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(VALEANT) SHIPPING DRUGS KNOWING THAT YOU PROBABLY WON’TSEE MORE ON GLENNCHAN.WORDPRESS.COM HISTORICALLY, THE BEST VACCINES HAVE TAKEN YEARS TO The world's most successful vaccine has been against smallpox, which is the only human disease that has been eradicated by a vaccine. This process took several decades (!!!). Because the multi-decade roll-out of vaccines is unlikely to be repeated today, we can skip to the next example. The measles vaccine was first available in the THE CULTURE WARS PART 3: UNDERSTANDING THE BACKLASH Right-wing (as well as non-woke) news sources commonly run stories about liberal hypocrisy because it resonates strongly with that audience. Because of this, certain segments of the Western world are well aware of hypocritical liberals who break mask or lockdown rules: Nancy Pelosi, CNN reporter Kaitlan Collins, BLM protestors, etc. etc. Conservatives view mask shaming THE CULTURE WARS PART 5: UNDERSTANDING WOKE IDEOLOGY AND What woke activists actually want is a world where people get ahead through politics rather than merit. To get there, they band together and evangelize others into a woke version of progressive liberalism. The woke activists then hijack progressives into attacking non-racists for being racist, allowing woke activists to eliminate their politicalenemies.
JANUARY 2021
Right-wing (as well as non-woke) news sources commonly run stories about liberal hypocrisy because it resonates strongly with that audience. Because of this, certain segments of the Western world are well aware of hypocritical liberals who break mask or lockdown rules: Nancy Pelosi, CNN reporter Kaitlan Collins, BLM protestors, etc. etc. Conservatives view mask shaming as partisan MINE ECONOMICS EXPLAINED This will be a long post that will cover: What a mine's cash flows look like over its life. Crazy accounting rules. Uneconomic behaviour caused by stock promoters and charlatans. Discounted cash flow Websites such as Investopedia have general background information on DCF models. I would argue that investors should use a discounted cashflow
QUICKLY ESTIMATING THE DCF OF OIL AND GAS RESERVES Decline rates can be 30-70%+ initially. After several years, decline rates may drop significantly maybe in the range of 5-15%. Young wells will come closer to the bottom end of the 2-7X range while mature wells could come closer to the higher end of the 2-7x range. For most publicly traded companies, there will be a mix of new and somewhat PRETIUM: THE ADDITIONAL UNDERGROUND EXPLORATION PROGRAM (To get up to speed on Pretium, you can refer to previous posts such as this and then this.) In July 2013, Strathcona began voicing its concerns about Snowden's resource model. Sometime in the months after (likely as a reaction to Strathcona's concerns), Pretium changed its underground exploration program to excavate additional material fromthe Cleopatra
TREX: MARKETING HYPE AND UNPROVEN TECHNOLOGY Trex: marketing hype and unproven technology. This blog post is in reference to John Hempton’s post on Trex; the post points out that Trex’s operating margins are suspiciously high. I haven’t uncovered enough about Trex that would suggest to me that there is MILLER ENERGY RESOURCES (MILL) Miller Energy is an independent exploration and production company that is mostly involved in breathing new life into old oil and gas assets. It has many of the characteristics of an ideal short:The company has been very unprofitable over the past several years. In most years the company was GAAP unprofitable.The company likely willnot
PRETIUM COULD DISCLOSE WHAT HAPPENED TO THEIR VP (*I don't think that this is material to the Pretium thesis.) On Nov 11, 2017, Pretium issued a press release announcing the promotion of David (Dave) Prins to Vice President, Operations (EDGAR, Marketwired). Roughly a month later (sometime around Dec 19, 2017) Pretium decided to remove that press release from their website. The workBC.ca website THERE ARE SIGNS THAT THE CORONAVIRUS WON’T BE SOLVED WITH While the mRNA vaccines are a miracle, it is starting to look like the vaccines are only partially effective against new mutated versions of the coronavirus that are emerging. Despite high rates of vaccinations (with non-mRNA vaccines) in Seychelles, authorities are implementing social restrictions because coronavirus infections are growing among vaccinated citizens. GLENN CHAN'S RANDOM NOTES ON INVESTING The world’s most successful vaccine has been against smallpox, which is the only human disease that has been eradicated by a vaccine. This process took several decades (!!!). HISTORICALLY, THE BEST VACCINES HAVE TAKEN YEARS TO The world's most successful vaccine has been against smallpox, which is the only human disease that has been eradicated by a vaccine. This process took several decades (!!!). Because the multi-decade roll-out of vaccines is unlikely to be repeated today, we can skip to