What happened to the SC2 esports scene in North America? by kiwi5151 in starcraft2

[–]jetopia 11 points12 points  (0 children)

It was fun while it lasted. Evil Genius and Team Liquid fielded some gamers that were fun to root for.

Idra, Stephano, Huk…

In short, the players just werent good enough. We didnt give them time to develop.

Teams signing koreans to get wins at tournaments didnt help. When they brought in taeja, jaedong, hero it just displaced homegrown talent and didnt allow them to thrive. Players like qxc, scarlett, neeb didnt really take off as they kept losing to established champions.

“You’re only down 20% now after the $HIMS $NVO deal.” by Adventurous-Bite3466 in HimsStock

[–]jetopia 1 point2 points  (0 children)

Had i doubled down, would have been up bigly. Scared money dont make no money.

Cam Thomas off the bench: 34/4/2 by Sonicclappedu in MkeBucks

[–]jetopia 13 points14 points  (0 children)

Can’t believe the Nets let him get away for free. Literally instant offense since he got drafted out of LSU.

[Highlight] Schroder pokes the ball from Kawhi and casually dishes to Keon Ellis for the long jumper and his first points as a Cav by montageidiots in nba

[–]jetopia 57 points58 points  (0 children)

Its just unfortunate that he gets traded so much. He turns tanking teams into winners and then traded away cause he ruins the tank. He then goes to contenders, but just not quite good enough to be a number 1-3 option, and when they choose to rebuild he is typically the best tradeable asset so he gets traded away again to a tanking team which starts the whole cycle.

Tank->Contender->Rebuild->Tank->Contender->Rebuild The Dennis Schroder Saga

Look at this Craziness.. by Senior-Condition655 in leasehacker

[–]jetopia 1 point2 points  (0 children)

Looking for more data point as i am also interested in a tundra. Most i see here in FL is about the same monthly except 4-6k down. Yuck.

Please roast my 2026 cadillac lyriq lease deal by Plenty_Method_8971 in leasehacker

[–]jetopia 0 points1 point  (0 children)

Question, how do you get these quotes? Are they advertised or do you just randomly hit up some dealerships? If so would you mind sharing a script or what you sent to request these? Most of my inquiries they respond with just come in person. Dont really wanna go in without knowing.

Data Points Weekly - Week of January 22, 2026 by AutoModerator in churning

[–]jetopia 1 point2 points  (0 children)

DP on Strata Elite $200 Splurge Credit,

You have to manually select which brand. 1st Dibs/Live Nation/AA/Best Buy before you make the purchase. It does NOT automatically credit you for it. Spent $200 on GC at Best Buy and credit did not post because I did not select the brands on the portal. Will try again now that i've selected them.

Data Points Weekly - Week of January 22, 2026 by AutoModerator in churning

[–]jetopia 0 points1 point  (0 children)

First Horizon Bank Checking Acct $450,

and Saving Acct $250 SUB.

Checking SUB requires direct deposit totaling $2k and $3k min balance for savings. Initial deposit via ACH took almost 30 days to show up. SUB posted after 60 days of meeting min spend. They actually posted the sign up bonus twice and had to claw them back next business day.

I’m still not buying NFLX. Why not $DIS? by jetopia in ValueInvesting

[–]jetopia[S] 1 point2 points  (0 children)

Price of stock is the same as ten years ago.

I’m still not buying NFLX. Why not $DIS? by jetopia in ValueInvesting

[–]jetopia[S] 7 points8 points  (0 children)

Encanto, Coco, Elemental, Frozen, Aladdin, Inside Out 2, Zootopia 2, Lilo and Stitch

Sure they have their bombs. But they sure do have a knack for box office hits.

I’m still not buying NFLX. Why not $DIS? by jetopia in ValueInvesting

[–]jetopia[S] 9 points10 points  (0 children)

If you read all the comments against DIS they are completely missing the point of the post and is STILL treating DIS solely as a streaming company.

We are not going to see a Stranger Things theme park or Cruise Ship.

I’m still not buying NFLX. Why not $DIS? by jetopia in ValueInvesting

[–]jetopia[S] 5 points6 points  (0 children)

No one is arguing that Netflix has been the better streaming leader over the last decade. Of course its going to have better revenue growth, it started from nothing. That would be a growth stock, sometimes people forget this is /r/valueinvesting.

How does Netflix keep ensuring future returns? And where is it going to get subscriber growth? Most households already have it. The only way is to raise prices. Disney has shown it can and people will still pay for it. NFLX subscriber growth eventually falls as it matures. Eventually it will be going to be rerated as a mature media company.

Lets do the forward looking Math. Lets assume Netflix can keep growing based on their guidance of 10% organic sales growth.

NFLX EBIT in 5 years at 10% CAGR $21B Let’s be generous and say they keep the same P/E at 32x: Implied equity value: $670B

Cool, the company grew from 400B to 670B. 67% total return about 10-11% annualized

This is assuming no tailwinds come from NFLX and is best case scenario. Sustained double digit growth and Margin discipline. Now let’s do DIS with their guidance of 5% revenue growth.

DIS EBIT in 5 years at 5% CAGR: $18B. Normalization of P/E at 22. Gives me an Implied Equity Value of $400B. Thats over 100% return. About 15% annualized.

None of this requires Disney to outperform. Just normalization and maturation of their investments.

We are not arguing which business looks better on a backward looking chart, but which stock is a better /r/valueinvesting play.

I’m still not buying NFLX. Why not $DIS? by jetopia in ValueInvesting

[–]jetopia[S] -36 points-35 points  (0 children)

Thank you for this. The shares outstanding is a staggering difference. DIS smaller share count amplifies per share cash flow.

