UK Posted January 29 Posted January 29 (edited) 4 hours ago, Junior R said: MSFT It has risks with/very large exposure to Open AI and traditional software, yet valuation is very similar to GOOG. So why not GOOG insted of MSFT? Edited January 29 by UK
Junior R Posted January 29 Posted January 29 (edited) 19 minutes ago, UK said: It has risks with/very large exposure to Open AI and traditional software, yet valuation is very similar to GOOG. So why not GOOG insted of MSFT? Small position .. MSFT selling is over blown ...market doesn't like that a high amount of accounts receivables from open-ai ... this is a quick swing trade Also own some google already I think Google trades at higher valuation then MSFT now Edited January 29 by Junior R
thowed Posted January 29 Posted January 29 A smidge more FFH, I can't resist adding under 2220 at the moment.
valueseek Posted January 29 Posted January 29 1 hour ago, UK said: It has risks with/very large exposure to Open AI and traditional software, yet valuation is very similar to GOOG. So why not GOOG insted of MSFT? MSFT at low 20s forward PE. Googl at high 20s forward PE. FCF valuation both are bloated with google more so.
Saluki Posted January 29 Posted January 29 I'm nibbling on a few things slowly. Picked a little POWW, one of my trading sardines. Bought a few shares each or PYPL, ZETA.
moatrep Posted January 30 Posted January 30 (edited) Dom pizza PLC (UK) If they start share buybacks like 3 years ago this is an easy 10 percent return long term, or 50 percent multiple adjustment short term. There is a new CEO coming soon, and it will depend on him, but anyways it's a solid business. Pd: I got the idea from Spek, and since i'm an small investor I get a free tax allowance on the UK dividends. Edited January 30 by moatrep
hasilp89 Posted January 30 Posted January 30 (edited) 1 hour ago, moatrep said: on him or her - as a large bag holder i'm open to all candidates that will make the stock go up Edited January 30 by hasilp89
Cod Liver Oil Posted January 30 Posted January 30 (edited) I assume they will sandbag earnings in a few days so more Nintendo in the US <15.50 and more in Japan <10,000. I’m eating the hair of yen vol, memory prices and project Genie. I'll go to the gym so I stop buying this mother-f.. At some point, Tom Cruise or Jesus will intervene. Edited January 30 by Cod Liver Oil
Saluki Posted January 30 Posted January 30 I got assigned some shares from puts I sold on Coupang and may get more by the end of the day, which is why I was reluctant to add the past few days. Picked up some NTDOY, I couldn't resist.
DooDiligence Posted January 30 Posted January 30 14 minutes ago, Cod Liver Oil said: I assume they will sandbag earnings in a few days so more Nintendo in the US <15.50 and more in Japan <10,000. Tarred by the yen and SaaS at this point. I'll go to the gym so I stop buying this mother-f.. Leave your phone in the car to avoid buying more between reps
Junior R Posted January 30 Posted January 30 37 minutes ago, Saluki said: I got assigned some shares from puts I sold on Coupang and may get more by the end of the day, which is why I was reluctant to add the past few days. Picked up some NTDOY, I couldn't resist. Hopefully same price when Tokyo opens Monday..
Red Lion Posted January 30 Posted January 30 Added to OWL today. The underlying story is still uncertain here, but the valuation seems to low for me. It's a capital light alt manager trading at a fat dividend yield and nice metrics compared to the competition. Every other day there's a new negative article on private credit, and OWL certainly seems to swim in some of the murkier ends of the private credit pond. Bottom line, if they continue to raise AUM/FRE like they have over the last few years this will be a homerun, even if they raise AUM/FRE by mid-high single digits, I think this will be a satisfactory outcome. So far they still seem to be raising capital, so I'll roll the dice.
backtothebeach Posted January 30 Posted January 30 On 1/27/2026 at 8:46 PM, brobro777 said: Ate a loss and covered my silver futures short Holy moly the price action looks so strong it might as well hit $200! Dang! 3 days early. Trading bubbles is hard.
brobro777 Posted January 30 Posted January 30 30 minutes ago, backtothebeach said: Dang! 3 days early. Trading bubbles is hard. Oh yea before entering the small short silver short in March 2026 I expected this scenario to happen - get insanely tempted so I short and then it squeezes on me hard so I eat the loss, just for the trade to work out massively in potential profits afterwards, just so the gods or the universe can rub shit in my face for yet another reminder as to how much of a fucking dumbass I can be. After it happens to you enough times you get used to it though haha
DooDiligence Posted January 30 Posted January 30 Dammit, at least I got a little good eBay metals action.
Eng12345 Posted January 30 Posted January 30 44 minutes ago, backtothebeach said: Dang! 3 days early. Trading bubbles is hard. Its all sheep to the slaughter
backtothebeach Posted January 30 Posted January 30 11 minutes ago, brobro777 said: Oh yea before entering the small short silver short in March 2026 I expected this scenario to happen - get insanely tempted so I short and then it squeezes on me hard so I eat the loss, just for the trade to work out massively in potential profits afterwards, just so the gods or the universe can rub shit in my face for yet another reminder as to how much of a fucking dumbass I can be. After it happens to you enough times you get used to it though haha Lol, we've all been there
Jaygo Posted January 30 Posted January 30 bought some more West red lake gold. I should add this is a average down 15% from two days ago. Timing eh!
Junior R Posted January 30 Posted January 30 2 hours ago, Red Lion said: Added to OWL today. The underlying story is still uncertain here, but the valuation seems to low for me. It's a capital light alt manager trading at a fat dividend yield and nice metrics compared to the competition. Every other day there's a new negative article on private credit, and OWL certainly seems to swim in some of the murkier ends of the private credit pond. Bottom line, if they continue to raise AUM/FRE like they have over the last few years this will be a homerun, even if they raise AUM/FRE by mid-high single digits, I think this will be a satisfactory outcome. So far they still seem to be raising capital, so I'll roll the dice. will also add more soon...I think they are recycling articles ...the drop yesterday was due to Bloomberg article about 17% outflow on tech fund which was already out there for a month lol
brobro777 Posted January 30 Posted January 30 3 hours ago, backtothebeach said: Lol, we've all been there For some strange reason Silver going up 130% from $50 in late Nov to $120 this month reminded me of the Nasdaq Composite going from 2600 in Oct 99 to 5000 in March 2000. I think it was Paul Tudor Jones who said the biggest gains come at the end of bubbles Today's action was historic, I think - Gold and Silver combined for $15Trillion loss, Silver down 35% at one point, etc. They say selling begets selling and I think volatility too. Maybe this is just the start there's a lot more action to come for the rest of the year I welcome it, gimme more volatility baby! haha
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