modded accounts with our 100% safe and reliable method.You can visit us at : https://www.zeemanmodz.com/ to take a look at GTA 5 Recovery Service, GTA 5 Modded Account, GTA 5 Modded lobbies
ZM[PC] 💥 The Best GTA 5 Modding Services 💥 Cheap ✔️| 💥 ZeemanModz.com💥 | 1000+Customers |Get RP and Online Cash ✔️|100% Safe and Reliable ✅ | Vouched ✅ 1.48 ✅ Casino Update Ready ✅
💥Services are updated for Casino DLC | Grab your Package now!💥
Are you tired of the Grind ? Don't have enough money to get that awesome DLC stuff ?Looking for a way to get some GTA cash for cheap prices ? then come join our community on Discord and check our website for cheap recovereis. We at ZeemanModz.com provide cheapest and safest GTA 5 recoveries, GTA 5 modded accounts with our 100% safe and reliable method.You can visit us at : https://www.zeemanmodz.com/ to take a look at GTA 5 Recovery Service, GTA 5 Modded Account, GTA 5 Modded lobbies
ZM[PC] 💥 The Best GTA 5 Modding Services 💥 Cheap ✔️| 💥 ZeemanModz.com💥 | 1000+Customers |Get RP and Online Cash ✔️|100% Safe and Reliable ✅ | Vouched ✅ 1.48 ✅ Casino Update Ready ✅
💥Services are updated for Casino DLC | Grab your Package now!💥
Are you tired of the Grind ? Don't have enough money to get that awesome DLC stuff ?Looking for a way to get some GTA cash for cheap prices ? then come join our community on Discord and check our website for cheap recovereis. We at ZeemanModz.com provide cheapest and safest GTA 5 recoveries, GTA 5 modded accounts with our 100% safe and reliable method.You can visit us at : https://www.zeemanmodz.com/ to take a look at GTA 5 Recovery Service, GTA 5 Modded Account, GTA 5 Modded lobbies
ZM[PC] 💥 The Best GTA 5 Modding Services 💥 Cheap ✔️| 💥 ZeemanModz.com💥 | 1000+Customers |Get RP and Online Cash ✔️|100% Safe and Reliable ✅ | Vouched ✅ 1.48 ✅ Casino Update Ready ✅
💥Services are updated for Casino DLC | Grab your Package now!💥
Are you tired of the Grind ? Don't have enough money to get that awesome DLC stuff ?Looking for a way to get some GTA cash for cheap prices ? then come join our community on Discord and check our website for cheap recovereis. We at ZeemanModz.com provide cheapest and safest GTA 5 recoveries, GTA 5 modded accounts with our 100% safe and reliable method.You can visit us at : https://www.zeemanmodz.com/ to take a look at GTA 5 Recovery Service, GTA 5 Modded Account, GTA 5 Modded lobbies
ZM[PC] 💥 The Best GTA 5 Modding Services 💥 Cheap ✔️| 💥 ZeemanModz.com💥 | 1000+Customers |Get RP and Online Cash ✔️|100% Safe and Reliable ✅ | Vouched ✅ 1.48 ✅ Casino Update Ready ✅
💥Services are updated for Casino DLC | Grab your Package now!💥
Are you tired of the Grind ? Don't have enough money to get that awesome DLC stuff ?Looking for a way to get some GTA cash for cheap prices ? then come join our community on Discord and check our website for cheap recovereis. We at ZeemanModz.com provide cheapest and safest GTA 5 recoveries, GTA 5 modded accounts with our 100% safe and reliable method.You can visit us at : https://www.zeemanmodz.com/ to take a look at GTA 5 Recovery Service, GTA 5 Modded Account, GTA 5 Modded lobbies
While my car is getting worked on, I started to make a BCKY ETF and wanted to share it with you all. I welcome any additions or feedback!
TECH
AAPL - Apple Inc. - Becky never leaves her iPhone behind BMBL - Bumble - shhh don’t tell Becky’s husband 🤫 FB - Facebook - they own Instagram, Becky’s most-used app MTCH - Match - Tinder for the casual fling ☺️ NFLX - Netflix - for those nights in 💜 PINS - Pinterest - inspiration central PYPL - PayPal - makes online shopping soooo easy once you figure it out! 🙌🏻 ROKU - Roku - Bridgerton is on Netflix, but The Bachelor is on Hulu! Having a Roku built into the TV makes it easy to navigate SHOP - Shopify - online shopping 🛍 SNAP - Snap - Becky prefers IG but loves Snap for the selfies and group messaging (and the secret disappearing messages 🤫) SPOT - Spotify - music fuels the soul 🎶 SQ - Square - CashApp makes splitting the bill sooooooo easy Z and ZG - Zillow - for daydreaming and snooping on the neighbors ZM - Zoom - in these trying times Becky has used Zoom to stay connected with her parents 💕
Entertainment
ABNB - AirBNB - For the little getaways, staycations and girls weekends AMC - AMC Entertainment - Becky went to second base for the first time in the back of an AMC theater (didn’t even watch any of Along Came Paulie) BALY - Bally’s - Becky likes a night out at the casino DIS - Disney - for the kids 💕 LVS - Las Vegas Sands - bachelorette party, anyone? MGM - MGM Resorts - can’t wait to get back to the clubs to do some DANCING 💃 MSGE - Madison Square Garden Entertainment - nightlife, dining, girls night??? MSGS - Madison Square Garden - Becky dated a basketball player after college (don’t tell dad! 🤫) MTN - Vail Resorts - Becky’s favorite winter destinations WYNN- Wynn Resorts - classy casino and hotel - Becky wouldn’t be caught dead anywhere else
Food/Beverage
ABT - Abbott - Baby formula was so helpful when Kai wouldn’t breastfeed. Pedialyte for when you have one too many proseccos 😜 APRN - Blue Apron - Soooo helpful to make Becky’s once-a-week meal or when Carla the “help” is sick. BUD - Anheuser Busch InBev - those Bud Light seltzers are NECESSARY CAKE - Cheesecake Factory - who doesn’t love Cheesecake? 😍 DASH - DoorDash - for those quarantine takeout meals with Greg 😍 GRUB - GrubHub - tapas delivered for girls night 😻 SBUX - Starbucks - there’s 4 seasons: Winter, Spring, Summer, and PSL SFM - Sprouts Farmers Markets - organic only 🍃 SHAK - Shake Shack - for the cheat meals 🤫 STZ - Constellation Brands - wine 🍷 anyone?
Lifestyle/Shopping
AXP - American Express - Becky’s black card never stops 🤪 BMWYY - BMW - for the Beckies with an X5 BURBY - Burberry - 💁♀️👜 CHWY - Chewy - Becky’s frenchie needs food, duh COTY - COTY - Becky secretly (or not so secretly 🤪) loves Kylie, Dolce & Gabana and Chloé DFS - Discover Financial - Becky likes getting cash back 😍 DMLRY - Daimler - For the Benz loving Becky DOGZ - Dogness - luxury goods for the Frenchie EL - Estée Lauder - cosmetics company founded by a fellow woman 🙋♀️ ELF - e.l.f. Beauty - makeup 💄 what else needs to be said? ETSY - Etsy - omg so many cute things to buy FLWS - 1-800-Flowers - I mean who doesn’t love flowers 🌸 FTCH - Farfetch - designer clothing ONLY GOOS - Canada Goose - Much needed during winter when walking around Manhattan and taking selfie’s at Rockefeller Center. A little trendy but still loving it. HOME - At Home - cute stuff for the house and cheap enough to throw away after getting that perfect pic for IG HTHIY - Hitachi - the magic wand is Becky’s little secret JWM - Nordstrom - designer brands ONLY KNL - Knoll - luxury designer furniture that is so cute and so comfy. IYKYK KSS - Kohl’s - Kohl’s Rewards are practically a currency right? 💵 LULU - Lululemon - quintessential Becky. The leggings don’t just make her butt look good, but they’re comfy and perfect for the IG flex LVMUY - LVMH Moet Hennessy Louis Vuitton - this just speaks for itself M - Macy’s - ugh kinda for the poor people but they have good deals so Becky will shop online MA - MasterCard - when the farmer’s market won’t accept American Express MLHR - Herman Miller - super expensive furniture for the home and sooo comfy PFE - Pfizer - why is this in the lifestyle category? Because Becky would have a breakdown without her Xanax TEVA - Teva Pharmaceutical - Becky runs on adderall that is prescribed to her son PTON - Peloton Interactive - the ultimate Becky item - if you didn’t post your workout on your IG story did you even spin?! REAL - The RealReal - Cartier, Chanel, Christian Louboutin, LV, Gucci, Hermès, Prada, Tiffany’s and more! REV - Revlon - some of Becky’s fav actresses promote their products RH - Restoration Hardware - only the best for Becky’s home SFIX - Stitch Fix - Becky took the styling quiz and gets emails from them all the time, but still hasn’t placed an order (but she really wants to to support a company headed by a woman CEO 👩🏼💼) (S)TIC - Northern Star - Becky’s frenchie gets soooo excited for her monthly Bark Box TCS - The Container Store - Becky just CAN NOT walk by without going in TGT - Target - 🎯 this one is self explanatory- Becky doesn’t leave until it’s dark out TSLA - Tesla - for the more environmentally conscious Becky that still needs to flex TUP - Tupperware- perfect for packed lunch boxes and leftover tapas 🥰 ULTA - Ulta Beauty - looks are everything and Ulta sells everything Becky needs V - Visa - Becky recognizes that name from the front of some of her credit cards WSM - Williams-Sonoma - Becky buys a lot of her home goods at Pottery Barn and West Elm
Hi there. I'm new to this sub as of last night. I appreciate that this post may not be welcome and I expect an influx of downvotes. My apologies if such a post breaks the rules. Emotional investing What's struck me since joining this sub is the sheer amount of emotional investing/lack of research. I say this based on the kinds of stocks people say they've invested in and are suggesting to others, despite poor company fundamentals. I make it a point to always do some basic research on a stock. I'm not saying that no posts here contain good research. Some indeed do. It just seems like there's an abundance of people who throw their spare cash into things without doing any research at all. That, or bots. As an example, MLFB has been mentioned here a fair bit. This is what I see on the executive summary page of a well-known analysis tool for this stock. I'm not going to promote it, but I imagine many of you know its name. Summarised:
Earnings growth of 48.9% year-over-year
Less than 1 year of cash runway remaining
Highly volatile share price
Substantial recent shareholder dilution
Makes only $2,000 revenue
Negative shareholders equity
Does not have a meaningful market cap
Of the above, earnings growth is the only positive. All of the other listed things are huge red flags. Especially the negative shareholder equity. In other words, it's fundamentally not a good business. Granted, you could say that a tool that analyses a company's reports and financial data can't realistically take everything into account. Especially something like upcoming regulation, or a change in laws. For instance, a company that grows marijuana would benefit hugely from the Biden administration legalising or decriminalising weed. That said, a fundamentally badly run business is still a bad business. In other words, a well-run competitor would be a better investment. Another example would be a SPAC, or IPO; there's insufficient data to analyse in these cases. At least for this particular tool. I'm in no way promoting this tool. However, some details can be found in this comment. Pumping I'm curious as to how prevalent pumping and dumping is here. This is the only reason I can logically think of for investing in a company that has poor fundamentals, or recommending it to others. Penny stocks are of course highly volatile. That and no-fee trading mean that it's theoretically possible at times to get in when a stock is crazy cheap, double your money and get out fast. That doesn't mean not researching stocks is a good idea, though. Nor does it make it okay to talk up a poorly-run company in the hopes of bumping the share price to help yourself get out of a poor investment. That approach is akin (in my eyes) to putting your money on a horse or a sporting event. Disclaimer This is not an attack on this sub or its users. I'm genuinely curious as to why some people seem to invest in companies mentioned here, despite them looking like poor investments. I've only been investing for about a year in a serious way and I am by no means suggesting that people shouldn't invest, or that you have to spend a lot of money on a stock. I'm by no means wealthy, often invest £50 or less at a time and most of my positions fall into the £2/share or below category. What I am saying is that people who choose to do no research and just like the "feel" of a company may well be better of going to a casino. After all, the result may well often be the same. There are well-run companies out there who trade at $5 or less per share. None of the above constitutes financial advice and I don't seriously encourage anyone to bet at a casino or gamble instead of investing.
