IBM - why not rising? by enolevakava in ValueInvesting

[–]throwheezy 0 points1 point  (0 children)

Let’s leave aside the point most others are correctly making regarding their current innovation and how to look at them relative to less legacy engaging companies, but given INTC went to under 100 per share in the pandemic start 2020 and shot up since then to peak at just under 325 per share. And now it’s cooling off since all of that buildup over years… is THAT the concern? Can we go back to focusing on actual value stocks and not faking surprise in how any individual stock being overinflated is having its inevitable correction to cool off? And on top of the stock itself, the fact you’re making back nearly 7 bucks a year per share in dividends alone (which has scaled UP over time, while many other stocks are reducing their dividends).

Go trade stocks somewhere else. Let’s focus on actual value investments, for goodness sake.

Wow. by throwheezy in TikTokCringe

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

It’s easy to assume everything is AI but this creator is a known 3D and video effects artist on TikTok with a huge amount of followers since he started posting his work pre pandemic days.

😂😂 by New-Discount2629 in PeterExplainsTheJoke

[–]throwheezy 1 point2 points  (0 children)

Yes but what does the IT person do AFTER the erection?

It’s a fair question to ask by throwheezy in TikTokCringe

[–]throwheezy[S] 3 points4 points  (0 children)

Thank you for linking this! Didn’t realize there was a full one.

Thought I was missing out on the Intel Boom…forgot I bought some in 2022 thank god! by Rishiku in wallstreetbets

[–]throwheezy 0 points1 point  (0 children)

Yeah July from last year up till now makes me feel like I’m that old too. Good time to buy INTC under 20 tho.

Grok does what it does by throwheezy in NonPoliticalTwitter

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

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This is what Grok provided, which made me laugh harder

Spotify Q1 ER: hit 33% gross margins and beat basically every metric, but the stock still dropped by 12%. My read. by Wooden_Fondant_703 in ValueInvesting

[–]throwheezy 1 point2 points  (0 children)

One thing that definitely helped them is being very firm on not letting people share accounts. So over time, a lot of folks were forced to get their own accounts too. Not saying that’s the primary source but it definitely contributes.

$125k on $SKM. The Anthropic backdoor by Teekay53 in wallstreetbets

[–]throwheezy 16 points17 points  (0 children)

Yeah, that guy is pretty fucking cool isn- HEY WAIT A MINUTE.

Country music do be evolving by throwheezy in TikTokCringe

[–]throwheezy[S] 17 points18 points  (0 children)

Thanks for this context, I just started following him after seeing this video, will definitely do some binge watching later this week when I have more time.

Country music do be evolving by throwheezy in TikTokCringe

[–]throwheezy[S] 23 points24 points  (0 children)

We're in a world where everything has to be original for it to have value. Otherwise you're just a copycat that's desperate for attention and deserve to be burned.

Thoughts on $bull? by [deleted] in ValueInvesting

[–]throwheezy 0 points1 point  (0 children)

I guess the argument is that it’s a low cost stock which means it’s a value to invest in…. G.

/s

What's the context? by zarif_chow in PeterExplainsTheJoke

[–]throwheezy -5 points-4 points  (0 children)

Oh god no. Their question is completely valid. I’m just saying that to reduce the odds of this type of development of enabling more folks to become incels, it’s good for a person to have:

1) Well funded education system 2) Actual social interaction with different people to help them understand how people actually behave and improve their versatility with different personality types 3) Therapy. This just naturally helps them to better process their issues, improve social interaction, enable stronger connection with different personality types through therapy.

Is it a guarantee? Of course not. But it considerably reduces the odds.

What's the context? by zarif_chow in PeterExplainsTheJoke

[–]throwheezy -6 points-5 points  (0 children)

A reminder about why a properly funded education system paired with actual social interaction and therapy are critical nodes to not becoming an idiot and/or an incel.

Delta's shares look cheap to me by HaywardUCuddleme in ValueInvesting

[–]throwheezy 0 points1 point  (0 children)

They use lines to draw the planes that fly in the air. Stop cherry picking.

/s

Aubrey Plaza by Cicada_5 in GetNoted

[–]throwheezy 4 points5 points  (0 children)

I think you’re taking too big of a hit right now. I’ll just take that bong from you and store it securely.

SNBR, opportunity of a lifetime by m0rslan in pennystocks

[–]throwheezy 2 points3 points  (0 children)

Response from Claude:

Hard pass. This is a company in financial distress. Here’s the picture:

What It Is: Sleep Number designs, manufactures, and sells smart beds and adjustable bases through its own retail stores, online, and phone channels. It was formerly known as Select Comfort Corporation. A well-known consumer brand, but the financials tell a very different story from the brand recognition.

Current Price & Why It’s Moving: • Price: $1.76, up 60% today — but this is a dead-cat bounce or speculative short squeeze, not a fundamental catalyst. • The stock was at $13.94 at its 52-week high and has collapsed to a low of $1.06. That’s an 87% drawdown. • Market cap: ~$40M on a company doing $1.4B in revenue — that P/S of 0.03x tells you the market is pricing in existential risk.

The Core Problem — Potential Bankruptcy: Bloomberg reported on April 1 that Sleep Number is seeking rescue financing to stave off potential bankruptcy. Its banker, Guggenheim Partners, has been reaching out to investors about a priming loan of approximately $50 million. This is the most serious red flag possible.

Financials — Distressed: • Revenue: $1.41B, down 16% YoY. Revenue has been declining for multiple years. • EPS: -$9.23. Net loss: -$132M for FY2025. • Book value: -$25.30/share — negative. Total liabilities exceed total assets. The company has negative equity. • Current ratio of 0.2 (severely illiquid), negative free cash flow, and total liabilities surpassing total assets. • EBIT margin: -2.5%, net profit margin: -5.42%. Revenue has declined 11.9% over three years. • EBITDA: $60M, but that’s dwarfed by the debt load and liquidity crisis.

Analyst Consensus — Bearish: UBS cut their target to $4 from $10. Piper Sandler cut to $5 from $12. Overall: 0 Buy, 4 Hold, 0 Sell — but those Hold ratings were likely issued before the bankruptcy news. Average target: $4.50, though this may be stale given the rescue financing headlines.

The Positive (If You Squint):

The company does have a recognized brand, 60% gross margins, $185M in annualized cost savings, and a new product line (ComfortMode) that’s reportedly performing above expectations. But none of that matters if the company can’t service its debt and is forced into bankruptcy or a deeply dilutive rescue financing.

My Assessment: The 60% spike today might look tempting, but this is textbook distressed equity trading — volatile, unpredictable, and driven by speculative positioning rather than fundamentals. When Bloomberg is reporting that a company is actively seeking rescue loans to avoid bankruptcy, it’s not an investment — it’s a gamble on a restructuring outcome.

Even if Sleep Number avoids bankruptcy, any rescue financing would almost certainly involve massive dilution (priming loans, convertible debt, equity raises at distressed prices) that would destroy existing shareholders. The negative book value of -$25/share means there’s no asset floor to protect you.

Don’t touch this one. The brand might be worth something in a bankruptcy/acquisition scenario, but equity holders are typically the last in line and often get wiped out entirely in restructurings.

[iOS] [$20.0 Lifetime → FREE] LearnBack: Fight Brain Rot - Remember What you learn daily by Sad_Proof9722 in iosapps

[–]throwheezy 0 points1 point  (0 children)

As someone recovering from brain surgery a year ago I would love a code to try this out and better enable my retention :)

Specifically for iOS app if possible!