OFFICIAL STOCK MARKET AND ECONOMY THREAD VOL. A NEW CHAPTER

[cragmatic]

And like I said, GME ain’t going anywhere.

 

[iheartboost]

My entire pro is green. I SAID MY ENTIRE PRO IS GREEEEEEEENN

And like I said, GME ain’t going anywhere.

Facts.

 

[206to813]

Earnings szn

nflx guess that’s no surprise

 

[johnnyredstorm]

Good timing with their UNH partnership announced today.

Filled it right off the open, needed a little leverage to juice my position

 

[antidope]

SNAP . Still my best performer.

 

[truss]

Been preaching $snap for a while... q2 earnings shows why!

 

[206to813]

Wow. Missing out on that party

 

[ballinsam23]

Crazy how SNAP and PINS always go hand to hand.

 

[206to813]

Pins earnings in 6 days, any ideas what to expect ?

 

[noskey]

Pins earnings in 6 days, any ideas what to expect ?

BLOWOUT earnings. INCALCULABLE forecast. Best quarter ever.



And a HUGE drill into the red.

 

[ps2child]

Snap Snapped today.

 

[206to813]

Roku though

 

[アミーゴ]

Gimme another 10k shares of Macy’s at 7 bucks

Well played - I am out of this position.

 

[johnnyredstorm]

charts im watching this week

Charts to Watch 7/26-7/30

We ended last week’s post with bitcoin and Ethereum and both respected the pivots beautifully, going on to make strong moves off of venom lines and the bottom of value so it only makes sense that we take a look at those two charts here now and see what the tea leaves are showing us.

satoshialien.substack.com

really liking ddog and u

 

[truss]

My cuz is a family practice doc & he said about 40% of his patients are seeking phsyciatric help (anxiety, depression, burnout) — he can conduct a virtual visit w/ the same amount of success as in person

Which shows there is a hunger for mental health therapies, education, and awareness.

this thematic is being covered on several fronts:

1. consumer apps (headspace & calm)

2. Cultural products (Madhappy - $LVMH)

3. Virtual hospital visits ($TDOC)

does anyone else have an interest in the business strategy behind mental health?

 

[ballinsam23]

Yea there are a bunch of private companies that might have a chance of going public in the next 2-4 years that are in the pipeline covering digital health.

 

[truss]

I’m looking at a transcript of $snap’s conference call. Here’s what I don’t understand: Why is stock compensation, payroll taxes, and depreciation excluded from company expenses?

how is the possible under GAAP?

 

[B Sox]

TDOC been in the red for a minute. Still like it long term though.

 

[johnnyredstorm]

TDOC is going to be red for the year. 2022/2023 is the narrative. It either works, or we lose money. I’m sized accordingly to be ok with losing money.

 

[So Much Sole 23]

Welp ATIP Took A Nice Nose Dive After Quarterly Reports Today

 

[206to813]

TDOC is going to be red for the year. 2022/2023 is the narrative. It either works, or we lose money. I’m sized accordingly to be ok with losing money.

I mean Telehealth is going to be massive, there’s zero doubt in my mind
The question is if tdoc will be a good investment

 

[fargin]

Welp ATIP Took A Nice Nose Dive After Quarterly Reports Today

This dummy doubled down, on SOFI too.

 

[So Much Sole 23]

This dummy doubled down, on SOFI too.

Losing My Conviction In This Stock Daily.

I Hope They Can Turn Her Around And Have Settled Into A Long Play At This Point

 

[fargin]

Losing My Conviction In This Stock Daily.

I Hope They Can Turn Her Around And Have Settled Into A Long Play At This Point

Loooooonng.

 

[MON5T3R]

I’m looking at a transcript of $snap’s conference call. Here’s what I don’t understand: Why is stock compensation, payroll taxes, and depreciation excluded from company expenses?

how is the possible under GAAP?

I just took a look at the transcript and idk if you didn't see but the line right before that says that they prepared financials using both GAAP and non-GAAP which is common. When they discussed on the call I'm guessing they wanted to use non-GAAP expenses because when discussing the expenses it would show a more reasonable picture of what the reoccuring expenses are and wouldn't include items that don't affect cash flow or are infrequent. For the payroll taxes, I don't think it would be payroll taxes that were excluded entirely but payroll taxes related to the stock compensation.

You can see the GAAP financials on their investor relations website if that was what you were looking for.