Playboy going public: Porn, Gambling, and Cannabis
NEW INFO 5 Results from share redemption are posted. Less than .2% redeemed. Very bullish as investors are showing extreme confidence in the future of PLBY. https://finance.yahoo.com/news/playboy-mountain-crest-acquisition-corp-120000721.html NEW INFO 4 Definitive Agreement to purchase 100% of Lovers brand stores announced 2/1. https://www.streetinsider.com/Corporate+News/Playboy+%28MCAC%29+Confirms+Deal+to+Acquire+Lovers/17892359.html NEW INFO 3 I bought more on the dip today. 5081 total. Price rose AH to $12.38 (2.15%) NEW INFO 2 Here is the full webinar. https://icrinc.zoom.us/rec/play/9GWKdmOYumjWfZuufW3QXpe_FW_g--qeNbg6PnTjTMbnNTgLmCbWjeRFpQga1iPc-elpGap8dnDv8Zww.yD7DjUwuPmapeEdP?continueMode=true&tk=lEYc4F_FkKlgsmCIs6w0gtGHT2kbgVGbUju3cIRBSjk.DQIAAAAV8NK49xZWdldRM2xNSFNQcTBmcE00UzM3bXh3AAAAAAAAAAAAAAAAAAAAAAAAAAAA&uuid=WN_GKWqbHkeSyuWetJmLFkj4g&_x_zm_rtaid=kR45-uuqRE-L65AxLjpbQw.1611967079119.2c054e3d3f8d8e63339273d9175939ed&_x_zm_rhtaid=866 NEW INFO 1 Live merger webinar with PLBY and MCAC on Friday January 29, 2021 at 12:00 NOON EST link below https://mcacquisition.com/investor-relations/press-release-details/2021/Playboy-Enterprises-Inc.-and-Mountain-Crest-Acquisition-Corp-Participate-in-SPACInsider-ICR-Webinar-on-January-29th-at-12pm-ET/default.aspx Playboy going public: Porn, Gambling, and Cannabis !!!WARNING READING AHEAD!!! TL;DR at the end. It will take some time to sort through all the links and read/watch everything, but you should. In the next couple weeks, Mountain Crest Acquisition Corp is taking Playboy public. The existing ticker MCAC will become PLBY. Special purpose acquisition companies have taken private companies public in recent months with great success. I believe this will be no exception. Notably, Playboy is profitable and has skyrocketing revenue going into a transformational growth phase. Porn - First and foremost, let's talk about porn. I know what you guys are thinking. “Porno mags are dead. Why would I want to invest in something like that? I can get porn for free online.” Guess what? You are absolutely right. And that’s exactly why Playboy doesn’t do that anymore. That’s right, they eliminated their print division. And yet they somehow STILL make money from porn that people (see: boomers) pay for on their website through PlayboyTV, Playboy Plus, and iPlayboy. Here’s the thing: Playboy has international, multi-generational name recognition from porn. They have content available in 180 countries. It will be the only publicly traded adult entertainment (porn) company. But that is not where this company is going. It will help support them along the way. You can see every Playboy magazine through iPlayboy if you’re interested. NSFW links below: https://www.playboy.com/ https://www.playboytv.com/ https://www.playboyplus.com/ https://www.iplayboy.com/ Gambling - Some of you might recognize the Playboy brand from gambling trips to places like Las Vegas, Atlantic City, Cancun, London or Macau. They’ve been in the gambling biz for decades through their casinos, clubs, and licensed gaming products. They see the writing on the wall. COVID is accelerating the transition to digital, application based GAMBLING. That’s right. What we are doing on Robinhood with risky options is gambling, and the only reason regulators might give a shit anymore is because we are making too much money. There may be some restrictions put in place, but gambling from your phone on your couch is not going anywhere. More and more states are allowing things like Draftkings, poker, state ‘lottery” apps, hell - even political betting. Michigan and Virginia just ok’d gambling apps. They won’t be the last. This is all from your couch and any 18 year old with a cracked iphone can access it. Wouldn’t it be cool if Playboy was going to do something like that? They’re already working on it. As per CEO Ben Kohn who we will get to later, “...the company’s casino-style digital gaming products with Scientific Games and Microgaming continue to see significant global growth.” Honestly, I stopped researching Scientific Games' sports betting segment when I saw the word ‘omni-channel’. That told me all I needed to know about it’s success. “Our SG Sports™ platform is an enhanced, omni-channel solution for online, self-service and retail fixed odds sports betting – from soccer to tennis, basketball, football, baseball, hockey, motor sports, racing and more.” https://www.scientificgames.com/ https://www.microgaming.co.uk/ “This latter segment has become increasingly enticing for Playboy, and it said last week that it is considering new tie-ups that could include gaming operators like PointsBet and 888Holdings.” https://calvinayre.com/2020/10/05/business/playboys-gaming-ops-could-get-a-boost-from-spac-purchase/ As per their SEC filing: “Significant consumer engagement and spend with Playboy-branded gaming properties around the world, including with leading partners such as Microgaming, Scientific Games, and Caesar’s Entertainment, steers our investment in digital gaming, sports betting and other digital offerings to further support our commercial strategy to expand consumer spend with minimal marginal cost, and gain consumer data to inform go-to-market plans across categories.” https://www.sec.gov/Archives/edgadata/1803914/000110465921005986/tm2034213-12_defm14a.htm#tMDAA1 They are expanding into more areas of gaming/gambling, working with international players in the digital gaming/gambling arena, and a Playboy sportsbook is on the horizon. https://www.playboy.com/read/the-pleasure-of-playing-with-yourself-mobile-gaming-in-the-covid-era Cannabis - If you’ve ever read through a Playboy magazine, you know they’ve had a positive relationship with cannabis for many years. As of September 2020, Playboy has made a major shift into the cannabis space. Too good to be true you say? Check their website. Playboy currently sells a range of CBD products. This is a good sign. Federal hemp products, which these most likely are, can be mailed across state lines and most importantly for a company like Playboy, can operate through a traditional banking institution. CBD products are usually the first step towards the cannabis space for large companies. Playboy didn’t make these products themselves meaning they are working with a processor in the cannabis industry. Another good sign for future expansion. What else do they have for sale? Pipes, grinders, ashtrays, rolling trays, joint holders. Hmm. Ok. So it looks like they want to sell some shit. They probably don’t have an active interest in cannabis right? Think again: https://www.forbes.com/sites/javierhasse/2020/09/24/playboy-gets-serious-about-cannabis-law-reform-advocacy-with-new-partnership-grants/?sh=62f044a65cea “Taking yet another step into the cannabis space, Playboy will be announcing later on Thursday (September, 2020) that it is launching a cannabis law reform and advocacy campaign in partnership with National Organization for the Reform of Marijuana Laws (NORML), Last Prisoner Project, Marijuana Policy Project, the Veterans Cannabis Project, and the Eaze Momentum Program.” “According to information procured exclusively, the three-pronged campaign will focus on calling for federal legalization. The program also includes the creation of a mentorship plan, through which the Playboy Foundation will support entrepreneurs from groups that are underrepresented in the industry.” Remember that CEO Kohn from earlier? He wrote this recently: https://medium.com/naked-open-letters-from-playboy/congress-must-pass-the-more-act-c867c35239ae Seems like he really wants weed to be legal? Hmm wonder why? The writing's on the wall my friends. Playboy wants into the cannabis industry, they are making steps towards this end, and we have favorable conditions for legislative progress. Don’t think branding your own cannabis line is profitable or worthwhile? Tell me why these 41 celebrity millionaires and billionaires are dummies. I’ll wait. https://www.celebstoner.com/news/celebstoner-news/2019/07/12/top-celebrity-cannabis-brands/ Confirmation: I hear you. “This all seems pretty speculative. It would be wildly profitable if they pull this shift off. But how do we really know?” Watch this whole video: https://finance.yahoo.com/video/playboy-ceo-telling-story-female-154907068.html Man - this interview just gets my juices flowing. And highlights one of my favorite reasons for this play. They have so many different business avenues from which a catalyst could appear. I think paying attention, holding shares, and options on these staggered announcements over the next year is the way I am going to go about it. "There's definitely been a shift to direct-to-consumer," he (Kohn) said. "About 50 percent of our revenue today is direct-to-consumer, and that will continue to grow going forward.” “Kohn touted Playboy's portfolio of both digital and consumer products, with casino-style gaming, in particular, serving a crucial role under the company's new business model. Playboy also has its sights on the emerging cannabis market, from CBD products to marijuana products geared toward sexual health and pleasure.” "If THC does become legal in the United States, we have developed certain strains to enhance your sex life that we will launch," Kohn said. https://cheddar.com/media/playboy-goes-public-health-gaming-lifestyle-focus Oh? The CEO actually said it? Ok then. “We have developed certain strains…” They’re already working with growers on strains and genetics? Ok. There are several legal cannabis markets for those products right now, international and stateside. I expect Playboy licensed hemp and THC pre-rolls by EOY. Something like this: https://www.etsy.com/listing/842996758/10-playboy-pre-roll-tubes-limited?ga_order=most_relevant&ga_search_type=all&ga_view_type=gallery&ga_search_query=pre+roll+playboy&ref=sr_gallery-1-2&organic_search_click=1 Maintaining cannabis operations can be costly and a regulatory headache. Playboy’s licensing strategy allows them to pick successful, established partners and sidestep