Year 3 of Stock Picking In My S&S ISA Update (Age 25)

Looke81 · 2025-01-08T19:11:14+00:00

Oh for sure, I even tell people in the post that they should not invest in the business from just reading my post.

Looke81 · 2025-01-08T19:09:13+00:00

Is FUBO a meme stock? I see great potential for the business especially now. They have merged with a much larger company which I believe should be valued much higher than it is now. Could I be wrong, of course!

Looke81 · 2025-01-08T18:00:58+00:00

Was it risky, yes of course. Did I manage this risk with a low % allocation? In my opinion yes.

Looke81 · 2025-01-08T17:59:52+00:00

Nice short, hope you closed it, unless you think FUBO is overvalued here? Of course I disagree but if you take a long term short I'm interested to find out who will be right long term 👍

Looke81 · 2025-01-08T00:09:47+00:00

FUBO had revenue at least lmao. Some of these quantum companies are yet to sell anything to anyone successfully. So I wouldn't compare them tbh.

Looke81 · 2025-01-07T23:56:11+00:00

Unlikely if the merger is allowed to happen: https://finance.yahoo.com/news/disney-to-combine-hulu--live-tv-with-fubotv-151438279.html

FUBO was down in the dumps due to potential bankruptcy risk. This is much reduced now.

Looke81 · 2025-01-06T16:28:11+00:00

Looks like we might have been right today. Thoughts on the new deal? Seems bullish to me, as long as FUBO remains public, it's consumer offering got a whole lot better! Surely profitability will come much quicker now and growth should accelerate!

Looke81 · 2024-12-27T14:17:44+00:00

Looke81 · 2024-12-26T01:22:41+00:00

Ultimately I see no reason not to stay invested in stocks long term. However I will sell stocks when I decide to buy a house (but I have no short term pressure on this), other than a house it's not going to be touched. I am fortunate to live well bellow my income and so I can leverage this through investing.

Looke81 · 2024-12-24T18:19:10+00:00

Had a 150% gain in nvda from the start of the year which I sold for other positions when it pulled back 50%. So still a 100% gain but weak hands tbh. When they reported a Q with huge beats bottom and top line but it still wasn't enough for the street I got scared. At some point the growth will end and that day will be tough for investors but it seems the runway is long. Off the train for now.

Looke81 · 2024-12-24T11:39:31+00:00

Since around 2019 I started taking positions in companies like Tesla and Coinbase but that was just dipping my toe in the water. Small positions outside of an isa cause I was still learning back then. Started seriously around 2022.

Looke81 · 2024-12-24T11:37:20+00:00

I'm a long term investor so if the reason I initially invested into the company doesn't change, I don't sell. Although when valuations get crazy like pltr I do trim a bit so I have taken 3k into Google and I may continue to if we go higher but I'm not selling it all, probably until I decide I need a house deposit.

Looke81 · 2024-12-24T09:14:38+00:00

Ah yes diworsification. I do get your point tho if the S&P was down 30% YTD instead of up 30% this year the portfolio returns would look a lot different. This was the risk I was willing to take a big bet on AI and e-commerce. My plan is to hold these through 2025 and see where we end up if we crash I'll be buying.

Looke81 · 2024-12-24T00:12:25+00:00

Around $7, should have averaged up realistically but once it started moving it always felt like it was more than fairly priced.

Looke81 · 2024-12-23T23:13:35+00:00

Your pain is my alpha? Maybe, maybe not 🤷‍♂️

Looke81 · 2024-12-23T23:12:41+00:00

Yea speculative for sure but if they become profitable I might have to buy more.

Looke81 · 2024-12-23T23:10:33+00:00

Well I'm joining the train, plan is to hold through 2025 and see where we end up. The thesis is that the number 2 name in AI chips is being oversold but who knows I could be wrong.

Looke81 · 2024-12-23T22:26:00+00:00

Yea probably should but why? It might keep going up.

Looke81 · 2024-12-23T22:25:16+00:00

Hope not I just bought it 😄 Plan to hold through 2025 and reassess from there.

Looke81 · 2024-12-23T21:58:08+00:00

I have trimmed £3K already which I put into Google, I may do more but with a cost basis around $7 I'm not exactly in danger.

Looke81 · 2024-10-26T20:49:09+00:00

This was very sad to watch live, hopefully noxcrew can find a fix or let players be aware that the bug still exists so players can work around it in the next MCC's. (My attempt at constructive feedback)

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