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What are you buying today?


LowIQinvestor

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On 4/20/2021 at 10:26 AM, wabuffo said:

IDN -  Intellicheck.  Very speculative micro-cap.  Could be a mistake.

 

 

 

Wabuffo

This is interesting. Hard to see if their current edge in technology lasts. But the CEO has a good record of growing & selling off businesses.

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I did the same. Prefer puts but the premium is a bit high.

NFLX has quite a bit of headwinds ahead of it. Competition is not going anywhere and will just intensify, I am not sure where they can squeeze additional growth, and with COVID winding down, my guess is more people would prefer to be outside vs. their living room.

I also rarely short so this is a smaller % of the portfolio compared to Greg's above.

Edited by LC
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On 4/20/2021 at 1:26 PM, wabuffo said:

IDN -  Intellicheck.  Very speculative micro-cap.  Could be a mistake.

 

 

 

IDN has nice growth potential and valuation is "cheap". Seems like they use AAMVA/DMV database for ID verification. I am curious do they have exclusive right to the use of databases for ID check? Can any other company also offer similar service by accessing the same databases?

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