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May 12 2021 07:14pm


If anyone is interested in exposure to the online car market, $SFT is a fantastic take. Really interested to dive into their earnings call tomorrow & their 10Q. I wouldn't be surprised if they have a significant portion of advertising ramping up their G&A expense. Really great growth & bright outlook at current valuation compared to competitors ($LOTZ, $CVNA, $VRM)

"Lithia Motors, Inc. is one of the largest providers of personal transportation solutions in the United States and is among the fastest-growing companies in the Fortune 500 (#252-2020). Consumers can buy, sell and service vehicles digitally or through our 188 coast to coast locations. Our mission statement, Growth Powered by People, drives us to continuously improve and to give back to our communities." - single largest holder at roughly 17%.

This post was edited by S3th on May 12 2021 07:21pm
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May 12 2021 09:00pm
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May 13 2021 02:12pm
DIS dumping ah

Coinbase, Baba, TDOC all dumped today.

All of these I have large positions in while the market is green.

Is this me irl?

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May 13 2021 02:18pm
Quote (ofthevoid @ May 13 2021 02:12pm)
DIS dumping ah

Coinbase, Baba, TDOC all dumped today.

All of these I have large positions in while the market is green.

Is this me irl?

https://www.youtube.com/watch?v=KV5QlSgq7lg


I also hold Disney, I thought it beat EPS estimates but I have not jumped into the report yet.

If anything I may consider buying more though. I believe an entire set of Marvel movies are coming this year and with reopening on the horizon I have few concerns for them.

This post was edited by SBD on May 13 2021 02:25pm
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May 13 2021 02:39pm
Quote (SBD @ May 13 2021 04:18pm)
I also hold Disney, I thought it beat EPS estimates but I have not jumped into the report yet.

If anything I may consider buying more though. I believe an entire set of Marvel movies are coming this year and with reopening on the horizon I have few concerns for them.


I agree, I think their revenue is going to explode over the next 12 months. So much pent-up demand, those parks are probably going to be mobbed.

They have a ton of IP for streaming too for streaming which i think they are just getting stared on.
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May 13 2021 03:13pm
It’s down on report

buy and hold this one. Only one that doesn’t have me completely shook atm
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May 13 2021 03:43pm
Quote (Bazi @ May 13 2021 10:13pm)
It’s down on report

buy and hold this one. Only one that doesn’t have me completely shook atm


Thought Luckin Coffee was doing well ?
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May 13 2021 03:51pm
Quote (dro94 @ May 13 2021 04:43pm)
Thought Luckin Coffee was doing well ?


:eye roll

What’s your 2020 and to date 2021 investment return looking like?

This post was edited by Bazi on May 13 2021 03:52pm
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May 13 2021 03:54pm
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May 13 2021 04:02pm
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