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Christian's avatar
$9m follower assets
Yes yes yes!!! Bob is back
It’s official the board agrees with me. Bob is the guy!!

DISNEY BOARD UNANIMOUSLY VOTES TO EXTEND BOB CHAPEK’S CONTRACT FOR 3 YEARS $DIS @frankieciv608
Christian's avatar
$9m follower assets
Fire me up!! Disney for the win please!
Disney, Apple and Amazon keep waiting as NFL considers Sunday Ticket offers
Disney, Apple and Amazon keep waiting as NFL considers Sunday Ticket offers
The NFL must choose between offers for Sunday Ticket as streamers wait for a decision.
CNBC
Nice to see DK as the cover athlete

Would be another feather in the cap for $DIS if they get it. Could roll it through ESPN+ to incentivize their 3 headed monster of Hulu, Disney+ and ESPN+
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Christian's avatar
$9m follower assets
Is the Mouse Dead?
When Does Disney stop bleeding??? Love to hear peoples thoughts on Disney. Not a lot of love happening with them right now and probably won’t be until next earnings and we see subscription numbers $DIS
ParrotStock's avatar
$256m follower assets
Limit Orders In
Time to set some limit orders…

As y’all know, the 9-5 is keeping me busy, so I’ve put in a few limit buys in case we get another dip.

I’ve got about half my cash lined up on limit orders. Here’s what I have pending:

$DIS $90
$TTD $45
$UPST $31
$ARKK leap at $9.75

Might adjust depending on the market, but leaving them open for now.

Time will tell if any of them fill.

🦜
ParrotStock's avatar
$256m follower assets
Getting the urge to buy again
I haven't been buying much lately. The 9-5 has been keeping me busy during trading hours since last week, but I'm getting the urge to buy again.

I've only got about 6% cash, so there's only so much I can do, but there is a bargain under every ticker it seems.

I'm trying to decide if I want to start adding back some large caps like $DIS and $AAPL, or if I want to add more to names already in my portfolio like $TTD $ATY and many others.

How are you guy's on CommonStock feeling? Is it fearful enough for you yet, or still too early?

Love to hear how y'all are feeling 👇

🦜
I never really stopped buying, but I gotta say my sense of urgency has eroded lol
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Neil's avatar
$26.8m follower assets
Portfolio as of June 1
My Portfolio as of June 1

30% $TSLA
10% $SQ
7% $TTD

4-5% $U $AMZN $FB $MELI

3-4% $ABNB $ROKU $SHOP $COIN $PLTR $INTC

2-3% $LMND $FVRR $DIS $SOFI $PINS

0-1% $NNOX $TDOC $PTON

Cash 3%
$PTON - Twitter Search
The latest Tweets on $PTON. Read what people are saying and join the conversation.
twitter.com
Erick Mokaya's avatar
$88m follower assets
Interesting comparison on some Communication Services stocks:
Current NTM P/E vs March 23, 2020 COVID low

Alphabet Class A $GOOGL, 18.6, current vs. -0.5x
Alphabet Class B $GOOG, 18.7, -0.4x
Meta Platforms $FB, 15.2, -0.4x
Disney $DIS, 21.3, 4.9x
Verizon $VZ, 9.4, -0.7x
Comcast $CMCSA, 11.6, 0.9x
AT&T $T, 8.3, 1x
Netflix $NFLX, 17.2, -37.8x
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Longest holders

Alex Kasemir
@alexkasemir
2544 days
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@aaronsmith
2484 days
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@pcperini
2392 days
Commonstock is a social network that amplifies the knowledge of the best investors, verified by actual track records for signal over noise. Community members can link their existing brokerage accounts and share their real time portfolio, performance and trades (by percent only, dollar amounts never shared). Commonstock is not a brokerage, but a social layer on top of existing brokerages helping to create more engaged and informed investors.