Daily Advice Thread - All basic help or advice questions must be posted here. Investing |
- Daily Advice Thread - All basic help or advice questions must be posted here.
- Activist hedge fund is pushing Intel Corp to explore strategic alternatives
- Is CuriosityStream (streaming platform) grossly undervalued at $550M with already 13M paying subscribers?
- Teen Investor
- Pershing Square Tontine Holdings Ltd. - Big Time Value Play Receiving Little Press
- What’s the point of owning a company stock when their profits don’t directly affect the actual stock price?
- Best way to invest while in the military?
- Biotech Pullback
- Strict SP500 / VTI investing vs. "ETF shopping" - is there a risk for inferior gains?
- Drone stocks
- merrill edge marketpro - Worst Platform in existence
- What's the bearish case for the technology sector (e.g. $VGT) over the long term?
- $ISEE... or the unstoppable growth of a blindness-curing company
- I have a hard time understanding what broker to pick
- Long term stock investment beginner
- Keeping track of important movements
- Do Index besides American have an independent life cycle?
- P2P Lending No Longer Viable?
- $MP MP Materials DD
- Advice on stop losses?
- The UK is the first to approve AstraZeneca‘s vaccine.
- Investing ideas? US dollar crash coming in 2021?
- Ira + mutual funds
- Hydrafacial going public via SPAC
| Daily Advice Thread - All basic help or advice questions must be posted here. Posted: 30 Dec 2020 02:00 AM PST If your question is "I have $10,000, what do I do?" or other "advice for my personal situation" questions, you should include relevant information, such as the following:
Please consider consulting our FAQ first - https://www.reddit.com/r/investing/wiki/faq And our side bar also has useful resources. Be aware that these answers are just opinions of Redditors and should be used as a starting point for your research. You should strongly consider seeing a registered financial rep before making any financial decisions! [link] [comments]  |
| Activist hedge fund is pushing Intel Corp to explore strategic alternatives Posted: 29 Dec 2020 10:07 AM PST Activist hedge fund Third Point LLC is pushing Intel Corp to explore strategic alternatives, including whether it should remain an integrated device manufacturer, according to a letter it sent to the chipmaker's chairman on Tuesday that was reviewed by Reuters. Third Point CEO Daniel Loeb wrote to Intel chairman Omar Ishrak calling for immediate action to boost the company's position as a major provider of processor chips for PCs and data centers. The New York-based fund has amassed a nearly $1 billion stake in Intel. "Without immediate change at Intel, we fear that America's access to leading-edge semiconductor supply will erode, forcing the U.S. to rely more heavily on a geopolitically unstable East Asia to power everything from PCs to data centers to critical infrastructure and more," Loeb wrote. Exclusive: Hedge fund Third Point urges Intel to explore deal options [link] [comments]  |
| Posted: 29 Dec 2020 07:54 AM PST The streaming industry is getting a lot of exposure lately with all the news from Disney+ and HBO max. Looking for a pure play in the streaming service I came across CuriosityStream. Basically the platform offers documentaries about science, history, politics, etc... and they have over 3000+ titles in the platform. The founder is John Hendricks, founder and former chairman of Discovery. After digging a little bit I was surprised to see that despite having 13M subscribers total revenue for Q3 was only $8.9M, giving an ARPU of only $0.15 which seems ridiculous for the amount of value you are getting. It seems like a good amount of the subscriber base comes from bundled packages at a heavy discount. They are looking for exposure while growing at all costs. Here are some key point:
Giving the uncertainty of the current market environment it seems pretty safe to buy something that sells $1 a month subscriptions and is disrupting an industry, targeting a more sophisticated customers instead of the average becky who likes stranger things. The last time John Hendricks created something (Discovery) he turned a $5M investment into a $32B company before stepping down and creating CuriosityStream. I would like to hear your thoughts on the comment section and discuss if in fact CuriosityStream is already fairly valued, undervalued or maybe overvalued. Side note: John Hendricks has been buying shares this month increasing his position by 21%. [link] [comments]  |