traditional barriers to entry. You know what I like about these new markets? They’re expanding. Worldwide. And they are going to be a bigger deal than they already are with or without Playboy. Who thinks weed and gambling are going away? Too many people like that stuff. These are easy markets. And Playboy is early enough to carve out their spot in each. Fuck it, read this too: https://www.forbes.com/sites/jimosman/2020/10/20/playboy-could-be-the-king-of-spacs-here-are-three-picks/?sh=2e13dcaa3e05 Numbers: You want numbers? I got numbers. As per the company’s most recent SEC filing: “For the year ended December 31, 2019, and the nine months ended September 30, 2020, Playboy’s historical consolidated revenue was $78.1 million and $101.3 million, respectively, historical consolidated net income (loss) was $(23.6) million and $(4.8) million, respectively, and Adjusted EBITDA was $13.1 million and $21.8 million, respectively.” “In the nine months ended September 30, 2020, Playboy’s Licensing segment contributed $44.2 million in revenue and $31.1 million in net income.” “In the ninth months ended September 30, 2020, Playboy’s Direct-to-Consumer segment contributed $40.2 million in revenue and net income of $0.1 million.” “In the nine months ended September 30, 2020, Playboy’s Digital Subscriptions and Content segment contributed $15.4 million in revenue and net income of $7.4 million.” They are profitable across all three of their current business segments. “Playboy’s return to the public markets presents a transformed, streamlined and high-growth business. The Company has over $400 million in cash flows contracted through 2029, sexual wellness products available for sale online and in over 10,000 major retail stores in the US, and a growing variety of clothing and branded lifestyle and digital gaming products.” https://www.sec.gov/Archives/edgadata/1803914/000110465921005986/tm2034213-12_defm14a.htm#tSHCF Growth: Playboy has massive growth in China and massive growth potential in India. “In China, where Playboy has spent more than 25 years building its business, our licensees have an enormous footprint of nearly 2,500 brick and mortar stores and 1,000 ecommerce stores selling high quality, Playboy-branded men’s casual wear, shoes/footwear, sleepwear, swimwear, formal suits, leather & non-leather goods, sweaters, active wear, and accessories. We have achieved significant growth in China licensing revenues over the past several years in partnership with strong licensees and high-quality manufacturers, and we are planning for increased growth through updates to our men’s fashion lines and expansion into adjacent categories in men’s skincare and grooming, sexual wellness, and women’s fashion, a category where recent launches have been well received.” The men’s market in China is about the same size as the entire population of the United States and European Union combined. Playboy is a leading brand in this market. They are expanding into the women’s market too. Did you know CBD toothpaste is huge in China? China loves CBD products and has hemp fields that dwarf those in the US. If Playboy expands their CBD line China it will be huge. Did you know the gambling money in Macau absolutely puts Las Vegas to shame? Technically, it's illegal on the mainland, but in reality, there is a lot of gambling going on in China. https://www.forbes.com/sites/javierhasse/2020/10/19/magic-johnson-and-uncle-buds-cbd-brand-enter-china-via-tmall-partnership/?sh=271776ca411e “In India, Playboy today has a presence through select apparel licensees and hospitality establishments. Consumer research suggests significant growth opportunities in the territory with Playboy’s brand and categories of focus.” “Playboy Enterprises has announced the expansion of its global consumer products business into India as part of a partnership with Jay Jay Iconic Brands, a leading fashion and lifestyle Company in India.” “The Indian market today is dominated by consumers under the age of 35, who represent more than 65 percent of the country’s total population and are driving India’s significant online shopping growth. The Playboy brand’s core values of playfulness and exploration resonate strongly with the expressed desires of today’s younger millennial consumers. For us, Playboy was the perfect fit.” “The Playboy international portfolio has been flourishing for more than 25 years in several South Asian markets such as China and Japan. In particular, it has strategically targeted the millennial and gen-Z audiences across categories such as apparel, footwear, home textiles, eyewear and watches.” https://www.licenseglobal.com/industry-news/playboy-expands-global-footprint-india It looks like they gave COVID the heisman in terms of net damage sustained: “Although Playboy has not suffered any material adverse consequences to date from the COVID-19 pandemic, the business has been impacted both negatively and positively. The remote working and stay-at-home orders resulted in the closure of the London Playboy Club and retail stores of Playboy’s licensees, decreasing licensing revenues in the second quarter, as well as causing supply chain disruption and less efficient product development thereby slowing the launch of new products. However, these negative impacts were offset by an increase in Yandy’s direct-to-consumer sales, which have benefited in part from overall increases in online retail sales so far during the pandemic.” Looks like the positives are long term (Yandy acquisition) and the negatives are temporary (stay-at-home orders). https://www.sec.gov/Archives/edgadata/1803914/000110465921006093/tm213766-1_defa14a.htm This speaks to their ability to maintain a financially solvent company throughout the transition phase to the aforementioned areas. They’d say some fancy shit like “expanded business model to encompass four key revenue streams: Sexual Wellness, Style & Apparel, Gaming & Lifestyle, and Beauty & Grooming.” I hear “we’re just biding our time with these trinkets until those dollar dollar bill y’all markets are fully up and running.” But the truth is these existing revenue streams are profitable, scalable, and rapidly expanding Playboy’s e-commerce segment around the world. "Even in the face of COVID this year, we've been able to grow EBITDA over 100 percent and revenue over 68 percent, and I expect that to accelerate going into 2021," he said. “Playboy is accelerating its growth in company-owned and branded consumer products in attractive and expanding markets in which it has a proven history of brand affinity and consumer spend.” Also in the SEC filing, the Time Frame: “As we detailed in the definitive proxy statement, the SPAC stockholder meeting to vote on the transaction has been set for February 9th, and, subject to stockholder approval and satisfaction of the other closing conditions, we expect to complete the merger and begin trading on NASDAQ under ticker PLBY shortly thereafter,” concluded Kohn. The Players: Suhail “The Whale” Rizvi (HMFIC), Ben “The Bridge” Kohn (CEO), “lil” Suying Liu & “Big” Dong Liu (Young-gun China gang). I encourage you to look these folks up. The real OG here is Suhail Rizvi. He’s from India originally and Chairman of the Board for the new PLBY company. He was an early investor in Twitter, Square, Facebook and others. His firm, Rizvi Traverse, currently invests in Instacart, Pinterest, Snapchat, Playboy, and SpaceX. Maybe you’ve heard of them. “Rizvi, who owns a sprawling three-home compound in Greenwich, Connecticut, and a 1.65-acre estate in Palm Beach, Florida, near Bill Gates and Michael Bloomberg, moved to Iowa Falls when he was five. His father was a professor of psychology at Iowa. Along with his older brother Ashraf, a hedge fund manager, Rizvi graduated from Wharton business school.” “Suhail Rizvi: the 47-year-old 'unsocial' social media baron: When Twitter goes public in the coming weeks (2013), one of the biggest winners will be a 47-year-old financier who guards his secrecy so zealously that he employs a person to take down his Wikipedia entry and scrub his photos from the internet. In IPO, Twitter seeks to be 'anti-FB'” “Prince Alwaleed bin Talal of Saudi Arabia looks like a big Twitter winner. So do the moneyed clients of Jamie Dimon. But as you’ve-got-to-be-joking wealth washed over Twitter on Thursday — a company that didn’t exist eight years ago was worth $31.7 billion after its first day on the stock market — the non-boldface name of the moment is Suhail R. Rizvi. Mr. Rizvi, 47, runs a private investment company that is the largest outside investor in Twitter with a 15.6 percent stake worth $3.8 billion at the end of trading on Thursday (November, 2013). Using a web of connections in the tech industry and in finance, as well as a hearty dose of good timing, he brought many prominent names in at the ground floor, including the Saudi prince and some of JPMorgan’s wealthiest clients.” https://www.nytimes.com/2013/11/08/technology/at-twitter-working-behind-the-scenes-toward-a-billion-dollar-payday.html Y’all like that Arab money? How about a dude that can call up Saudi Princes and convince them to spend? Funniest shit about I read about him: “Rizvi was able to buy only $100 million in Facebook shortly before its IPO, thus limiting his returns, according to people with knowledge of the matter.” Poor guy :( He should be fine with the 16 million PLBY shares he's going to have though :) Shuhail also has experience in the entertainment industry. He’s invested in companies like SESAC, ICM, and Summit Entertainment. He’s got Hollywood connections to blast this stuff post-merger. And he’s at least partially responsible for that whole Twilight thing. I’m team Edward btw. I really like what Suhail has done so far. He’s lurked in the shadows while Kohn is consolidating the company, trimming the fat, making Playboy profitable, and aiming the ship at modern growing markets. https://www.reuters.com/article/us-twitter-ipo-rizvi-insight/insight-little-known-hollywood-investor-poised-to-score-with-twitter-ipo-idUSBRE9920VW20131003 Ben “The Bridge” Kohn