fisch@emacs

GNU/Linux and Emacs user. Also invest in shitcos.

[fisch@emacs @WingsORC]

@MosheFeins48329 @aleabitoreddit Dude has been a legendary pumper so far. At some point you gotta dump your shitcos

[fisch@emacs @WingsORC]

@taobanker go ahead

[fisch@emacs @WingsORC]

@nevergr33dy You could report both numbers, but I deem the pre-tax number more useful as I can easily compare against it.

[fisch@emacs @WingsORC]

@taobanker you are on a roll

[fisch@emacs @WingsORC]

@AltayCapital @mr_deepvalue 40% down and super cheap on an absolute basis. I see revenue is falling is that the reason why?

[fisch@emacs @WingsORC]

@alfons_widmer @Gleniz93 Bitte als Betrug mit der Report-Funktion markieren. Ich werde auch von diesen Fake-Accounts zugemüllt.

[fisch@emacs @WingsORC]

@finphysnerd Is that the guy with the leveraged bet on $PDD?

[fisch@emacs @WingsORC]

@cmuratori The stealing analogy is kinda flawed. Nothing is being stolen here as the original product is still available. Its copying (or "piracy") which is not morally reprehensible at all.

[fisch@emacs @WingsORC]

@VeryDanger5 @cmuratori Sure people should go ahead and freely pirate the products in general.

Im only paying because its convenient (easy access) to do so and I appreciate the authors work.

Do not care about copyright and all that jazz.

[fisch@emacs @WingsORC]

@KiwiiRob @BrettKPG Afaik he pledged his shares for a loan (see latest filings) so he has direct interest in short term movements of the share price. Some shares were even transferred so I believe its a margin call.

[fisch@emacs @WingsORC]

@Riccardino999 I would assume licensing revenue is the cause here. That probably directly flows to the bottom line

[fisch@emacs @WingsORC]

@DaBao_ Still waiting for proper capital returns in the form of divis/buybacks. Cant complain tough. My 3rd largest pos

[fisch@emacs @WingsORC]

@finphysnerd @AltayCapital its up 40% since you sold three days ago...

[fisch@emacs @WingsORC]

@GavMcCracken @Petro_Tal Buybacks are only value accretive if they happen when the company's shares are trading below their intrinsic value assuming no friction (fees, taxes). Only traders and idiots buy stocks above their intrinsic value so buyback=good. Also dividends are usually heavily taxed too.

[fisch@emacs @WingsORC]

@finphysnerd Shorting shitcos is free money until the retail memers arrive. My rule of thumb is to never short stocks which are in somehow memeable

[fisch@emacs @WingsORC]

@leevalueroach 6.5 creedmoor?

[fisch@emacs @WingsORC]

@PantexCap @Aksel465 Its somewhat similar. Im not invested there either for the same reason

[fisch@emacs @WingsORC]

@SiliconSalvage $2bn in SBC though, so cashflow attributable to investors is substantially lower.

[fisch@emacs @WingsORC]

@BigBiteNow @CHar101091 I don't see them getting this thing cashflow positive. It's wait and see for me.