Daily General Discussion and spitballin thread - August 10, 2021 Investing |
- Daily General Discussion and spitballin thread - August 10, 2021
- Daily Advice Thread - All basic help or advice questions must be posted here. August 10, 2021
- Getting ahead in Hearing aid investing before law is enacted. Good idea?
- are there any studies on the acceleration of national debt vs the timeline of when that money owed on the bonds begins to show up in asset prices?
- Vimeo - thoughts on holding or selling?
- Where to trade carbon credits and uranium: Trades blocked on current platform.
- Digital Turbine reports record earnings... again!
- Anyone tried investing with lego?
- Tax implications of high turnover ETFs
- Terms of service, is insolvency risk of broker normal term?
- Are we allowed to talk about GameStop on here anymore?
| Daily General Discussion and spitballin thread - August 10, 2021 Posted: 10 Aug 2021 02:01 AM PDT Have a general question? Want to offer some commentary on markets? Maybe you would just like to throw out a neat fact that doesn't warrant a self post? Feel free to post here! This thread is for:
Keep in mind that this subreddit, and this thread, is not an appropriate venue for questions that should be directed towards your broker's customer support or google. If you would like to ask a question about your personal situation or if you are asking for advice please keep these posts in the daily advice thread as that thread is more well suited for those questions. Any posts that should be comments in this thread will likely be removed. [link] [comments]  |
| Daily Advice Thread - All basic help or advice questions must be posted here. August 10, 2021 Posted: 10 Aug 2021 02:00 AM PDT 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]  |
| Getting ahead in Hearing aid investing before law is enacted. Good idea? Posted: 09 Aug 2021 09:44 AM PDT Sonova Holdings: SONVY or SONVF Biden recently issued an executive order to speed up the roll out of OTC hearing aids. And hope to start implementing otc between March-July 2022. The hearing aid market doesn't seem to have a whole lot of investment activity compared to other health industry markets. There is an undeniable growth in the market share since this past year. In 2017 Congress passed a law that allows for over-the-counter hearing aids to be sold in the US because hearing aids are not covered in the ACA or Medicare. Hearing aid corporations have been very much against this idea of OTC hearing aids because they feel that hearing loss is very complicated (and it is). Most hearing aid companies saying that they have no interest in developing an otc hearing aid. Similar to OTC glasses you can buy at the pharmacy. Sonova Holdings is a behemoth in the hearing health industry and this past May 2021 they recently purchased a smart tech headphone/earbud company called Sennheiser. This purchase is in preparation for the OTC hearing aid rollout next year. Some other notable companies they own are: Phonak (pediatric hearing aids) Unitron (micro hearing aids) Advanced Bionics (cochlear implants) AudioNova (Europe's largest hearing aid retailer) The acquisition of Sennheiser will definitely raise the bar for sound quality targeted toward hard of hearing individuals. The biggest dilemma in hearing loss is identifying which frequencies need to be amplified and which ones don't. Pro: OTC hearing aids will reduce the stigma with hearing technology and open the door to costly prescription hearing aids. OTC is only intended to mild to moderate hearing loss. Individuals with persistent hearing loss will eventually need prescription hearing aids. 25 states have supplemented the ACA with hearing aid coverage mandates for children and 5 of those states also cover adults. Insurance coverage for hearing aids continue to expand. Con: otc hearing aids could potentially take a large portion of the market share. Larger tech markets like Apple might try their hand at OTC Hearing Aids. There's still stigma with hearing loss. Disclaimer: I don't work for any tech company. I have a 6 year old who wears cochlear implants (CI). He was born deaf and at 9months old had a surgical procedure that inserted electrodes in his cochlea to make him hear synthetically (he speaks and hears really well). The first thing a parent or CI patient is told to do is to choose 1 of 3 Cochlear implant brands to have for the next 30 years. So you get very familiar with all of the brands from all of the initial research. I've been keeping my eye on the market for some time. Some other corporations on the market are: Demant A/S Cochlear Limited [link] [comments]  |