the next example. The measles vaccine was first available in the MAY 2021 – GLENN CHAN'S RANDOM NOTES ON INVESTING The world’s most successful vaccine has been against smallpox, which is the only human disease that has been eradicated by a vaccine. This process took several decades (!!!). THE CULTURE WARS PART 4: THE PERSECUTION OF TALENT AND When woke takeovers occur, the woke activists will push for politics-based hiring over merit-based hiring so that they can bring more allies into the company. Woke employees want business decisions to be driven by "social justice" rather than profits because a meritocracy would disadvantage them. They will fight against sensible business decisions like putting the (VALEANT) SHIPPING DRUGS KNOWING THAT YOU PROBABLY WON’TSEE MORE ON GLENNCHAN.WORDPRESS.COM TIKR: A LIGHTWEIGHT, COST-EFFECTIVE FINANCIAL DATA TIKR is a startup whose goal is to bring institutional-quality investment research tools to a broader audience. TIKR provides: Standardized financial data (from S&P Capital IQ) so that you can quickly put together financial models. High-quality conference call transcripts with better coverage and fewer typos than many other transcript providers. THE CULTURE WARS PART 5: UNDERSTANDING WOKE IDEOLOGY AND What woke activists actually want is a world where people get ahead through politics rather than merit. To get there, they band together and evangelize others into a woke version of progressive liberalism. The woke activists then hijack progressives into attacking non-racists for being racist, allowing woke activists to eliminate their politicalenemies.
CHART READING… THE CRAZY SHORT SELLING WAY (PLUS OTHER Here are some shortcuts that I use to quickly figure out a stock. Mysterious price spikes on high volume and little/no news. Sometimes, these coincide with stock promotion like an email blast, physical mailers arriving, etc. etc. A stock that has many of these spikes is probably an egregious pump and dump. The stock IPOed PRETIUM COULD DISCLOSE WHAT HAPPENED TO THEIR VP (*I don't think that this is material to the Pretium thesis.) On Nov 11, 2017, Pretium issued a press release announcing the promotion of David (Dave) Prins to Vice President, Operations (EDGAR, Marketwired). Roughly a month later (sometime around Dec 19, 2017) Pretium decided to remove that press release from their website. The workBC.ca website THERE ARE SIGNS THAT THE CORONAVIRUS WON’T BE SOLVED WITH While the mRNA vaccines are a miracle, it is starting to look like the vaccines are only partially effective against new mutated versions of the coronavirus that are emerging. Despite high rates of vaccinations (with non-mRNA vaccines) in Seychelles, authorities are implementing social restrictions because coronavirus infections are growing among vaccinated citizens. GLENN CHAN'S RANDOM NOTES ON INVESTING The world’s most successful vaccine has been against smallpox, which is the only human disease that has been eradicated by a vaccine. This process took several decades (!!!). HISTORICALLY, THE BEST VACCINES HAVE TAKEN YEARS TO The world's most successful vaccine has been against smallpox, which is the only human disease that has been eradicated by a vaccine. This process took several decades (!!!). Because the multi-decade roll-out of vaccines is unlikely to be repeated today, we can skip to the next example. The measles vaccine was first available in the MAY 2021 – GLENN CHAN'S RANDOM NOTES ON INVESTING The world’s most successful vaccine has been against smallpox, which is the only human disease that has been eradicated by a vaccine. This process took several decades (!!!). THE CULTURE WARS PART 4: THE PERSECUTION OF TALENT AND When woke takeovers occur, the woke activists will push for politics-based hiring over merit-based hiring so that they can bring more allies into the company. Woke employees want business decisions to be driven by "social justice" rather than profits because a meritocracy would disadvantage them. They will fight against sensible business decisions like putting the (VALEANT) SHIPPING DRUGS KNOWING THAT YOU PROBABLY WON’TSEE MORE ON GLENNCHAN.WORDPRESS.COM TIKR: A LIGHTWEIGHT, COST-EFFECTIVE FINANCIAL DATA TIKR is a startup whose goal is to bring institutional-quality investment research tools to a broader audience. TIKR provides: Standardized financial data (from S&P Capital IQ) so that you can quickly put together financial models. High-quality conference call transcripts with better coverage and fewer typos than many other transcript providers. THE CULTURE WARS PART 5: UNDERSTANDING WOKE IDEOLOGY AND What woke activists actually want is a world where people get ahead through politics rather than merit. To get there, they band together and evangelize others into a woke version of progressive liberalism. The woke activists then hijack progressives into attacking non-racists for being racist, allowing woke activists to eliminate their politicalenemies.
