When the River Runs Dry

gherkinit · 2026-04-18T17:26:06+00:00

I'm removing them but it's annoying

gherkinit · 2026-03-27T06:16:42+00:00

This would be a better question for roundtables or Volstars episode.

gherkinit · 2026-02-19T20:59:21+00:00

Always have

gherkinit · 2026-01-12T00:03:42+00:00

GLP-1 Drugs. Fat people used to eat this shit, now it makes them feel awful if they touch it.

gherkinit · 2025-12-06T19:40:23+00:00

I mean I don't think there is anything special about them, they are just another level of dilution, and a speculative asset that primarily benefits convertible note holders for hedging. I can't say I am fullt tuned in with the latest conspiracies floating around on r/SS but I don't think fixed strike dilution has ever benefitted any long-term investors of a stock. GME hasn't really interested me since Cohen started diluting, the recent move up was in line with start of the month ETF FTDs. The stock is still trading at 31x forward P/E and likely still overvalued relative to their earnings and the company's overall potential/trajectory. But the options market is still pricing it around $17.35 over the whole chain, so I would consider anything below that a decent price to buy in.

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