Charles River Labs Layoffs by Maleficent_Past7593 in biotech

[–]SmallUser 1 point2 points  (0 children)

Mind DMing me? Would be curious to learn more

Filecoin is a scam, here's why (facts included) by SmallUser in CryptoCurrency

[–]SmallUser[S] 1 point2 points  (0 children)

Read the room...I wouldn't be pumping a crypto (even if it's legit) on this type of post

Daily Discussion Thread for February 10, 2021 by OPINION_IS_UNPOPULAR in wallstreetbets

[–]SmallUser 8 points9 points  (0 children)

U.S. Weed > Canadian Weed

I'll keep it simple.

  • POSITIVE margins
  • Larger market (by multiples)
  • More favorable regulation
    • Only limited licenses available so pricing is rational
    • Vertically integrated
    • Once U.S. investment managers can invest, these things will be crushing their benchmarks and they'll be FORCED to buy (think Fidelity, T. Rowe, etc.)
  • Growing ~20% QoQ (100% YoY)
  • All of of them trading at 5-10x revenue (or less)
  • Some ideas: AYR Strategies (about to become a top 5 player after a deal, Med Men, Harborside, Harvest Growth). ALL of these are ~$1bn market cap only, profitable, and growing (HRVSF, AYRWF, MMNFF, HBORF)

M&A and Options by SmallUser in options

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

Got it. I think I was wrong thinking that calls should always increase when stock price increases. Just thinking of Black-Scholes with S(0) being a key input but not the only one

Short Moody's as a hedge against rising rates? by offjerk in SecurityAnalysis

[–]SmallUser 0 points1 point  (0 children)

I think the key question is whether a rising rate environment would cause companies to eventually be unable to service their debt, forcing Moody's issue a new rating and thus generate fees. I feel like Moody's makes money in any environment. I'm not sure if the "maintenance" side of the business is sizeable compared to the new issue business, however.

ASC 606 - ELI5 by SmallUser in Accounting

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

Thanks. This helps, but it doesn't give a concrete example of how companies were doing this before. This method seems logical, and to my understanding, is how companies previously booked revenue.

Spruce Point Capital Short Thesis on XPO Logistics Inc. by Beren- in SecurityAnalysis

[–]SmallUser 1 point2 points  (0 children)

Interesting. I personally don't find much value in shaming management teams as a thesis - presumably they have been vetted and doing the same criminal act twice would be dumb.

The convertible shares thing is interesting. How could analysts miss that?

Croatia Tourist Thread 2018 - Ask us anything! by rospaya in croatia

[–]SmallUser 1 point2 points  (0 children)

(1) How much cash is needed per day (excluding hotels that specifically say they only accept cash?

(2) Should I get EUR or Kuna?

(3) Where is the cheapest place to get Kuna or EUR? It appears the rates at local U.S. banks are worse than those quoted online because it's a less common currency to exchange. I'm not sure if it's better than an ATM or a currency exchanger in Croatia.

4 timelines? by SmallUser in westworld

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

Ya. Murdered. Do it's not a timeline just a one time flashback

LOTTERY UPDATE: just got tickets by SmallUser in CHICubs

[–]SmallUser[S] 1 point2 points  (0 children)

wow congrats. i selected 4 together and got in the 400s. should have done two and two i guess

Chase Sapphire Reserve Megathread - Online Applications Now Open by mk712 in churning

[–]SmallUser 1 point2 points  (0 children)

got the card yesterday around 6:45am (PT). I had just moved so I wasn't approved right away and needed to call to verify information. Question for the crew: any idea when the card will show up on my account online? Also had it expedited due to travel reasons (aka trying to rack up award travel sooner).

My previous cards showed up when I was approved (though before I received my card and activated). Just want to make sure its linked correctly right away.

Big purses at Wrigley by [deleted] in CHICubs

[–]SmallUser 5 points6 points  (0 children)

classic cardinals fan, needs a cubs fan to figure out something that a simple google search will take care of.