is an interesting guy. He’s the connection between Rizvi Traverse and Playboy. He’s both CEO of Playboy and was previously Managing Partner at Rizvi Traverse. Ben seems to be the voice of the Playboy-Rizvi partnership, which makes sense with Suhail’s privacy concerns. Kohn said this: “Today is a very big day for all of us at Playboy and for all our partners globally. I stepped into the CEO role at Playboy in 2017 because I saw the biggest opportunity of my career. Playboy is a brand and platform that could not be replicated today. It has massive global reach, with more than $3B of global consumer spend and products sold in over 180 countries. Our mission – to create a culture where all people can pursue pleasure – is rooted in our 67-year history and creates a clear focus for our business and role we play in people’s lives, providing them with the products, services and experiences that create a lifestyle of pleasure. We are taking this step into the public markets because the committed capital will enable us to accelerate our product development and go-to-market strategies and to more rapidly build our direct to consumer capabilities,” said Ben Kohn, CEO of Playboy. “Playboy today is a highly profitable commerce business with a total addressable market projected in the trillions of dollars,” Mr. Kohn continued, “We are actively selling into the Sexual Wellness consumer category, projected to be approximately $400 billion in size by 2024, where our recently launched intimacy products have rolled out to more than 10,000 stores at major US retailers in the United States. Combined with our owned & operated ecommerce Sexual Wellness initiatives, the category will contribute more than 40% of our revenue this year. In our Apparel and Beauty categories, our collaborations with high-end fashion brands including Missguided and PacSun are projected to achieve over $50M in retail sales across the US and UK this year, our leading men’s apparel lines in China expanded to nearly 2500 brick and mortar stores and almost 1000 digital stores, and our new men’s and women’s fragrance line recently launched in Europe. In Gaming, our casino-style digital gaming products with Scientific Games and Microgaming continue to see significant global growth. Our product strategy is informed by years of consumer data as we actively expand from a purely licensing model into owning and operating key high-growth product lines focused on driving profitability and consumer lifetime value. We are thrilled about the future of Playboy. Our foundation has been set to drive further growth and margin, and with the committed capital from this transaction and our more than $180M in NOLs, we will take advantage of the opportunity in front of us, building to our goal of $100M of adjusted EBITDA in 2025.” https://www.businesswire.com/news/home/20201001005404/en/Playboy-to-Become-a-Public-Company Also, according to their Form 4s, “Big” Dong Liu and “lil” Suying Liu just loaded up with shares last week. These guys are brothers and seem like the Chinese market connection. They are only 32 & 35 years old. I don’t even know what that means, but it's provocative. https://www.secform4.com/insider-trading/1832415.htm https://finance.yahoo.com/news/mountain-crest-acquisition-corp-ii-002600994.html Y’all like that China money? “Mr. Liu has been the Chief Financial Officer of Dongguan Zhishang Photoelectric Technology Co., Ltd., a regional designer, manufacturer and distributor of LED lights serving commercial customers throughout Southern China since November 2016, at which time he led a syndicate of investments into the firm. Mr. Liu has since overseen the financials of Dongguan Zhishang as well as provided strategic guidance to its board of directors, advising on operational efficiency and cash flow performance. From March 2010 to October 2016, Mr. Liu was the Head of Finance at Feidiao Electrical Group Co., Ltd., a leading Chinese manufacturer of electrical outlets headquartered in Shanghai and with businesses in the greater China region as well as Europe.” Dr. Suying Liu, Chairman and Chief Executive Officer of Mountain Crest Acquisition Corp., commented, “Playboy is a unique and compelling investment opportunity, with one of the world’s largest and most recognized brands, its proven consumer affinity and spend, and its enormous future growth potential in its four product segments and new and existing geographic regions. I am thrilled to be partnering with Ben and his exceptional team to bring his vision to fruition.” https://www.businesswire.com/news/home/20201001005404/en/Playboy-to-Become-a-Public-Company These guys are good. They have a proven track record of success across multiple industries. Connections and money run deep with all of these guys. I don’t think they’re in the game to lose. I was going to write a couple more paragraphs about why you should have a look at this but really the best thing you can do is read this SEC filing from a couple days ago. It explains the situation in far better detail. Specifically, look to page 137 and read through their strategy. Also, look at their ownership percentages and compensation plans including the stock options and their prices. The financials look great, revenue is up 90% Q3, and it looks like a bright future. https://www.sec.gov/Archives/edgadata/1803914/000110465921005986/tm2034213-12_defm14a.htm#tSHCF I’m hesitant to attach this because his position seems short term, but I’m going to with a warning because he does hit on some good points (two are below his link) and he’s got a sizable position in this thing (500k+ on margin, I think). I don’t know this guy but he did look at the same publicly available info and make roughly the same prediction, albeit without the in depth gambling or cannabis mention. You can also search reddit for ‘MCAC’ and very few relevant results come up and none of them even come close to really looking at this thing. https://docs.google.com/document/d/1gOvAd6lebs452hFlWWbxVjQ3VMsjGBkbJeXRwDwIJfM/edit?usp=sharing “Also, before you people start making claims that Playboy is a “boomer” company, STOP RIGHT THERE. This is not a good argument. Simply put. The only thing that matters is Playboy’s name recognition, not their archaic business model which doesn’t even exist anymore as they have completely repurposed their business.” “Imagine not buying $MCAC at a 400M valuation lol. Streetwear department is worth 1B alone imo.” Considering the ridiculous Chinese growth as a lifestyle brand, he’s not wrong. Current Cultural Significance and Meme Value: A year ago I wouldn’t have included this section but the events from the last several weeks (even going back to tsla) have proven that a company’s ability to meme and/or gain social network popularity can have an effect. Tik-tok, Snapchat, Twitch, Reddit, Youtube, Facebook, Twitter. They all have Playboy stuff on them. Kids in middle and highschool know what Playboy is but will likely never see or touch one of the magazines in person. They’ll have a Playboy hoodie though. Crazy huh? A lot like GME, PLBY would hugely benefit from meme-value stock interest to drive engagement towards their new business model while also building strategic coffers. This interest may not directly and/or significantly move the stock price but can generate significant interest from larger players who will. Bull Case: The year is 2025. Playboy is now the world leader pleasure brand. They began by offering Playboy licensed gaming products, including gambling products, direct to consumers through existing names. By 2022, demand has skyrocketed and Playboy has designed and released their own gambling platforms. In 2025, they are also a leading cannabis brand in the United States and Canada with proprietary strains and products geared towards sexual wellness. Cannabis was legalized in the US in 2023 when President Biden got glaucoma but had success with cannabis treatment. He personally pushes for cannabis legalization as he steps out of office after his first term. Playboy has also grown their brand in China and India to multi-billion per year markets. The stock goes up from 11ish to 100ish and everyone makes big gains buying somewhere along the way. Bear Case: The United States does a complete 180 on marijuana and gambling. President Biden overdoses on marijuana in the Lincoln bedroom when his FDs go tits up and he loses a ton of money in his sports book app after the Fighting Blue Hens narrowly lose the National Championship to Bama. Playboy is unable to expand their cannabis and gambling brands but still does well with their worldwide lifestyle brand. They gain and lose some interest in China and India but the markets are too large to ignore them completely. The stock goes up from 11ish to 13ish and everyone makes 15-20% gains. TL;DR: Successful technology/e-commerce investment firm took over Playboy to turn it into a porn, online gambling/gaming, sports book, cannabis company, worldwide lifestyle brand that promotes sexual wellness, vetern access, women-ownership, minority-ownership, and “pleasure for all”. Does a successful online team reinventing an antiquated physical copy giant sound familiar? No options yet, shares only for now. $11.38 per share at time of writing. My guess? $20 by the end of February. $50 by EOY. This is not financial advice. I am not qualified to give financial advice. I’m just sayin’ I would personally use a Playboy sports book app while smoking a Playboy strain specific joint and it would be cool if they did that. Do your own research. You’d probably want to start here: WARNING - POTENTIALLY NSFW - SEXY MODELS AHEAD - no actual nudity though https://s26.q4cdn.com/895475556/files/doc_presentations/Playboy-Craig-Hallum-Conference-Investor-Presentation-11_17_20-compressed.pdf Or here: https://www.mcacquisition.com/investor-relations/default.aspx Jimmy Chill: “Get into any SPAC at $10 or $11 and you are going to make money.” STL;DR: Buy MCAC. MCAC > PLBY couple weeks. Rocketship. Moon. Position: 5000 shares. I will buy short, medium, and long-dated calls once available.