CHART READING… THE CRAZY SHORT SELLING WAY (PLUS OTHER Here are some shortcuts that I use to quickly figure out a stock. Mysterious price spikes on high volume and little/no news. Sometimes, these coincide with stock promotion like an email blast, physical mailers arriving, etc. etc. A stock that has many of these spikes is probably an egregious pump and dump. The stock IPOed PRETIUM COULD DISCLOSE WHAT HAPPENED TO THEIR VP (*I don't think that this is material to the Pretium thesis.) On Nov 11, 2017, Pretium issued a press release announcing the promotion of David (Dave) Prins to Vice President, Operations (EDGAR, Marketwired). Roughly a month later (sometime around Dec 19, 2017) Pretium decided to remove that press release from their website. The workBC.ca website ABOUT – GLENN CHAN'S RANDOM NOTES ON INVESTING Email: glennchan gmail com. If you would like to hire me, please feel free to email me. If you are interested in my image processing software, please visit Colormancer.com.US-VARIANT-DATA
Visit the post for more. DISCLAIMER: Some of the information on this site is wrong. Always do your own research.AUGUST 2020
The rise of this fraudulent political movement is one of the most important events of 2020 . It has completely hijacked major mainstream media outlets. Free speech and press freedom have been undermined, making it hard to find insightful news with a diversity of viewpoints. Emboldened liberals are actively discriminating against Trump INDIAN VARIANT 1 617 1 OUTBREAKINFO_MUTATION_REPORT_DATA Visit the post for more. DISCLAIMER: Some of the information on this site is wrong. Always do your own research. MAY 2020 – GLENN CHAN'S RANDOM NOTES ON INVESTING Hong Kong is a place where its residents have previously enjoyed economic prosperity and civil liberties. That is coming to an end. Through the proposed “national security” law, the CCP (China’s ruling party) has pretty much announced that it has given up on trying to win over Hong Kongers and will now proceed to act against them without their consent. THE CULTURE WARS PART 3: UNDERSTANDING THE BACKLASH Right-wing (as well as non-woke) news sources commonly run stories about liberal hypocrisy because it resonates strongly with that audience. Because of this, certain segments of the Western world are well aware of hypocritical liberals who break mask or lockdown rules: Nancy Pelosi, CNN reporter Kaitlan Collins, BLM protestors, etc. etc. Conservatives view mask shaming MOST COUNTRIES ARE IGNORING AEROSOLS, A SIGNIFICANT ROUTE There is controversy over how Sars-Cov-2 spreads from human to human. China and South Korea believe that a significant route of infection is through aerosols; they are trying to safeguard against it as much as possible. The World Health Organization argues that the coronavirus is NOT spread through aerosols. Those who follow the WHO's lineHONG KONG IS DYING
Hong Kong is a place where its residents have previously enjoyed economic prosperity and civil liberties. That is coming to an end. Through the proposed "national security" law, the CCP (China's ruling party) has pretty much announced that it has given up on trying to win over Hong Kongers and will now proceed to act CHART READING… THE CRAZY SHORT SELLING WAY (PLUS OTHER Here are some shortcuts that I use to quickly figure out a stock. Mysterious price spikes on high volume and little/no news. Sometimes, these coincide with stock promotion like an email blast, physical mailers arriving, etc. etc. A stock that has many of these spikes is probably an egregious pump and dump. The stock IPOed MILLER ENERGY RESOURCES (MILL) Miller Energy is an independent exploration and production company that is mostly involved in breathing new life into old oil and gas assets. It has many of the characteristics of an ideal short:The company has been very unprofitable over the past several years. In most years the company was GAAP unprofitable.The company likely willnot
GLENN CHAN'S RANDOM NOTES ON INVESTING The world’s most successful vaccine has been against smallpox, which is the only human disease that has been eradicated by a vaccine. This process took several decades (!!!). THERE ARE SIGNS THAT THE CORONAVIRUS WON’T BE SOLVED WITH While the mRNA vaccines are a miracle, it is starting to look like the vaccines are only partially effective against new mutated versions of the coronavirus that are emerging. Despite high rates of vaccinations (with non-mRNA vaccines) in Seychelles, authorities are implementing social restrictions because coronavirus infections are growing among vaccinated citizens. ABOUT – GLENN CHAN'S RANDOM NOTES ON INVESTING Email: glennchan gmail com. If you would like to hire me, please feel free to email me. If you are interested in my image processing software, please visit Colormancer.com. THE PATH OUT OF THIS CORONAVIRUS MESS The path out of this coronavirus