| Posted: 29 Dec 2020 08:50 PM PST Hello, I am fifteen years old, and over the past year I have saved up a few thousand U.S. dollars doing odd jobs like mowing and yard work. I set out to save at least one thousand dollars at the end of the year to invest. I am wondering if it would be smart to put 50 dollars, or 5% of my "portfolio" into bitcoin. I am less doing this to make money, and while that is something that I wouldn't mind, I am doing it as a way to enter myself in to the world of investing, and as a learning experience of sorts. I also don't want to big of a risk of losing money. Thank you for reading this, any opinions helpful. [link] [comments]  |
| Pershing Square Tontine Holdings Ltd. - Big Time Value Play Receiving Little Press Posted: 29 Dec 2020 01:01 PM PST Greetings! Ticker: $PSTH First of all, I should start by saying I am a little intimidated posting here. I am re-directed to you from the cesspool known as WSB. Cheers, xxoo ---------------- 🚀 $PSTH – Activist Investor Bill Ackman's Gigantic SPAC – Updated DD 🚀 I last wrote on PSTH roughly 30 days ago and at the time the SPAC was getting very little press attention. Ackman announced the SPAC in the spring of 2020 and it started trading in July at an NAV of $20. Ackman has steadily collected an impressive investor list, filled with long term and reputable names. Since then and since my last post, a lot has happened. This DD serves to provide an update and recap for those new to the stock and considering a play here. TLDR; PSTH is a gigantic SPAC with a reputable CEO and the most impressive investor list ever created. For context, Chamath's largest SPAC (IPOF) is worth $1.6B. PSTH is worth $5B with the option to increase to $7B. It is enormous. The company is on record for a Q1 announcement and is targeting a "mature unicorn". At an NAV of $20, the downside risk is capped significantly while the upside potential is very high depending on target. Two Key points in addition to the TLDR: Two aspects of this stock that most people miss to begin with (I've engaged with enough of them online to know): 1) Tontine: detailed below but in essence, for every common share you buy now AND hold through the merger and ticker change, you get 2/9 a warrant exercisable at $23. That means for every 9 commons you own, you will receive another 2 commons later at a price of $23 (the stock trades at $26 today) AKA if you own 99 commons through the merger, you get 22 more shares at $23 cost each simply for holding through the merger. THIS is what 2/9 Tontine means. It can grow to 3/9 or 4/9 if people choose not to hold through the merger, because the number of warrants is constant and will all be given out to someone. ***Another note here: beware the manager's right to redeem warrants. This is in the S-1 but the manager's have the right to redeem warrants if the share price meets or exceeds $36 on 20/30 trading days. They have to give you 30 days notice, so just keep that in mind. The warrants are exercisable at the later of 1) 30 days post merger or 2) 1 year post listing which was in July 2020. So as long as you are keeping an eye on events, you will be okay. Don't fall asleep on the stipulation though. For example, if the stock price was to jump to $50 on LOI and then the merger happens 2 months later, 30 days post that merger you warrants go live but so does the manager's right to issue a redemption notice. At that point you would likely consider redeeming the warrants since at the end of that window they could be taken by manager for pennies each. No upside cap based on my reading of the S1, but just be vigilant once the merger is announced. 2) The bank set up. Typically the big banks gouge the eyes out of IPOs and traditional SPACS with fees, etc. We have seen big big misses on the order of $3-4B for both Snowflake and ABNB. With PSTH, Ackman has went a different route abandoning the large cap banks and instead giving underwriting privileges to a ton of small and minority owned banks and credit lenders. This is a legacy move. He's more interested in changing the landscape because he believes (and has explained) that quality public entry structures are the best improvements we can make for the economy, society, and the common retail investor. The structure also incentivizes him to make an exceptional deal, that's the only way he makes money through the warrant system, if the deal goes well. This is why HUGE names are on board, but only one big bank is. This SPAC is opposing the conventional bank-led IPO process. That in itself, is a game changer and once this pops and gets press you can bet your boots that future SPAC leaders (Chamath, etc.) will transition to this method. Background information and recent events · In July 2020, Bill Ackman went live with SPAC $PSTH – the SPAC raised $5B in proceeds with the option to take it to $7B (leveraging funds from PSCM, Ackman's hedge fund) making it the biggest