Recent comments in /f/wallstreetbets

SnipahShot t1_ja3d6b5 wrote

Reply to comment by mehmeh42 in Why SoFi is Poised to Take Over the Fintech Industry: An In-Depth Analysis by [deleted]

>They are trading this cheap because they offer so many shares to staff, the market dilution is killer on this one unfortunately.

That is actually wrong.

A big portion of their SBC expense has nothing to do with dilution. A big portion of their SBC expense is related to PSUs they awarded during the IPOE process, PSUs that are related to the stock price.

A dilution will happen if the stock price hits $25 on a volume weighted average over 90 days within 5 years of IPOE. Same for $35 and $45. All 3 of which seem unlikely right now, and if they do happen will someone complain about dilution when they x4 their investment from now to the lowest price target within like 3 years from now?

Their dilution is about 5-6mil shares per quarter, on 930mil shares outstanding (less than 1% per quarter).

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JeromeJGarcia t1_ja3cd6h wrote

Reply to What Happens From Here? by B3stAuD1t0rofA11tiME

Got divorced, used the 10% of assets I got to pay off debt under my name and haven’t paid a penny in interest for the last 6 years. I use the card for everything and now Chase is paying me in points, they bought me a $2600 ebike last summer. Debt sucks. I got the feels for those that are about to eat a shit sandwich.

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bretskigretzky t1_ja3bkc7 wrote

Reply to What TLT Won't Do – Probably by manishmehta71

  1. So you sold a weekly and I assume dealt with that illiquid spread.
  2. You chose a strike that doesn’t exist.
  3. The IV of TLT’s options are at 15% of its 52-week IVP. You weren’t well compensated.
  4. Inflation nor growth prospects should spike over the next month so your delta is stupid low, if you’re actually going to do this…
  5. Screening bond etfs along side equity etfs for machine learning is stupid.

Wow you just provided the long side of that bet a cheap play. $700 for $840,000 of underlying exposure is a special kind of regarded. That you’ll get a 17% return on your margin is hilarious.

I hope this creeps close to ITM so you can sweat.

Fundamental traders get out even a security surpasses their target price. What the hell is so hard about that?

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nomoneynicetruck t1_ja3atkl wrote

Reply to What Happens From Here? by B3stAuD1t0rofA11tiME

We've had an artificially low FF rate since the Obama years. And that's helped to produce a generation of people who only know how to buy risk assets and consume. So know when there's easy money in fixed income we have cc debt and flat lining stocks.

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ZadarskiDrake t1_ja3af1n wrote

Reply to What Happens From Here? by B3stAuD1t0rofA11tiME

I keep seeing these charts and hearing things about how bad the economy is and I agree I am broke af meanwhile my rich friend took me out for dinner last night and I was just amazed at how carelessly people who make a lot of money spend. He paid for our meals ($100+) and he spent like $60 on drinks for himself without even thinking twice about it. He is 27 and makes $150,000 per year and for people like him, they will never struggle or be affected by inflation. He is going to be promoted to IT manager next year and he said his base pay will go to $200,000 + $20,000 yearly bonus . If you guys are smart, go to school and major in computer science or engineering. You will make alot of money and never have to worry about surviving.

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