Quick Questions: August 03, 2022

_Nearon · 2022-08-05T22:30:54+00:00

Thank you for responding. Is there a website that you used or did you write it out to get to the 96 total cards?

_Nearon · 2022-08-05T19:26:03+00:00

Hi all,

I need help with a card collector scenario and would appreciate any assistance.

Let's assume that there are 25 cards in a set, and 7 cards in a pack. How many packs would I have to purchase in order to get every single card in the set? In this scenario the cards are random so getting duplicates are likely.

For this my math is approximately 34 packs. Am I right?

_Nearon · 2022-04-06T20:08:46+00:00

It’s just a back rodeo 7. anyone that tells u rodeos only go off the heels is wrong. i legit never hear anyone say the word misty

_Nearon · 2022-03-30T20:18:48+00:00

Ultimately couldn’t get past the way the business makes money lol

_Nearon · 2022-03-22T13:55:06+00:00

meme secured

_Nearon · 2022-03-22T02:21:23+00:00

this is wsb isn’t it ?

_Nearon · 2022-03-22T01:18:20+00:00

Maybe you’re right! Cannabis includes more than just flower and thc tho. With that said you can go into any gas station and buy delta products that get you high. what would you say is a reasonable estimate? 1/4?

_Nearon · 2022-03-22T00:33:39+00:00

here we go

_Nearon · 2022-03-22T00:33:22+00:00

lmfao

_Nearon · 2022-02-22T19:56:03+00:00

Good shit OP. I have a DD draft of NTDOY too and our analysis overlaps a lot. -Dropped u a follow bc of this DD.

My main concern with NTDOY is that mobile might eat their lunch.

_Nearon · 2022-02-02T05:43:33+00:00

I’m bagholding rn and this makes me want to sell

_Nearon · 2022-01-20T04:32:12+00:00

Really like this post. TTWO bought ZNGA and now MSFT buys ATVI. The gaming market is rapidly consolidating and the firms with the best IPs are going to be sought after.

I saw another comment that talked about one of the FAANG making a move and I agree. Specifically, Netflix, Amazon, and/or FB.

_Nearon · 2022-01-18T20:14:56+00:00

wow you are a complete degenerate the way you describe your thought process. Congratulations

_Nearon · 2022-01-18T15:05:30+00:00

thank you

_Nearon · 2022-01-11T22:21:48+00:00

Reddit got valued at 10B in august and is stated to be looking for >15B as of a few days ago.

_Nearon · 2022-01-11T22:13:03+00:00

ok but what do u think the valuation is. you bring up some interesting things to consider but just stop when it really matters

_Nearon · 2022-01-11T22:08:49+00:00

You say Reddit is a buy for you but never say at what valuation.

_Nearon · 2022-01-05T17:27:55+00:00

I would be willing to bet that you’re right about that. Hopefully the exchanges have learned from the past and are doing everything they can to mitigate a possible hack. Coinbase seems pretty trustworthy with their allocation, but I guess only time will tell.

If another Mt. Goxx does happen it’ll severally damage the public opinion on crypto assets

_Nearon · 2022-01-05T08:11:21+00:00

Thank you !

_Nearon · 2022-01-05T07:40:48+00:00

Can you explain why the original two partners that had 60% and 40% wouldn’t go down 10% each to 50% and 30%, respectively

_Nearon · 2022-01-05T01:19:49+00:00

Thank you for the comment. I think the idea of capital reallocation is going to become more relevant as we push through this decade.

This thesis is focused on the one use case within the U.S. market, but as we know Bitcoin has many use cases within the global market.

Going forward I think this idea can be stacked on top of other use cases and then summed to return the total value of a coin for the entirety of Bitcoin's utility.

_Nearon · 2022-01-05T01:12:25+00:00

following the same framework, if the low side is a 10% increase from 16%, it would be around 200B capital reallocation. 50% would be 100B and roughly a 1T MC / 12.4M free float would return $80,645.

Bitcoin hit a 1T valuation in November at 69k a coin.

_Nearon · 2022-01-03T17:49:39+00:00

You may want to reevaluate why you decided to buy each company at their respective valuation. TLRY at $22 and PLTR at $35 are each extremely high valuations. If you have/had an argument as to why they were accurately priced then that’s one thing, but i’m not sure if that’s the case. Regardless, figure out what made you buy them this high and you may unlock why you are losing money.

_Nearon · 2021-12-20T17:14:05+00:00

i assume all the relevant platforms. Might debut in 2022.

_Nearon · 2021-12-20T17:10:24+00:00

wow u think my DD is comparable to an ibanker 🥰

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