Best Idea(s) for 2025

[Luke]

28 minutes ago, Castanza said:

 

Your personal anger with Nintendo is causing you to throw the baby out with the bathwater. Pokemon is one franchise (albeit massive). However, if you're a shareholder why would you not want your company to aggressively protect their IP? Dragon Quest never pursuing a lawsuit against Nintendo is water under a bridge. The creator of Pokemon was also never shy about discussing where they got inspiration so who knows if the owners/creators of Dragon Quest ever cared. Yuji Horii has never discussed the topic from what I understand. Would you not invest in Apple because Jobs gets more cred and fame than Woz? Or MSFT because Gates bought a rip off of Gary Kildall and subsequently build Microsoft from there?  

 

 

 

also....

 

"Good artists, copy, great artists steal." - Pablo Picasso 

 

 

Yeah @whatstheofficerproblem, piracy scene is a nieche, many many people just buy the games online and enjoy them. Id be concerned if it grows significantly bigger, has to be monitored.

[Castanza]

11 minutes ago, Luke said:

Yeah @whatstheofficerproblem, piracy scene is a nieche, many many people just buy the games online and enjoy them. Id be concerned if it grows significantly bigger, has to be monitored.

 

Kids care about two things....is it fun and do my friends play? 

[brobro777]

1 hour ago, Luke said:

Yeah @whatstheofficerproblem, piracy scene is a nieche, many many people just buy the games online and enjoy them. Id be concerned if it grows significantly bigger, has to be monitored.

 

Yea my buddy and his sons are gonna buy a ton of Nintendo stuff regardless of lawsuits

 

Probably gonna go to Super Mario Theme Park soon too

 

 

[John Hjorth]

8 hours ago, Cod Liver Oil said:

...  and Saylor needs a lot more fiber in his diet. 
 

Not investment advice

 

@Cod Liver Oil,

 

This is just so good, it's almost killing me! 

[bizaro86]

7 hours ago, John Hjorth said:

 

@Cod Liver Oil,

 

This is just so good, it's almost killing me! 

+1 

 

I'm actively trying to quit reading the MSTR thread because every time I want to put on long 2x BTC//short 1x MSTR type trade. But Saylor needing Fibre was post-of-the-year calibre.

[MMM20]

On 12/12/2024 at 9:56 AM, MMM20 said:

 

I am buying MSOS for a bounce. I am also planning to buy and hold more TOKE longer term b/c I really like the portfolio (see below) and the manager has fully waived fees until they hit $50mm in AUM. I have my own favorites (I've owned GLASF common and series B pref/warrants for ~2.5 years and averaged up a bit in the common at ~$7 this year) but I think the group as a whole is priced to high returns right now. I also own Couche-Tard and Philip Morris on their own merits as cheap/fair compounders with misunderstood tailwinds but partly b/c I think they'll also benefit from US cannabis reform at some point.

 

My bullishness is dampened by the fact that I know I can be contrarian to a fault - and that I'm not personally comfortable with a big position in this sector for more than a month or so given the clear and obvious left tail risks like a DOJ crackdown. I figured I'd share anyway. Now watch MSTR blow me (and old man Buffett) away.

 

 

 

 

 

 

One of the smaller players, Vireo Growth (~3.3% of TOKE), is +170% today after announcing transformative combination at ~4-5x EBITDA https://www.globenewswire.com/news-release/2024/12/18/2998880/0/en/Vireo-Growth-Inc-Announces-75-Million-Financing-and-Acquisitions-of-Four-Single-State-Operators.html 

 

Not trying to turn this into a cannabis thread but I think it speaks to how bombed out and cheap the sector is.

 

[Xerxes]

I admit in contrast to last year 2024, there are barely any high conviction ideas in this thread for 2025

 

(Except some stuff on MSTR)

 

speaks to lofty valuations 

[frommi]

Evolution AB, you rarely can buy a company growing at 10-15%/year for a P/E <15. It has a large moat in its sector and the sector is also projected to grow double digits. It had lots of short term headwinds (tax rate, political turmoil in Georgia, Cyber attacks in Asia) this year.
BATS/IMB are also still very cheap.

Edited 3 hours ago by frommi

[Luke]

46 minutes ago, frommi said:

Evolution AB, you rarely can buy a company growing at 10-15%/year for a P/E <15. It has a large moat in its sector and the sector is also projected to grow double digits. It had lots of short term headwinds (tax rate, political turmoil in Georgia, Cyber attacks in Asia) this year.
BATS/IMB are also still very cheap.

good you remind me of the stock, its sitting in my account waiting to be added to next time i get cash

[whatstheofficerproblem]

Thanks all for the comments on Nintendo. My personal feelings aside, I genuinely think Nintendo as a stock is a buy. I do agree the piracy scene is niche, but I also stand on the statement that their games have been very mediocre to say the least.

 

PalWorld was an idea they could have easily implemented themselves. They have an option to develop a killer Open World game with the Nintendo franchise, yet they don't. They play it way too safe with their IPs and are shy about pouring money into Game Freak which is their studio.

 

If TTWO was shy about funding R* we wouldn't have GTA today. I think there is a big TAM in Video Game market that they can capture, especially given the fame of their IP but they are holding themselves back.

[Luke]

2 minutes ago, whatstheofficerproblem said:

Thanks all for the comments on Nintendo. My personal feelings aside, I genuinely think Nintendo as a stock is a buy. I do agree the piracy scene is niche, but I also stand on the statement that their games have been very mediocre to say the least.

 

PalWorld was an idea they could have easily implemented themselves. They have an option to develop a killer Open World game with the Nintendo franchise, yet they don't. They play it way too safe with their IPs and are shy about pouring money into Game Freak which is their studio.

 

If TTWO was shy about funding R* we wouldn't have GTA today. I think there is a big TAM in Video Game market that they can capture, especially given the fame of their IP but they are holding themselves back.

Yeah i get it, i played some of their recent games and i know developers that are better. Still, they are riding a massive wave of fans all over the world, parents, kids and adults

[Malmqky]

6 minutes ago, whatstheofficerproblem said:

Thanks all for the comments on Nintendo. My personal feelings aside, I genuinely think Nintendo as a stock is a buy. I do agree the piracy scene is niche, but I also stand on the statement that their games have been very mediocre to say the least.

 

PalWorld was an idea they could have easily implemented themselves. They have an option to develop a killer Open World game with the Nintendo franchise, yet they don't. They play it way too safe with their IPs and are shy about pouring money into Game Freak which is their studio.

 

If TTWO was shy about funding R* we wouldn't have GTA today. I think there is a big TAM in Video Game market that they can capture, especially given the fame of their IP but they are holding themselves back.

 

I do agree with this. Multiplayer, open-world pokemon would be interested for example.

 

I will take what Nintendo puts out over a half-finished, micro-transaction heavy, no soul game any day though.