GBA PRESENTS- the public games

Discussion in 'Stocks' started by stonedinvestor, Jul 22, 2024.

  1. The great picks just keep coming.... I guess I am going to have to start a new thread all by myself.

    Nobody here has shown the ability to constantly churn out good ideas.
     
  2. Folks... I think it's time we stopped with the greed and we wake the fuck up.

    [​IMG]

    This is a very strong opening line for a thread.

    I just don't have that first essay idea.

    --Trade Desk down 5% after Information report on Walmart agreement » 10:41 TTD

    --Deere says tariff costs in the quarter were $200M » 10:24 DE

    --DLocal rises 20.2% » 10:00 DLO
     
  3. I like following what the Jana boys are up to/ my Mom discovered these cats back in the day.
    They are wise investors. She had money with them.

    Jana Partners exited Fidelity National Information Services (NYSE:FIS) in Q1, while adding Wex Inc. (NYSE:WEX), according to its latest 13F filing.

    The activist hedge fund exited its stake in Fidelity National Information (NYSE:FIS), selling 497K shares, and it added anew stake in Wex (NYSE:WEX), purchasing 164K shares.

    Jana increased its position in Rapid7 (RPD), adding 1.62 million shares, Freshpet (FRPT) and Treehouse (TRH), according to the13F filing.

    TreeHouse has really been clobbered down YTD 46% we should look into this from a value perspective./

    In fact all these new buys are stks way down that's the way these guys work.

    /////////////////
     
  4. There are so many stocks I find it very hard to use insider action as a trend indicator.
    Aside from the overall number many companies will continue to go up and up despite the selling. It's not tried and true either direction...

    That being said now that I look carefully at FTNT. Geeze the clues were there.

    check this out:

    3/11 Guy named Xie.. Can we trust him? He bailed on 326,784 shares @$98

    same guy no wait- his brother!!! 3/10 had already disposed of 206,000 shares!

    These numbers are staggering-- I might be doing the math wrong but that's $19,967,936 AND
    then $32,079,517 I mean... WTF.

    ./ Don't believe the buys they are for 300 shares/ Man this is stinky.

    [​IMG]
     
    SunTrader likes this.



  5. Most children are in bitcoin plays I would imagine why would they be mad.
    Oh wait now I get it they have lost so much today./ :thumbsup:

    Market Summary > Bitcoin
    117,952.00USD

    −5,387.77(4.37%)today
    Aug 14, 4:52 PM UTC ·Disclaimer
     
  6. Red Cat Holdings options imply 11.5% move in share price post-earnings 14:34 Read More RCAT

    I can't use RCAT because their rev is just too small. May 14 they had rev of $1.63 mil... I suppose another way to look at is one or two big orders and you can 3X that rev number...
    but seems to risky.
     
  7. Engaged Capital takes new stake in Freshpet, boosts position in Evolent Health among top Q2 moves

    Jana also in Freshpet....

    Engaged Capital picked up a new stake in Freshpet (NASDAQ:FRPT), piled into its Evolent Health (NYSE:EVH) holdings, while slashing positions in Portillo's (NASDAQ:PTLO) during the second quarter.

    at 52 week low)))))))))))))))))))))))))))))))))))))))))))))))))))))

    FRPT Freshpet, Inc.
    $62.21-2.01(-3.13%)2:49 PM 08/14/25
    NASDAQ |$USD |Realtime
     
  8. $46---$48 support-

    TTD The Trade Desk, Inc.-
    $50.58-3.78(-6.95%)2:51 PM 08/14/25
    NASDAQ |$USD |Realtime