SPAC ever created. · In multiple interviews following the SPACs debut, Ackman has been clear about several things: o He is hunting for a "mature unicorn" - unicorn is defined as $1B or more but "mature" here is the key, he's looking for a company worth tens of Billions. o He has stipulated a predictable business is most ideal with steady cash flow or guarantees along the lines of predictable growth o This means a large cap, well run, asset light, family owned, high moat, company according to Ackman. He has explicitly said he's also friendly to a FINTECH o He has a buying power of approximately $7B dollars at present and is hoping to capture a minority stake of between 15-20% of a large enterprise. This means a valuation in the ballpark of $30-40B. o Ackman has recruit an incredible board of directors at PSTH, leveraging raw talent from both media and fintech sectors: Lisa Gersh - Former management executive at NBC News Michael Ovitz - Former President at The Walt Disney Company Jackie Reses - Former executive at Square, mobile payment company Joseph Steinberg - Current Chairman of Jefferies Financial Group Inc. **We don't want to jump to conclusions, but on review of the board, this is certainly a MEDIA and FINTECH heavy group of executives*\* o He has delivered on developing an incredibly impressive list of investors thus far o Investors in the SPAC so far include: § Baupost Group (headed by Seth Klarman, $30B hedge fund manager, "the next Buffet" and noted value investor) = $450M position § Guggenheim Capital = $560M position § Ontario Teachers Pension Plan = $290M position § Soroban Capital = $290M position § Wells Fargo = $290M position § Kevin "Sharktank" O'Leary = undisclosed position to be reported in Q1 § Warren Buffet's position remains speculative. He recently left his JPM position and is secretly adding to a big position (pushing the filing deadline requirements as he does whenever he builds a big position as to not cause an overprice of the stock before he finishes buying). There is also a large undisclosed position in PSTH held by someone from Q3. This remains completely speculative and it may not be Buffet but another large stakeholder or pension fund. § KEY Point: **No other big banks have secured big positions in PSTH*\* o The investor list above is just a sample of the top holders. Each of these positions were made at the end of Q3 of this year. The stock has risen $2 or 10% of NAV since this time (not much considering the size and runway ahead). PSTH SPAC Design · PSTH is called a SPAC, but as others have pointed out, it does not resemble any other SPAC, in size or design. Some details: · PSTH incentivizes long-term holding and only dramatic upward shifts in the stock price through its unique "tontine" structure. Upon purchase of one common share and holding of that share through announcement and merger, owners receive 2/9 of a warrant with a strike of $23. Those who buy and sell on announcement bounce therefore give up that 2/9 and it goes back into the pool for those who hold through merger. What a lot of people are missing is what this means. It means that the ceiling for the value of that fractional warrant is unknown but at minimum is 2/9. If there was a minority sell off on announcement that 2/9 could increase to 3/9 or 4/9 warrant for those who stay in. This creates a wild incentive for long-term holding of the company and is referenced in the "tontine" name - look it up, pretty cool. Targets Much speculation exists online as to what companies Ackman is targeting. Here are some key points: · Earlier in the year he commented publicly on Air B&B, Stripe and Bloomberg. He praised all three companies publicly. · Since that interview, Air B&B has gone public via IPO and notably lost out on $3.8B during the valuation process and IPO · Stripe has generated intense interest online. Despite the hype, the Collison brothers (head of Stripe) have publicly commented via tweet that "no such deal" had been struck after a WSB twitter account congratulated the brother's in a silly way. Despite this, many (including me) believe that Stripe is still very much in play and that some of this is a negotiation tactic. When questioned on Stripe, Ackman was gracious but said that the company was not ready to go public, citing managerial and personnel deficits only. In the immediate aftermath of that comment (literally the next week), Stripe went on an insane hiring spree specific to Public Managerial positions. This has been documented extensively by u/YoloCapitalMgmt on twitter. Ackman is on record saying his biggest regret in investing was not getting in on MasterCard due to regulation uncertainty. He said the best investment you could ever make, assuming