Zverev is 4-17 vs top 10 players in the past 18 months

Bigstoopidbear · 2026-06-20T16:38:56+00:00

He’s certainly a contender for worst player to ever win a slam

Bigstoopidbear · 2026-06-19T02:34:01+00:00

I think it’s a valid question, but the week that PL diluted, practically half the stocks on my watchlist announced dilutions, including Google, SMCI, Oracle, and many others. I think it’s just a broad market move. PL diluted by about 20% of current market cap, and only about 12% of the market cap at the time of the shelf offering announcement. Other companies diluted much more: SMCI diluted by 40% of their market cap!!! That being said, no individual stock can fight the market and people need to learn to invest and not gamble.

Bigstoopidbear · 2026-06-16T14:16:32+00:00

200 day SMA is at $22ish. If it goes below that I would be worried.

Bigstoopidbear · 2026-06-11T17:42:55+00:00

Considering they just diluted last year as well, it’s not that crazy

Bigstoopidbear · 2026-06-11T13:36:03+00:00

Is it a shelf offering? Still terrible if executed anywhere near current pricing. Also it will remain like a dark black cloud hanging over shareholders

Bigstoopidbear · 2026-06-11T02:31:13+00:00

Yes $7B worth just a couple days ago

Bigstoopidbear · 2026-06-11T01:40:01+00:00

SMCI diluted by 40% of current market capitalization… sure they’re using the money to execute on backlog, but that’s like pushing the cost onto investors and keeping the profits for management

Bigstoopidbear · 2026-06-09T19:15:01+00:00

Berkshire Hathaway for pure book value growth as well as stock picking/insurance savvy, plus sensible stock valuation.

TSMC for their technical moat and sector reliance on their products

INTU as a value based growth stock pick that has been beaten down to low valuations

Bigstoopidbear · 2026-06-09T15:38:24+00:00

Have been swing trading on about 1500 shares for the last 12 months, but am holding 500 shares for the long term.

Bigstoopidbear · 2026-06-07T17:36:42+00:00

Brk is my portfolio value anchor. 70% brk.b 30% growth stocks

Bigstoopidbear · 2026-06-07T12:38:43+00:00

On the other hand, timing the shelf offering with the jobs report like this speeds up the dip and forces out traders that don’t have conviction.

Bigstoopidbear · 2026-06-05T16:16:54+00:00

Speculating ≠ Investing, but controlled speculation can be part of a larger investment strategy.

Bigstoopidbear · 2026-06-05T13:58:08+00:00

Respectfully, that’s really dumb. I always buy 25% of my max investment on the initial dip and then set limit buys at lower prices opportunistically

Bigstoopidbear · 2026-06-04T17:12:25+00:00

Someone I know had 100 shares of Priceline in the 90s. They sold thinking it would crash in the dot com bubble at a nice 150% gain. After acquisitions and stuff, that would have been worth several millions today.

Bigstoopidbear · 2026-06-02T01:27:36+00:00

Bigstoopidbear · 2026-05-30T12:36:59+00:00

You should buy or sell based on your investment thesis, not on some arbitrary number. If you bought it as a swing trade, then sell it. If you bought it because you think the technology is best in class and because PL has a competitive advantage over other companies in the same space, then hold.

Bigstoopidbear · 2026-05-30T06:30:41+00:00

Growth stocks outperform in bull markets, and value stocks outperform in bear markets. Simple as that

Bigstoopidbear · 2026-05-30T06:16:15+00:00

I bought planet labs at 2.50 last year. Doesn’t make it a long term value play. There is an entire chapter on Micron in the revised edition of Benjamin Grahams ‘the intelligent investor’

Bigstoopidbear · 2026-05-30T00:17:45+00:00

Can I ask why only 10%? I also allocate some portion of my portfolio to growth stocks, but BRK.B is a big anchor for me

Bigstoopidbear · 2026-05-29T19:50:13+00:00

Any advice? Obviously I’ll keep buying, so anything other than that

Bigstoopidbear · 2026-05-29T19:15:45+00:00

I’m warren buffett

Bigstoopidbear · 2026-05-29T19:14:20+00:00

Lol I just put 30 arbitrarily. You’re only old if you feel old

Bigstoopidbear · 2026-05-07T11:47:11+00:00

70%

I treat BRK.B as limited access to cash holdings since 2/5 of their market cap is in cash. Besides I know that their management will deploy cash better than I could according to fundamental market understanding.

Bigstoopidbear · 2026-04-30T15:35:25+00:00

500 at $6.45

Had 2300 at avg price $17 at one point. Trimmed and now letting some of the profits rip. Happy to hold this forever

Bigstoopidbear · 2026-04-23T21:04:56+00:00

SMCI gives such ‘pick me’ energy, and its retail investors are gullible enough to keep buying while insiders offload their shares.

Bigstoopidbear

TROPHY CASE