PropNotes

PropNotes

Hey Everyone! PayPal has been in an absolutely disgusting downtrend for the last several months, wiping out billions in stock value as the company's fundamental growth has slowed and margins have come under pressure. And, while the stock is still somewhat "expensive", trading at 30x net income, it is beginning to look interesting. Trading at only 19x cash flow,...

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You can now purchase shares of Square / Block, the high growth fintech company, for what it was trading at back in fall of 2018. This parabolic selloff in ostensibly a quality growth name constitutes a buying opportunity for long term investors, and should be a solid place to begin DCA'ing or selling puts (which would be a great idea with the recent...

06:54

PropNotes Updated 

Hey all! Well, will you look at that. Fiat markets are finally getting interesting again. This is just a quick video describing why I think there's a 70% chance we will bottom in the next few days. Some names I wouldn't mind buying here that have sold off but don't have too much rate / organic growth issues esposure: HIMX APPS ESTC ARKK (for the brave) --...

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Check out this chart of Liquid Driver, priced in USD. For my followers who aren't crypto native / interested, Liquid Driver is essentially a protocol within the Fantom ecosystem where you can go to stake your LP tokens, and LQDR will autocompound them for you. They pay you out in LQDR, and allow you to lock LQDR for further rewards, based on protocol revenue....

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ARKK breaking lower, surprising nobody. with rates and sentiment where they are this could have some downside left in it.

04:39

PropNotes

A quick explainer showing how to get USD prices for some of the more niche tokens that aren't quoted that way natively by their DEX. Leave a like if this helped you get the right charts! Cheers ~ YOU CAN ALSO JUST DO: FTMUSD/WFTMTSHARE (for example) and get the same result. I just figured that was harder to explain. Totally doable!

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Been watching this setup for a little while. not much you can do now unless you're already in XLP names from lower, but it's a great example of capital flows re-orienting around defensive names at the moment, in light of potential tapering / rates moves in the future. High mult continues to flounder.

19:50

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Hey guys! Just got a new mouse, so please forgive the thumping noise, still adjusting the sensitivity because it's too low. I didn't know it would make that noise, but I'm also not going to re-record this vid. Let me know what you guys think! I'd love to hear where people disagree with me :) Cheers -

PropNotes

Good afternoon gang! Hope everyone is doing well & isn't getting too blown out in the carnage today in the majority of the market. If you're looking for something boring to put your money into, AT&T didn't used to be an option, but it's now gotten to a price where it's beginning to look interesting. Back when the split was announced, I remember doing some...

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This might be cheap enough to finally take a nibble. 8x fcf, growing revs at 40% YoY. Everyone worried about margins compressing but demos are good and market opp is big if they can improve execution, which on a probability basis, they can. Going to start nibbling long to track & I'll add once it gets some momentum. The stock is definitely a trap, but I'm okay...

PropNotes Updated 

Hey guys! Last week I published an idea about going long PYPL depending on how it acted around earnings. Clearly, the stock got smoked (along with tons of other high multiple names, as of late: twitter.com). However, all may not be lost for longs. We are approaching an area of historical demand for the stock, which may hold true once more. In addition, the stock...

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I don't always make top predictions, but when I do, I drink Dos Equis. I kid. However, I have a pretty solid track record making predictions on stuff that I think looks too blow-off-y, with only two notable failures in $JKS and $AMC - too early on both. The rest of my calls you can see here: Two takeaways looking at the fundamentals, the chart, and the...

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This is going to be a dead-simple, quick idea. I've been looking at Precious metals for a while now, and silver in particular. It appears that there is a significant amount of demand for silver near 22, and a large supply of silver between 28-29. Right now we are trading in the middle of this range, but with inflation picking up and the recent break higher above...

PropNotes Updated 

Not sure who just blew up on this but I'm assuming we will find out in the coming days! Obviously if you have any of this dump it immediately, don't be greedy.

PropNotes

Alright. Settle down. This is getting ridiculous. It might *actually* *finally* be time to begin looking at the put ladder a couple months out. I understand trend, and I understand momentum. I don't understand what fund is looking at this stock right now thinking "Yup. 50% CAGR growth for the next decade makes sense, and there's still room for upside!" The second...

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We are close to a breakout in the IWM mid/small cap index, which could produce a low risk, high probability trading setup by taking the index long Vs. 223-ish. Nice simple trade here out of consolidation.

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Hey everyone! Just wanted to do some quick analysis & labeling of the supply and demand situation right now in the market for PayPal stock. Marked out on the chart you can see zones of supply and demand, and we are approaching a zone of demand coming into this earnings release. Should PayPal post solid EBITDA and raise its outlook at all, then any bounce might...

PropNotes

Afternoon! Just combing through charts, and I saw this one in Alcoa. Kinda insane. Now, I know Metals are in vogue right now from both a narrative & flows perspective (positive and improving): *** Financials 4 Energy 4 Consumer Cyclical 4 Consumer Defensive 2 Industrials 1 ---- Materials 1---- Utilities 0 Technology 0 Real...