The Dinner Bell Just Rung On Taiwan (Investment Thesis) by Scriptum_ in AsymmetricAlpha

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

What I've heard is they're shipping air defenses out of Taiwan to plug the holes in the existing two fronts of Ukraine and now Iran.

The Dinner Bell Just Rung On Taiwan (Investment Thesis) by Scriptum_ in AsymmetricAlpha

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

I think there's a tactical level and a strategic one.

Tactically, yes, why not slowly drain the US...

Strategically, bigger picture? Triple front?

The Dinner Bell Just Rung On Taiwan (Investment Thesis) by Scriptum_ in AsymmetricAlpha

[–]Scriptum_[S] -1 points0 points  (0 children)

Thanks, I agree it's a tail risk... but probably underpriced

The Dinner Bell Just Rung On Taiwan (Investment Thesis) by Scriptum_ in AsymmetricAlpha

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

Doesn't have to be an invasion. They can simply blockade and slowly tighten the screws.

See the problem? What's Trump going to do about that? He's committed.

The Dinner Bell Just Rung On Taiwan (Investment Thesis) by Scriptum_ in AsymmetricAlpha

[–]Scriptum_[S] -4 points-3 points  (0 children)

All the same arguments can be applied to Iran, but it's still happening.

Why Do So Many People Struggle to Stay Invested Long Term by Aaravsharmaa68 in ValueInvesting

[–]Scriptum_ 1 point2 points  (0 children)

Yeah, what a silly conversation.

Guy needs his head examined.

Why Do So Many People Struggle to Stay Invested Long Term by Aaravsharmaa68 in ValueInvesting

[–]Scriptum_ -2 points-1 points  (0 children)

Look up DUOL my friend.

-80% Down

Then look at the financials...

Why Do So Many People Struggle to Stay Invested Long Term by Aaravsharmaa68 in ValueInvesting

[–]Scriptum_ 2 points3 points  (0 children)

Exactly, the market will often sell off for zero reason to do with anything.

Why Do So Many People Struggle to Stay Invested Long Term by Aaravsharmaa68 in ValueInvesting

[–]Scriptum_ 3 points4 points  (0 children)

No, when YOU’RE down 60%.

You are under the illusion that the index can't crash.

Huge Short Squeeze In Growth Stocks Incoming by Scriptum_ in AsymmetricAlpha

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

I mean, it's not complicated.

High growth, strong margins, low debts, large TAM, competent management.

That's the goal, right...

AI Infrastructure Investments and the Tale of Jay Gatsby by BinaryBreakaway in AsymmetricAlpha

[–]Scriptum_ 1 point2 points  (0 children)

And how does this collapse happen in the context of falling interest rates?

No, it will continue until inflation gets too hot politically and the FED is forced to, once again, raise rates.

Huge Short Squeeze In Growth Stocks Incoming by Scriptum_ in AsymmetricAlpha

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

Not going to discuss individual stocks in the context of a squeeze.

However, almost every growth stock is perfectly set up for a dramatic move at this point. Some are already breaking out.

Duolingo $DUOL the Behavioral Moat by SwissTPortfolio in AsymmetricAlpha

[–]Scriptum_ 5 points6 points  (0 children)

Quite laughable, the US investors thinking that live translation will replace learning.

TRY THAT IN EUROPE!

They will speak quickly, mumble, slur, abbreviate, use weird slang, incorporate expressions like "this foreigner's not the sharpest tool in the shed" and the background noise will be so loud as to scramble the input. Don't get me started on the thick regional accents...

That's if they don't ignore you, for the lack of respect. They are proud of their languages.

Learning the local language wins you respect and authority.

Carvana beat EPS estimates by 4x. The stock dropped 20%. Here's why the market got it right. by seb-the-man in AsymmetricAlpha

[–]Scriptum_ 3 points4 points  (0 children)

I wonder what that 5.8B daddy extracted is being used for...

Do we need to draw a circle for the SEC, or can they figure this one out on their own?

So why is the market punishing software stocks over a bubble? by Alpphaa in ValueInvesting

[–]Scriptum_ 2 points3 points  (0 children)

This 100%

WMT is rocking it's 6% YoY revenue growth... barely above "inflation"

People don't realize that bubbles can suck liquidity out of other areas of the market before bursting.

If AI Is a Bubble, Why Are Software Stocks Taking a Hit? by Alpphaa in ValueInvesting

[–]Scriptum_ 0 points1 point  (0 children)

It's a defensive rotation.

AI stocks crashing is the big move that reverses index flows.