kookieman
kookieman
Regularly reviews US stock investment portfolio performance.
0Follow
27Followers
0Topic
0Badge
avatarkookieman
2022-12-12
$Grab Holdings(GRAB)$  Grab is paving the way to be a digital bank too. Already got the licence to operate. They focus mainly on digital and do payment service, transportation, delivery and many more. Private investor like sovereign funds and others already bought in before ipo. Go to Thailand, Vietnam, Malaysia, Singapore to name a few countries where Grab take up almost 90% market share in that country itself. Once boarder open and tourism back close to normal, revenue going to rocket again. They threw incentives to Drivers and gain market share like crazy right front the start. Even though I regretted buying early on ipo day. I am alright to own 3k share for now. Very good luck to all the Longs. Cheers and hang on. Let the dust settle and
avatarkookieman
2023-03-16
As I said before, the merger, valued JNCE at less than cash value and the IP is more or less worthless (CVR), makes no sense. One major shareholder thought so too and offered cash value + CVR for the company and take it private. JNCE is now in play and GILD could buy the whole company for less than what they paid for one drug.Wow! Unexpected positive news from our ridiculously cheap company. Wouldn't be surprised to see a 100% bump tomorrow. The joint merger could send this to the moon. All of a sudden, I am truly excited about owning this stock.$Jounce Therapeutics Inc.(JNCE)$
avatarkookieman
2023-03-21
Objectively speaking, in the past few years, Pinduoduoduo has consistently exceeded expectations at several important stages in its development process. In the early stages of his development, the number of active users/revenue consistently exceeded expectations quarter after quarter. As active users/revenue began to enter a plateau, marketing expenses were significantly reduced, and the profit release immediately began to exceed expectations. At the stage when everyone is entering the internal market, he suddenly quickly enters overseas markets such as North America, with an astonishing development rate that is far beyond expectations. Overall, compared to many Chinese internet companies, Pinduoduoduo is one of the few Chinese internet companies that focuses on/focuses on their main busin
avatarkookieman
2022-12-28
$Bank of America(BAC)$  BAC in yoyo mode again. Bank sector having a hard time and now the Fed raising rates another 50 basis points. Yellen said that should help inflation. What absurd thinking. The only thing that would help is real estate coming back to 80s values. Banks are offering no down pmts. But that is just extending the loans at the higher interest rate. Just setting up for more foreclosures.
avatarkookieman
2022-03-24

Is Facebook (FB Stock) ready to buy a major gaming stock?