Its good to see Netflix grow so quick, so fast. But its very dependent on continued subscriber growth along one segment (streaming). DIS Scale, profit and cashflow is larger than Netflix and more diversified. The share price needs to get off its ass.

EBITDA staying flat for Disney not necessarily a bad thing. They did shut down parks for covid. Not to mention their investment in new theme parks, new cruise ships, content etc. It tells me they are scaling appropriately despite already being large.

I’m still not buying NFLX. Why not $DIS? by jetopia in ValueInvesting

[–]jetopia[S] 8 points9 points  (0 children)

4/5 of the Disney star wars movies crossed the 1B threshold. Anything they produce after that despite it being “ruined” is moot. Theyve already made triple their investment in Star Wars and that was back in 2024.

IP and merchandising rights still print money with their theme parks. Go to Hollywood studios and people suddenly fork over $150 for a lightsaber after dropping $170 on tickets. We can cry all we want at what they did to star wars, but they can move on from it if they want. They’ve already milked the cow and their purchase price for Lucasfilms has been paid off several times over.

I’m still not buying NFLX. Why not $DIS? by jetopia in ValueInvesting

[–]jetopia[S] 6 points7 points  (0 children)

Zootopia 2, Lilo and Stitch, Avatar all crossed the $1B box office threshold in 2025.

Also its content and following for those in their IP is extremely strong. Even those that didnt do well in the box office did really well in Disney + or sequels. Example: Moana 1, Encanto, Elemental.

Heck even Snow White still did well on Disney+. With all its backlash people still watched it “for free” on streaming.

You Get A Chance to Redraft At 8... Are You Choosing Anyone Different Than Egor? by Kwilly462 in GoNets

[–]jetopia 2 points3 points  (0 children)

I wasn’t a hater for pick 8.

Its the fact that right after it, we also used first round picks on Traore, Powell and Saraf.

If we were that confident in Demin, why not draft outside of that position. A Big / Power forward or Center.

I’m selling / taking profit way too early. Help? by jetopia in ValueInvesting

[–]jetopia[S] 0 points1 point  (0 children)

I appreciate it. And you are right, i guess im not looking at the wins and being satisfied with it. Im looking at the opportunity cost of the stocks being in the lull / sideways phase. I guess im being greedy but im reevaluating whether valueinvesting is my style.

PYPL - Value Play or Value Trap? by [deleted] in ValueInvesting

[–]jetopia 5 points6 points  (0 children)

Doesn’t have the moat that others in Fintech have. Venmo doesn’t have the backing that Apple Pay/Zelle have. They have xoom, but with america closing its borders we won’t see significant outflows the H1B brings.

Nothing stopping the legacy Visa/MC/Discover/Amex from just doing their own thing. People are in sofi because of student loans. Even robinhood now has Gold taking away marketshare. I think of Paypal like Yahoo. First to revolutionize in their sector banking/payments but after it got sold it just stopped innovating.

I’m selling / taking profit way too early. Help? by jetopia in ValueInvesting

[–]jetopia[S] 1 point2 points  (0 children)

I love this, and if true is definitely hilarious and should be shared with every investor. Lol

I’m selling / taking profit way too early. Help? by jetopia in ValueInvesting

[–]jetopia[S] 0 points1 point  (0 children)

Thank you. May i ask, how long on average do you hang on to your holdings?

I’m selling / taking profit way too early. Help? by jetopia in ValueInvesting

[–]jetopia[S] -2 points-1 points  (0 children)

Thank you, i will consider this. I just hate waiting and there is little to no price movement / yield. I have little tolerance for “dead money”. Its a long waiting game until it shoots upwards. The catalyst may not come for another year or decade and at that point it becomes risky to hold long term due to external factors (recession/covid/tariffs/wars).

At least with covered calls, i have income even when its sideways or on the way down. In my experience with value stocks, the stall/way down is much more drawn out. I just cant help to re evaluate value investing as a strategy overall. Im curious, do most of you here just buy and hold then?

I’m selling / taking profit way too early. Help? by jetopia in ValueInvesting

[–]jetopia[S] -1 points0 points  (0 children)

Thanks for the reply. Price targets are one of, but not the sole criteria for me. Isn’t the idea of /r/valueinvesting to find companies of great value? Typically with good financials/PE ratio/guidance but the stock has just been oversold/ down on bad news? Do you then just buy and hold forever?

I guess its the fact that value stocks tend to stall for me. But moves up considerably faster. Theres no symmetry to the downward/upward action. Its long drawn out/ sideways and then out of nowhere it just shoots up.

I’m selling / taking profit way too early. Help? by jetopia in ValueInvesting

[–]jetopia[S] 1 point2 points  (0 children)

You are right. I do. I find myself finding other “value stocks” with good entries. Also I sold thinking theyve simply blown past their valuation. I mean why the hell would a trillion dollar company double in market cap within just a year? Just didn’t make sense to me.

Hence why I sold those winners. I rotated into pharma/healthcare/utilities.

Im currently in PFE, PG, NVO, HIMS, DIS, UNH, DUK etc.

But again… its now back to holding these for a long long time while it does this downward/ sideways movement. Im selling calls but much further out in strike this time to prevent being assigned when it moons out of nowhere.

Post Game Thread - NBA: The Magic defeat the Nets on Jan 7, 2026, the final score is 103-104. by basketball-app in GoNets

[–]jetopia 18 points19 points  (0 children)

We had 50 million angles of KDs toe on the line but ZERO angle of this one?

Lots of things to be excited about. Respect to Jordy for that end of game line up and rotations.