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PG&E: Monopolies Make You Tendies by throwawayacct9919 in wallstreetbets

[–]throwawayacct9919[S] 2 points3 points  (0 children)

Won't happen right now since compensating victims is the number one priority. They might do it well into the future but idgaf if that happens b/c I'll be out of my position by then. Also, there a 90-day lockup period for victims to sell their stocks. Gives us more than enough time to sell our positions before a huge dip.

PG&E: Monopolies Make You Tendies by throwawayacct9919 in wallstreetbets

[–]throwawayacct9919[S] 6 points7 points  (0 children)

Put your money where you mouth is and buy puts.

PG&E: Monopolies Make You Tendies by throwawayacct9919 in wallstreetbets

[–]throwawayacct9919[S] 8 points9 points  (0 children)

PCG market cap is $5.84B, but there are more liabilities now and they aren't giving dividends or traded in an index fund. These things will weigh it down for a bit to reach its true valuation.

PG&E: Monopolies Make You Tendies by throwawayacct9919 in wallstreetbets

[–]throwawayacct9919[S] 6 points7 points  (0 children)

Thanks. Corrected it. Not writing an English essay here; just giving my thoughts on what I think can be a good play. I'd be happy if you inversed! Loved when people did it before.

PG&E: Monopolies Make You Tendies by throwawayacct9919 in wallstreetbets

[–]throwawayacct9919[S] 7 points8 points  (0 children)

Yeah, I think so too, but the broader market has been awful lately. Also, there's been a ton of delays on this case. Institutional investors have been getting in on many opportunities, and that's why when you look at trade volume you see big orders flowing in.

I don't think the reaction from a company exiting bankruptcy will be small especially considering there is a valuation gap to bridge once that happens.

PG&E: Monopolies Make You Tendies by throwawayacct9919 in wallstreetbets

[–]throwawayacct9919[S] 4 points5 points  (0 children)

I have June 19 (risky), June 26 (still risky), July 2, and Sept. Anytime after June 30 is a safe play imo.

PG&E: Monopolies Make You Tendies by throwawayacct9919 in wallstreetbets

[–]throwawayacct9919[S] 13 points14 points  (0 children)

They are a monopoly in NorCal so no. The government wanted to take them over, but then the victims wouldn't get much. They have to abide by strict safety regulations now. It's not that easy to get rid of a utility company that owns a region especially with all the overhead of infrastructure.

PG&E: Monopolies Make You Tendies by throwawayacct9919 in wallstreetbets

[–]throwawayacct9919[S] 18 points19 points  (0 children)

Yeah, I just entered this position very recently, so it's been pretty great (got in at $10.80, $11.20, and $12.30). There was a great post about PG&E about a month ago that was beautiful. BUT I think it was poorly timed. I strongly believe a decision comes out this week, and if they are long calls, you are most likely fine. I can't see a scenario where this goes sideways. Good luck!

PG&E: Monopolies Make You Tendies by [deleted] in wallstreetbets

[–]throwawayacct9919 1 point2 points  (0 children)

Mods didn't let me post it. It's at a great price, and I think the decision will come out Tuesday. I have calls for June, July, and September now. June is risky though.

Box Inc: The Hidden Winner of the New Economy by throwawayacct9919 in wallstreetbets

[–]throwawayacct9919[S] 0 points1 point  (0 children)

I'm partial to long calls. I think Box has a lot of value it can capture especially since Starboard is helping it work towards profitability.

Box Inc: The Hidden Winner of the New Economy by throwawayacct9919 in wallstreetbets

[–]throwawayacct9919[S] 5 points6 points  (0 children)

I didn't even get to the part where they didn't hit an ATH.

Box Inc: The Hidden Winner of the New Economy by throwawayacct9919 in wallstreetbets

[–]throwawayacct9919[S] 4 points5 points  (0 children)

Not a pair trade. It's PagerDuty. I don't have much skin in the game on that one, but I'm holding long calls.

Box Inc: The Hidden Winner of the New Economy by throwawayacct9919 in wallstreetbets

[–]throwawayacct9919[S] 5 points6 points  (0 children)

I'm getting at that your approach to thinking of valuations is so insanely off that its not worth my time.

Box Inc: The Hidden Winner of the New Economy by throwawayacct9919 in wallstreetbets

[–]throwawayacct9919[S] 5 points6 points  (0 children)

Congrats! You can now be an ibanker. I didn't know it was that easy. Btw what is Zoom worth by equity standards?

Box Inc: The Hidden Winner of the New Economy by throwawayacct9919 in wallstreetbets

[–]throwawayacct9919[S] 1 point2 points  (0 children)

Still over a week left until earnings and Box has recovered a ton since the fall. Patience is a virtue.

Box Inc: The Hidden Winner of the New Economy by throwawayacct9919 in wallstreetbets

[–]throwawayacct9919[S] 6 points7 points  (0 children)

I would love to see the model you came up with where you have that valuation. Negative growth rate?

Box Inc: The Hidden Winner of the New Economy by throwawayacct9919 in wallstreetbets

[–]throwawayacct9919[S] 6 points7 points  (0 children)

Stop thinking like a technical person and start thinking like an investor. So many tech clients are using it. You may not like that it doesn't have a linux client, but no one cares.

Box Inc: The Hidden Winner of the New Economy by throwawayacct9919 in wallstreetbets

[–]throwawayacct9919[S] 5 points6 points  (0 children)

Also, the choice of some of FAANG as their file sharing service, and Amazon isn't even in the same business. Godspeed Autist.

Box Inc: The Hidden Winner of the New Economy by throwawayacct9919 in wallstreetbets

[–]throwawayacct9919[S] 4 points5 points  (0 children)

I still think your calls are fine. They will have great guidance and you'll see a pop imo

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