valuation made sense, was in a company that made royalties on others spending money. He has since commented that PSTH would very much be in favor of merging with a FINTECH. Big name FINTECH EXEC Jackie Reeses (former head of square) has been added to the board of PSTH, creating even more speculation around Stripe as a target). · Bloomberg remains in play. There has been no definitive declination by Bloomberg and rumors in the past exist in both directions. Michael Bloomberg has both commented that he would not take the company public and that there could be interest in a minority stake being sold. · Other potential targets that have been floated with little in the way of momentum include SpaceX, Fidelity, Inspire Brands and Subway. Target summary based on my view Targets in order of likelihood of Q1 merger announcement
Bill Ackman A few notes on the CEO of the SPAC, William A. Ackman: · A billionaire activist hedge fund manager with a highly interesting track record if you're interested in looking into it. · He has had some misses in years gone by most notably Herbalife short (where he was correct but still lost money) and Valeant. · In recent years he has mounted an insane comeback poster annualized return of 50 and 60%. · Some of his most iconic recent plays include Chipotle (take a look at that story) and Canadian Pacific · Notably he shorted the market prior to COVID, correctly predicting a financial collapse. Through the use of CDS (made popular during the 2008 financial crisis, he turned a $27M insurance policy into a $2.6B trade in March of this year. He subsequently used the funds to advance positions in high quality companies he was a holder of (when these stocks were at their absolute lows in March). Some other notes This is a highly interesting play and to get in you are betting on Ackman and the impressive investor list he has obtained. While this isn't objective financial advice, this play is incredibly enticing and one worth looking into. Here's the PSTH S1 https://www.sec.gov/Archives/edgar/data/1811882/000119312520175042/d930055ds1.htm [link] [comments]  |
| Posted: 30 Dec 2020 12:06 AM PST I've heard people always say that when a company does well on their earnings, they become a more valuable company so their stock price will go up. What's in it for me if I don't directly get paid by them and I am solely hoping for other investors to buy stocks too? Aren't I really just relying on other people to buy too? What if no one wants to buy it even if "they become more valuable of a company due to strong earnings?" I know there are dividends involved but That is besides the point. [link] [comments]  |
| Best way to invest while in the military? Posted: 29 Dec 2020 11:57 PM PST I recently just signed a 3 year contract with the military and plan on investing $600 a month during my time in the Military. How should I go about investing? Should I just save it or put it in stocks or Bitcoin? I plan on having around $30,000 saved up after my 3 year contract so I can be able to move to Los Angeles to go to college to be a firefighter. What's the best way to invest my money? [link] [comments]  |
| Posted: 29 Dec 2020 09:55 PM PST Any theories as to why Biotech had such a large pullback today? I aggressively bought the dip. News online had no real explanation. Just speculation of people collecting their gains, or market makers reallocating at the end of the year. I'm hoping that this will be like the tech pullback after the vaccine announcement, and people slowly start buying back in over the next few weeks. I'm long on everything I buy, but it always feels good to get steady results :D [link] [comments]  |
| Strict SP500 / VTI investing vs. "ETF shopping" - is there a risk for inferior gains? Posted: 29 Dec 2020 02:16 PM PST We all know the time-proven benefits of strict whole-market index investing, meaning VTI or at the very least another big index like SP500 or even the Nasdaq. Stock-pickers are at serious risk of performing worse than the indexes. However, this made me think of something else - with the popularity of ETF's, how would you say "ETF shopping" compares to stock picking and index investing? Clearly it has to be less riskier than stock picking, but how much more risk are you taking on compared to VTI / SP500? By ETF shopping I mean people finding about things like the TAN ETF (oohh solar is nice, I want that!), then hearing about ARKK, getting a piece and OHHH there is ARKG too, I mean yeah sure genomic revolution I can't miss out on that! People are saying Uranium is coming back, so how about the URA ETF? And Gaming / esports, gotta have that! (This may have been me at some point.) I've been thinking about this a fair bit, and the way I see it, there are just many, many wonderful ETF's out there and if you choose reputable ones, you can go on quite the shopping spree and still expect wonderful returns if you get even half or most of the megatrends correct at all and the rest do ok, matching market or underperforming slightly. Rather than picking 7-10 stocks to go in on for life, I might choose my handful of ETF's instead. With some of the ideas I have, I kind of expect to beat the market, I love all of my picks. So, TL;DR, how much increased risk do you see in this megatrend ETF shopping style? [link] [comments]  |
