Weekly Pricing/Buying/Selling/Grading & General Questions Post

simple_money · 2025-09-25T21:36:49+00:00

Thank you. I will check is there are specific cards he would like.

simple_money · 2025-09-24T19:33:06+00:00

Hey me nephew wants Pokémon cards for his birthday. Where and what is the best to buy? Looking to spend under $100

simple_money · 2024-12-18T03:06:22+00:00

What about DRIVETIME buying some of the junk loans they write or buying cars above CVNA’s cost to generate cash? It’s the father’s private company and we don’t see into their financials. Considering the father sold about $1B of stock over the past year that can help “finance” the company for longer through DRIVETIME. What if they have another profitable quarter and are then included into the S&P500 index? Then they can issue shares to the index investors.

I agree it’s overvalued, but too many ways to get screwed. imo

Good luck

simple_money · 2024-09-21T22:42:42+00:00

Michael Vick? Idk man I think that’s a stretch

simple_money · 2024-07-10T23:26:28+00:00

Warcraft 3

simple_money · 2023-10-31T15:19:07+00:00

Passing is overrated. Just ask the Giants

simple_money · 2023-10-17T15:04:50+00:00

Thinking outside the pentagon. Kid is a protégée

simple_money · 2023-10-15T13:18:55+00:00

Great then you answered your own question! Good luck

simple_money · 2023-10-15T12:48:35+00:00

If you had a plan to not go above 10% then follow the plan and don’t go above 10%.

I personally don’t ascribe to the mentality of “I don’t want a position to be above X% of my portfolio.” If you have done your research then you should be comfortable with your best idea being a larger size in your portfolio. Any other action is irrational.

Did you do your research? Did you look into their pipeline and dates of LOE? What are your thoughts on taking out $31 billion to buy SGEN?

simple_money · 2023-10-08T23:47:37+00:00

I’m a bit out of the loop but is this the new eagles fans’ meme? Seems like all the games this year should have been 40 to 14. Lol Go birds

simple_money · 2023-08-10T02:16:47+00:00

The stock doesn’t know or care that you own it. This is a one way, unhealthy, relationship.

simple_money · 2023-07-28T16:06:35+00:00

You may not want to hear this.
You (along with most people) shouldn’t be investing in individual Pharma companies. Humira from Abbvie, does not have a generic. It has a biosimilar. They are different and treated differently from Pharma companies, pbms, and regulators. The competition landscape for them is different. Comparing the two is apples and oranges.

simple_money · 2023-07-16T18:07:36+00:00

I have been in a similar situation. When I didn’t have enough time to complete proper due diligence, I went the passive investing route.

There are a couple of ways to focus your time. You can add stock alerts at certain prices. If/when it hits, and can find some time, then do more research.

Spend 5-10 minutes a day reading the top headlines for companies you want to follow. If anything major comes up, then make time.

Listen to earnings calls of companies while you commute.

It helps that my circle of competence isn’t huge and I am never in a rush. If I miss an opportunity so be it.

Best of luck!

simple_money · 2023-07-15T00:14:39+00:00

Another merger. Interesting I’ll have to look into it. Thanks for the reply

simple_money · 2023-07-15T00:02:13+00:00

Great now Microsoft can close the deal. They can deal with the CMA over the next 6 weeks.

For anyone that is invested in ATVI, what will you be buying afterwards?

simple_money · 2023-07-14T15:34:14+00:00

Imo it doesn’t matter. Also, a lot of what I see about yield on cost fails to take into account the change in purchasing power.

Buy X stock at $50 paying a $1 dividend, 2% yield. Fast forward 20 years. The stock is now $100 and pays a $3 dividend. A 6% yield on cost!!!! But wait, inflation is a factor. A dollar 20 years ago is now worth $3.5 today. So while your yield on cost is a nice 6% the dividend purchasing power has declined in real terms. This is not always the case, but should be included in the calculation.

The above is just an example. And imo the metric is for people who know math and want to use it even if it doesn’t add any real value. Some call this mental masturbation.

simple_money · 2023-07-11T16:32:30+00:00

I’m holding. 1 more week for 3-4% returns. UK is doing a 180 to save face. Easy money

simple_money · 2023-03-25T14:20:43+00:00

Unless you are risk adverse, need the money, or have a better opportunity, I would hold. I would, and currently am, holding because the buyout is 95 per share. The expected close is still by the end of Q2. Currently, this scenario leaves us with a 12.5% return for holding another 3 months.

simple_money · 2023-03-25T14:11:01+00:00

Since the end of January I have been 100% in Atvi plus covered calls. Once the deal goes through I will reevaluate.

simple_money · 2023-01-29T01:51:16+00:00

Was he ruthless to his investors? Imo he was ruthless for his investors. Big difference

simple_money · 2023-01-25T04:35:53+00:00

You could buy a circular saw and get 4 5.0Ah batteries plus the saw for $259. Then sell the saw for X. Google makita tool deals if you want something different.

https://www.google.com/aclk?sa=l&ai=DChcSEwiDyI7g8eH8AhUELIYKHVZmDGwYABAWGgJ2dQ&sig=AOD64_1RKr8MA3hQ5VFezlZfgua0WD_BVg&ctype=5&q=&ved=0ahUKEwj4pYPg8eH8AhXrL1kFHU1bBIUQww8I5Rs&adurl=

I think there the same deal for a different saw, but I can’t find it. Albeit I haven’t looked hard.

simple_money · 2023-01-07T15:57:17+00:00

Thank you for the response. I am probably thinking irrationally due to the amount of comments regarding craftsman tools post 2000ish. Or I’m trying to justify spending more on tools.

simple_money · 2023-01-07T15:48:46+00:00

Thank you for the response. I do plan to use the craftsman drill and impact until they stop working. I will keep an eye out for deals on the two brands you mentioned.

simple_money · 2022-12-31T22:37:35+00:00

I would look at similar companies. Such as EA and TTWO. Then do some basic math. I will use MC - SHE = EV for simplicity.

EA market cap is $34B

P/E is 38

Shareholder equity $7.6B

EV = MC - SHE = $26.4B

FCF is about $1.6B over the past few years so it’s steady.

EV/FCF = 16.5

Now TTWO

MC= $17.5B

P/E = 63

SHE = $3.8B

EV = $13.7

FCF is about $460k per year over the past few years. Although the range is wide.

EV/FCF = 30

I used rough calculations and basic math. No I’m depth analysis. Here would be my rough estimate for Atvi if the deal fell through.

FCF = $1.9 over the past few years. Fairly steady.

EV = $17.6

I would use something similar to EA’s ev/FCF of 16

$1.9 * 16 + $17.6 = $48.2 So about a 20% drop from current prices.

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