Boiler Room: The Official Stock Market Discussion

[Panther]

AMC losing its luster as a reopening bet

AMC starts 'urgent dialogue' with Warner Bros over its plan to put all its 2021 movies on HBO Max

i love amc but they aint gonna make it unless someone buys em out

 

[NatiboyB]

NIO

Between NIO and PLTR and SBE I am in for the long haul but I must admit it's been down for like this whole week.

 

[Ashyneezz]

Between NIO and PLTR and SBE I am in for the long haul but I must admit it's been down for like this whole week.

Same

 

[Serious]

Between NIO and PLTR and SBE I am in for the long haul but I must admit it's been down for like this whole week.

They ran a lot last month....

news or time in general will help move these stocks, sit tight

 

[Doomsday]

After this WTRH flip my trader port will be: SMTS, UMC, ARKG. That's it.

Hoping to 10x on ARKG, and at least 2x the other two.

 

[manyfaces]

I laughed. I feel the same way, although I did spend 2-3 hours doing DD the other night.

Here are a few things that I learned about WTRH by reading the Q3 earnings call transcript, and looking at some other sources:

1. They have been profitable for the last two quarters. Profitability is rare in the sector.

2. This sector will probably consolidate in order to get profitable because the customer acquisition costs are too high because of the competition.

3. The CEO is highly motivated to get this company bought. If it happens by December 2021, he gets a $5 mil bonus and can buy 9.9 mil stocks at a steep discount.

Here is one of his statements on the earnings call:

"Candidly, we're a perfect fit for any of them [DASH, UBER]. I also think as we continue to expand our integrated payment solution, the universe of companies that we would fit very nicely with expands ratably."

4. WTRH is trying to expand beyond delivery. It has developed an in-restaurant ordering system that minimizes contact between waiters and diners. They see this as a way to go national.

5. Thread favorite, Tilman Fertitta, is on the board.

6. After they turned profitable in Q2, a mergers & acquisition analyst said he thought in an acquisition their stock price should be bought out in the $9.5 - $10.5 range.

If you are interested, here is a link to the Q3 earnings call:

https://seekingalpha.com/article/43...d-on-q3-2020-results-earnings-call-transcript

This is my first stock buy, and my first post in the thread. I plan to be active here.

Good shyt. Much appreciated. This why I love this thread.

 

[Saysumthinfunnymike]

ARKG every day

 

[manyfaces]

I swear, stocks I love always fukking run in my off payment weeks. Lemonade running like a bytch and I wanna keep adding more. I'll just keep DCA it every check I guess.

 

[Doomsday]

ARKG every day

All day.


I already took some profits. I can't lose from this moment on.

 

[blues_funk_reggae]

Anyone know anything about TTD? My older brother put money in it in September, sold it this morning and made crazy bread. Went from 400+ to 900.

 

[NatiboyB]

After this WTRH flip my trader port will be: SMTS, UMC, ARKG. That's it.

Hoping to 10x on ARKG, and at least 2x the other two.

You are extremely confident in ARK-G what made you chose G over K-W-Q-F. I’m heavy on ARK K/G/F (8 shares) with 3 shares each of W and Q.

 

[Saysumthinfunnymike]

Anyone know anything about TTD? My older brother put money in it in September, sold it this morning and made crazy bread. Went from 400+ to 900.

Software company, I haven't looked into exactly what they do but they've been on a tear all through Covid.

 

[Saysumthinfunnymike]

You are extremely confident in ARK-G what made you chose G over K-W-Q-F. I’m heavy on ARK K/G/F (8 shares) with 3 shares each of W and Q.

G is their genome/therapeutics. That whole industry is changing and developing and ARK has billions invested in growing companies in the field that will seemingly only get bigger through the covid and post-covid era.

 

[Doomsday]

You are extremely confident in ARK-G what made you chose G over K-W-Q-F. I’m heavy on ARK K/G/F (8 shares) with 3 shares each of W and Q.

ARKG is the health sector which is booming right now with vaccine closer to reality. The best one ARKK hands down. The worst one is ARKF, although @Serious would get on me for stating that. I'd say before the recent ARKG rally, ARKW was the second best. Order goes like this:

1. ARKK
2A. ARKW
2B. ARKG
3. ARKQ (Has the most potential to flip)
4. ARKF

 

[Saysumthinfunnymike]

This is the future

ARKG top holdings

9.75% CRISPR THERAPEUTICS AG CRSP
8.00% ARCTURUS THERAPEUTICS HOLDIN ARCT UQ
7.94% PACIFIC BIOSCIENCES OF CALIF PACB
6.91% INVITAE CORP NVTA $50.07 6,206,187
5.57% TWIST BIOSCIENCE CORP TWST
3.89% TELADOC HEALTH INC TDOC
3.58% EXACT SCIENCES CORP EXAS
3.53% CAREDX INC CDNA
3.50% CELLECTIS - ADR CLLS
3.36% IOVANCE BIOTHERAPEUTICS INC