| Posted: 29 Dec 2020 06:19 PM PST Hey fellow investors. I don't know if you heard the news, but the Federal Aviation Administration (FAA) set rules for piloting small drones. Amazon has been testing drones since 2013 and plan on using them as a new form of delivery. UPS and Google are also looking to commercialize using drones for their delivery services. Soon more and more companies might follow. What do you think this means for investors? Do you think now is a good time to invest in drone manufacturing companies? If so, what companies would you invest in? [link] [comments]  |
| merrill edge marketpro - Worst Platform in existence Posted: 29 Dec 2020 11:50 AM PST Absolute trash. You have to go to the website and download a file every time you want to use it. I have tried on Macs, PC's multiple internet connections and have yet to get it to actually work. Freezes immediately when you open. I cannot believe someone as big as Merrill would have such a terrible offering for their clients. Platinum preferred customer leaving the platform for this very reason. Sad. [link] [comments]  |
| What's the bearish case for the technology sector (e.g. $VGT) over the long term? Posted: 29 Dec 2020 01:40 PM PST Any time I make an investment I try to think of all the realistic bearish cases against my investment, so I can be on the lookout for warning signs. I buy individual stocks but the largest portion of my portfolio is made up of index funds. I'm trying to think through any reasons why I shouldn't just transfer all my index funds allocations to $VGT (or at least like 75%). This ETF has repeatedly outperformed the S&P500 and more importantly I can't think of any long term risks. I fully expect some pricing corrections and temporary pullbacks, which I'll view as buying opportunities, but can you guys think of any bigger threat to the tech sector??? [link] [comments]  |
| $ISEE... or the unstoppable growth of a blindness-curing company Posted: 29 Dec 2020 10:49 AM PST Hi you all; Do you think a company curing blindness could be a good investment? I certainly do. Well. Here's my DD. Hope you enjoy it. Biopharma stocks are for sure wild-catalyst-induced stocks. You can check by yourselves anytime. Moderna was at 54$ when I first went in (september)... and after a few "bad" news affecting one of the other COVID vaccines made it rise to 160$ in a couple of months. Cassava Sciences, developing drugs against Alzheimer Disease, jumped from 3$ to 12$ in a couple of weeks (mostly in 2-3 days), just because early clinical trials showed some mildly promising data. Ocugen, producing gene therapy for rare ocular diseases, went from 0.29$ to 2.60$ in 2 days (yep, that's a neat x9 in 2 fuckin days). This quick-catalyst-induced-increase may be seen in almost any biopharma stock which is working on a needed drug, just after the moment they release some news about it. And it may become extreme if at least 1 of these 3 conditions is present: - The drug is designed to treat a serious disease (like COVID, Alzheimer or Blindness in those examples). - The drug is designed to treat a prevalent (frequent) disease (like COVID and Alzheimer in those examples). - Theres no existing treatment for that condition (like in all those 3 examples). Imagine what could happen if those 3 conditions coexist. Exactly. Now you have some examples about what is this about, but you can google more of them anytime, as this happens almost each week, after each medical congress, minutes after clinical trial results are released. It happens so fast that, unless you have insider information, there's no way to anticipate it. Biopharma companies, in order to avoid wild stock price fluctuations, present those news outside market hours, via press releases or via medical congresses (which take place mostly at weekends). Until then, they keep strict secret about how those drugs are doing in the research groups, and theres nothing we can do to change that. But for the medical trained eye, it's possible to read between lines. By now, Im pretty sure the only thing you want to know is "what's the play about". It's time to introduce myself. First of all, sorry