Real Vision was recently profiled in the New York Times. One of their most recent interviews was Kiril Sokoloff interviewing Stanley F. Druckenmiller. In the interview Mr. Druckenmiller mentioned how health stocks drastically underperformed earlier this year perhaps in part due to political rhetoric about lowering drug prices. He stated how it didn’t make sense they really went …
Author Archives: scores
Gratis
Cloudflare announced they are offering domain registration services for zero markup over the wholesale registry fee & ICANN fee. Two phrases kept coming up: “bait and switch” and “endless upsell.” If you’ve ever registered a domain, you know the drill. You get a discounted price when you first register, but with each renewal the price …
Early and Wrong
So that BBBY call was smooooth. I had so many trades go well in row that confidence got a bit high & I traded into BBBY after hours yesterday. I made sure the position size was small to where I could lean into it more if it slid further & wouldn’t have a massive loss …
The Ugliest Headline is a Buy
For trades I try to mostly buy stocks in areas I know a bit about. If something is tied deeply to the web I have a better than random chance of maybe knowing something about it that the market doesn’t & the confidence to hold (or is that hodl?) if the trade goes against me. …
Long eBay
eBay should keep growing along with the broader ecommerce market provided the economy remains hot & we do not have a recession. They won’t grow as fast as Amazon.com or Walmart.com, but they are still growing at about 8% YoY. And as the big platforms source more goods from China & increase the ad loads in …
Bed Bath & Beyond (BBBY) – Fade the Double Algo Drop
Many value-based stocks fall on the ex-dividend date on the basis that some corporate cash was distributed to the prior owner, and some owners who were waiting until the dividend to cash out might sell after getting the dividend. The combination of both of the above can create a serious downdraft in a stock, particularly …
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AT&T (T) The Opposite of Momo
I like reading Howard Lindzon’s blog where he shares his strategy with following momentum stocks. Some people are great at chasing momentum and leaning into a trend that is working, but others are too tightly wound to make it work. Either they need to make position sizes so small as to be inconsequential to where …
Long Yandex (YNDX)
Since their IPO on March 23, 2011 Yandex has consistently grown revenues just like other leading internet companies have, but their stock has went basically nowhere. They IPOed at $25 a share raising $1.3 billion, then quickly jumped to $35 before sliding to $11 a share in 2015. Why did they crater so hard? The Russian economy fell off a …
Free Stock Price Quotes & Price Information in Microsoft Excel
Microsoft recently re-added the ability to add stock quote information to Excel spreadsheets. The date is delayed by 15 minutes, but you can click the update button to automatically have data for hundreds of stocks update. They offer many fields in their data including: ticker symbol price open previous close change % change $ day’s …
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Long Zillow (Z)
Zillow plunged hard on a revenue miss & announcing they were acquiring a loan origination shop named Mortgage Lenders of America for an undisclosed sum. It is the second quarter in a row where Zillow bombed out after announcing soft earnings & jumping into a new business line. However, in between the two earning reports, Zillow …