Stage Analysis Investor
Joined October 2021
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This is not about preventing "50 schools" from running college athletics. Sen. Cruz had no issues when it was 5 SEC teams, 2 Big Ten teams, and Texas/Oklahoma, being the only teams able to have the talent and resources to win CFB championships.
Selling some of my $SBET lots. Yes, it will go higher, but selling some after ≈1000% in 12 trading days.
Should pass $100 a share easily by the time these would expire, but I took a screen shot of my returns and that seems like a good sign to take some off table.
$ETH
Will have more $$ to put on $CRMD @RyshabTalks
The amount of products I use from Palantir at work has 3x from beginning of the year. 1 is light years ahead of what I was using. 1 is so-so. The others I haven’t had enough time to give opinion.
Contrarian pick -- Ignore if you must--
Opened a 0.25% position in $SBET. As its name suggests, this is more-or-less (definitely more) a bet.
Current Market Cap: $600.13M
Current Enterprise Value: $598.76M
Assets not yet included in this: $460.26M (188,478 ETH at $2,441.93)
They are creating a flywheel of buying/staking/re-staking Ethereum. So
TTM revenue was a $3.43M
Current $ETH staking without no appreciation in the asset's base value, would nearly increase their revenue 600% by simple holding these assets on their balance sheet, which can be valued at fair value with FASB.
I think there will be a rush for Ethereum once staking is implemented to the ETFs in some way or another.
Not a typical thing for me to invest in, but the upside is too high to ignore.
Imagine companies holding $ETH (or frankly any other PoS Asset) that can use the rewards to pay out their traditional dividends to shareholders... or buy back shares while their revenue continues the dividends...
Hey, @hoomansv, losing the EV credit doesn’t hurt TSLA, the company that has to add additional interest free options in order to sell cars, it hurts all of the competitors..
I really don't understand the narrative of Tesla having to wait so long to get included into the S&P 500. I hear MSTR and HOOD people constantly saying they may get the TSLA treatment and have to wait years before they are allowed in....
Tesla had to wait long because it couldn't get 4 profitable quarters in a row. It wasn't Standard and Poor's fault... They reported they did in July 2020... didn't make the end of quarter add in September (Price crashed) but made it the following quarter in December.
Am I remembering this wrong...
Made three old videos public on my YouTube. Again, I suck at YouTube, but 2x is speed is a good watch. An old $CRWD Deep Dive one and two old portfolio valuation videos where I moved 11% of my portfolio to $HIMS at $2B market cap, 30% in $PLTR at $22B market cap, 16% $CRWD a 29B market cap.
Added a new one on $GTLB. No, I don't think it has the same opportunity as those three listed above. I do think it should be 2x higher though.