Talking stocks, trading, and investing in general

[Piobaire]

Having raised money 3 times from VCs, and invested in a few startups, they will never ever sign an NDA.

The idea is not sufficient to raise money. If it's a good idea: it's financially viable, technically possible and desired by a reasonable target market, someone is working on it already.

The funding is always dependent on the team (shorthand for execution ability) and the TAM (Total Addressable Market). A good idea is necessary but not sufficient for VC funding.

Thanks for the insight. Damn, the TAM is in the multi-billions and growing. My ability to execute is less than zero.

 

[otc]

You what now?

I was setting up a little unattended fundraiser stand with a cooler full of freeze pops.

Everybody knows trying to tear or bite the end of a freeze pop open is a recipe for frustration...but I wasn't gonna leave one of my fiskars just sitting there!

 

[ppk]

Thanks for the insight. Damn, the TAM is in the multi-billions and growing. My ability to execute is less than zero.

My suggestion is find folks who can execute and convince them to join you. There are so many ways to raise money now and many are online - accelerators and organizations like Y-Combinator. It's not like the old days where you had to have connections to specific VCs.

 

[Texasmade]

Have you thought about a SF gofundme? You might be able to raise $100.

 

[Omega Male]

 

[Piobaire]

Averaging down on $DJT. This is the way.

 

[brokencycle]

Averaging down on $DJT. This is the way.

View attachment 2248937

The grammar or the averaging down, I can't decide which is worse.

 

[ppk]

Averaging down on $DJT. This is the way.

View attachment 2248937

Holy crap! These people are going to lose it all.

 

[jbarwick]

Lose it all and blame someone else. A tale as old as time.

 

[gettoasty]

 

[brokencycle]

So are we taking gold or notes?

 

[gettoasty]

I think gold will lose in the long term and notes (bonds) do not seem to recover as well as stocks in the same time period when the economy inevitably rebounds.

re: Ferrari and Dollar General, I think it's more about investor sentiment with the latter indicating spending of poor people or lack thereof pushing down earnings therefore driving down share price whereas the rich are less affected i.e., the rich get richer, driving up sales and in turn share price. Hence, the polarization of the rich and poor. I guess ironically its those same Ferrari car owners that likely hold shares of Dollar General and pushing prices up or down.

 

[brokencycle]

I think gold will lose in the long term and notes (bonds) do not seem to recover as well as stocks in the same time period when the economy inevitably rebounds.

re: Ferrari and Dollar General, I think it's more about investor sentiment with the latter indicating spending of poor people or lack thereof pushing down earnings therefore driving down share price whereas the rich are less affected i.e., the rich get richer, driving up sales and in turn share price. Hence, the polarization of the rich and poor. I guess ironically its those same Ferrari car owners that likely hold shares of Dollar General and pushing prices up or down.

I disagree on that. Dollar General is a company in bad shape. Other companies catering to lower incomes are doing well. Walmart is up 46% over 1 year. Meanwhile Ferrari competitors are doing poorly. Porsche and LVMH are both down 19%.

 

[gettoasty]

Business risk certainly factors into how investors choose to buy stocks. What I was trying to get at is that consumer spending is softening some with the lower income households feeling the crunch more, affecting such companies like Dollar General. Your point about mismanagement only compounds the decline. In the original chart I still think part of the commentary was about the wealth divide in the US however poor of a comparison you think the two stocks are.

 

[UnFacconable]

Rate cuts happen for different reasons. Or I guess, more accurately, as a result of different scenarios.

Some times it’s an economic shock, some times it’s because the economy is just getting sluggish (like 2019).

Once in a while, the cut is to start unwinding rapid fire 50 and 75 bps rate hikes in response to an unprecedented and extended supply shock, in order to return more to an equilibrium. The closest thing to the start of this cycle is 1980. Market looked ok there. 2007 was very different.

I would imagine, in every situation, rate cuts made the performance a lot better than they would have been without them.