Looking to buy the dip🤑?
See today’s worst-performing stocks in the S&P 500 with our daily screener. Today’s underperformers are $EA, $RCL, $ETSY, $MTCH, $NCLH, $TTWO, $CCL, and $UAA.

Visit this screener for more data on these stocks!

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Buying the dip blindly can sometimes equate to catching a falling knife - what makes the difference is thoroughly researching the companies that form the largest drops and understanding their fundamentals
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Samuel Meciar's avatar
$15.7m follower assets
$MSFT + $TTWO has to happen at some point. If this goes through they'll dominate some of the most valuable IP on the planet.

Combine Bethesda + Mojang + Activision + Take Two and their Xbox Cloud Gaming push and they literally won the game (IMO)
For sure, the ambitions of $MSFT in the gaming industry are clear, but I don't believe they will be able (from the regulatory point of view) to buy $ATVI and also get the approval to buy $TTWO. As a Microsoft shareholder, I hope, but I think they can end up with some partnership agreement instead of a takeover.
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Gaming Industry Has Strong Secular Tailwinds:
Microsoft $MSFT wants to acquire Activision Blizzard $ATVI for $95.00 per share (currently trading at $76.83), in an all-cash transaction valued at $68.7 billion. Microsoft will become the world’s third-largest gaming company by revenue, behind Tencent and Sony. It seems like Microsoft knows there is going to be continued growth in gaming for years to come. Who do you think are the biggest beneficiaries of this secular tailwinds?

Gaming companies such as: Take-Two Interactive $TTWO, Electronic Arts $EA, Sea Limited $SE

Platforms letting creators create their own games? Meta $META, Roblox $RBLX

Hardware providers such as: NVIDIA $NVDA, Advanced Micro Devices $AMD
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Looks like gaming is the fastest growing form of entertainment, according to AMD at their Analyst Day.
Huge opportunities ahead for hardware providers like $AMD & $NVDA and game developers like $MSFT, $ATVI, $EA, $RBLX, $TTWO, etc.
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Fairly excited over here about how tokenomics can create viable business models for indie gamers. The abbreviated idea is that you can have a free-to-play game with an economy of in-game items that are NFTs. Every time the NFT changes owners in the game there is a small transaction fee that goes to the game treasury and gets paid out to the developers.

This could be a sustainable way for game developers to create awesome games, as opposed to either going with the advertising model, or needing to charge a lot up front to buy the game.

The main thing that needs to happen for this to be possible is for blockchains to to scale, which could be on the horizon with the rise of layer 2s.
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Josh Kohn-Lindquist's avatar
$17.1m follower assets
2 "Sells" and 1 Buy For My Daughter
After being hit with a $38 reorg fee from eTrade following $ZNGA's acquisition by $TTWO, I'm selling $ATVI ahead of its potential buyout from $MSFT to avoid the same fee.

They did reverse the fee after I called, but still quite frustrating as I feel like this is the exact type of stuff that scares off smaller investors.

With the cash from Zynga's deal and Activision's sale in my daughter's custodial account, I bought her some $ABNB.

According to Ycharts, Airbnb already generates around $2B in FCF, even accounting for stock-based compensation. Compared to a market cap of around $75B, the company's growth rates and future potential look reasonably priced.

In unrelated news, I'm looking for a new brokerage for a custodial account 😂 -- any you all may know of that are good or use personally? 🙏
Will Airbnb outperform against the S&P 500 over the next decade?
83%Of course!
8%No way!
8%Who's Airbnb?
12 VotesPoll ended on: 05/28/22
Check out Stash for a custodial account. Believe they make it easy for you and solid UX for a younger user/beginning investor to get used to investing!

Also, king $ABNB, hoping this one is a multi-bagger 10 years out!
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GTA V $TTWO was released in 2013, yet it is still making ~1bn in revenue per year. GTA VI is currently being developed. Is this a smart move to add the next iteration in their wildly successful franchise or are they cannibalizing their cash cow?
Will repeat my comments from Twitter, but I assume they get a nice 1-2Y bump from sales if they kick out a 6th version, followed by the potential for a decade worth of GTA simp revenue for online.

Guess they have the luxury of taking their time to build something cool. More time passes, more expectations build.
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Upcoming Earnings Calendar (Feb 7th - 11th)
Hey guys!

A key week is ahead of us! Here's what I'm interested in:

  • $APPS - One of my largest holdings. I'd like an update on the progress of single-tap and the tests they were running with Meta $FB. I'm also interested in seeing how their device footprint is expanding after their latest deals.
  • $DIS - They've invested heavily on Marvel and Star Wars series for Disney+, so let's see if this translates to lower churn and higher growth.
  • $NET - Really interesting stock but the valuation seems too high. Let's see if there's a good opportunity to enter post-earnings.

Good luck!

If you'd like an easier way to track earnings dates, you can automatically sync your portfolio's earning dates to your personal calendar with just a couple of clicks here.





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