for my english. It's not my mothertongue. I am a public+private practice ophthalmologist specialized in retina and glaucoma, scientific researcher too, with a growing interest in stocks. Im not Michael Burry (a physician too) but I could have fixed that eye of his. I won't make you lose more time. The stock I'm talking about is Iveric Bio ($ISEE, a well chosen ticker), an ophthalmology fight-against-blindness drug developer. The drug it's called "avacincaptad pegol", AKA Zimura®. The disease we're treating is "Age-Related Macular Degeneration" (AMD) (pretty sure most of you had already heard about it). AMD is a VERY SERIOUS and VERY PREVALENT eye disease, leading cause of vision loss worldwide, for which THERE'S NO SUCCESSFUL TREATMENT. Yes, the 3 conditions we need for a drug to make your favourite biopharma stock rise like hell -insert doom-BFGdivision.mp3- are present here, in Iveric Bio's Zimura®). \ Actually, to be as accurate as possible, AMD don't leads to complete blindness. At it's final stage, you still keep your peripheral vision (pretty useless for day to day life, but you end up ruined, as you lose the central (really important) vision. You can't read. You can't drive. You can't watch tv, paint, write, or even see the face of your grandchildren. So you, in fact, are practical and legally blind.) To the date, AMD DOES NOT HAVE ANY USEFUL TREATMENT. It's a progressive, unstoppable, degenerative disease which may present as soon as 50yo and that leads, within months-years, to the irreversible atrophy of the central portion of the retina (neurosensorial tissue responsible of converting light entering your eye into nerve impulses your brain interprets). We ophthalmologists recommend some lifestyle and dietetic measures to these patients, which have shown a very mild effect on delaying disease progression (and even around that, biopharma industry has created a billionare vitamin-selling business). The only "real" treatment we actually prescribe for AMD is the 2-3 available antiVEGF drugs that may be injected in the eye when AMD turns from a dry presentation (the most common by far) to a wet presentation (a more rare complicated form of the dry one). I will talk about those injections and the $$$$$ they print for the industry... later. Now, if you want to check this information, feel free to do it. You may easily google all this, but I will try to help. Here you have some official patient-friendly sources: - Talking about the disease: https://www.youtube.com/watch?v=hZe7VxtuQB0 //// https://www.nei.nih.gov/learn-about-eye-health/eye-conditions-and-diseases/age-related-macular-degeneration - Talking about it's prevalence: https://www.nei.nih.gov/learn-about-eye-health/resources-for-health-educators/eye-health-data-and-statistics/age-related-macular-degeneration-amd-data-and-statistics As you can see, there are millions of AMD patients worldwide, and the number, due to aging of the population and increase of lifespam, is rising quicky: - https://www.brightfocus.org/macular/article/age-related-macular-facts-figures Now, what's doing Iveric Bio to fight this? They've successfully developed a innovative drug, Zimura®, which proved to significantly reduce retinal atrophy progression in AMD, main cause of the vision loss it induces. We're not talking about an early "proof of concept" trial. We're not even talking about a phase 1 or phase 2 clinical trial, looking for clinical activity of the drug or its correct dossage. No. We're saying that in August 2020, Iveric Bio already published GATHER 1, a Phase 3 (ultimate clinical trial before drug commercial release) proving the safety and effectiveness of Zimura® treating AMD. And they did it at "Ophthalmology", the official journal from the American Academy of Ophthalmology, the most respected and highest impact factor ophthalmology scientific journal worldwide. Since then, with normal fluctuations, Iveric Bio has been experimenting a gradual organic healthy stock price rising (doubling share price)... preparing for the final catalyst... the publication of GATHER 2, which for sure will confirm the data and work as a fast-key for FDA and EMA approval, opening a billionaire massive unexplored drug selling business worldwide. Here you have the full Ophthalmology article: https://www.aaojournal.org/article/S0161-6420%2820%2930845-9/fulltext?dgcid=raven_jbs_aip_email And the plans the company has: https://investors.ivericbio.com/news-releases/news-release-details/iveric-bio-announces-publication-gather1-phase-3-clinical-trial You may have noticed that GATHER 2 is a 12-month clinical trial. Well. They're already recruiting. And that will be the final catalyst, which will make $ISEE become a 100-200$/share company (like