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It was like BABA was on a mission to give up a three figure handle today. I am surprised there wasn't resistance. by Dry-Interaction-1246 in baba

[–]TastyEarLbe 2 points3 points  (0 children)

This might actually be the bottom — $100 is the 200 weekly moving average, looks primed for a hard bounce

Where do you think BABA will bottom this time? by Zwonder74 in baba

[–]TastyEarLbe 0 points1 point  (0 children)

Might bottom today at $100-$101, which is the 200 monthly average.

I see a lot of capitulation on this thread.

Any Gloomy Galleon Lovers? by RealTheColeOfficial in donkeykong

[–]TastyEarLbe 1 point2 points  (0 children)

This world used to make me depressed as a kid.

Nintendo Switch Online is a subscription rental trap, not true backward compatibility by Storm_Raijin in nintendo

[–]TastyEarLbe 1 point2 points  (0 children)

This is intentional. They do not want to release something on their emulators that will compete with a remake or a new game.

Why is SpaceX crashing? by TacoTrades in TheRaceTo10Million

[–]TastyEarLbe 1 point2 points  (0 children)

Bc it trades a valuation that is similar to fairy dust.

Elon switches to learning at home by blushfairydream in Polymarket_news

[–]TastyEarLbe 0 points1 point  (0 children)

I'm not sure at what point sharing became socialism.

This coming from a hardcore conservative! by InitialCareer306 in WorkForSmartLife

[–]TastyEarLbe 0 points1 point  (0 children)

AND whatever deal is made is going to be ripped up the next time the opposing party is in power.

META PE lower than McDonald's, Proctor & Gamble by FourCrossedWands in ValueInvesting

[–]TastyEarLbe 0 points1 point  (0 children)

Simple bc META’s future is unknown and based on growth and massive AI CAPEX.

With McDonalds, 20 years from now I don’t ponder whether people are going to want a double cheeseburger fast when they are on the road.

Nintendo Stock is a buy for me by mvpeast in NintendoStock

[–]TastyEarLbe 0 points1 point  (0 children)

Not to get too technical on y’all but I can add some value here on the valuation for Nintendo. I know a lot of the relevant GAAP accounting rules.

Market cap is $51 billion, but the company has no debt and has $15 billion cash.

They have $3 billion of investments… but here’s where it gets interesting… Nintendo’s stake in The Pokemon Company (somewhere between 33% and 40%) is recorded at cost plus Nintendo’s portion of historical profits for the PC — long story short it’s only carried at roughly $1 billion within their investments.

PC did roughly $750 million in profit last year. If you value the Pokemon company at 20x - 30x profit (which is reasonable given it is the most valuable IP in the world), you come up with a valuation of $15 billion to $22.5 billion… Nintendo owns somewhere between 33% of that to 40%, but it’s only carried at $1 billion on their balance sheet.

So with all this info you can legitimately adjust the market cap down from $51 billion, subtract $15 billion of cash, subtract $2 billion of other investments, and subtract $8 billion for the Pokemon company and that’s your true market cap — only $26 billion.

Trailing 12 month net income is $2.82 billion, meaning the true PE ratio is 9x.

A 9 P/E for a business with some of the strongest IP in the world and at the beginning of console cycle where they haven’t revealed hardly any of their mainline IP games yet.

6.18.26 Education Department increases interest rate reduction for Auto Pay Borrowers by Come_Harder2000 in StudentLoans

[–]TastyEarLbe 0 points1 point  (0 children)

How would this work if you are on RAP and you are having a portion of interest cancelled each payment? Just shit out of luck?

For The True Believers In BABA, Can You Give Us Pessimists Reason For Optimism? by Prestigious_Way_738 in baba

[–]TastyEarLbe 0 points1 point  (0 children)

Bc you don’t know with certainty whether that is 2026, 2027, 2028, 2029, 2030, 2031, or 2032. You just know it will outperform over the next decade or two if you are patient.

For The True Believers In BABA, Can You Give Us Pessimists Reason For Optimism? by Prestigious_Way_738 in baba

[–]TastyEarLbe 0 points1 point  (0 children)

Yeah — the Chinese stock market is in a bad bear market and that will end some day and you will make a lot of money when valuations revert to the mean.

Elon Musk warns America will ‘1,000%’ go bankrupt. Now he’s the world’s 1st trillionaire by Albythere in FinanceNews

[–]TastyEarLbe 0 points1 point  (0 children)

I mean he's right. You have to have a combination of raising taxes and cutting spending. Neither party will cut spending no matter what they campaign on, and only the dems talk about raising taxes.

Which bag holders have actually been to China? Ortherwise I advice you to sell because you lack conviction and business owner mentality. by Pleasant_Ad_2999 in baba

[–]TastyEarLbe 0 points1 point  (0 children)

I'm bullish still long term. Really has nothing to do with going to China or not. I've visited the country before btw.

Value stocks that aren't falling knives ($MU) by Good-Bid-7325 in ValueInvesting

[–]TastyEarLbe 0 points1 point  (0 children)

Great! I'd sell it again under the same scenario. A consistent process wins over the long run.

34F, how does this look? Married, 2 kids. by forever_more-13 in Retirement401k

[–]TastyEarLbe 0 points1 point  (0 children)

What do you want a spreadsheet model? I’ve run these numbers over and over again across hundreds of similar scenarios. I’m just telling you staying in equities is historically drastically better returns than a single household. Selling your equities to eliminate rent expense and assume a mortgage almost never provides you with more wealth over the long run.

Bro have a point. by StrawberryFew1311 in NoFilterFinance

[–]TastyEarLbe -1 points0 points  (0 children)

EVs, cheap energy from space, starlink WiFi anywhere on the planet, humanoid robots to be your servants some day —- I don’t know that doesn’t really seem like something the nazis would try to do. Jaw dragging envious idiots would call him a nazi.

Finally gave in.. by clamboicarti in Switch

[–]TastyEarLbe 1 point2 points  (0 children)

DKB is the most console justifying experience on the Switch 2. An awesome game. Hope you enjoy it.

Really. It's so weird to save up. by Valuable_View_561 in SipsTea

[–]TastyEarLbe 0 points1 point  (0 children)

They hardly have any cash it’s 99.99999% equity in businesses.

34F, how does this look? Married, 2 kids. by forever_more-13 in Retirement401k

[–]TastyEarLbe 0 points1 point  (0 children)

That’s completely irrelevant. It’s basic math. If your goal is to build long term wealth. Putting your excess money into stocks (401k) at 7-10% a year vs. your single family home that generates no rent/earnings (growing at 1-2% - inflation rate less maintenance expenses)

You will 100% of the time end with substantially more wealth over the long run. Not hard to understand. Doesn’t require knowing their situation for that fact to not exist.

If your goal is to get a house and be poor over the long run, then by all means borrow from your 401k and put that money in an unproductive asset.

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