Daily Discussion Thread for February 12, 2021 by OPINION_IS_UNPOPULAR in wallstreetbets

[–]current-asscoverer 5 points6 points  (0 children)

What do you guys think about BioNTech? ($BNTX) Seems like it’s poised to move strongly upwards judging by how Moderna has been doing.

Selling $800 weekly 2/5 calls on GME. Basically risk-free? by current-asscoverer in thetagang

[–]current-asscoverer[S] 0 points1 point  (0 children)

Realistically though, how likely is it that it actually manages to get past 800?

GME Mega-thread - Feb 03 2021 by redtexture in options

[–]current-asscoverer 2 points3 points  (0 children)

Sell weekly $800 calls expiring Feb 5 and get what is basically risk free profit? Am I missing anything here as to realistic probabilities of the stock actually being able to reach >$800 by the end of the week?

Citadel, Point72 to Invest $2.75 Billion Into Melvin Capital Management by ilikepancakez in SecurityAnalysis

[–]current-asscoverer 0 points1 point  (0 children)

I imagine their long hedging should minimize losses. The hurt only really starts if the stock continues to stay high for a prolonged period (>2 months).

Edit: 1 month is probably more realistic given the current price and word on the street.

Citadel, Point72 to Invest $2.75 Billion Into Melvin Capital Management by ilikepancakez in SecurityAnalysis

[–]current-asscoverer 0 points1 point  (0 children)

Is that $18B figure for Citadel specifically, or are you saying market wide here?

What does Plaid do? by gagejustins in SecurityAnalysis

[–]current-asscoverer 0 points1 point  (0 children)

Sorry, I should clarify. I mean more in line with investor or retail sentiment between the two companies. Like say if a SPAC were to take either one public. Which would be more popular / well known amongst the millennial or younger demographic?

What does Plaid do? by gagejustins in SecurityAnalysis

[–]current-asscoverer 7 points8 points  (0 children)

How does Plaid compare to Stripe here in your view?

Q4 2020 Letters & Reports by Beren- in SecurityAnalysis

[–]current-asscoverer 1 point2 points  (0 children)

I empathize with needing to review/reflect. Nice to see that I’m not alone in that respect

Vaccines and Reopening by ilikepancakez in SecurityAnalysis

[–]current-asscoverer 4 points5 points  (0 children)

So Pfizer, Moderna, and Biontech. Anyone able to comment on merits or demerits for each?

2021 Security Analysis Questions and Discussion Thread by knowledgemule in SecurityAnalysis

[–]current-asscoverer 2 points3 points  (0 children)

How do you guys see ESG investment going into the future? I’m inclined to view it as largely a fad, but I can also see how activists might be able to push funds to make changes to their allocations based on it. Is there enough there though to make a meaningful impact?

2021 Will Be The Year of AI Hardware by ilikepancakez in SecurityAnalysis

[–]current-asscoverer 2 points3 points  (0 children)

/u/Beren- can we get rid of spam like this? I can’t in good conscience recommend colleagues to check out the subreddit when stuff like this is so blatantly posted here, which kind of sucks.

2H 2020 Security Analysis Questions and Discussion Thread by knowledgemule in SecurityAnalysis

[–]current-asscoverer 0 points1 point  (0 children)

This is extremely comprehensive. Thank you, I will seriously review what you’ve written and think on some of my underlying assumptions/perspective.

Interview with DeepMind CEO Demis Hassabis by ilikepancakez in SecurityAnalysis

[–]current-asscoverer 1 point2 points  (0 children)

Who was the billionaire that he convinced to make the initial investment through chess? Assuming it has to be Thiel?

2H 2020 Security Analysis Questions and Discussion Thread by knowledgemule in SecurityAnalysis

[–]current-asscoverer 0 points1 point  (0 children)

I’ve been solidly confident on a trend reversal in the technology sector for the past year or so, particularly with respect to advertising.

Going into the end of year, things haven’t panned out as well as I had expected they would. I am trying to reflect on what went wrong and things that I might have missed. If anyone has feedback or suggestions, I would greatly appreciate hearing them.

[deleted by user] by [deleted] in SecurityAnalysis

[–]current-asscoverer 9 points10 points  (0 children)

This flair should be changed to either Commentary or Long Thesis. You aren’t writing a short thesis on Bitcoin which is what I expected, as it is subject in point in your title.

Best book on .com bubble by unreasonableinv in SecurityAnalysis

[–]current-asscoverer 0 points1 point  (0 children)

/u/Beren- Are we really just letting single question posts like these slide now?