those which now sell the antiVEGF used for that rare AMD wet form, or probably even bigger)... but it will keep rising till then. Here we have a short-term and long-term play. I recommend you to hold till then (I will), but you can easily double your money in the next weeks-months, since they're releasing positive data almost monthly. It's a safe investment. $ISEE is breaking it's resistance level monthly and all analysts set it's real price at 13$, agreeing it's outperforming. If that's not attractive enough, stock it's going through a dip right now, it's at support level, so it's the perfect moment to go in. I've just increased my number of shares (2000 by now). Please notice Zimura® works for ALL kinds of AMD (dry and wet) and even for other retinal diseases as Stargardt Disease. AntiVEGF only work for the wet rare form of AMD and despite that, it had become, in the last years, a billionare profitable business, supporting huge companies like Bayer or Novartis. Please read the last paragraph: https://eyewire.news/articles/market-scope-novartis-leads-the-race-to-launch-a-new-anti-vegf-for-wet-amd/ AntiVEGF make $17 billion a year, and they're treating just a rare form of AMD. Zimura® treats all kinds of AMD and, to top, it may be used in combination with antiVEGF in the same injection, so the growth possibilities are infallible. To add: all ophthalmology services, public or private, have radically changed in the last years due to this new eye injection reality. Since antiVEGF became available, we had the ethic obligation of injecting them to wet AMD patients, repeating dose almost monthly (at a price of +900 euro per injection... in Spain... probably much more in USA). Hospitals have hired more ophthalmologists and built more surgical rooms to face this massive wave of millions of patients needing injections for AMD continually. Almost 60% of our daily work now revolves around injecting those drugs. So, when Zimura® gets finally released, the setup is already perfect. The logistics and infraestructure for massive eye injections are already here. The new so-needed drug will be prescribed and selled in an explosive way. PS: for those of you wanting the "purely financial DD" of Iveric Bio: x3 share price in the last 9 months and x2 in the last 3 months. Sure you can see a trend there. Slightly negative-frozen earnings as it's the rule in "research stocks" before they get FDA approval and start selling the product.... but a market cap of 600m. CEO and the board: serious people with wide experience in the biopharma field. Company has other promising drugs on pipeline besides Zimura®. TL;DR: Iveric Bio little-known stock releasing blind-preventing-world-changing drug in 1-2 years. Price rising steadily but quickly as Wall Street realizes what's coming with this company. Rising share price in an organic healthy way due to frequent positive press releases, mid-clinical trial data release, presentations at healthcare conferences (next one January 14th). Expecting a huge increase in the mid-term. I recommend buying the little correction dip now or regreting later. I would be glad to know your opinion. Feel free to ask any question. [link] [comments]  |
| I have a hard time understanding what broker to pick Posted: 30 Dec 2020 03:32 AM PST By looking at Robinhood, I wanted to find a French or European equivalent and didn't find a lot of convincing brokers. I want to invest in stocks and trade so I started looking and it feels like every broker I read about is a thief or a ghost company. Those that I can't get my head around are Revolut, Freetrade, Degiro, Trade Republic, Interactive Brokers and BUX. I read that Degiro was the best but apparently you pay a lot for each trade and it has become a shady company according to some reviews. I just have a hard time choosing. I simply need a good EU broker, do stocks and trades and be done with the choice. Do you have any advice? [link] [comments]  |
| Long term stock investment beginner Posted: 30 Dec 2020 03:20 AM PST Hello everyone, I am new to this stock investment market I have been thinking about it for so long. I have a few questions before I start. I want to know what is the best platform for long term stock investment (tesla, apple, google, amazon ...) that works the best in north africa and i want to know as well the best crypto currency long term trading platform. Thank you for ur time. (Preferably a platform that has a mobile app otherwise it's okay if it doesn't have it but provides really good service [link] [comments]  |
| Keeping track of important movements Posted: 30 Dec 2020 03:16 AM PST Hey fellow investors, I have started a Twitter feed where I will be updating you with my stocks and how I'm counting on getting a 10% - 20% profit return next year. I am counting on tweeting out my watchlist, and any buy/sell I make. Does it interest anyone? [link] [comments]  |
