Boiler Room: The Official Stock Market Discussion

[FabTrey]

this chart says it all in regards to meal delivery, shyt is going to decline when people are able to go back to worry free dining, it will grow over time but it's not the future. people aint paying 15-30% more for delivery when they can dine out or they're back in their normal routine of commuting to/from work and school and can just stop by a spot on the way home and pick food up themselves

i always pick up my food through door dash tho.

it's a good space to invest in i feel. pandemic changed the way people behave. it's the new normal. and ordering food has never been so easy. i just go to app and few clicks and it's done. and when i get to the restaurant food is ready to be picked up without much interaction. the convenience factor is undeniable. and dining in the restaurant will come back, but i highly doubt it will keep people from ordering. why can't both boom?


but i'll pass on DASH for now. i'm just not gonna bother getting in cuz it's too early and i hate IPOs.

 

[dora_da_destroyer]

i always pick up my food through door dash tho.

it's a good space to invest in i feel. pandemic changed the way people behave. it's the new normal. and ordering food has never been so easy. i just go to app and few clicks and it's done. and when i get to the restaurant food is ready to be picked up without much interaction. the convenience factor is undeniable. and dining in the restaurant will come back, but i highly doubt it will keep people from ordering. why can't both boom?


but i'll pass on DASH for now. i'm just not gonna bother getting in cuz it's too early and i hate IPOs.

Do you not see that jump? That’s not being maintained, no one is saying it will die, but it will go back down yet still be above pre pandemic levels...somewhere back along its original growth curve

I think a lot of y’all need to go on some reddit boards with restaurant owners or talk to restauranteurs, they don’t like these services but they’re necessary right now. There are at least 30% more restaurants on DD in the Bay Area than who were on there pre pandemic, and that’s not simply due to growing popularity, a lot knew about these apps and refused to play ball because of the fees, but right now it’s do or die.

I’ve already said people will make money short term with DD, but this idea of them trading at $400-500 long term, short of acquiring grubhub or adding a whole new line of business, is absurd

 

[Doomsday]

@Doomsday buy IDEX now or nah

I already flipped my IDEX shares for a quick 2x and got out. Can't call it now, I'm loading up for DASH debut in the next few weeks. Aside from ARKG, that's what my focus is on.

 

[mannyrs13]

yep...I hate to bring my crypto anecdotes into here because it operated differently but quick story...at the height of it I rode 3 projects heavy and another dude had 30+...our portfolios had the same value...difference being I only had 3 projects so my shyt rose faster than his...conversely when shyt hit the fan my portfolio dropped way faster so I was forced to panic sell...because he had more steady projects his shyt bled out slowly and he was able to strategize how to handle the blowback...at the end of the day you’re right there’s no rules to the shyt...only thing I would say is those who are looking to minimize their holdings just make sure they’re putting all their eggs in the right baskets because their shyt will take a major hit if they’re not backing the rights plays and only have 3-4 companies they’re fukking with...btw this is not directed at anyone in particular...the ppl who are most vocal in this thread know what they’re doing...just offering some potentially related advice for those who are unsure...ultimately different strategies work for different ppl

Quite the interesting conversation in here today. I feel like it don't matter if you have one stock or ten or sixty. If you can't handle the mental grind and swings, it'll be hard to survive. Mentioning crypto like you said, I remember I got into Link when it was around $6 and then it had the run up to $20. Then that drop happened all the way down to like $7 and now back up to $14. Wish I would've sold some at $20 and secured profits to try and buy back more on the drop but unfortunately I didn't and good thing I didn't sell at $7 and waited for the ride back up. Hopefully it goes back up over ATH but just like stocks, you gotta have a clear head for this type of thing and remain focused on what your long and short term plays are. Not every stock is like Tesla that shoots up quick but nobody knows what a stock may do. There is some risk involved in investing overall. Nobody could've predicted last year that the market would crash the way it did or have such a quick comeback. Some stocks may be safe plays and move sideways but that depends on the investors goals and timeframe. All the FAANG stocks and companies like Microsoft have made decent gains over these past 5 years. May not be as great as Tesla but good to have some stability. I feel like I can cut some of my unknowns like some pennies but they so low in total value that its not worth the hassle, especially in such a small timeframe like less than a year and the amount returned wouldn't be enough to make any major moves with. I do have an interest in selling another mutual fund. One that I'm up 17% or one that I'm up 15% in. The 15% has a higher expense ratio and a bit less of a dividend yield. They each are like 3-4% of my total account so not much in value. Can prolly sell both and get 5 more shares of Tesla and the rest in something else or save it for a rainy day in that account. Gotta see how I feel in the morning.

 

[mannyrs13]

Surprised but then again I'm not at the high UE ratio in Miami. When I was working and running 3 apps, most of my pings were coming from UE, atleast 80% of them if not more. See thats only October but wouldn't be surprised if it were the same in previous months or close enough. Looking at the DD since thats what the one being IPO and discussed is, guess it depends on the city just like all the other ones. These companies usually run promotions in certain markets to lure in customers and people may have different coupons from each company so one may not always outperform the other. DD does have a good thing with that Dash Pass feature tho. I messed with them when I was working earlier in the year and had that cuz I would order from them often, but cancelled since I don't have a use for them. Lets see how they do but I'm not expecting much out of them overall.