Hi, fairly seasoned investor here. I've done fairly well this year (up roughly 55% YTD and actively managing my portfolio daily). Honestly, I'm a bit bewildered by all the love for tech that still exists here. To me, it's pretty obvious that from here on out, the next 40-50% gains will come from the recovery stocks, not tech. What do I mean by recovery stocks? Retail, commercial real estate, airlines, casinos, cruise lines, financials. Why? Allow me to borrow a couple minutes of your time. Vaccine vaccine vaccine. There is a widespread belief, which I agree with, that we will not have an approved vaccine available for the public to use until early next year. However, that is a dumb reason to not buy recovery stocks. The question you should be asking is: will we know that one of the many vaccines that are out there is effective and safe by the end of this year? Once we have a vaccine candidate that we know is effective and is safe, then the game is over. It does not matter if that vaccine won't be approved for a few weeks after, or won't be available for widespread use for a few months. The market looks forward. Once it becomes clear that a vaccine is ready and is coming sometime within the next 6 months, the recovery stocks will boom. So, when will we know? Pfizer has said that they should know by the end of October whether a vaccine is effective, and will release some data around then. If their Phase 3 data is positive, then I expect a huge rally in the recovery stocks. I expect their phase 3 data to be positive, given the positive phase 1/2 data, the cloaked positive comments in the press by Pfizer execs, and my belief in mRNA's potential. Ok well even if we get a vaccine approved we don't know if people will even take it, right?. Of course they will. Sure, there will likely be only a small cohort of brave souls initially who take it, but once they take it and find it effective and low on side effects, they will tell their circle of friends/family, some of whom will then take it themselves, and then tell their circle, etc. etc. People want someone else to be one of the first to take it, but like with many things, once they hear it recommended from their friends who took it, they will themselves take it. Also, let's not forget that we won't need 100% vaccination rate for things to get back to mostly normal, and a lot of activities that were previously restricted (like international travel) will likely be available again only to vaccinated folks, which will further boost vaccination rates and create a self-reinforcing cycle. Ok but things will never fully return back to the way things were, right? Probably not 100%, but I think 80%, yes, and much more quickly than you think. There is so much fearful talk of remote work being the way forward, and that no one wants offices anymore, and why would you ever travel for business again. I think this is all blown WAY out of proportion. For God's sakes guys, this is the way we've been doing things for many decades. People's habits won't just change on a dime like that because of a 9-12 month situation that is temporary. People will still want to see each other face to face, people will still go to offices, etc. I mean, I work remotely for my job, and it sucks. Meetings are confusing, I find myself procrastinating and not being nearly as efficient/productive as I was when I was in an office, team cohesion is down. Many employers do not like remote work because productivity is decreased significantly, and it's employers who will set the policy. Now, sure, maybe we have more remote work than we did before. Maybe it's an option for some people, maybe you work 1-2 days remotely per week or something, fine. But I don't think this justifies a 300-600% run up in some of these work from home stocks, and I expect to see those absolutely crater once we have a vaccine. Ok, but the stock prices of these recovery stocks won't return to normal for quite a while, right? Not only will they, but they'll surpass their previous pre-covid levels. Why? The Fed, and short covering. The Fed has inflated the prices of all the 'hot' stocks. PTON, ZM, FSLY, etc. all have had huge run ups because tech was hot, and people had a lot of money to invest. Once the recovery stocks are hot, they will be inflated too. The Fed has committed to keeping rates low for at least another couple years (due to wanting inflation pegged at 2%), so rates will be low even after we have a vaccine. Short interest in some of the recovery names are also quite high, so short covering will drive these stocks even higher than you'd expect. Ok, but, a second wave is coming, right? Probably, but a second wave at this point should mean nothing to recovery stocks. It's all about the vaccine. If a vaccine is shown to be effective in November, but we get hit with a second wave in December, who cares? Yes maybe these companies will have 1-2 months of pain, but again, the market looks way forward, and once you have a vaccine, the light at the end of the tunnel will be blaring, and you'll ignore the bumps on the way. Ok, so why not just buy the recovery stocks when/if they come out with positive data? Yeah, you could I guess, if you're a very risk averse investor or not totally convinced. However, I would not be surprised to see some of the more hard hit recovery stocks up by 15-20% after positive vaccine data (for example, ALK was ~$65 pre-covid, but is now at ~$38. If a vaccine is shown to be effective tomorrow let's say, I don't think it'd be unreasonable to see that stock shoot up to $44 pre-market). Even then I'd still expect more upside though, so I'd be a buyer there. However, I'd personally prefer to cash in on those 15-20% gains as well as the future upside, which is why I'm a buyer here. Ok, well, what are the risks? The risks are mainly around a covid vaccine not being effective or being unsafe. If that happens, then recovery stocks will take a serious beating. You also may see some short term pain if covid cases jump before vaccine data is released, as some folks/algos in the market take that as meaning 'sell recovery, buy tech'. Also, make sure you buy companies with very strong balance sheets, as if there are any unexpected bumps in the road with a vaccine, you don't want to be stuck with a company you're worried about going bankrupt. I would really really appreciate feedback on this. I'm investing a lot of money in these stocks, and am by no means blind to the risks. I would really love hearing from everyone here about the things I missed or am not considering. If you have something I'm missing, and can potentially save me many many thousands of dollars, please please take a few minutes and just share that comment here. Thanks for your time reading this!
A couple of weeks ago, I posted a comment in response to a question about ETFs. This question comes up very often; usually two or three times a week. Maybe more than that. Several people suggested that it be "pinned." I obviously cannot do that, however if a mod wants to pin this, feel free to do so. I did make a few modifications and additions to that comment and for those who haven't gone back to see the changes, I thought I'd post it again here. Hopefully, this helps people who are interested in an investing approach that is either made up of ETFs or that includes ETFs as a part of their portfolio. ______________________________________________________________________________________________________ QQQ - This one uses the NASDAQ 100 as its benchmark. Obviously it's an Indexed, non-managed ETF. XTF used to rate this one as a perfect 10.0 out of 10 rating, but recently dropped it to 9.9 out of 10. It has one of the highest rates of return over the past 10 years of any ETF. It does tend to be tech-heavy, especially with the FAANG +M stocks. (Facebook, Apple, Amazon, Netflix, Google and Microsoft). Other top holdings include TSLA, NVDA and ADBE. (The rating dropped recently when the portfolio of the NASDAQ 100 was re-balanced). VOO/SPY - VOO and SPY are non-managed funds indexed to the S&P 500 Index. These funds are very popular on this subreddit, for good reason. They are well diversified, broad market funds investing in mostly US stocks. XTF rates these funds at 9.6 out of 10 because their return on investment over the long term is somewhat tempered by some of the blue chip stocks in the funds. But those stocks also help reduce volatility relative to some other ETFs. These are solid investments, but keep in mind that in the top 10 holdings there will be a lot of crossover between these funds and other broad market funds that hold US stocks like QQQ, VTI, VGT, VOOG and SPYG. There are differences, of course, as well, but you always want to know where those duplications exist. IWF - This is a Russell 1000 Growth fund. It is one of my favorites that doesn't get talked about much. It does have a lot of crossover with the other funds mentioned above, but the mix is slightly different. Other funds that use the Russell 1000 Growth Index include RWGV and VONG. I would describe this fund as more aggressive than VOO/SPY, less volatile than QQQ. VONE and IWB use the Russell 1000 Index as their benchmark. SPYG and VOOG use the S&P 500 Growth Index for their benchmark and would be similar (but not identical) to IWF, VONG and RWGV. IWM - for someone looking to diversify a little bit, this is a great fund to look into. This fund is a non-managed, indexed fund that uses the Russell 2000 index as its benchmark. The big difference between the Russell 2000 index and many of the the other indexes is that the Russell 2000 index looks at small and mid-cap companies, rather than large-cap companies. Thus, there is zero crossover between this one and the funds mentioned above. While this fund will move up and down with the market, it is often less volatile than the market overall. If you look at the charts, this fund has under-performed some of the other funds over the past few months while the market has been very volatile in an upward direction, but in a crash, this fund would probably outperform the rest of the market. It has a 9.0/10 XTF rating. VXUS - Vanguard Total International Index Fund ETF - top holdings include BABA, Tencent, Samsung, Taiwan Semiconductors, Novartis, Toyota. This is a broad market fund investing only in companies overseas. I'm not generally bullish on foreign markets, but this one is a very solid ETF with some companies that are likely to do extremely well for the foreseeable future. XTF rates this one a perfect 10.0 out of 10. EEM - iShares MSCI Emerging Markets ETF - This one is going to have a lot of crossover with VXUS. It is an Emerging Markets ETF with a lot of focus on China. It includes Alibaba, Tencent, JD.com, along with companies like Samsung and Taiwan Semiconductors. This one should be a solid performer as long as our trade relations with China remain normal. EFA - This is another international ETF, but here the focus is mainly on more established companies in Europe and Japan. This is a Large Cap ETF that includes companies like Nestle SA, Roche, Toyota, Novartis and AstraZeneca. Sector fund ETFs: ICLN/TAN/FAN - These funds are clean/renewable energy ETFs. ICLN is more broad while TAN focuses more specifically on solar energy and FAN specifically on wind generated energy. I think renewable energy companies are the future. There is no crossover in the top holdings of this fund with the top holdings of QQQ and most of the other broad market funds. Also, these are global, not just US based companies. QCLN and PBW are also renewable energy funds, but they also contain a lot of TSLA, NIO and W.K. H.S. in their top holdings making them "electric vehicle" funds, as well. No problem if you want to add that, but you'll find a lot of Tesla in some of the funds mentioned above. ARK group of funds: ARKG, ARKF, ARKK ARKW, ARKQ, PRNT and IZRL. These are managed funds investing in companies that invest in disruptive companies in their respective industries. Most posters on this subreddit are bullish on these funds. They are aggressive growth ETFs, but should be considered somewhat risky and volatile.
