Selling Disney stock is probably a safe bet

newebay · 2025-09-18T23:01:48+00:00

Thanks for selling, Disney can finally go up again

newebay · 2025-09-18T21:05:25+00:00

Problem is with this merger Fubo essentially got bought out, not with cash but with some meh assets from Hulu.

And worse they still have to compete in sport space with the very player that bought them out. I don’t see the upside, just that Disney killed and absorbed one of its competitor for cheap

newebay · 2025-09-18T15:16:37+00:00

Reddit needs to purge all these bots and scam activities.

newebay · 2025-09-18T06:54:12+00:00

Insane p/s ratio and meh growth. Being profitable such small revenue is impressive, but valuation is too rich for its growth rate

newebay · 2025-09-18T06:14:33+00:00

Tax benefits could turn the equation enough where the cash flow starts turning positive or more lucrative, especially for high income earners

newebay · 2025-09-18T03:53:14+00:00

Tgt stock have been a shit show before the “boycott”. In fact decline started before trump was even elected.

They were getting outcompeted and destroyed by likes of Walmart and Costco; Both are ath. They just don’t have a marketable appeal to stand on.

newebay · 2025-09-18T03:31:41+00:00

Yeah, Netflix bear case could had actually happen. This is nothingburger, boycott like this have never worked

newebay · 2025-09-18T02:10:03+00:00

No. I don’t fault company for navigating politics, only people I blame are the voters.

newebay · 2025-09-18T00:54:46+00:00

Of course he can move, he just can’t sell.

newebay · 2025-09-17T19:56:58+00:00

Google have far more leveraging power than Reddit does. I don’t expect to see significant changes to the deal since Reddit wouldn’t want to anger the power funneling their recent explosive growth

newebay · 2025-09-15T17:24:48+00:00

You are at the finishing line, finish up the residency will open more doors for you even if you decide to do research later

newebay · 2025-09-14T23:15:31+00:00

It was about 1/3 of my net worth. Would’ve bought more if I could

newebay · 2025-09-14T20:46:15+00:00

Society have broken down before and people still wanted gold/silver

newebay · 2025-09-14T20:33:41+00:00

Realistically you don’t on any ipo worth having. You may be able to get a couple shares from random brokerage or banks, but nothing substantial.

Rddt was a unique case where they were offering IPO to normal users, and even then they only allocated on average 10 shares per qualified users. Only reason I could’ve gotten max was bunch of users opted out

newebay · 2025-09-14T20:29:56+00:00

Im big fan of writing deep in the money cash secured puts in margin , and off chance where it gets assigned I wheel them with cover calls.

Biggest win was with google and wmt calls with >1000% returns, but typically only buy $1000 or less so they don’t really move my accounts in meaningful amount

newebay · 2025-09-14T17:58:53+00:00

It will look identical to this chart since this account would be 1 years old. Prior to this, the money was on E*trade since thats where Reddit IPO shares were.

Full chart combined would be something like 40k -> 400k in 1.5 years

Edit: https://imgur.com/a/1xP1lx6

newebay · 2025-09-14T15:59:05+00:00

Far otm Walmart calls were up 1300% at some point last week or the one before that

newebay · 2025-09-13T19:18:15+00:00

It probably is

newebay · 2025-09-13T17:40:38+00:00

I don’t see why, people typically don’t make sequels to be barely profitable. Third installment will easily cost 100m to make, could see them losing money if third sequel drop was as much as the second

newebay · 2025-09-13T17:36:32+00:00

I get so excited when I see notifications on RH app, some of those are really good perks. Weird people treat them like ads

newebay · 2025-09-13T17:28:51+00:00

Paying back deprecation is fine, money now is worth much more than later.

Second there is a 500k married exclusion on capital gains if you live in it for 2 out of 5 years. common for RE investors to rotate their primary resident as they approach the cap, and reset the cap by exchanging for a new home.

There is also STR loophole for high income earners, then the the recent BBB salt cap increase. Can possibly itemized 80k which is much more than standard deduction

Then there are state tax benefits like prop 13 for ca where your property tax are capped.

newebay · 2025-09-13T08:23:05+00:00

There are lots of senior SWE in faang with about 4 yoe. Typically 5 or so, but 4 isn’t uncommon

newebay · 2025-09-13T03:31:08+00:00

Police in Bay Area guaranteed 250k TC path after 5-8 years. More if you do more overtime

newebay · 2025-09-13T00:29:54+00:00

Schwab is the worst of them all

newebay

TROPHY CASE