| Do Index besides American have an independent life cycle? Posted: 30 Dec 2020 02:59 AM PST Is it a coincidence that Most of the time when the Dow Drops every other Index Drops as well? Even Bitcoin seems to somehow go Up and Down with the Dow. For me it feels like the other Indexes only do what the Dow is doing maybe its just my personal feeling. [link] [comments]  |
| Posted: 29 Dec 2020 08:43 PM PST I've been looking at P2P lending and I noticed (for example) that there appears to only be <30 pending loan applications on Prosper.com. I know this company has been around for ~15 years, so 30 loans seems like a pretty enormous red flag. Was there legislation recently passed that I'm not aware of that makes P2P less feasible or is P2P lending just going the way of the dodo in favor of some other sort of peer lending mechanism? [link] [comments]  |
| Posted: 29 Dec 2020 12:28 PM PST Did some DD on MP today and I realized something. Based on MPs 8-K, they currently only realize $3.74/kg for their Rare Earth Ore (REO). https://i.imgur.com/3yk0nlM.jpg $3393/907kg is $3.74 per kg This is the current price of Neodymium: https://i.imgur.com/ymElv6u.jpg It's in CNY: 607500 CNY for 1 ton 1 usd is 6.53CNY 1 ton is 907kg This comes out to $103 USD per kg at today's prices. This is a revenue multiplier that is going to be HUGE for MP once they have processing capabilities in 2023. I realize that there will be loss in processing, but they are also not yet at capacity. Plus the increased demand of neodymium magnets for EVs. Look at the rise of neodymium price this year (chart above). The demand is so high, China is buying literally all of MPs REO because they can't keep up with the demand. This is the estimates EV demand in the coming decade: https://i.imgur.com/XKqPigq.jpg It's scary thinking about how much the price of neodymium will rise based on this demand. MP is currently profitable, they have the funds to finish the processing plant, plus they have government backing. This stock is going to be insane in the coming years. [link] [comments]  |
| Posted: 29 Dec 2020 08:59 AM PST Alright, so I've been trading for a little over a year now. I am a concentration risk investor with everything in two FAANG stocks, I know, don't put all your eggs in one basket... however concentration risks are an actual strategy for major upswings. I used a stop loss in September that trailed 6% of my gains, but it triggered and i wound up rebuying again, so I'm stuck with short term cap gains I have to pay this year because I was a spaz. My question isn't if stop losses are good or not, it's how do you effectively use them? [link] [comments]  |
| The UK is the first to approve AstraZeneca‘s vaccine. Posted: 30 Dec 2020 01:01 AM PST This was just announced on CNN. Do you think this would be a potential stock mover or is it rather too small for big pharma like Astrazeneza? Source: https://edition.cnn.com/2020/12/30/uk/uk-oxford-coronavirus-vaccine-intl-hnk/index.html Second question: do you see AstraZeneca as a good long-term investment? [link] [comments]  |
| Investing ideas? US dollar crash coming in 2021? Posted: 29 Dec 2020 08:58 PM PST Hey everyone, I hope to start a serious conversation on the matter without going into conspiracy theories. I am concerned that the 2020 year was a disaster for the world economies with small/medium sized businesses suffering or outright closing. With these problems, I think with more stimulus and unemployment, the debt will default and the US Dollar will collapse. In 2007/2008, the banks got greedy and lending was out of control. CDOs and mortgages crashed the economy. So with the problems what they are due to Covid and these shutdowns, where would be a wise place to put investments? Or am I just overthinking it and everything is okay? [link] [comments]  |
| Posted: 30 Dec 2020 12:24 AM PST First I'm on mobile, sorry for bad format. I currently have an ira that I'm currently investing the max. I still have leftover money monthly I can invest after my ira. I started investing in individual stocks, and haven't had any issues, but I don't want to use all of my extra income on individual stocks/etfs. Can I purchase mutual funds through say vanguard, even though I have an ira? I don't know of any penalties and any advice is appreciated. [link] [comments]  |
| Hydrafacial going public via SPAC Posted: 30 Dec 2020 12:05 AM PST Brent Saunders SPAC Vesper (VSPR) is taking Hydrafacial public. A good buy if you are a fan of the $BECKY sector. [link] [comments]  |
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