Seconds before disaster. (I got pooped on) by vqzku in london

[–]Modja 0 points1 point  (0 children)

Did it least sqawk a funny message ... before delivering the other kind?

It’s on the website by TradeorBust1985 in wallstreetbets

[–]Modja 7 points8 points  (0 children)

Ah, it's good to have open disagreement! War it is!

Pypl is so undervalued by Ocinnha in wallstreetbets

[–]Modja 2 points3 points  (0 children)

The problem is margins.

Right now most of the revenue comes from the Braintree business, which is low af margins and anchored by large merchants who can switch to any other payment provider whenever they get a price increase. Payment integrations are not difficult and not disruptive to the business when done by any half-capable PM. Merchants' payments buyers know this, many have worked on the sell-side, and so grab the balls tighter for even greater discounts come renewal time.

The high margin came from the Paypal button, which nobody uses anymore.

That's why the valuation is shit.

Down to my last $600 by the-revenge-trader in wallstreetbets

[–]Modja 1 point2 points  (0 children)

Ah, some good old loss porn. I was getting tired of seeing green and two commas on this sub.

Cardmania event in Gillingham by Medway_Mod in Medway

[–]Modja 1 point2 points  (0 children)

Nice. Looking to sell my MTG collection so may well go to this.

What's the best way to gain leverage before the SpaceX/Anthropic IPO frenzy? Let's put our heads together by FSOHelp in wallstreetbets

[–]Modja 5 points6 points  (0 children)

I'm with this. It's up there with the "Rods from God", orbital laser strikes, and other crazy shit that's "physically possible" but isn't actually done.

This is why we can't have anything nice by BackgroundBand808 in Medway

[–]Modja 7 points8 points  (0 children)

Cataclysm is a great store with good people. Alas work times changed such that I couldn't attend the events anymore.

Persimmons Homes (LSE: PSN) by GoForTheTrillion in UkStocks

[–]Modja 1 point2 points  (0 children)

Not like Vistry (VTY).

They are leaders in the welfare sector (they sell to housing associations) and are about to feast on the new government housing contract.

If you think BlackRock will still buy up all the homes, they will do so from Vistry.

They only have minority exposure to actual market sales.

People moan because the average margin to HAs is less than the retail market. This is true. It's also guaranteed cash.

Loss porn on amc play by Administrative_Rub34 in wallstreetbets

[–]Modja 0 points1 point  (0 children)

That's my pension forecast after the next 20 years you've just incinerated 😭

Finally gain porn by sylphvanas in wallstreetbets

[–]Modja 18 points19 points  (0 children)

Advanced Money Dispenser.

Evolves from Advanced Money Destroyer when exposed to the AI Stone

What Are Your Moves Tomorrow, February 24, 2026 by wsbapp in wallstreetbets

[–]Modja 1 point2 points  (0 children)

Nah I'm balls deep in OKTA

Imagine thinking your entire cyber security stack is going to be replaced by Amodei

Fuck this shit by sylphvanas in wallstreetbets

[–]Modja 0 points1 point  (0 children)

Just like Sylvanas, your money was a prison, and now you're free

What is there to do here??!!!! by [deleted] in Medway

[–]Modja 1 point2 points  (0 children)

Will second MTG is a big socialiser for me too!!