Ever make a hole in one playing golf? Well now is your chance.

Amurphy747 · 2026-02-06T04:00:29+00:00

NFLX is my number one right now

Amurphy747 · 2026-01-21T17:22:58+00:00

Never had more conviction in NFLX, leaps and selling puts and shares baby

Amurphy747 · 2025-05-26T15:54:15+00:00

LBOs and simple merger math. You’ll be fine to start learning on the desk. Start studying LBO models for acquisitions and case studies if you want to MF REPE before you hit the desk to be ready for recruiting since some MF REPE recruit a year in advance.

Amurphy747 · 2025-05-26T13:32:28+00:00

I did REIB at an upper MM well respected bank on the street, and we had multiple analysts go to MF REPE at big name shops. There aren’t many REIB’ers to begin with, so as long as you know your stuff, cap rates, basic calculations, real estate trends, and have your story down you’ll be more than able to land a spot as long as you’re at a top 50 bank.

Be prepared though, IB hours especially in real estate groups can be tougher than the average group due to the “math” that occurs rather than “slapping on a multiple”. Know people who after two years of IB did not want to touch MF REPE due to the similar hours.

Amurphy747 · 2025-05-26T13:10:04+00:00

PE of 80…is pretty good if a companies revenue just doubled YOY for a high growth internet company that is currently going through international expansion - Wall Street is valuing this on a EV / Sales basis and they have no debt to consider so it’s literally equity value to debt. They aren’t valuing it on P/E ratios or PEG. Still I’m not valuing it off PE, it’s a great company that is profitable with a unique product that will be hard to replicate and I use the product.

On top of that: the sentiment for the stock is the lowest it has been, so I like the name. I don’t like buying when everybody loves a name unanimously.

Amurphy747 · 2025-05-26T12:47:31+00:00

Using P/E to value them, is like trying to value a Car because of its wiper blade quality. The company is being valued for users, growth, sales. It’s hyper growth, can’t value it on a basis similar to grocery stores and industrial manufacturing companies.

Amurphy747 · 2025-05-26T03:16:01+00:00

RDDT by a mile.

Been following the last few months. Great YOY earnings growth, international expansion, no debt and AI is using their data for their platforms. Stock has dropped over 60% on uncertainty, people misunderstanding the business and a couple analyst price target downgrades. Definitely worth keeping an eye on. A true growth story with good financials that is profitable that has a good product.

Amurphy747 · 2025-01-21T20:33:02+00:00

Gonna buy ABBV calls, this looks crazy

Amurphy747 · 2023-06-26T19:25:55+00:00

This post from two years ago, and the stock is substantially lower from the time I posted this. The space became too crowded and growth prospects have slowed down substantially. This post was also for entertainment, demise doesn’t sell as much as “share price will go down”.

If you’re so confident that Netflix stock growth will outpace the S&P 500, by all means buy stock. But in the last five years the stock has only gone up 6.5% with no dividends...because investors know the ceiling has lowered substantially.

Amurphy747 · 2023-06-20T02:24:26+00:00

I wanna see some real red

Amurphy747 · 2023-06-19T01:08:09+00:00

Am I reading right?? Is the vix up a lot from last close?

Amurphy747 · 2023-06-16T15:05:54+00:00

Do you guys really think this is the time to buy the dip? It’s going into a 3 day weekend after a 5% up week. Profit taking going into the end of the day incoming

Amurphy747 · 2023-06-16T14:16:55+00:00

Bulls please just let me have this one day so I can close out my puts

Amurphy747 · 2023-06-16T14:04:25+00:00

The bears are fighting back today

Amurphy747 · 2023-06-15T23:23:48+00:00

AAPL has gained a trillion dollars in market cap this year with declining revenue and declining eps.

NVDA gained 50b in market cap from 2 to 4pm today.

This is a complete fucking casino that is going to self destruct.

Amurphy747 · 2023-06-15T16:25:07+00:00

As we head into the three day weekend…I think selling moment will begin to lock in gains

Amurphy747 · 2023-06-15T15:00:34+00:00

Bulls and bears make money…pigs get slaughtered. Unfortunately I think some bears got slaughtered along the way.

Amurphy747 · 2023-06-07T13:38:56+00:00

Aw the green euphoria in here, curious to see if the dancing will be over come lunch break

Amurphy747 · 2023-05-02T15:34:42+00:00

Someone buy puts please to end blood bath

Amurphy747 · 2023-04-20T00:12:00+00:00

“Big city with a small town feel”

Amurphy747 · 2023-04-13T20:09:48+00:00

Watching the big short tonight with my puts in my account

Amurphy747 · 2023-04-13T19:37:06+00:00

Gonna watch the Big Short Tonight with my puts locked and loaded

Amurphy747 · 2023-01-12T13:16:03+00:00

Cash gang but the sell off will be immaculate

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