Fang, ant, bat


#364

Reversed yesterday and then some. Oh well.


#365

You used to brag about your heavily concentrated portfolio of FB, TWTR, YELP, and TSLA. You were completely against diversification, since it would dilute gains. Now you’ve owned 7 stocks that weren’t part of that 4 for years?


#366

Um… I never said I’ve only owned those 4.

Also, “brag” is the wrong word of choice here. I’m only sharing the secret to my success.


#367

Yelp is underperforming Domino’s Pizza…


#368

Are you posting this to disparage me? If so, whatever you posted does not disprove my points, nor has it lessen my resolve at all.


#369

What was your point?

I am testing your resolves. :smiling_imp:

Seriously there is more than tech out there. I am also heavily concentrated in tech. I am branching out a little bit to other areas this year.


#370

No I will not sell Yelp for Dominos if that’s what you are trying to lead me into doing… I don’t know anything about Dominos, but I do know Jeremy :slight_smile:


#371

Manch is having fun exploring stocks. Btw I own over 30 counters :slight_smile: Small amount per counter.


#372

Time to spill the beans and show us everything. :smiling_imp:


#373

Domino pizza not only performing better than Yelp, but also exceeding AAPL last 10 years !

DPZ_VS_AAPL


#374

Domino vs. TSLA. Likes please… :rofl:


#375

AAPL is better than DPZ.

Since DPZ’s IPO,


#376

Yes. Why invest into a pizza delivery service when you can invest into an iPhone maker? :wink:


#377

Selective timeframe comparison is misleading :stuck_out_tongue_winking_eye:


#378

Bought 6 BABA, now have,
6 FB
6 BABA
25 TCEHY

Taking advantage of the apparently rotation out of megacap to assemble F10.
Sad to say, with today’s red, red $50 :persevere:


#379

Come on, buy the rest! :rofl:


#380

6 shares? Or 6 calls?


#381

6 shares :grinning:
Only long calls when there is an advantage like you tell me some insider info or when the stock price tumbles with no good reasons e.g. from Citron’s Andrew bad mouthing or decline near 50-day/ 200-day SMAs.

Frankly, hardly lose in long calls and usually make at least 100%. Main reason is because I wait for the setup :slight_smile: However, have been timid because not au fait with the small cap businesses (out of work for a long time, and technology has changed so much). When I left the IT industry, it is a Wintel world and three tiered client-server. So completely don’t understand cloud-computing, AI and e-commerce (when I left is rudimentary).


#382

Buy to curse F10 except AAPL :slight_smile: bought 6 NVDA

6 FB
6 BABA
25 TCEHY
6 NVDA

Red $100… now need manch to sponsor the dim sum lunch.


#383

No goog, Nflx, and Tsla?