| Posted: 09 Aug 2021 10:07 PM PDT In other words, when the treasury sells bonds, theyll have more money to spend on government stuff, and what they spend that money on will likely determine which assets go up. However, when they start repaying those bonds with interest, my intuition tells me that the bond repayment money will most likely end up in real estate or financial assets. So my question is, when does this repayment money end up make its presence known in asset prices? Is it gradual given that bonds themselves are inherently gradual, or do national debt accelerations like over this past year have some sort of immediate kick that reverberates over multiple years in some known or studied pattern? thanks! [link] [comments]  |
| Vimeo - thoughts on holding or selling? Posted: 09 Aug 2021 04:47 PM PDT I have a decent % invested in VIMEO and after earnings I am currently down 25% on it. What do people think of it currently? It holds an 18% market share (2nd to YT), but they have different audiences. YT focuses on advertising, while Vimeo is focused on business's and workplace sharing. To me it seems EXTREMELY undervalued. gross margins have been rising over the past 6 quarters. This demonstrates that the company has operating leverage while allowing the company to reinvest a larger portion of its revenue into growth. Although the company is currently running at a loss on GAAP earnings, it's important to remember that it is free cash flow positive which is much more important than paper profits. [link] [comments]  |
| Where to trade carbon credits and uranium: Trades blocked on current platform. Posted: 09 Aug 2021 08:24 AM PDT The two ETFs I want to buy are KRBN (Carbon credit futures) and URNM (uranium mining, production, storage, etc.). However, when putting a buy order in on Merrill Edge, I was informed that neither are supported by Merrill and the buys would not execute. When talking to a Merrill rep (who was super helpful overall), he informed me that the Carbon credit ETF is not allowed because it's an actively managed futures ETF and the uranium ETF was not available because of the political risk (that was more of a hypothesis by rep). I am in the United States and am wondering if anyone can guide me on where to buy these ETFs. Thank you! Edit: Talked to TD Ameritrade, very helpful customer service. Informed me that I could buy both ETFs on their platform. Set up account and I am now able to purchase these BOA "restricted" ETFs. [link] [comments]  |
| Digital Turbine reports record earnings... again! Posted: 10 Aug 2021 03:28 AM PDT Mon, August 9, 2021, 3:05 PMIn this article:
FollowingAppsMy watchlistAlternate energyREITAtl energy3/2/0552wkhigh3/7/05Oil/Gas4/2/05Cornell CapitalView my watchlists First Quarter Revenue Totaled $212.6 Million, Inclusive of Partial Acquisition Contributions; Pro Forma Revenue of $292.0 Million Represented 104% Year-over-Year Growth Greater-than-Expected Profit Driven by Accelerating Organic Revenue Growth and Scaling Operating Leverage Completion of AdColony and Fyber Transactions During the Quarter Empower Differentiated Full-Stack, End-to-End Platform Capabilities and Strategically Position the Company for Significantly Larger Addressable Market Opportunity AUSTIN, Texas, Aug. 9, 2021 /PRNewswire/ -- Digital Turbine, Inc. (Nasdaq: APPS) announced financial results for the fiscal first quarter ended June 30, 2021. All operating results discussed below, except as otherwise specifically noted, refer only to the continuing operations of the Company, and all comparisons to prior periods have been adjusted to reflect only continuing operations. The Company completed the acquisitions of AdColony Holdings AS and Fyber N.V. on April 29 and May 25, 2021, respectively. Therefore, the actual reported results discussed below, except as otherwise specifically noted, reflect only the partial contributions of those acquired businesses beginning on the dates the acquisitions closed. Specific references made to "pro forma" results in this release provide investors with quarterly results and comparisons as if all acquired businesses were owned for the entirety of the first quarters of fiscal 2021 and fiscal 2022. The Company believes that pro forma results, where applicable, can provide investors with more relevant year-over-year comparisons. The reconciliations between the pro forma and GAAP financial results for the relevant periods are provided in the tables following the Unaudited Consolidated Statements of Cash Flows below. Recent Financial Highlights:
"We are off to a fast start in fiscal 2022 with more than 100% year-over-year pro forma revenue growth and more than 150% year-over-year growth in both EBITDA and non-GAAP EPS," said Bill Stone, CEO. "Not only did we continue to showcase the inherent operating leverage of our platform model with our strong bottom-line performance, but even more importantly, we successfully completed the acquisition of full-stack, end-to-end platform capabilities that we believe strategically position the Company for continued prosperity well into the future. We are capitalizing on a unique opportunity to leverage our extensive on-device software presence and long-term partnerships with global carriers and OEMs to significantly expand our addressable app ecosystem market opportunity, and we are already witnessing a very positive initial reaction from advertisers all across the platform. We look forward to updating investors on the realized synergies for the Company and improved overall performance for app publishers and advertisers on the platform as fiscal 2022 progresses." Story continues [link] [comments]  |
| Anyone tried investing with lego? Posted: 09 Aug 2021 08:50 PM PDT After watching news about unopened Mario 64 cartridge being sold for a million dollar, it made me wonder what would appreciate its value like that after several decades later from today. And my mind went to lego. If I bought a famous lego set and don't open it for several decades, it might worth quite a lot of money, might even better than investing in stock market. My quick Google search proves discontinued sets are actually worth a lot of money. Is there anyone else doing this? Which sets would be worth investing? [link] [comments]  |
| Tax implications of high turnover ETFs Posted: 09 Aug 2021 09:57 PM PDT Last I looked SCHD has a turnover of 43% or so. One article I was reading about it mentioned the tax consequences of such a high turnover. However, another indicated that ETFs are able to manage their assets in such a way that it is rare that shareholders will realize a taxable gain from an underlying stock. Which is true? Am I unwittingly incurring a whole bunch of capital gains from SCHD by holding it in a taxable account? [link] [comments]  |
| Terms of service, is insolvency risk of broker normal term? Posted: 09 Aug 2021 05:17 AM PDT Hi I am investing with the Revolut app, starting 1st of September they are introducing new terms and conditions. The most noticeable change I see is they added in a risk of insolvency. The relevant phrasing is this: " In the event of an insolvency of the Third Party Broker or any other brokers involved in executing your Orders, this may result in your Positions being liquidated without your consent or transferred to another broker. In such circumstances, we will seek to provide you with as much additional information as we can relating to the treatment of your existing Positions as and when we obtain it, but please be aware, you could lose the value of your investment. " Now to me this seems really questionable. Like very worrying. I was just wondering is this normal to have when investing with a broker? It seems that this is a giant loophole that allows brokers to potentially do some gambling while I am carrying most of the risk if it goes wrong? Am I reading this incorrectly, can someone clarify? [link] [comments]  |
| Are we allowed to talk about GameStop on here anymore? Posted: 09 Aug 2021 01:48 PM PDT I want to avoid the cult-like discussion, none of the memes, the drama. Insert Jerry Seinfeld going yada-yada-yada... I just want to hear input from people that surf these subs- these normal subs with normal people. I think GameStop's sales have been doing tremendously better in the last few months and that their turnaround since 2020 has been phenomenal. How do you feel about their valuation and about their business plan? There has been an incredible amount of speculation that they may be implementing a method of making digital games Non-Fungible in order to retain value of the product and increase revenue stream for the vendor and the developer. Obviously there's no way to avoid talking about the short-selling of the company. If you Google S ee k ing Al pha GameStop, the articles that show up for April 2020 describe hedge funds Riding the wild tiger. Shorting GameStop was a play- it was a failing business that was illegal to go into for half 2020, but I feel like it may have done a 180. Idk, what are your thoughts? I do appreciate all of your time in reading this and making any comment. Thanks again. [link] [comments]  |
| You are subscribed to email updates from Lose money with friends!. To stop receiving these emails, you may unsubscribe now. | Email delivery powered by Google |
| Google, 1600 Amphitheatre Parkway, Mountain View, CA 94043, United States | |
No comments:
Post a Comment