devhyfes

Author Archives

Recent Author Comments

On Cabot's "Buy This Soaring Stock Now" Pitch

"Decimate" would like the floor, please.[...]

Go to Comment »
On "The Goldman Sachs of the Crypto Industry" -- What's Curzio's teased "6th Crypto 10-Bagger?"

As a fellow Fidelity trader, it is noteworthy that for these OTC stocks, it is possible to have your stop loss orders canceled out from under you for no reason. It is important to check this frequently.[...]

Go to Comment »
On Microblog: Paul Mampilly’s 100x deal- sEASON 2

@nmtonyo - I did some calculations for HOL previously, and have the following observations: 1) With a market cap of $420MM and a $300MM trust, you are paying $1.40 for every dollar in the trust. 2) But the fund manager got a pretty sweet deal from ASTRA, s[...]

Go to Comment »
On Microblog: Paul Mampilly's 100x deal

Just FYI, for those who are jumping into these things and wondering why their stock doesn't rocket all the time: There *is* risk here. GWAC's target, Cipher Mining is just getting past pre-revenue. They look to get $6MM this year in revenue, losing $5MM[...]

Go to Comment »
On Microblog: S&P Trader - Larry Benedict

Based on what you describe, this seems pretty heavy on the "Market Timing" side. "I see money coming in, quick buy while the demand is driving up prices!" "Oh no, money is leaving, get out before it goes down." So if "The industry" thinks he is awesome, i[...]

Go to Comment »
On Microblog: Paul Mampilly's 100x deal

Ooops, I mean by paying $12.35 you are getting a company valued at ~5x 2024 Revenue and 7x 2024 EBITDA.[...]

Go to Comment »
On Microblog: Paul Mampilly's 100x deal

I tried to do an analysis here: https://www.stockgumshoe.com/2021/03/microblog-valuing-the-gwac-spac-is-my-math-right-here/ It seems like the valuation on this stock is pretty good- essentially, if you pay today's close @12.35, you are paying for a compan[...]

Go to Comment »
On Private Pot: What's that "San Diego Laboratory" Private Investment being teased by NICI?

Yeah that is the thing that is killing me with MJ stocks. Anyone with some lamps and water can grow, and trademarking in this industry is very difficult- many of the "premium" strains were developed back in the day when people didn't exactly rush to regist[...]

Go to Comment »
On Where Are We in the COVID-19 Pandemic? – March 2021

"Look at Sweden (they did very little, resulting in 1265 death/1 million population) and compare to Norway (114 !!! /1 million) or Finland (135/1 million)" And yet Belgium, Spain and the UK- despite having far heavier controls- all had worse performance. [...]

Go to Comment »
On Where Are We in the COVID-19 Pandemic? – March 2021

I am less concerned with the end of the COVID-19 pandemic than with the end of the Pandemic response. Every time there is some good news, there begins a new reason we need to be concerned. Kids unlikely to have symptoms or spread the disease? Not so fast- [...]

Go to Comment »
On Microblog: Paul Mampilly's 100x deal

So here is my perspective on this whole thing. You have three scenarios: 1) Massive contraction in the economy that takes 3 - 6 years to recover 2) Expansion in the economy that continues to grow investments 3) Catastrophic destruction of [the dollar/stoc[...]

Go to Comment »
On Microblog: Paul Mampilly's 100x deal

I don't think this requires moderation. Within 3 hours of JJ trolling, people were calling BS on him. This is good. I like Travis and the place he has created for us. But if he starts feeling like it is his responsibility to protect us from a#*hat trolls[...]

Go to Comment »
On Microblog: Paul Mampilly's 100x deal

Where are you seeing this? On Fidelity, I see 2 Neutral, 1 Underperform and 1 Sell. I see a $25 target from the street on Seeking Alpha. And something tells me those analysts positions don't reflect yesterday's news. I am trying to figure out what WKHS's[...]

Go to Comment »
On What's with this "Pre-IPO Code" Stuff from Jeff Brown?

Their offering values them at $29 Billion. Their current revenue after a perfect storm year where kids were given practically nothing to do EXCEPT Roblox, was $727 Million. They claim that they had 75% of american kids between ages 9 and 12. On the one h[...]

Go to Comment »
On Microblog: Paul Mampilly's 100x deal

I never bought into this one, based on the following article: https://seekingalpha.com/article/4404358-workhorse-bubble-looks-ready-to-burst I think there is a lot of reason not to be in this one. It is worth considering.[...]

Go to Comment »
On Microblog: Paul Mampilly's 100x deal

Here is what I advise you do: Even if you have no money, consider going through all your stocks and asking yourself "Can I invest another [insert .1% of your portfolio value] in this company while it is down?" For every one of those where you say "No" as[...]

Go to Comment »
On Microblog: Paul Mampilly's 100x deal

Regarding "Secret Portfolio" HOL (Holicity Holdings, a SPAC that is targeting a merge with Small Launch company, Astra), I am not really sure about the valuation. At it's current price ~$18.50, it is implying a market cap of $3.6 - 3.9 Billion. Astra claim[...]

Go to Comment »
On Microblog: WeCommerce

I worked at EarthLink for a few years, and they spent many moons increasing cash flow and subscribers by acquiring smaller dial-up companies around the country. This was great to pad the metrics for our company, but in the end, we spent a huge amount of mo[...]

Go to Comment »
On Microblog: Teeka Tiwari Picks Are In

I would be careful about Cloudastructure. I thought I recognized them, and then went back and saw that they raised money in a funding in July 2019 on Republic.co and then on Wefunder in March 2020. And now they have this funding which (if you check their p[...]

Go to Comment »
On Friday File: New SPAC, Annual Review pt. 4, and more...

Hey Travis, great stuff. Regarding EA and ATVI, you didn't mention anything about the gaming platform cycle. I would have thought that new consoles drive bumps in revenue, as people buy games for the new platform, but it isn't discussed at all in your wr[...]

Go to Comment »

We use cookies on this site to enhance your user experience. By clicking any link on this page you are giving your consent for us to set cookies.

More Info