mess. All countries are now realizing that some degree of restriction needs to be in place to keep the virus suppressed. While South Korea has a sophisticated contact tracing program in place, the country learned the hard way that it cannot re-open nightclubs without allowing the virus to explode. MAY 2021 – GLENN CHAN'S RANDOM NOTES ON INVESTING The world’s most successful vaccine has been against smallpox, which is the only human disease that has been eradicated by a vaccine. This process took several decades (!!!). TIKR: A LIGHTWEIGHT, COST-EFFECTIVE FINANCIAL DATA TIKR is a startup whose goal is to bring institutional-quality investment research tools to a broader audience. TIKR provides: Standardized financial data (from S&P Capital IQ) so that you can quickly put together financial models. High-quality conference call transcripts with better coverage and fewer typos than many other transcript providers. ELON MUSK – GLENN CHAN'S RANDOM NOTES ON INVESTING Predicting the future is hard. Yet many people talk about self-driving cars as if they will become reality in a few years. Unfortunately, the current reality is that we are far away from commercialization of fully self-driving cars. CHART READING… THE CRAZY SHORT SELLING WAY (PLUS OTHER Here are some shortcuts that I use to quickly figure out a stock. Mysterious price spikes on high volume and little/no news. Sometimes, these coincide with stock promotion like an email blast, physical mailers arriving, etc. etc. A stock that has many of these spikes is probably an egregious pump and dump. The stock IPOed (VALEANT) SHIPPING DRUGS KNOWING THAT YOU PROBABLY WON’TSEE MORE ON GLENNCHAN.WORDPRESS.COM PRETIUM COULD DISCLOSE WHAT HAPPENED TO THEIR VP (*I don't think that this is material to the Pretium thesis.) On Nov 11, 2017, Pretium issued a press release announcing the promotion of David (Dave) Prins to Vice President, Operations (EDGAR, Marketwired). Roughly a month later (sometime around Dec 19, 2017) Pretium decided to remove that press release from their website. The workBC.ca website GLENN CHAN'S RANDOM NOTES ON INVESTING The world’s most successful vaccine has been against smallpox, which is the only human disease that has been eradicated by a vaccine. This process took several decades (!!!). THERE ARE SIGNS THAT THE CORONAVIRUS WON’T BE SOLVED WITH While the mRNA vaccines are a miracle, it is starting to look like the vaccines are only partially effective against new mutated versions of the coronavirus that are emerging. Despite high rates of vaccinations (with non-mRNA vaccines) in Seychelles, authorities are implementing social restrictions because coronavirus infections are growing among vaccinated citizens. ABOUT – GLENN CHAN'S RANDOM NOTES ON INVESTING Email: glennchan gmail com. If you would like to hire me, please feel free to email me. If you are interested in my image processing software, please visit Colormancer.com. THE PATH OUT OF THIS CORONAVIRUS MESS The path out of this coronavirus mess. All countries are now realizing that some degree of restriction needs to be in place to keep the virus suppressed. While South Korea has a sophisticated contact tracing program in place, the country learned the hard way that it cannot re-open nightclubs without allowing the virus to explode. MAY 2021 – GLENN CHAN'S RANDOM NOTES ON INVESTING The world’s most successful vaccine has been against smallpox, which is the only human disease that has been eradicated by a vaccine. This process took several decades (!!!). TIKR: A LIGHTWEIGHT, COST-EFFECTIVE FINANCIAL DATA TIKR is a startup whose goal is to bring institutional-quality investment research tools to a broader audience. TIKR provides: Standardized financial data (from S&P Capital IQ) so that you can quickly put together financial models. High-quality conference call transcripts with better coverage and fewer typos than many other transcript providers. ELON MUSK – GLENN CHAN'S RANDOM NOTES ON INVESTING Predicting the future is hard. Yet many people talk about self-driving cars as if they will become reality in a few years. Unfortunately, the current reality is that we are far away from commercialization of fully self-driving cars. CHART READING… THE CRAZY SHORT SELLING WAY (PLUS OTHER Here are some shortcuts that I use to quickly figure out a stock. Mysterious price spikes on high volume and little/no news. Sometimes, these coincide with stock promotion like an email blast, physical mailers arriving, etc. etc. A stock that has many of these spikes is probably an egregious pump and dump. The stock IPOed (VALEANT) SHIPPING DRUGS KNOWING THAT YOU PROBABLY WON’TSEE MORE ON GLENNCHAN.WORDPRESS.COM PRETIUM COULD DISCLOSE WHAT HAPPENED TO THEIR VP (*I don't think that this is material to the Pretium thesis.) On Nov 11, 2017, Pretium issued a press release announcing the promotion of David (Dave) Prins to Vice President, Operations (EDGAR, Marketwired). Roughly a month later (sometime around Dec 19, 2017) Pretium decided to remove that press release from their website. The workBC.ca website ABOUT – GLENN CHAN'S RANDOM NOTES ON INVESTING Email: glennchan gmail com. If you would like to hire me, please feel free to email me. If you are interested in my image processing software, please visit Colormancer.com.US-VARIANT-DATA