ARKG - Genomic Revolution
ARKF - Fintech
ARKK - Disruptive Companies (broader market)
ARKW - Internet/computetechnology (Telsa is a top holding)
ARKQ - Robotics and artificial intelligence
PRNT - 3D printing technology
IZRL - disruptive companies based in Israel
XL series of funds. Similar to the ARK series, these tend to be more aggressive growth funds, however these are passively managed indexed funds with various benchmarks that usually are overloaded in the better companies within a sector:
XLV - Health Care
XLK - Technology
XLY - Consumer Discretionary
XLF - Financial
XLU - Utilities
XLE - Energy
XLB - Materials
XLC - Communications
XLG - S&P Top 50
XLI - Industrial
XLP - Consumer Staples
XLRE - Real Estate
CLOUD COMPUTING:WCLD, SKYY, CLOU, BUG and XIKT. Of these WCLD has the best 52 week performance. Top holdings in WCLD include ZM, PLAN, CRM, CRWD, ZEN, WDAY, TENB, PCTY, DDOG, BL. Many of these are likely to also appear in QQQ, however, they would be in very small percentages as the Cap on these companies is much smaller. Aerospace and Defense: XAR, ITA, PPA Real Estate: VNQ, FREL, SCHH, IYR, PSR, BBRE Transportation: FTXR, XTN, IYT, RGI, JETS Oil/Energy: IYE, FENY, VDE Consumer Staples: FSTA, VDC, IECS Media/Entertainment: IEME, PBS, PEJ, IYC Robotics, AI, Innovative Technologies: THNQ, ROBO, XITK, SKYY, GDAT Semiconductors: SOXX, QTEC, QTUM, SMH, FTXL IT: FTEC, VGT, IWY, IGM, FDN Cyber Security: HACK, CIBR, IHAK, BUG, FITE Consumer Discretionary: FDIS, VCR, IEDI, JHMC, IYC 5G, Connectivity: FIVG, NXTG, WUGI Self Driving EV: IDRV, DRIV, MOTO Gaming/Esports: NERD, HERO, ESPO, GAMR, SOCL Casinos/Gambling: BETZ, BJK Online Retail: IBUY, EBIZ, ONLN, CLIX, GBUY, BUYZ Utilities: IDU, VPU, FUTY, RYU Health Care: FHLC, VHT, IYH Medical Devices and Equipment: IHI, IEHS, XHE Other Unique ETFs, non-sector based: CHGX: US Large Cap Fossil Fuel Free ETF VIRS: Biothreat Strategy ETF A nice portfolio might look something like this: 20% - Broad market US fund such as QQQ, VOO or IWF 20% - VXUS - International 20% - IWM - Small/Mid-cap broad market fund 10% each in four sector funds of your choice I'm not a financial expert or advisor and this is not financial advice, just an opinion from a random internet person. I do own shares in several, but not all of the funds listed above, including QQQ, IWF, some ARK funds, ICLN, VXUS, etc. __________________________________________________________________ Edit: In one of my previous edits, I accidentally erased a bunch of the sector funds. Please feel free to comment with your favorite sector funds and let me know if I forgot to add back some that I had before.
Over the years I have thoroughly enjoyed throwing together playlists for different occasions (making coffee, working out, weddings, seasons, etc.) and thought I'd share! Please let me know your thoughts, favourite mixes, as well as recommendations for future playlists. All feedback is welcome! Hope you enjoy them: That Weekend Feeling Skip to the good bit; weekend grooves to wave away any weekday blues. Awesome Mix: Ultimate Edition (Mixtape) A great hero, named Kevin Bacon, once taught an entire city full of people with sticks up their butts that, dancing, well, is the greatest thing there is. The legend of Footloose comes alive with Awesome Mix: Ultimate Edition - Songs from and inspired by the Guardians of the Galaxy series. Morning Motivation: Steal Some Sunshine Soak up the sun with energetic jams and breezy classics! I'd Drink To That: Party Playlist Mix it up with a party playlist to keep the night buzzing. I'd Sing To That: Carpool Karaoke Pack up and take those pipes on a roadtrip! The catchy. The memorable. Just Jams 🎧 Nothing but jams to fill a pair of headphones or stadium. Brendan's Listen Local Funky & Thumpy! Some of my favourite energetic jams, classics, and BBQ party starters from our local Australian & New Zealand artists. Friday Fire It's Friday! Friends. Family. Fun. Groovin' The Brew Nothing but rockin' party grooves on tap. Diverse Pop Sounds It's pop, but not as you know it. Break Thru Ear Candy. Sunday Sesh Beers & bangers on a weekend! Run To Paradise Set up goals, and knock them down with an energetic running playlist. Summer Daze The heat is on with a playlist of crisp summer tunes. Autumn Mix: Volume 1 A breezy & brilliant playlist for the ever-changing Autumn seasons. Chilled Pop Soft, chilled winter pop songs. Warm Tunes Warm songs of Spring, like a comforting embrace. A Mid-Summer Night's Drink 🍻 Lord, what fun these mortals be! Wind Down 🌚 When the night winds down, so does some great music. 90's Baby! 📼 It is the sound of the roller disco, BMX bike track and arcade! The Hip Hip Hop Only the hippest of the hip. My modern and classic hip hop favourites. Indie Bops: It's ALT Good Get your alternative bounce on. Not Your Final Form: A Workout Playlist All the other licks with the pumped up kicks to keep you going during a workout. My favourites and a few other choice tunes for pushing harder, faster, stronger. Easy On The Ears Easy, Easy, Easybeats. Life Is Good ☀️ Today is gonna be a good day. Dial M For Music Deep, cathartic music. JOY Smile. Vibe Hard Get into the zone, and vibe-out to infectious tunes! Rock & Roll Never Dies Who says rock & roll is dead? Commercial radio? It's always been around; you've just got to roll with it and look harder. Get your kicks! Brainfood Introspective acoustic, calming strings, uplifting anthems, and a touch of nature. Food for the brain, and perfect background noise for studies. Game Night 🎲 For every occasion... casino, tabletop, videogames; a soundtrack to a brilliant game night! Sizzlers: BBQ Playlist 🍔 Fire up the burner and the anthems with a barbeque playlist hotter than the bright ball in the sky. Kickstart My Heart: Classic Rock Radio Rocking all over the world. Rush Hour Grinding Gears. Riff Raff: Party Rock Some rowdy rock to turn up the night. RE : FRESH 🍹 SUPERDOPE. Piña colada's and Caribbean Rum. The Driver There's a voice in my head that drives my heel. Country Road Might as well cruise. Might as well banjo. Born to be Wild Life's an adventure; you can't be tamed. Night Moves: Dancing In The Moonlight Unwind with the moonbeams. Night drives & night lives. Funk Right Off Get Funk'd. Rambling Roses 💐 Beauty and Love are as body and soul. Beauty is the mine, Love is the diamond. Sweat. Reset. Whatever it takes. 'Cause you love the adrenaline in your veins. Power Pop: Marathon Power pop to push and electrify a workout. Cool Beans: Coffee Playlist Recharge with some warm tunes. Kitchen Crooners 🎀 Now we're cooking! Now We're Cooking! Tasty tunes for the Kitchen. Pool Party Dive in to great poolside swing. Inspiration 💡 Takes Flight Reach for the Sky! Going Places Always push forward. First 💍 Songs for special days. DisNeat - Taking The Mickey Nothing but Disney favourites. Road Trip: Spinning Wheels Hear the call for adventure and hit the road. Guilty Pleasures 🍨 You like the Grease soundtrack? Word. Catchy AF POP Pop that bops. Essentials and the catchiest of the catchy. Acoustica Stripped Back. Playlist + Chill Cool off with some chilled beats and sweet acoustic. Making Waves Unwind with breathy, breezy songs perfect for a walk on the beach. The Playlist Of The Decade (New Years Eve) We welcomed 2020 with the ultimate party playlist jam-packed with familiar throwbacks and modern favourites from the 2010's! Good times! Rhythm Heaven Step up and dance. Sax on the Beach 🎷 Gratuitous? Nah! An instrument to elevate a song from good to great! BedroX 🔥 Sparks. Pump It Up: The Playlist of Champions 🏆 Winner winner, chicken dinner. Retro Rewind Twist & shout to killer Jukebox Classics. Classic Se7ens Nothing but 70's favourites. Great Eight's Nothing but 80's Favourites. Noughty & Nice Nothing but great 00's Throwbacks. The Best Playlist Never Heard It's unheard of! Best Songs You Might Have Missed Potentially slipped under the radar. Songs for Soundtracks 🎬 Royale with cheese. The Grand European Playlist About to take off! EPIC 🗡 Fortune & Glory! SUPERHOT VR : ROCK The champ is coming. SUPERHOT VR : HIP-HOP Kings never die. SUPERHOT VR : ACTION John Wick Schtick. Cowboy Bebop : Spike Spiegel Spike Spiegel is an ex-Syndicate goon and a bounty hunter aboard the Bebop. He is proficient in martial arts, zipcraft flying, and gunfights, but he also has comical and aloof sides of his personality. If there's three things he can't stand, it's kids, pets, and women with attitudes. Cowboy Bebop : Faye Valentine Faye Valentine is a coma survivor of over 50 years and she is trying to regain her memory. She got into a lot of debt upon entering this futuristic world, and she had to resort to a life of crime and hustling to survive... that is, until she decided to live on the Bebop and become a bounty hunter. Cowboy Bebop : Jet Black Jet Black is an ex-ISSP Special Forces Officer and the Captain of the Bebop. He is a bounty hunter and is called the "Black Dog" because once he sinks his teeth in he never lets go. Jet enjoys American Jazz music, taking care of Bonsai trees, and has a knack for investigative work. Cowboy Bebop : Radical Edward Edward is a net diver from Earth. Edward is a child prodigy for hacking and has an aptitude for anything mechanical, even though Edward has some eccentricities in other parts of her personality. For instance, Edward speaks in third person and sometimes behaves like a wild animal. At The Movies 🎟 Lights, camera, playlist. James Bond Classics 🍸 A martini, shaken, not stirred. The Word Is Bond 🍸 The world is not enough; but this playlist comes pretty close. Live Love LIVE Blistering live performances. Future Nostalgia Neo-swing, retro swagger; it's future nostalgia. B-Side Yourself Hidden Gems, Deep Cuts & Rarities. Punk'd You're Gonna Go Far, Kid. Building Houses: Hit By Hit Baby let's play house. Far ALT A playlist rocking that weird shit. Stay Home: The Safety Dance Stay safe out there. Day Tripper A playlist for a long drive - a day trip. In Tents Music For Camping. Roots Bluesy classics to strut to. All That Jazz Get jazzy on it. Focus Features Take a breather. Australiana Paradise. Drive Time Coast to coast. Songs for a spin. Stone Cold Classicals It's classically classic. Hall of Fame 💎 Songs for the career climbers and L.A. dreamers. Glitz & glam; all that jazz. This is Halloween Everybody Scream! It's Beginning to Sound A Lot Like Christmas! Christmas Classics. Just For Laughs 🎭 What a Joker! Two Nights In Tao🎙 Karaoke? There's a first time for everything. GAME Take control. Game On : Borderlands Psycho-delic CHOO CHOO THE PAIN TRAIN'S COMIN' Red Dead Redemption II Songs For Bloody Duels, Whiskey-Fueled Gambles, and Rolling Desert Plains. Energy Shot Keep animated with an