@commonsenseplay $SCHW will give you significantly better margin then what they advertise. . .talk to them. $IBKR great unless something goes wrong. . . Terrible customer service. I use both.
$TRIP was posted on VIC as a long idea. I own this, but long term expectations on Viator are elevated. Top-line growth will never exceed 10% and EBITDA margins will struggle to get above 15%. Still cheap, but massive growth expectations are unfounded.
@FishtownCap Yes. But while you wait you can still get vol decay from shorting $SOXL either paired with $SOXX on the long side or as a straight short (far more speculative, though).
@emo__girl_@JehoshaphatRsch Yes, $GIL is dogshit and yes, Bella+Canvas is much better. But pricing isn't in the same ballpark (worth paying up, though).
The best way to anticipate the future is to find out what Benjamin Netanyahu wants and then assume it's just a matter of time before Trump does it. Hard to go wrong with that method. I can't think of a time when it would have failed.
@P_Remarks $TRIP. Sell TheFork for $500mm to $1bn to a company like $BKNG and then sell what's left (Viator and the legacy hotel business) to a company like $LYV or private equity and you can reasonably get to 100% upside.
Congrats to James Dolan on the Knicks win, but hard to fully forgive him for being the most senior Cablevision executive responsible for the bankruptcy and liquidation The Wiz.