Still laughing? FB down another 10% since your post and looks like its getting worse moving into 2019.

Phones are actually kind of similar to cars. Everyone wants a nice fancy one but they can always wait a little longer to upgrade or they can get one that isn't quite as nice, maybe even used/refurbished. Maybe car companies get hit harder, but I don't agree that aapl is more resistant to a recession than most or the average company.

I think you guys are dillusional... people overspend on discretionary items like phones and cars even when they’re impoverished since they’re financed compared to other discretionary items and even some staples. Auto loans and other credit will get massacred in a recession though as people are overleveraged and default rates go crazy so that’s why auto companies really get killed and a problem appl doesn’t have.

I don’t understand the appl short. If anything I’d short right before earnings and exit after that as this quarter might disappoint but don’t see long term or systemic issues with them and the near term issues have run their course.

yes, but only because yr an idiot. thanks for the reminder though.

Gotta figure PZZA is easy money on the short side up here with the reports of Trian passing and other suitors only considering a stake (seems unlikely imo). Numbers have been consistently poor and can't see them turning around their image anytime soon while using the Papa John brand name.

btc is a parody account, who could take that name and the join date seriously? Guy shows up right around the peak and is pitching pot stocks and Snapchat. Genius.

Would you mind sharing something here besides your pitchy attitude and regurgitation of other peoples thoughts? Since you like ta, maybe go throw some chicken bones and pick a winner instead of picking your butt all day.

I'm not pitching anything, I was chatting about cannabis plays here last year before the recent fun began. And yes, I think snap is a better play than fb. If charlie finds that amusing, he should be laughing all the way to the bank instead of his pantry looking for another hoho.

Curious if you want to turn that analysis on yourself and show the value you've created especially by bumping that post from CDS? Maybe by bumping some of your cannabis long ideas that no one actually followed but still were enormous losers?

Where's the value? He said I was wrong about fb, but it's being proven otherwise. Anyone could find useful insights in the brief analysis I provided about the inevitable pullback that's occurring now. Instead he lol and ignored the obvious signals when he should have easily recognized an opportunity to trade the downswing.

But where do you come in? Is this just another place for you to bring nothing to the table? You're more like a dog sniffing around for scraps under the table until you get a bop on the snoot.

In regards to cannabis plays, tgod is the only big loser and I don't claim to have perfect timing. I've had to average down quite a bit and feel confident in my position. I'm long buddy, just like you said. The other names mentioned though are no where near being enormous losers, but feel free to dig up the posts as that seems like the only thing you're good at.

Why long snapchat? SNAP has nothing going for it.

Is SNAP still developing those AR glasses?

It's their only shot. A hail mary.

this is why i think your an idiot.

FB is still cranking away and hasn't even fully monetized IG or Whatsap yet and you thinks it basically done for. It's just old people on FB lol. Advertisers are fleeing in droves lol. 1.4m DAU of grandparents. The teens totally luuuv snap bruh.

Do you do any analysis besides reading headlines written by Definers? The reason why ig and whatsapp were not "fully monetized" is because the founders refused to allow Zuck and co to exploit their respective users data. Ad dollars are shifting away from fb towards mobile which is not even debatable. FB still cranking away? Why isnt Zuck testifying about the other long term issues that are sinking this ship? No ethics and no leadership, yet that's what you want to bet on?

So we should make a strong bet on ethical leadership at SNAP?

I'm not excusing or ignoring what was alleged to have occurred at snap, that's already priced in. FB is dealing with more severe circumstances domestically and abroad.

I’ll put my money where my mouth is. I’ll buy any instrument that shorts snap and longs any sp500 company leveraged up to 10x. I would short snap with 90% of my net worth if there was no borrow rate. They’re going to continue to dilute until they can’t dilute anymore and then burn through whatever cash they have left then try to sell but their softwares so useless no one will buy it outside bankruptcy.

And this is not priced in? The stock took huge hit. Every grandma already knows that FB bad, that Zuck personally wrote posts to got Trump elected and that MPs of various countries want his head. You can't open a tech news site without seeing something negative about FB for months now. It's in the mainstream as well. The bet is there big overreaction on the market, the stock took 35% hit after all.

Cannot be priced in yet because who really knows what else is going to come out or what will happen when the antitrust ball really starts rolling. The hits will keep on coming into 2019 as politicians start to focus their attacks. $120's is an optimistic outlook right now.

Lol and yet you can't explain how this is bullish for SNAP not to mention what you said is dumb. Zero chance FB faces antitrust and guess who regulation actually favors? Probably a company with tons of cash/zero debt that can comply/help set the rules and one that has a pretty favorable view from Congress despite whatever the headlines are (they've donated a ton to lobby both sides). Look at how FB has been trading compared to both SNAP/TWTR lately and with the sentiment completely washed out there is no question which of the three you want to trade and/or invest in.

Are you too dense to figure out what fb losing ad dollars means when it represents 100% of their rev?

I'm too dense when literally everyone thinks you are wrong on SNAP and can't even answer the question? OK then, carry on.

All I see are your usual trashy comments not moving the conversation forward. What question though... this?

If you think regulations will help fb now you are touched.

Or how fb losing ad dollars is bullish for snap? That's partially true of course but only a factor in what I explained pages ago.

Any Alaskan earthquake plays?

Too soon?

It could mean a decline in revenue or a decline in revenue growth. I think it means the latter but not the former. You?