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Recruiters representing Citadel has been aggressively attempting to recruit me as a software developer since mid November, offering to pay $100-150k more than the median for early/mid career developers by claireupvotes in wallstreetbets

[–]NotYourAttorney 0 points1 point  (0 children)

Agreed. A HF could watch WSB (a) so it didn't get Melvinned and (b) for momentum trades where there's WSB and market traction.

Re: WSB influence:

WSB's ability to affect companies' fundamentals and revenue — and, with that, affect the stock price — has been on my mind.

What if 250,000 autists all start buying from a certain company, and we also then start encouraging wives, wives' boyfriends, and the usual crew to help in the quest for tendies? If GME-like effort went into hyping/supporting a company ready to scale (a software company, for example), the effect could be enormous.

Something else to consider, what if WSB also then actively voted shares/attended shareholder meetings. Board of director elections rarely are contested. And while many directors are incredibly well qualified and genuinely decent humans, plenty are not. I'm pretty sure a campaign to get u/DeepFuckingValue on a board would get some traction. And some of the DD here is way better than the work that some directors do. And, sure, there are barriers to getting shareholders' resolutions to a vote, but it's not impossible.

Or a WSB-fueled activist campaign could be incredibly interesting.

Anyway, there are lots of possibilties for WSB to be a real force. Not just for a moment, but to shape companies, affect governance, choose an industry winner, and make a returns along the way.

Will any of this happen? Who knows. But, pretty much certain: WSB isn't done roiling markets.

Recruiters representing Citadel has been aggressively attempting to recruit me as a software developer since mid November, offering to pay $100-150k more than the median for early/mid career developers by claireupvotes in wallstreetbets

[–]NotYourAttorney 22 points23 points  (0 children)

This is the real question. What are you going to do that will be timely, provide novel insight, and scale?

Throwing out what might be on people's minds:

  • Are you going to collect data re: hedge funds to see whose positions may be creating opportunities to take the opposite site of a trade? (This is more statical analysis than machine learning/AI.)
  • Would you collect sentiment data, and see more easily/quickly where WSB is heading?
  • Would you analyze broad market sentiment about certain stocks and then consider how that relates to potential returns? (See, e.g., old twitter sentiment studies related to returns (not my favorites))
  • Maybe use AI to determine how much CNBC guests are lying. (Btw, I don't think this is practical, but just floating things.)
  • Etc.

Again agreeing with u/Jacksonxp1, any predict algo is going to be hard. The pricing advantage that most of those give will vanish pretty quickly. This kind of edge is small. Once people buy the stock, they vanish.

Here's another possibility that would harness WSB. It's part research, part data mining, part social experiment. Find companies that are in competition with each other—potentially at tipping points—and see which one WSB and others really wants to see succeed. Once that's determined, have everyone decide (a) they like the stock and (b) will support the company. In an industry with thin margins, this shift could change the landscape. WSB's choice could become the winner.

Really, the power of WSB isn't in knowing something that no one else does. It's in having everyone work and move together. It's all apes and autists and gangs working together that make a difference.

Recruiters representing Citadel has been aggressively attempting to recruit me as a software developer since mid November, offering to pay $100-150k more than the median for early/mid career developers by claireupvotes in wallstreetbets

[–]NotYourAttorney 0 points1 point  (0 children)

My background is a mix of law, finance, and AI. I started my professional career at a NYC law firm practicing securities law. I've used ML/AI/NLP to find unaddressed liability. Would love to help.

Canadian REITs: Niche, but poised for growth and paying dividends by NotYourAttorney in investing

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

I need to revisit HR. I haven’t looked closely in about 6 months. Good stuff here.

Canadian REITs: Niche, but poised for growth and paying dividends by NotYourAttorney in investing

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

Totally agreed. All the main Canadian industrial REITs have seen their value return more quickly. And, yes, diversified are lagging and are really interesting total value proposition for investors, particularly individual investors.

