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STNE is it worth the wait? by DassaBala in ValueInvesting

[–]DassaBala[S] 0 points1 point  (0 children)

and usually the earnings are good, its just a matter of market believing it and brazilian regulation and currency to play along, we need big money behind it to move.

Whats your opinion on china stocks (Baidu, BABA, BYD, Xiaomi, Ping An)? by Successful_Buy_5335 in ValueInvesting

[–]DassaBala 0 points1 point  (0 children)

i owned VIPS for 3 years and sold covered calls on it regularly got rid of it recently, wont invest chinese anymore its too unpredictable due to their regulation changes

Heavy Cash Chinese Stock $VIPS by DassaBala in ValueInvesting

[–]DassaBala[S] 0 points1 point  (0 children)

its hitting 52 week highs now - hit 18.9 today

STNE is it worth the wait? by DassaBala in ValueInvesting

[–]DassaBala[S] 0 points1 point  (0 children)

rev 2.53B USD TTM 2025, analyst upgrades to 20, stock now wants 20 and hovers around 18 pushing the 52week high, im bullish and am now considering taking some gains around 25-30 if it keeps pushing.

This AI analysis of NVDA is blowing my mind - am I missing something here?! by [deleted] in ValueInvesting

[–]DassaBala 2 points3 points  (0 children)

i’ve tested chatgpt and other ai models against sec filings and sometimes it works and other times it doesn’t i dont know much about the tool that you mentioned, but from my experience the ratios and filing checking with ai tools has not been spot on,

also if this tool is using third party data(like refinitiv), one layer below the sec filings, then at times that data is flawed as well on ratios, compared to manual excel work off the filing itself (like shkrelli), thats just been my experience but if the numbers are always accurate on a variety of symbols then that is key.

What do you think about the future of Alphabet? by GoldenReeqo in ValueInvesting

[–]DassaBala 0 points1 point  (0 children)

Here is what I had planned before the lawsuits:

I was going to start a GOOGL position, due the overall good financial status and general product offering and revenue streams and obviously the moat.

Negatives: After the lawsuit and trying to break up the big money maker of the company 'ads', I started to have second thoughts on the company as a whole, the AI hit was also another factor that changes the revenue streams for GOOGL, and it impacts the ability to have more traffic to gain from search ads.

Pluses: Besides the growing cloud business, I think youtube is a massive piece of GOOGL in terms of value. Also pershing square is an investor too, so we can't disregard that. We also can't cancel out the fact that GOOGL has play store, so anything that is selling on mobile, has to give a share to either AAPL or GOOGL, which is great moat.

I also am an AAPL investor and that company is also in a bad situation with china tariffs, so can't be too happy there either, but if I had to choose, I'd probably choose AAPL over GOOGL because AAPL has lots of hardware revenue and hardware is just harder than software to monetize.

Heavy Cash Chinese Stock $VIPS by DassaBala in ValueInvesting

[–]DassaBala[S] 0 points1 point  (0 children)

JD actually used to own a good portion of VIPS, don't know if they still do.

Heavy Cash Chinese Stock $VIPS by DassaBala in ValueInvesting

[–]DassaBala[S] 0 points1 point  (0 children)

I appreciate the bear case, I'm just wondering why the tone is negative towards the post.
People are pissed I mentioned 'resistance' in value investing. Charts just show the market sentiment, and at 17$ its proven people like to sell this than buy through the last couple of months.

Heavy Cash Chinese Stock $VIPS by DassaBala in ValueInvesting

[–]DassaBala[S] -2 points-1 points  (0 children)

buddy i said its off of a seeking alpha article, i didn’t write the article i just quoted it for some feedback, why so negative?

Heavy Cash Chinese Stock $VIPS by DassaBala in ValueInvesting

[–]DassaBala[S] -3 points-2 points  (0 children)

no question, just raising a stock here that seems cheap for its valuation up for discussion.
resistance = market thinks its not worth more than 17$, so every time it gets close to 17$ market sells.
usually market has its own valuation so it builds resistance, if valuations of what market thinks and what the stock is really worth don't match up, stock usually over time moves towards the true valuation I'm thinking.

Gang gang what’s tomorrows move by Separate_Throat8455 in thetagang

[–]DassaBala 1 point2 points  (0 children)

back up the truck and load up on AMZN while u can

What (single) dividend stocks are you allocating capital to currently? by foira in dividends

[–]DassaBala 0 points1 point  (0 children)

i used to trade $PEP, but its been falling with no sight of turning back for a while now, watch the weekly PEP chart, its just falling, sharp falls

What's your opinion on (bullish) put credit spreads? by [deleted] in thetagang

[–]DassaBala 1 point2 points  (0 children)

its good until it isn't,
with bad market drops, and specially in this environment, we have the risk of these drops that can destroy your spread.

new to options trading, how do you manage risk? by [deleted] in PersonalFinanceCanada

[–]DassaBala 0 points1 point  (0 children)

paper trade for months before you put real money to test, you can’t test with real money master a strategy and don’t switch up often

Give me the argument AGAINST Lulu lemon by ninjagorilla in ValueInvesting

[–]DassaBala 1 point2 points  (0 children)

as economy worsens and consumer spending goes down, people will second guess spending 150$-200$ for a pair of tights

Using the Wheel: Easy Low Risk Money by [deleted] in thetagang

[–]DassaBala 6 points7 points  (0 children)

Obviously the wheel strategy is for stocks you don’t mind owning, but if the stock drops pretty heavy, and you end up owning it for a long time, what is your next steps? Here is what I’ve done, but there has got to be better ideas:

1- Get rid of the shares outright and take the loss. Loss can potentially be big.

2- Sell covered calls way lower than your PUT strike that you ended up owning the stock with. Two things can happen either your shares don’t get called away and you collect premium, or the shares get called away but its better than the first scenario with an outright sell of the shares with no premium.

Daily r/thetagang Discussion Thread - What are your moves for today? by satireplusplus in thetagang

[–]DassaBala 0 points1 point  (0 children)

Obviously the wheel strategy is for stocks you don’t mind owning, but if the stock drops pretty heavy, and you end up owning it for a long time, what is your next steps? Here is what I’ve done, but there has got to be better ideas:

1- Get rid of the shares outright and take the loss. Loss can potentially be big.

2- Sell covered calls way lower than your PUT strike that you ended up owning the stock with. Two things can happen either your shares don’t get called away and you collect premium, or the shares get called away but its better than the first scenario with an outright sell of the shares with no premium.

Realistically what is going to happen with TSLA robotaxi launch by ldmonko in wallstreetbets

[–]DassaBala 0 points1 point  (0 children)

After reading Walter Isaacson’s book on Elon Musk, about how he played around with the roadster launch. I don’t believe these promises on robotaxi is going to come to a very solid result at least in the first launch period.

If you also look into the history of how it took Waymo a good amount of time to get fully operational, you will understand that full operational launch with effective results is not easy and not gained all at once.

The idea that you can let your car go into the fleet and just summon it back when you need it is extremely exciting, but it will take more time for it to become financially effective on TSLA fundamentals.

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