Mastercard Vs. Visa: What's In Your Wallet?SummaryVisa is still the largest US credit card network. Mastercard has traded at a premium for some time due to its higher returns on equity and returns on invested capital.It appears a large part of the premium for Mastercard is due to accounting practice differences between Visa and Mastercard. Mastercard reduces its' equity capital base by not retiring shares.I prefer to look at margins versus returns on capital. If both used the same accounting for buybacks, the ROIC chasm would not be as large.Both have a similar emphasis on more B2B/C and G2C/B solutions is focused on international markets where digital payment systems are not yet commonplace among governments and businesses.Both are excellent businesses and somewhat insulated from defaults
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$Redhill Biopharma(RDHL)$ $EZGO Technologies Ltd.(EZGO)$ $Altimmune, Inc.(ALT)$
For a company that services 95% of the state, what can be a realistic outcome if HE were to lose the class action lawsuit? I'm bullish just for the fact of the service footprint alone but obviously, a lot of investors dumping the stock believe otherwise. If the government were to step in and stop the bleeding, what would/could happen next?And yes I bought the stock and Calls far too early. However, given the passage of time, it turned out to be one of my better investments. Watching HE with similar interest now. $Hawaiian(HE)$
$SoFi Technologies Inc.(SOFI)$ imo lots of rosy projections that are based on base effect and extrapolating past trajectory. See my comments re members below. There is very limited moat in the product set SOFI operates and commodotized products and are very price sensitive. The financial supermarket approach has been tried many times in the past to moderate success.I'm nearing retirement. I have moved some of my assets over to SOFI.I like what I see a lot, but I need them to have a more robust Options trading platform than they currently do and they should also add a free Tax eFiling service. Sort of like Robinhood and CreditKarma (before Intuit bought them) rolled into one. I hope to make SOFI my one-stop shop for all things financial.
Anyone suggesting that you sell some $(AMC)$ to have capitol for other plays is definitely not a friend of the community and probably has stated that they aren't an A P E. AMC and $(GME)$ all became possible because of A P E S and I have great faith in my brothers and sisters that they are going to see this until the end. I say this after a space call that FroggyStyles posted on YouTube. We all have seen there is money to be made in other plays but we chose this to be our pay day. There are plenty of other plays that should've squeezed that are highly manipulated like amc and gme because too many people piled into them and who is to say you wont get stuck in another one of those? If you have extra money to play i
Mastercard Vs. Visa: What's In Your Wallet?
Mastercard Vs. Visa: What's In Your Wallet?
$Coinbase Global, Inc.(COIN)$
$Arm Holdings(ARM)$ $NVIDIA Corp(NVDA)$ Have the feeling that this will be a great bullish trade going into year-end. Preferably, it gets above the 21 DEMA Wave and consolidates a bit before a breakout higher.“Exclusive: Nvidia to make Arm-based PC chips in major new challenge to Intel”—ReutersRemember when before ARM went public I said they would dominate the world, Nvidia agrees.Image
How is the latest earning report? Is it good or bad? Surely they're buying back millions now??I have no idea, but I would lose a lot of money if I sold now. $Lufax(LU)$ i am serious leslie nielsen GIF
A few thoughts about GME
$(GME)$ I never post anything on these discussion boards because 99.5% of what you see is just not typically worth reading. But now, after listening to the earnings call and going through the quarterly report, I've decided to post a few thoughts.1. Sales were actually pretty good, beating their numbers from a year ago - and of course they did point that out in the (short) conference call.2. They're investing in the future with some things that could be profitable in the future. Also good.But unfortunately there's some negatives.1. I watch Gamestop stores (physical stores when traveling around), and foot traffic is not good. Obviously you can say I was just at the ones not busy at the time I was there, but the issue - is that I've yet to see one t
Rivian Stock Soared Today: Is the Market Overreacting?
Rivian investors have been bullish over the past two days, but there's much more work to be done. Investors have been keen on Rivian Automotive($(RIVN)$12.38%)over the past two days and have pushed the company'sshare price up 11% today alone. The recent share price jump is a welcomed change after the electric vehicle (EV) stock plummeted 64% over the past three months. Investors are likely pushing Rivian's stock higher as otherEV stocks-- mainly Chinese automakers -- are rising today. Some investors may also be still processing the news that Rivian just hired a chief operations officer to help the company ramp up its vehicle production. But are those two bits of news worthy of investors' renewed optimism in Rivian? Probably not on their own. Fir
Brokerage was offering heavy margin on this security on Friday, so I knew the drop was in order but ARM had nice close out to the week despite the drop as it was less than 2% drop on Friday which is a break in the descending trend. Expect next week to gain spot $55+. Gov shutdown possibly looms but with the right timing can be lucrative trade. On watch for a push green. You want to invest in a very undervalued semiconductor play? Look at DAIO, with solid double digit growth. I’m down 22% right now but I’m not concerned even great companies realize haircuts for no apparent reason.This company is not going anywhere, it has a solid business model with a wide moat! $ARM Holdings Ltd(ARM)$
The Hong Kong dollar interbank rate continues to rise, and HSBC has a huge amount of assets to make a laugh. Watch out for another interest rate hike in the UK on Thursday $MEITUAN-W(03690)$ Calculating Oh No GIF by MOODMAN
$Amazon.com(AMZN)$
$AMC Entertainment(AMC)$
$AMC Entertainment(AMC)$
The sp is just 10% of what is was then... we were all talking about the stock as having good long-term-prospects... that is quite chastening to read right now. I got out at higher prices than it is now. I am investing in some other stocks recently. Hopefully these are more steady, promising companies (they have had good recents ERs, and analysts have been rating them well; their share prices don't seem subject to the wild variations of UPST stock) (I'm not saying that in the right macro-economic climate, Upstart won't do well again... it may very well do so). But seeing this old Conversation does make one think... $Upstart Holdings, Inc.(UPST)$
$Tesla Motors(TSLA)$
$Alibaba(BABA)$
$Unity Software Inc.(U)$
$NVIDIA Corp(NVDA)$
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