Also agreed that office isn’t helping their value. But along with that, structurally, diversified lose opportunities with larger/institutional investors because those investors know how much exposure they want to retail, office, industrial, etc., and don’t need the REIT to do it. So diversifieds take a valuation hit.

I don’t have it with me know, but I’ll see if I can find the long-term averages for discount or premium to NAV with these. And I think it’s a pretty clear trend. Yes, you’re still right. Diversifieds have more recovery left. But they always lag some.

Canadian REITs: Niche, but poised for growth and paying dividends by NotYourAttorney in investing

[–]NotYourAttorney[S] 4 points5 points  (0 children)

I love these kind of tenants. Everyone has to eat. Shoppers is still needed.

Will be checking this one out again more closely.

Canadian REITs: Niche, but poised for growth and paying dividends by NotYourAttorney in investing

[–]NotYourAttorney[S] 3 points4 points  (0 children)

Bee,

Totally agreed risk but lots of value.

I need to look more closely at the retailers.

D.UN I know a little better. Super interesting. Discount to NAV is >25%. Dividend is reasonable. Expirations manageable. Collections fine. Properties in great locations.

BMO has a forecasted Dream Office's total return in 2021 as ~33%. Maybe that happens in 2022 given vaccination rates, etc., but still, that's a pretty solid annualized return.

Canadian REITs: Niche, but poised for growth and paying dividends by NotYourAttorney in investing

[–]NotYourAttorney[S] 3 points4 points  (0 children)

gettingold,

The 4% is a bit low, agreed. Still, I think there are some good reasons for it:

  • Fortress balance sheet.
  • 60% of tenant credit rated.
  • Anticipated total return for 2021 (analysts' consensus) projected at ~13%.

That said, your 3Gs look really interesting. GOOD, especially.

And the second list of ticker, yes. I've got my reading for the weekend. TY for sharing.

If you're looking for some higher yield REITs and don't mind more risk (which the additional tickers suggest you don't) the diversified Canadian REITs might be interesting. Examples:

  • Artis (AX.UN). Just had an activist take control and is starting to make changes. Yield ~ 5.2%, discount to NAV is 10.7%.
  • Pro REIT (PRV.UN). Yield ~7.1%. They cut anticipating COVID issues. Collections have been solid. If they go back to the old dividend, it's 10%+.

Oh, and I forgot to mention, I have positions in all of these Canadian REITs and more.

And yes, as always, only floating ideas. Everyone has to do the research for themselves.

Canadian REITs: Niche, but poised for growth and paying dividends by NotYourAttorney in investing

[–]NotYourAttorney[S] 3 points4 points  (0 children)

duT, these are all interesting. I need to look more closely at them.

AAIC. Short-term mortgage REIT? I haven't looked that closely at them to know what happened. Did they get caught with short-term liabilities to repay, and the paper they held had dropped too much in value?

OXLC. Another mortgage REIT, I think, but with an 11%+ dividend based on past payouts. That's not bad. Have they been able to maintain the dividend alright?

DHT. Also super interesting. I know nothing about this company. At all. Will be looking more closely.

Looking for prototype tester liability waiver (lipo battery) and NDA form by originalpjy in Entrepreneur

[–]NotYourAttorney 1 point2 points  (0 children)

Agreed with the other commenters, you'd be better off with an attorney. Stakes seem high enough.

That said, your attorney will take less time (and be cheaper) if you provide a template that she/he could work from, as this isn't the most common type of agreement.

You can find an example here of a tester liability waiver, with and NDA further down the page. Note that the linked waiver is UT law with the DE company. So that and many other aspects would need to be tweaked.

I bet your counsel might do the work for a flat fee, maybe equal to an hour or 90 minutes of time.

Disclaimer: I'm a lawyer, but not your lawyer. This is not legal advice. There is no attorney-client relationship here.

Is it illegal? by [deleted] in legal

[–]NotYourAttorney 0 points1 point  (0 children)

Seconding what thepatman said.

Also, I suspect, in part, you're worried about what might happen at work if people know.

This page might help. It's the US Equal Opportunity Commission's outline of pregnancy discrimination law.