Visit the post for more. DISCLAIMER: Some of the information on this site is wrong. Always do your own research. MAY 2021 – GLENN CHAN'S RANDOM NOTES ON INVESTING The world’s most successful vaccine has been against smallpox, which is the only human disease that has been eradicated by a vaccine. This process took several decades (!!!).AUGUST 2020
The rise of this fraudulent political movement is one of the most important events of 2020 . It has completely hijacked major mainstream media outlets. Free speech and press freedom have been undermined, making it hard to find insightful news with a diversity of viewpoints. Emboldened liberals are actively discriminating against Trump INDIAN VARIANT 1 617 1 OUTBREAKINFO_MUTATION_REPORT_DATA Visit the post for more. DISCLAIMER: Some of the information on this site is wrong. Always do your own research. MARCH 2020 – GLENN CHAN'S RANDOM NOTES ON INVESTING Gildan will be affected by coronavirus, but its stock may be interesting given that it is an above-average business with a low valuation (it would have a P/E of 10.3 in a non-coronavirus environment).). It has some strong competitive advantages over its competitors that should hopefully allow the company to eventually expand beyond North America and to increase its market share inHONG KONG IS DYING
Hong Kong is a place where its residents have previously enjoyed economic prosperity and civil liberties. That is coming to an end. Through the proposed "national security" law, the CCP (China's ruling party) has pretty much announced that it has given up on trying to win over Hong Kongers and will now proceed to act THE CULTURE WARS PART 5: UNDERSTANDING WOKE IDEOLOGY AND What woke activists actually want is a world where people get ahead through politics rather than merit. To get there, they band together and evangelize others into a woke version of progressive liberalism. The woke activists then hijack progressives into attacking non-racists for being racist, allowing woke activists to eliminate their politicalenemies.
EDGAR TIPS AND TRICKS To get into EDGAR faster, use Firefox's bookmarks or Chrome's custom search engines. In EDGAR, quickly filter filing types by using the "Filing Type" textbox. Chrome instructions (new) Go into Chrome's settings. Click on "Manage search engines". Scroll to the bottom of that window. In "Add a new search engine", type in a name MILLER ENERGY RESOURCES (MILL) Miller Energy is an independent exploration and production company that is mostly involved in breathing new life into old oil and gas assets. It has many of the characteristics of an ideal short:The company has been very unprofitable over the past several years. In most years the company was GAAP unprofitable.The company likely willnot
GLENN CHAN'S RANDOM NOTES ON INVESTING DISCLAIMER: SOME OF THE INFORMATION ON THIS SITE IS WRONG. ALWAYS DOYOUR OWN RESEARCH.
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June 14, 2019
by GlennC
THE LEGAL SYSTEM OFTEN DOESN’T WORK THE WAY YOU THINK IT WORKS The legal system is rarely about having an incredibly nuanced understanding of case law or spending a lot of time carefully reading the law as written. Rather, it’s about politics, strategy, judges being human beings, and the art of convincing others with good storytelling. What this means is that somebody who knows enough about how the legal and judicial systems actually work can get away with doing things that they really shouldn’t be doing. Continue reading →Posted in stocks |
Tagged martin shkreli| 3 Comments
May 12, 2019
by GlennC
WRITING FOR FINANCE: 10 TIPS FROM A MILDLY SUCCESSFUL BLOGGER Do you need to write advertising materials to get more customers? Do you need to write analyst reports for your boss? Here are 10 tips on how to be a more effective writer. Continue reading →Posted in stocks |
Tagged tesla TSLA |Leave a comment
April 12, 2019
by
GlennC
THE AUTOMATIC BRAIN
Our brain will automatically leap into action when it senses danger. If we are in physical danger, it will trigger our ‘flight or fight’ response. If we are in social or emotional danger, it will message us through feelings such as anxiety so that we avoid that situation. Unfortunately, this system doesn’t always act perfectly and can cause us to behave irrationally. For example, we may feel a sense of dread when faced with an unpleasant task. This leads to procrastination, an irrational behaviour that many of us wish wedidn’t have.
