zippytop

l/s equity analyst

[zippytop @zippytop71]

@CousinGraig @LongVollllll broken clock is right twice a day. he has been "calling" this a few times now

[zippytop @zippytop71]

@mkr_mason @TheGreenFireCS No, it is effectively impossible to make a new #1 dlore given the changes to trade up mechanics made last year; even making FN dlores is difficult

Knight is float capped at .10 which is tough for trade ups

[zippytop @zippytop71]

@mkr_mason @TheGreenFireCS Yeah but people are freaking out like this is the knife trade up situation again which it simply isnt close to

[zippytop @zippytop71]

@capezera Maybe a $8k skin if hes lucky

[zippytop @zippytop71]

@dzejkobinhio @ShavvyCS2 it will; more likely than not Valve has the in-game store on a pretty tapered lag effect for dragging prices down to real demand especially in low liquidity periods

[zippytop @zippytop71]

@Ankle___Grinder @Serious_CS And the OG's don't have ass placements too? We also don't know if the server backend at Valve with randomize placements for stickers

[zippytop @zippytop71]

@I_am_jerm @Gerhardderechte Stocks are designed/incentivized to go up all the time

For a while CS skins were like that and then for whatever reason Valve told everyone explicitly that they are now interested in tanking prices 😂

[zippytop @zippytop71]

@Serious_CS I mean who is going to be overpaying for MLG 2016's in suboptimal placement positions on a FT dlore. At $33k you can buy a .01 dlore and have $22k left over😂

Realistically I think OG souvenir dlores will fit in a similar illiquid niche like the Valve test game souvenirs

[zippytop @zippytop71]

@CorbZcs 🫡

[zippytop @zippytop71]

@CapitalShipyard @SilentProfile1 And yet the equity value went from measured in millions to trillions

[zippytop @zippytop71]

@CapitalShipyard @SilentProfile1 Well, I think there is probably some information content in the fact that they've gone from dramatic losses just 5 months ago to profit now.

Spacex is a great example. Being negative on spacex for years because of incremental profits > reported profits was a terrible strategy.

[zippytop @zippytop71]

@CapitalShipyard @SilentProfile1 You don't have believe it, people will be happy to take the other side

Here is WSJ reporting from yesterday

https://t.co/gxVJYUpAa0

[zippytop @zippytop71]

@CapitalShipyard @SilentProfile1 That's why the most relevant and fastest growing frontier lab is profitable right now, right?

[zippytop @zippytop71]

@astuncs2 Well yeah before souvenirs became entirely at par with normal

[zippytop @zippytop71]

@breadcrumbsre You have been missing out on the guy on instagram whose whole PA is puts on LLY WMT and like 3 other companies

[zippytop @zippytop71]

Moving back to NYC next month

If there is anyone left shorting stocks or doing bottom up stock picking DM me let's chat