energetic dose of catchy music! Party Fillers A background mix for any event. The Essential AC/DC AC/DC are an Australian rock band formed in Sydney in 1973 by Scottish-born brothers Malcolm and Angus Young. Although their music has been variously described as hard rock, blues rock, and heavy metal, the band themselves call it simply "rock and roll" The Essential One Republic OneRepublic is an American pop rock band formed in Colorado Springs, Colorado, in 2002. It consists of lead vocalist and multi-instrumentalist Ryan Tedder, guitarist Zach Filkins, guitarist Drew Brown, bassist and cellist Brent Kutzle, drummer Eddie Fisher and keyboardist Brian Willett. The Essential Shinedown Shinedown is an American rock band from Jacksonville, Florida, formed by singer Brent Smith in 2001. Shinedown has sold more than ten million records worldwide, and has had the most number one singles on the Billboard Mainstream Rock charts out of any band, with 16. The Essential Dua Lipa Dua Lipa is an English singer and songwriter. After working as a model, she signed with Warner Music Group in 2015 and released her self-titled debut album in 2017. The success of the singles helped her self-titled album become one of the most-streamed albums on Spotify. The Essential Preatures The Preatures are an Australian band from Sydney. The band was formed in 2010 and features Isabella 'Izzi' Manfredi on vocals/keyboards, Jack Moffitt (guitar), Thomas Champion (bass) and Luke Davison (drums). The band won the Vanda & Young Songwriting Competition with their song Is This How You Feel. The Essential Maroon 5 Maroon 5 is an American pop rock band from Los Angeles, California. It currently consists of lead vocalist Adam Levine, keyboardist and rhythm guitarist Jesse Carmichael, lead guitarist James Valentine, drummer Matt Flynn, keyboardist PJ Morton and multi-instrumentalist Sam Farrar. The Essential INXS INXS were an Australian rock band, formed in 1977 in Sydney. INXS was fronted by Hutchence, whose magnetic stage presence made him the focal point of the band. Initially known for their new wave/pop style, the band later developed a harder pub rock style that included funk and dance elements. The Essential Beatles The Beatles were an English rock band formed in Liverpool in 1960. The group, whose best-known line-up comprised John Lennon, Paul McCartney, George Harrison and Ringo Starr, are regarded as the most influential band of all time. The Beatles are the best-selling music act of all time. The Essential Volbeat Volbeat are a Danish rock band formed in Copenhagen in 2001. They play a fusion of rock and roll, heavy metal and rockabilly. Their current line-up consists of vocalist and guitarist Michael Poulsen, guitarist Rob Caggiano, drummer Jon Larsen and bassist Kaspar Boye Larsen. The Essential Chromeo Chromeo is a Canadian electro-funk duo from Montreal, formed in 2002 by musicians David "Dave 1" Macklovitch and Patrick "P-Thugg" Gemayel. Their sound draws from blue-eyed soul, dance music, rock, synth-pop, disco and funk. As of 2018, the band has released five studio albums. The Essential Queen Queen are a British rock band formed in London in 1970. Their classic line-up was Freddie Mercury (lead vocals, piano), Brian May (guitar, vocals), Roger Taylor (drums, vocals) and John Deacon (bass). With estimated record sales ranging from 170 million to 300 million, they are one of the biggest. The Essential Michael Jackson Michael Joseph Jackson (August 29, 1958 – June 25, 2009) was an American singer, songwriter, and dancer. Dubbed the "King of Pop", he is regarded as one of the most significant cultural figures of the 20th century. The Essential Brian Setzer Brian Robert Setzer (born April 10, 1959) is an American guitarist, singer, and songwriter. He found widespread success in the early 1980s with the 1950s-style rockabilly group Stray Cats, and revitalized his career in the early 1990s with his swing revival band, the Brian Setzer Orchestra. The Essential Florida Georgia Line Florida Georgia Line are an American country music duo consisting of vocalists Tyler Hubbard and Brian Kelley. Their 2012 debut single "Cruise" broke two major sales records: it was downloaded over seven million times, making it the first country song ever to receive the Diamond certification. The Essential KISS Kiss is an American rock band formed in New York City in January 1973 by Paul Stanley, Gene Simmons, Peter Criss, and Ace Frehley. Well known for its members' face paint and stage outfits, the group rose to prominence in the mid-to-late 1970s with its elaborate live performances. The Essential Sheppard Sheppard is an Australian indie pop band from Brisbane, formed in 2009. At the 2014 ARIA's ceremony, they were nominated for Album of the Year, Best Group, Best Independent Release, Best Pop Release, Song of the Year, Producer of the Year, and Best Video. The Essential Matchbox 20 Matchbox Twenty is an American rock band, formed in Orlando, Florida, in 1995. The group currently consists of Rob Thomas (lead vocals, guitar, keyboards), Brian Yale (bass guitar), Paul Doucette (drums, rhythm guitar, backing vocals), and Kyle Cook (lead guitar, vocals). The Essential Coldplay Coldplay are a British rock band that were formed in London in 1996 consisting of vocalist and pianist Chris Martin, guitarist Jonny Buckland, bassist Guy Berryman, and drummer Will Champion. Coldplay have sold more than 100 million records worldwide, making them one of the world's best-selling. The Essential Daughtry Daughtry is an American rock band formed and fronted by namesake Chris Daughtry, who was a finalist on the fifth season of American Idol. Their self-titled debut album was released in November 2006 and reached number one on the Billboard 200. To date, Daughtry has sold over 9 million albums. The Essential Black Eyed Peas The Black Eyed Peas are an American musical group, consisting of rapperswill.i.am*, apl.de.ap, Taboo, J. Rey Soul and singer Fergie. Originally an alternative hip hop group, they subsequently refashioned themselves as a more marketable pop-rap act and have become best-selling artists.*
Here are some of my predictions for the 2021 stock market:
Investors might have thought they'd seen it all in 2020. But the stock market action was merely a preview of what's to come in 2021. Just to take a quick look back, the market gave everyone a scare in 2020 when it bottomed in March. But then the S&P 500 surged 67% between March 23 and year-end. Certain stocks like Tesla (TSLA), Zoom (ZM) and Moderna (MRNA) performed even better, soaring by triple-digits. Tesla Zoom Moderna And now, we are going from one "year like no other" to another. Here's what I expect the new year will bring for investors… Prediction No. 1: The Bull Will Still Run in 2021 As 2020 has shown us, things outside your control—like a global pandemic—can render any prediction worthless. But I have a lot of confidence in—and a lot of money riding on—this idea. Why? Three reasons… We have every reason to expect the Federal Reserve will keep money flowing into stocks. Their easy money policies help push people out of “safe” investments (i.e., money market funds and bonds) and into riskier assets (i.e., stocks). With the Fed pledging to keep interest rates low until 2023, bulls can look forward to a multiyear boost. Here's something else investors can look forward to… Congressional gridlock isn't going anywhere. With political leadership split nearly down the middle in Washington, D.C., we are in for at least two years of political gridlock. Gridlock is historically great for stocks… especially Walmart (WMT), Hewlett-Packard (HPE), and IBM (IBM). As is this… Markets are at all-time highs… which typically lead to more all-time highs! Since 1988, the S&P 500 returns were significantly higher on one-, three-, and five-year time horizons when the index was at all-time highs: S&P 500 Total Returns But while I expect the bulls to keep charging, some sectors are looking even better than others. Prediction No. 2: Tech Will Be 2021's Top-Performing Sector Technology stocks have been on an incredible run over the last five years. In fact, it has been the best-performing sector in three of the last four years. Forget those nattering nabobs of negativity who say the tech run is just about done. Get ready to see more outperformance in 2021. Source Novel Investor For one, while some tech names have had an incredible run in 2020, others have struggled... particularly in the second half of the year. Household names like Amazon (AMZN), Facebook (FB), and Microsoft (MSFT) have well underperformed both the S&P 500 and Nasdaq since July. And smart investors will see this opportunity to buy great companies at a discount to their peers. Amazon Facebook Microsoft The other kicker is technology stocks are not expensive. Compared to the dot-com bubble (when interest rates were 5X higher) the five largest US technology companies are relatively cheap: Price to Sales Ratio Technology companies allowed many of us to keep working from home, and biotechnology companies will help us return to normal. That means we'll see another big year from the companies that made—and will continue to make—this possible. The worst of the COVID-19 pandemic will soon be behind us. The coronavirus vaccine will take effect, both physically and psychologically, and the global economy will find its footing again. Some companies are already taking that side of the bet... Prediction No. 3: 2021 Will Be the Best Year in a Decade for Dividend Hikes 2020 was the worst year in a decade for dividend investors. In total, global companies cut their dividends by 22%. That means 27% of all publicly traded companies slashed their dividends this year. Global Dividends Paid We stayed on top of these dividend cuts throughout the crisis. From cruise ships to casinos, we steered away from companies whose payouts my Dividend Sustainability Index (DSI) identified as being in danger. But what goes down… must come up. At least when it comes to dividends. We have already seen a few dividends return from the dead. Kohl's (KSS), TJX Companies (TJX), Marathon Oil (MRO), and Darden Restaurants (DRI) are among the first to reopen their purse strings. Look for more where that came from… even among those that maintained and/or raised their payouts in 2020. Why? We can use history as our guide. In the two years after the 2008 financial crisis, we saw global dividend payouts increase 39%. With the Fed keeping the easy money flowing… techs and biotechs getting ready for another unbelievable year… and dividend income ready to be unleashed, there's never been a better time to be an investor. Let’s hope penaltykickerz reacts to this on his next video.