This post will look at: * How our brains nudge us towards irrational behaviours. * How we can get rid of those irrational behaviours. * How we can use it to understand narcissists and how to deal withthem.
Continue reading → Posted in general investing, stocks
| Tagged cliffs CLF
, overstock OSTK
, restoration
hardware RH
, tesla
TSLA , world
wrestling entertainment WWE| 1 Comment
February 16, 2019
by GlennC
PRETIUM Q4 2018 UPDATE: MANAGEMENT IS CRAZY BUT THE MINE DID GENERATEA LOT OF CASH
Firstly, I should admit that I was wrong about Pretium. I thought that the situation would be like Rubicon Minerals where the resource modelling issues would cause the stock to immediately blow up. That did not happen. The company has generated a substantial amount of cash that it has used to pay down debt and interest. I was surprised that the grades did ramp up to high levels and that the mine did generate substantial cash. Going forward, management hasn’t provided a serious guidance as the range is unreasonably tight at less than ±4% (see slide 25 of the earnings presentation).
This is fresh off of missing its previous guidance and (rightfully) blaming that miss on the variability of the deposit. Bizarrely, it seems that management hasn’t learned from its past mistake. My takeaway is this: * Management is guiding for a weak first half of 2019 (presumably below 10.4 G/T), as indicated by their remarks on the conference call. * Beyond that, I don’t think that management / Pretium’s geologists have a great idea as to what grades will be. If there was good news, such as the mine consistently producing grades in the 10g/t range or higher, it would make more sense for management to behavemore normally.
Continue reading →Posted in mining ,
stocks | Tagged
pretium resources (pretivm) PVG|
1 Comment
January 10, 2019
by GlennC
A GRAB BAG OF SHORTS (JAN 2019) This post is a list of short ideas, sorted by market cap. The borrow on these stocks is generally 10% or lower. Some of the more interesting shorts are AMD, PVG, TMR.TO, CRC, Chinese reverse mergers,and CGIP.
Continue reading →Posted in stocks ,
writeups - shorts
| Tagged
abeona ABEO ,
california resources CRC,
celadon CGIP ,
conn's CONN , horizonpharma HZNP
, pretium
resources (pretivm) PVG,
restoration hardware RH| 1
Comment
December 26, 2018
by GlennC
LSXMA IS TRADING AT A DISCOUNT Liberty SiriusXM Group (LSXMA/B/K) is trading at roughly a 27% discount to its NAV. The latest investor presentation discusses thediscount
:
As LSXMA is actively taking advantage of the discount by buying back shares, the discount should resolve in due time. In the past, LMCA traded at a discount to the DTV (DirectTV) shares that it owned and that trade worked out well. My Google Sheets calculations are here (it is updated with LSXMA/B/K’s latest share prices). Use File –> Make a copy to edit it. I own LSXMA shares. This is a bet on the NAV discount narrowing as well as a bet on Sirius XM (SIRI)itself.
Continue reading →Posted in stocks ,
writeups - longs
| Tagged
john malone ,
liberty siriusXM LSXMA/B/K| 4
Comments
December 11, 2018
by GlennC
AMD AND THE DEATH OF THE CRYPTO-MINING GPU _(AMD stock and its options are extremely liquid as AMD is one of the top 10 most traded stocks.)_ Previously, I’ve written about how AMD’s profitability has been inflated by the cryptocurrency bubble.
This will likely come to an end in the coming quarters as the market for video cards will shrink thanks to the emergence of ASICs for top cryptocurrencies. We are already seeing the effects of this as prices of video cards continue to normalize at the retail level.From PC Part Picker
:
Most investment bank analysts anticipate that AMD’s earnings will go to the moon. While that type of behaviour may help their employer earn underwriting profits if AMD chooses their employer for an equity raise, these optimistic projectons are unlikely to materialize. I/B/E/S estimates for AMD, courtesy of Sentieo . In my opinion, AMD is a compelling short as its earnings will likely shrink rather than grow in the coming quarters. Continue reading →Posted in stocks ,
tech , writeups -
shorts |
Tagged AMD , bitcoin BTC, NVidia NVDA
| 7 Comments
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