 

[FabTrey]

Do you not see that jump? That’s not being maintained, no one is saying it will die, but it will go back down yet still be above pre pandemic levels...somewhere back along its original growth curve

I think a lot of y’all need to go on some reddit boards with restaurant owners or talk to restauranteurs, they don’t like these services but they’re necessary right now. There are at least 30% more restaurants on DD in the Bay Area than who were on there pre pandemic, and that’s not simply due to growing popularity, a lot knew about these apps and refused to play ball because of the fees, but right now it’s do or die.

I’ve already said people will make money short term with DD, but this idea of them trading at $400-500 long term, short of acquiring grubhub or adding a whole new line of business, is absurd

ton of graphs look like that in 2020

once the hype dies that's when i'll consider it to add to my m1. we live to eat. this ain't no disruptor. rather it's a very nice player for now and the future.

 

[chineebai]

HDSN - cold storage for vaccine play. hoping for 2.50+

 

[FabTrey]

weed stocks been on a fire lately. i'll buy some if it crashes again. patience is the key in this space. i'll get into HEXO again if it drops. i ate some, but not alot.

 

[mr. smoke weed]

I already flipped my IDEX shares for a quick 2x and got out. Can't call it now, I'm loading up for DASH debut in the next few weeks. Aside from ARKG, that's what my focus is on.

Arkg for me too. Looks like ftek can run again

 

[Scholar]

But business insider said Cadillac super cruise was the better autopilot software

That whole ranking system was based on how much the car makes you check in to make sure a driver is paying attention. Tesla has the best FSD system so makes sense that the car wouldn’t require constant check ins. People who just read headlines would never know that though. That’s why we Tesla gang, we do research.

And that one poster is bullish long term in DoorDash comparing it to Tesla :mjlmao:
Almost half their clientele base ain’t even loyal. This is strictly at best a quick flip of hype .

Yeah I saw that post too. Atm moment door dash doesn’t a major competitive advantage so I do not see a Tesla like run.

Do you not see that jump? That’s not being maintained, no one is saying it will die, but it will go back down yet still be above pre pandemic levels...somewhere back along its original growth curve

I think a lot of y’all need to go on some reddit boards with restaurant owners or talk to restauranteurs, they don’t like these services but they’re necessary right now. There are at least 30% more restaurants on DD in the Bay Area than who were on there pre pandemic, and that’s not simply due to growing popularity, a lot knew about these apps and refused to play ball because of the fees, but right now it’s do or die.

I’ve already said people will make money short term with DD, but this idea of them trading at $400-500 long term, short of acquiring grubhub or adding a whole new line of business, is absurd

This is a really good point. NYC is looking at legislation that would reduce the fees delivery services can charge because they are killing shops


What stops Tesla from robotaxis and food delivery via that fleet when they achieve level 5? Nothing

 

[Scholar]

Square is a 100% buy right now

Their advertising is a1. They been on twitch nonstop, sponsoring events , I think a twitch streamer house, and they just dropped a clothing line geared towards a young consumer segment. https://cash.app/cashbycashapp

Square gets it and seems like the future of banking and its embrace of Bitcoin is a1too. This is a smart buy.

Square, Tesla, and PACB

These are Ws

 

[DaddyFresh]

That whole ranking system was based on how much the car makes you check in to make sure a driver is paying attention. Tesla has the best FSD system so makes sense that the car wouldn’t require constant check ins. People who just read headlines would never know that though. That’s why we Tesla gang, we do research.



Yeah I saw that post too. Atm moment door dash doesn’t a major competitive advantage so I do not see a Tesla like run.



This is a really good point. NYC is looking at legislation that would reduce the fees delivery services can charge because they are killing shops


What stops Tesla from robotaxis and food delivery via that fleet when they achieve level 5? Nothing

Doordash going bankrupt or getting bought out in 5-10 years. I’m pretty sure this one of those Compamies that only IPO because the private investors want to cash out and steal retail investors money.

 

[Doomsday]

Arkg for me too. Looks like ftek can run again

Oh yeah, make no mistake. I don't just name drop bs pennies. You can LONG FTEK and eat.

 

[Scholar]

Doordash going bankrupt or getting bought out in 5-10 years. I’m pretty sure this one of those Compamies that only IPO because the private investors want to cash out and steal retail investors money.

Idk if it will be doordash but I agree with the point. None of these companies can survive either the current level of competition. Burn rate is too high. Mergers are needed for market share and survival.

 

[Saysumthinfunnymike]

I like a balanced approach. I have high conviction high growth plays like TSLA, SQ, DKNG, LCA and others that I've bought and sold or trimmed profits on but I'm still invested heavy into the ARK series and FAANG because it's a safety blanket in comparison to my riskier plays.

Could I make more going all high growth..maybe but I don't lose money this way. It's all about constant growth for me. This limits the volatility.