Not Investment Advice

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side note, just dropped a huge chunk of money on a disneyworld trip for fall 2022 :)

Probably my last visit. Want to go while my youngest will still find it magical (she'll be 8, I was going in 2020 but...covid lockdowns)

Yeah. Delayed demand could be a factor over the next couple years depending on a recession.
 

Devilmaycare

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This definitely falls under the NOT INVESTMENT ADVICE category as it's pure speculation. :)

Have any of you guys looked at UTAA? It's a SPAC and there's been some smoke that the target is OnlyFans and it'll be closing soon. Jamie Sharp who is the Co-CEO of UTAA was hired as an EVP at OF back in March and recently updated his twitter (since removed) and linkedin (still there) to show that info. I think if that does close it'll pop a bit.

I bought 2000 warrants today on it since they're only $0.40 right now as a flyer. I've been toying with the idea of parking some cash into commons too since they're trading right below NAV right now but I'm still on the fence about it. Putting a couple grand into them is starting to feel like a smarter move then letting cash sit in a checking account earning .01%.
 
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This definitely falls under the NOT INVESTMENT ADVICE category as it's pure speculation. :)

Have any of you guys looked at UTAA? It's a SPAC and there's been some smoke that the target is OnlyFans and it'll be closing soon. Jamie Sharp who is the Co-CEO of UTAA was hired as an EVP at OF back in March and recently updated his twitter (since removed) and linkedin (still there) to show that info. I think if that does close it'll pop a bit.

I bought 2000 warrants today on it since they're only $0.40 right now as a flyer. I've been toying with the idea of parking some cash into commons too since they're trading right below NAV right now but I'm still on the fence about it. Putting a couple grand into them is starting to feel like a smarter move then letting cash sit in a checking account earning .01%.

Never heard of it. Sounds really risky especially in the current environment, but I suppose it could pump at the acquisition announcement considering the rumored target. I would keep a tight leash and dump it on the news/leaked news if it ever comes to pass.

Personally I don't get paying for porn, and for that reason
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BigRedRage

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Never heard of it. Sounds really risky especially in the current environment, but I suppose it could pump at the acquisition announcement considering the rumored target. I would keep a tight leash and dump it on the news/leaked news if it ever comes to pass.

Personally I don't get paying for porn, and for that reason
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Lollllll

Yeah man...I mean, plenty free stuff but people I guess will simp all day for "personalized content"
 

Devilmaycare

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Never heard of it. Sounds really risky especially in the current environment, but I suppose it could pump at the acquisition announcement considering the rumored target. I would keep a tight leash and dump it on the news/leaked news if it ever comes to pass.

Personally I don't get paying for porn, and for that reason

I was thinking risk was on the lower side right now, especially compared to the market as a whole, since it's trading around NAV. If OF is the target I think it will pump on DA and I'd then dump it. I've learned my lesson on holding on after a DA or IPO pump.

I fully view it as a gamble too btw. That's why I'm not sure if I want to increase my position anymore. The $800 I put into warrants won't kill me if they went to zero for some reason.

I don't get paying for porn either. I'm not a user but I'm willing to profit off of them. And dang, I can't find a good Kevin meme saying it's about the money to counter you. ;)
 

elindholm

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I looked at DIS again this morning and updated my projections with recent analyst forecasts. I've lowered my target price to sub $85 before I take another serious look. I think the negative sentiment surrounding streaming and a possible/likely recession is impacting growth forecasts. I may miss out on a good opportunity at its current price, but their numbers have been all over the place these past several years with huge acquisitions and Covid. It's hard to get a baseline to get confident cash flow estimates for the next 5 years. I'll continue to watch it though.

NFLX is one of my few holdings that's down today, so it looks like you're making the correct decision by waiting.
 
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I added a few more shares to my MMM position. It's up to 2.5% of my main retail account. It got down below 130 so I added to it. It seems to have a pretty decent floor and is not as volatile as some of my other positions and I believe it to be undervalued.
 

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today was a nice breather, eh? Does that mean huge red candles tomorrow? lol
 
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when I posted vs where we are

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Yeah it was $391 on June 8th, the day you were considering buying. But I would've been right regardless of the company during that timeframe.
 

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