Came in to make this same point. It is a huge factor.I think this is an interesting take but I’m not sure I agree. It’s so much easier to hop on a telehealth appointment instead of leaving the office, traveling to the doctor, etc. I think convenience weighs out here unless you have a more serious illness.
i agree with the peloton assessment and considering what stuff like soul cycle and solid core charge per class $25 a month is a bargain.PTON will have short term pressure, but it's cemented itself and will only grow. What happens when PTON opens up gyms and charges you $25 a month to go there for live classes as opposed to buying a bike? People who are negative PTON, are misunderstanding the branding power and opportunity that has been created. They have to **** things up to lose their moat. Subscription revenue is also only going to keep growing and eventually be the dominant part of their business. It'll be years, of course, but give it time.
Max Pain warning on TDOC
Levels are 194 and 165. If you can't see those 2 numbers and be comfortable closing your eyes, make a plan.
This is me.Im out of cash and bought multiple dips in February and here we are still dipping. I think some of this is quad witching, slight fear and market correction. Still overall a bullish market and i see things turning around come April - August.
My read is that SPACs and Crypto will be subject to increased scrutiny in the coming months. Gensler does a great job of playing both sides, but I am not bullish on either investment type. He is one of the smartest professors I have ever experienced and knows the nuances as if it's his area of expertise.are SPACS done for because geezus i been seeing red for the past 2 weeks
I REALLY want to buy right now. And I know I will never get the timing perfect. But there is nothing positive about anything in the U.S. right now from an economic perspective. A lot of people are going to be faced with reality here shortly. States opening, states staying closed. Tax season.
What P/E multiples do you expect from the value stocks if you expect growth stocks to be in that range?I am 99% cash aside from my speculative crypto plays. I am waiting to either jump back into value stocks or when P/E multiples drop to the 7-10x range for growth stocks.
I am currently writing a paper on real estate NFT's. I will be done by the end of March and will share my specific thoughts. But yes, I always participate in mindless economics lol. I have a few Street Fighter cards that I am holding. I created a few flyers hoping someone bites on rarible. They are hype at this point but some have long-term utility.u in NFTs at all?
I normalize earnings so that number might not resonate or be applicable.What P/E multiples do you expect from the value stocks if you expect growth stocks to be in that range?
So basically you think we're at post tech bubble range where growth is gonna give it all back in 6-12 months?I normalize earnings so that number might not resonate or be applicable.
Generally speaking, if a stock is trading within 20 P/E you can look at it as a decent entry as long as they have high ROIC, net margins and free cash.
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