The boring way to make (almost) guaranteed money (LONG AS FUCK, you've been warned)
I know that this is a casino/circus/Wendy's, but hear me out. Anyone who can't read or gets exhausted easily: you'll probably want to stop here. There was a post yesterday that really put into words what I've been trying to explain to people who don't understand why the market keeps going up despite all reason and logic, and this ties into a process I've been using (pretty successfully) to make realized money (the kind you can spend on things) instead of potential money (which is great for karma, but not much else). Instead of doing all the DD and research and market analysis, I have adopted what I am calling the surfing model (this may already be a thing but I don't have a finance degree): buy-in (on anything -- no DD) when the MACD-value crosses above the MACD-avg, and RSI is sub-70. On acquisition, immediately set a trailing-stop @ -XX%. That's it. I don't care what the company is, I don't care what it does; I don't need to. I am only buying to sell for a profit and the MACD trigger is a good indicator that value is about to increase. Here's one of our favorite meme stocks (SPCE) in action: MACD-value (middle, blue), MACD-avg (middle, yellow), RSI (bottom) So why do we use a trailing-stop instead of just selling when the MACD reverses itself? Because MACD is less granular than the actual value of an asset and may stay steady even with a significant dip in price. For example, PLTR saw a +10% retraction leading up to earnings, at which point you would have sold your shares (like I did), and then be able to re-buy them (at a profit) $1.86 lower: PLTR went from $15 something to $13 something day of ER; if you'd sold and then listened to Warren Buffet you'd have regained all your initial shares plus earned tendies @ ~$1.80/share. Of course, this model does have limitations. This is the surfing model because when you surf, you have to catch the wave at the right point, or you miss is completely. This means no buying into existing trends, no chasing shit that's already taken off, and no FOMO (which can be a good thing -- if you always wonder why when you buy something it immediately crashes, this is for you). This also means you could have to wait for a long time to jump into something or miss out out on potential profits, as demonstrated by NIO: NIO's wave started back in October ~$24; you'd miss out on 100%+ returns with this model. Most underlying positions do not have these legs and this model is more focused on delivering consistent returns and less so with potential missed opportunity. So we've used all clown stocks up to this point; what about boomer stocks and options? Same thing: Even F plays by the rules; remember this is buying on market momentum and let other retards spend all their time doing DD and analysis -- all the lights turn green? BUY! The trailing-stop set @ -XX% is the market's way of telling you you've probably gotten the best of the wave and it's time to catch a new one (or buy the dip and get tendies as demonstrated in the PLTR example above). Sure, it may continue on but more than likely you have more opportunities elsewhere (remember stocks/options/companies are cattle, not pets -- use them to make money and move on. If you're -gang you're doing it wrong). For quick in/out I roll with -5%. Positions I think have longer term value despite fluctuations I'll set -10% but I NEVER (don't have anything I think is worth that amount of loss) go more than -20%; that's like market/underlying collapse territory and you want to peace the fuck out if that triggers and then buy the bottom. In addition to protecting profits, this also protects you from gross losses. PING went all green last week so I jumped in. It then proceeded to go red dildo and triggered my -5% trailing-stop below what I bought it for. Instead of getting wiped out, I lost 5% and moved onto something else. Small losses are manageable and will reduce your tax liabilities. Huge losses take you out of the game. Well, if you've made it this far; congrats and good luck. If you have a system that works awesome for you by all means keep using it. If you're getting bounced around and can't keep track of what the latest meme stock is or what we're transitioning into/out of, go back through any underlying and see if this model makes you money (yay back-testing!) EDIT: Hey look; real-world example! WORK just spiked b/c of buy-out news and then dropped; trailing-stop adjusted for the spike and then got me out @ $37.20/share, which I could now re-buy @ $36-something for +$1 profit/share: Salesforce announced potential buy-out offer of Slack (WORK) while I was screwing around on reddit; auto-sell locked-in my gains Here's the 43% gains I made in a week (100 shares is my norm) using this model: I'll take 43% profit any day. Do they all do this well? No, but the vast majority earn double-digit returns and have minimal downside risk due to the trailing-stop firewall EDIT 2 & 3: Running this with ZM presently; changed my trailing-stop to -3% after I cleared my initial -5% threshold (-5% is worth more than what I paid for it). This will give me less wiggle room to manage bounces but will also protect more profit once it comes back down, presumably after ER next week. ZM crapped-out well before ER. Missed out on some additional gains during the day but it bottomed-out further AH post-ER so I still did ok: $3,500 in 2.5 days of trading (9.2%). Changed trailing-stop to -4% to account for whole market dropping.
Always liked the stock market. Got my feet wet with stocks straight out of college, and blew up my account twice because i didn't know what i was doing. Fast forward to this year, decided to try again. This time, I had a bigger account was far more knowledgeable on stock market and individual company fundamentals. I took part of my investment out and dove into my own trading method with a mixture of swing trading naked short call/puts, short straddles, and occasional day trades here and there based entirely on gut feeling from price action. As to why I prefer shorting options and recommend doing so goes back to an ex hedge fund guy i met a while back. The way he put it - 'if the stock market was a casino, and option buyers were the gamblers, then what does that make option seller? The house. The expected value of the house is positive. The house always wins." Here's my top 10 winners and losers since March. As you can see most of my gains are from TSLA, which I have been selling puts and short straddles for 6 months. My worst loss was from short straddling ZM on 8 separate strikes when the stock was trading at 580 (Premium was $100, which i thought was safe). I scaled out of my positions for a loss when I realized things weren't going my way, and closed out entirely without any second thought when the stock broke 480. CHK was also an interesting loss, because I sold naked calls during the crazy short squeeze from $16 - 70. The unrealized losses were actually far more severe, but I knew fundamentals would play out eventually, which cut my losses greatly. PLTR is the only one on the list where the gains came from long options (2022 leaps) I bought 30 jan 20/22 strike leaps with a cost basis of 1.6-1.7, before the big move. Sold 1/3 before earnings and another 1/3 last night. Letting the rest ride through 2021. I generally keep 80-90% cash in this account, as I also look for opportunities around big drops, such as GDRX this week. https://preview.redd.it/vdysxpmuac061.png?width=177&format=png&auto=webp&s=d0839d5319e461c3a506ab4141a06921275cfc4b
How to play the upcoming RKT earnings, from a humble Theta Gang lad
Autists, retards, FD buyers, gather round and hear the ramblings of a budding theta gang dumbass. For those of you that don't know, RKT earnings report is tomorrow, September 2nd. There's been a lot of solid DD on RKT and predictions for the upcoming earnings in this sub already, I'm not going to restate what's already been said, you guys can look back if you don't believe me, but RKT is expected to do well. One thing is for certain though, earnings reports (with the exception of ZM, fuckin weirdo) tend to kill the IV on any options, regardless of results. Y'all knew this already, if you didn't, start paying attention for fucks sake. If you don't know what a put credit spread is, you probably belong in smallstreetbets or you got lucky gambling away your parent's retirement fund. If you do know what a PCS is, take a look at the 9/18 23,24, and 25 puts. You can snag a 25/24 PCS for .45 or .50, which is absolutely bonkers considering the collat is a whopping 1 dollar per share. If that's too close for comfort, the 24/23 is a solid .40. That's between a potential .4 and .5 return on the dollar, which isn't an opportunity to pass up. Yes, this is a casino, no, you don't have to take this trade, but if it wasn't on your radar, now it is. Godspeed, autists. Positions: RKT, 25/24 PCS, exp 9/18 (x38) No, I'm not loading my entire portfolio on this cuz I'm a f\gg*t and I diversify)
Some observations: the oldest "popular" concept not added to the game is Biker Guan Yu, while the most upvoted is Unholy Doodle Ra. However, since it's a very new concept they can still add it in the next year or so, which makes Crash Course and Wall Walker Janus the oldest ones not added. Giant serpent boi has the most concepts by far, and Tsukuyomi already has his only fan concept among the most upvoted. Rob, Caijin and Wolf should get hired by Hirez at this point.
