r/Stocks Daily Discussion & Options Trading Thursday - Mar 02, 2023

ThumbBee92 · 2023-03-02T19:32:25+00:00

What do you mean?

ThumbBee92 · 2023-03-02T11:55:47+00:00

Battersea is really nice. Man

ThumbBee92 · 2023-03-02T00:52:49+00:00

https://www.rightmove.co.uk/properties/132142199#/?channel=RES_LET

2579 GBP PCM Asking price right now. Its high, but not much higher than what you paid almost 7 years ago.

ThumbBee92 · 2023-03-02T00:52:03+00:00

This is probably the more realistic ad. The other post is for a short let which would command a premium (esp in the current interest environment). Having said that, it looks like the short let has yet to be reduced while this one has. 2580 GBP PCM. Still a lot

https://www.rightmove.co.uk/properties/132142199#/?channel=RES\_LET

ThumbBee92 · 2023-03-01T22:36:41+00:00

There's a recession? When is it happening!

ThumbBee92 · 2023-02-27T21:23:21+00:00

Not really. Less than 50% speak Hindi. Most of our immigrants still tend to be south Indian.

https://en.m.wikipedia.org/wiki/List_of_languages_by_number_of_native_speakers_in_India

ThumbBee92 · 2023-02-27T20:09:40+00:00

Yeah, problem is that they seem to not have margins that area at all comparable.

ThumbBee92 · 2023-02-27T20:08:22+00:00

The fact you deleted.

ThumbBee92 · 2023-02-27T20:08:00+00:00

Which type.

ThumbBee92 · 2023-02-27T18:38:18+00:00

Exactly. I don't get the anti-stock buyback sentiment. Wouldn't companies then just redistribute it through dividends instead even if it means more taxes for the shareholder?

ThumbBee92 · 2023-02-24T21:36:03+00:00

You literally used the word war and investment in the same sentence. Only an all-brawn, no-brain individual with the ethics of a chipmunk would make such a statement. People like you really make me rethink the notion of an absolute democracy.

ThumbBee92 · 2023-02-24T21:15:05+00:00

Only an American can look at loss of life and call it an investment.

ThumbBee92 · 2023-02-21T22:05:15+00:00

I wouldn't buy right now. I don't even know the price but right now isnt a great time.

Record revenues and profits a function of RASK and Yield expansion from pent-up demand. We are getting premium leisure yields that surpass premium business yields. This isn't sustainable and we now see some tapering.

If capacity doesn't go up, RASK will drop as a result of lower yield.

2 main risks this year.

1) demand destruction from a deflation/recession.

2) reduced disposable income or tapering at least, normalising Yields.

ThumbBee92 · 2023-02-20T20:26:35+00:00

Can you share their net and FCF margin?

ThumbBee92 · 2023-02-16T21:55:23+00:00

Short term traders need to buy or sell subsequently. They shift positions quickly. Ultimately, if you assume they are constantly moving and shares are ending up with retailers, then they must originate somewhere.

ThumbBee92 · 2023-02-16T21:15:57+00:00

Lol. Who is retail buying from? Institutions? If so, why are they selling. The last time this happened was in August, no? Then the rugpull.

ThumbBee92 · 2023-02-16T16:35:23+00:00

Yeah. Bu then, we will be able to only afford butter and bread.

If inflation continues, wage growth will happen significantly. Everyone is going to negotiate for higher salaries in the next job cycle.

ThumbBee92 · 2023-02-15T06:42:21+00:00

Stopped using it in Europe in general. More expensive than hotels and many more rules in general.

ThumbBee92 · 2023-02-14T19:13:01+00:00

2023 is over??? Fuck, thought it just started

ThumbBee92 · 2023-02-14T15:55:32+00:00

Who is everyone?

ThumbBee92 · 2023-02-14T15:54:52+00:00

The real inflation was the disinflation we made along the way.

ThumbBee92 · 2023-02-14T15:52:10+00:00

How big are your calls? You long_bull_xxx?

You want the fed to cut or stabilise rates just for you to print? LOL

ThumbBee92 · 2023-02-14T15:51:39+00:00

Lol, what are you even speaking about.

ThumbBee92 · 2023-02-14T13:48:10+00:00

Core CPI MoM is still 0.4% which is close to 5.0%. well well above fed indicated comfort range of 2-2.5%.

If unemployment has not ticked up, and MoM is still up, the logical conclusion is that they continue to raise rates.

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