OFFICIAL STOCK MARKET AND ECONOMY THREAD VOL. A NEW CHAPTER

[ill4eva]

I took my family to Disneyworld in November. 2nd time there in 4 years…………and yeah, I plan on going back. It’s expensive, but if I’m spending hundreds of dollars on shoes I don’t need each year, then I definitely don’t mind spending a few thousand every few years to make memories with my family. My kids enjoyed every second.

 

[1c3m4m]

Speaking of that

What does this mean?

 

[superantigen]

It means Ecook and his PE buddies make money in good times and in bad times. They've got the cheat codes to the game.

...

 

[biggie62]

Good run PE firms don’t need to downsize during bad times. They can raise money whenever and use that dry powder to when valuations drop and find themselves better bargains. Buy side is the lane where everybody wants to be.

There is a dark side to PE as well if poorly managed or if it’s just there to fit companies.

 

[アミーゴ]

Good run PE firms don’t need to downsize during bad times. They can raise money whenever and use that dry powder to when valuations drop and find themselves better bargains. Buy side is the lane where everybody wants to be.

There is a dark side to PE as well if poorly managed or if it’s just there to fit companies.

Don’t need to downsize EVER? Cash is king baybee

What is a SELL side?

 

[1c3m4m]

It means Ecook and his PE buddies make money in good times and in bad times. They've got the cheat codes to the game.

...

Oo ok

Ecook start giving us some cheat codes man, even if its in msgs

Remember ur NT brothers come first before everything

 

[アミーゴ]

Oo ok

Ecook start giving us some cheat codes man, even if its in msgs

Remember ur NT brothers come first before everything

Thought you were in the group chat already?

 

[1c3m4m]

Thought you were in the group chat already?

What group chat

 

[アミーゴ]

What group chat

 

[biggie62]

Don’t need to downsize EVER? Cash is king baybee

What is a SELL side?

From the friends I have who have worked or still work at PE or venture funds they have never had downsizing. But then again, they are all in top notch shops.

And what’s with the sell side cryptic question?

And where’s my invite

 

[アミーゴ]

From the friends I have who have worked or still work at PE or venture funds they have never had downsizing. But then again, they are all in top notch shops.

And what’s with the sell side cryptic question?

And where’s my invite

Cryptic? Nothing cryptic behind it at all

Tons of opportunity - fortunate to have the powder, challenge is all well run shops do too

 

[アミーゴ]

Who was the NTer that was super short TSLA last year? Made a killing

 

[ballinsam23]

Who was the NTer that was super short TSLA last year? Made a killing

Shhhhhhhhhh. Didnt make as much as I coulda shoulda woulda. 5 digits though.

How do I short TSLA

Puts on TSLA start now

 

[アミーゴ]

Shhhhhhhhhh. Didnt make as much as I coulda shoulda woulda. 5 digits though.

There was someone who made probably 7 just forget their name - might have been a different thread he was calling it out last winter

 

[ballinsam23]

My cousin made an actual killing. 6 figures.

He started buying insane amounts once Twitter deal went through. He always disliked Elon though, owned a Tesla Model Y and hated everything about it

 

[moderndarwin]

i always buy high and sell low it’s the only consistent thing about investing for me

 

[アミーゴ]

i always buy high and sell low it’s the only consistent thing about investing for me

At least you will always be one of my favorite NTers

 

[Brownstone]

Off the brand.

They're still dominating. Still trying to expand into healthcare. I see more and more trucks everywhere. I know people who spend half their paychecks shopping with whole foods or them. I can't see that changing over the next 5-10 years.

If we're talking about price. I know for sure they are making more now than they were in 2018 and the stock price is the same.

Respectfully disagree, I am short Amazon, but I understand I am in the minority

I don't think the answer for them is expansion, and to your point that seems to be the strategy....

 

[Brownstone]

Who was the NTer that was super short TSLA last year? Made a killing

You won't be seeing him for a while, last I remember he was traveling the world

 

[sole searchin]

Cryptic? Nothing cryptic behind it at all

Tons of opportunity - fortunate to have the powder, challenge is all well run shops do too

Got the powder.

Just don’t have the knowledge. Or the testicles.

But mostly the knowledge I think.

 

[アミーゴ]

Respectfully disagree, I am short Amazon, but I understand I am in the minority

I don't think the answer for them is expansion, and to your point that seems to be the strategy....

My point with the question was they need to spin the real profit center, AWS, out

 

[アミーゴ]

You won't be seeing him for a while, last I remember he was traveling the world

Love to see NTers EAT

 

[アミーゴ]

Got the powder.

Just don’t have the knowledge. Or the testicles.

But mostly the knowledge I think.

Let those thangs hang and let’s ride baybee

 

[Brownstone]

My point with the question was they need to spin the real profit center, AWS, out

Then they become a debt riddled company no? isn't AWS the only thing that makes money?

 

[アミーゴ]

Then they become a debt riddled company no? isn't AWS the only thing that makes money?

That’s my point

AWS by itself is a HUGE winner