$Meta Platforms, Inc.(FB)$ Facebook’s transition into Meta Platforms (NASDAQ: FB) and Mark Zuckerberg’s big push into the metaverse — the concept of a shared 3D virtual platform where people can socialize, work, and play — spurred a sector-wide move by tech companies to branch out into other areas like gaming. The burgeoning gaming industry has transformed into a $198.4 billion sector in 2021, far exceeding the combined market size of the box office and the music industry, according to market research firm Mordor Intelligence. Meta and VR gaming Even before Meta announced its push into the metaverse in October 2021, the social media behemoth has built a presence in the gaming market with its acquisition of virtual reality company Oculus in 2014. Meta’s
Is Facebook (FB Stock) ready to buy a major gaming stock?
avatarkookieman
2022-11-28
$AMC Entertainment(AMC)$  Black Rock and Vanguard are lending their shares out to shitidel and whoever else is shorting $AMC. They collect the borrow fees and use the funds to keep adding to their positions.Black Rock and Vanguard control the squeeze. They can force the squeeze at any point by doing a share recall. The question is when will they be satisfied with their positions? Will it be when they ensure that shitidel is in so deep that they couldn't financially recover?
avatarkookieman
2022-10-26
INVESTORS FATIGUE...is a psychological event that sets in when investors are tired of watching their investment go up for a couple of days only to have it manipulated even lower. Kenny Boy bragged about his company's ability to judge when buyer's fatigue sets in. They want investors to get tired (fatigued) of experiencing these moves over and over. However, he has not met 4+ million investors aks Apes that keep abreast of what's going on and they/we are not selling. Don't let a fake squeeze to say $60 or $70 fool you into thinking it's over. Remember they allegedly have to cover 2 BILLION synthetic or phantom shares so don't grow weary of well doing.$AMC Entertainment(AMC)$
avatarkookieman
2023-01-06
$Unity Software Inc.(U)$  If you wanna blame someone then you point to the FED. Remember don’t fight them when they take the liquidity punch bowl away. The only way this stock can appreciate is simply for management to get serious about cost discipline. Become cash flow positive and focus on quality of their game engine with their newly acquired assets like Weta and Ziva. Be a threat in terms of being the preferred game engine for AAA game studios! The potential is there to be the next Adobe in terms of being a multi bagger. It’s really up to the management team and board to execute. Let’s see GLT you btw.
avatarkookieman
2022-12-29
$Advanced Micro Devices(AMD)$  The data center has been the bright spot until now. However, with competition heating up at the same time as companies are slowing spending the trend is unlikely to continue. I suspect a change in investor paradigm in the next quarter or two. Earnings are actually dropping, the current trailing PE of nearly 40 is likely to rise on earnings this quarter rather than fall. Analysts surveyed by Yahoo expect earnings are down around 30% this quarter. If AMD earns $3.50 next year (about what’s expected) coupled with negative growth and outlook, how does this stock end 2023 above $30? Data center chips will become a commodity with multiple players vying to distinguish themselves.
avatarkookieman
2023-01-05
$Gaotu Techedu Inc.(GOTU)$  Great opportunity to load up again while Shorties making their push. This is easily 5x -10x return next summer. However, there are no investment that doesnt have risk. With the current SP that is a fraction of their cash/asset, the risk is minimal. Buy only what you can afford.
avatarkookieman
2022-11-16
$Sea Ltd(SE)$  Nice earnings report for a change last few quarters have been very difficult to swallow but at last some light at the end of the tunnel. we need several more strong guidance beating estimates to keep moving closer and closer to profitability. 2025 could be that year, stay long and hold.
avatarkookieman
2022-11-23
$Occidental(OXY)$   Sometimes, "wishful thinking" by both bulls and bears, obfuscates what is happening right in front of our collective noses. From the news of world events and politics anyone can grab a hot ember to support their positive or negative outlook. What really matters is that with the onset of winter still a month away, a very short-lived correction and a key reversal has occurred in the stock price of OXY. Personally, I am not optimistic about the world singing "kumbaya" this winter and oil falls off the cliff. Ergo, both oil and OXY will trend higher into the next year.
avatarkookieman
2023-03-02
$Netflix(NFLX)$ Netflix is doing a stage play of Stranger Things. They are milking Stranger Things for every dollar they can, as they should. The problem is, it highlights just how important name brand content is, especially as prices will have to go up for streaming services. Disney, Comcast/Universal, Paramount, Warners/HBO max, all these companies have multiple name brand properties that are known worldwide, whether it's Marvel or Star Wars or DC or Harry Potter or Fast &Furious or even Top Gun. These types of properties continue to bring in dollars through multiple revenue streams forever. Reed Hastings should have realized this earlier and spent more money to buy existing properties, much like Iger bought Lucas and Marvel and Pixar. He cl
avatarkookieman
2023-02-24
$AMC Entertainment(AMC)$  What’s interesting is that this play has now gotten so huge that retail buying has very little, almost negligible affect on the daily price action. However, that is not to minimize the importance of our role here! The algorithms will play themselves out, and the inevitable end result will be the MOASS. But it will not happen with out us being here, HODLing, and not selling! We inspire each other! We are here to watch the show.. together! It will be amazing! Let’s grab some popcorn, and be entertained by the angry and frustrated shills.
avatarkookieman
2022-11-30
$PayPal(PYPL)$   They aren't beating PayPal. They have a smaller share of the e-commerce pay market. PayPal has 16% .. AAPL has 5%. Apple is growing faster according to the report, but has a way to go to catch PayPal. And, not everyone has an Apple phone. Apple needed some good news, and I guess they paid for what was announced just to have something positive said about their performance..
avatarkookieman
2022-11-14
$JD.com(JD)$  Financial keep improving-stock goes nowhere. JD has always been unfairly punished from BS stories such as the rape allegation which probably get settled for little or nothing, delisting rumors, etc. This is sort of like MSFT during the Ballmer years in which the earnings get going up and the multiple kept going down. Eventually it corrects itself. In five years, JD will be around 200.
avatarkookieman
2022-12-01
$AMC Entertainment(AMC)$  You can't mute my comments black rock. Let me tell you why, slander by cliff assess of aqr capital management said and I quote to all 20 million ape investors, "we are paranoid investing death cult". Shorting say blue chip stock under 5 dollars is against securities regulations. Stopping you with bracelets and letting the public know you hurt mom and pop investors is dangerous. Stick you menorah up where the sun will never shine I am ready for a fight.
avatarkookieman
2023-02-21
VTEB: Simple Muni Bond Index ETF, But Better Choices Out Therestocklapse/E+ via Getty ImagesThe $Vanguard Tax-Exempt Bond ETF(VTEB)$ is a simple muni bond index ETF. VTEB's holdings have extremely low credit risk, moderate interest rate risk, and its dividends are tax-exempt. On the other hand, dividends are quite low, with the fund sporting a TTM dividend yield of only 2.1%, and an SEC yield / forward yield of 3.0%.In my opinion, although VTEB seems like a reasonable investment for more conservative investors wishing to minimize their tax burdens, the fund's overall value proposition is not very compelling. Several investments offer broadly superior, although not identical, value propositions to VTEB. As such, I would not be investing in the fund at
avatarkookieman
2022-12-22
$Alphabet(GOOG)$  Google has not been participating in these rallies. Watch for continuing price softness for the next ten days due to tax loss selling and concerns as to how the Fed’s actions will affect the economy and, in turn, ad revenue. I’m betting that a rally will occur after the first of the year as investors look beyond the valley to better times in the coming year.
avatarkookieman
2023-02-09
$Walt Disney(DIS)$  Disney CEO Bob Iger said Thursday that “everything is on the table” with streaming service Hulu.Disney owns two thirds of the streaming service, which focuses on more adult-oriented general entertainment content such as the series “Only Murders in the Building” and the sci fi thriller “Prey.” Iger wants Disney to focus on its more family-friendly franchises, such as “Frozen” and the Marvel Cinematic Universe.

Go to Tiger App to see more news