Quote:
Originally Posted by Clayton
i dont want to talk my book so instead i will meme 10 shorts i think are interesting for 2021 only... i have zero skin in the game, just want to see how good i am at pretending i'm citron
TSLA, NKLA, BILL, CVNA, NFLX, WBA, GPS, COST, TDOC
TSLA: +46%
NKLA: -37%
BILL: +82%
CVNA: -4%
NFLX - +16%
WBA - +25%
GPS: -8%
COST: +48%
TDOC: -53%
4 out of 9 aint bad but tl;dr I ain't citron lol
very very impressed w how costco has navigated this year. they are the GOAT.
Quote:
Originally Posted by Clayton
this isn't a galaxy brain thesis, but i'm on team inflation for 2021 and it feels like costco is the giga retailer that is built the worst to deal with that. their model is kind of the yang to the yin of walmart and target. they don't want e-commerce. they want cheap land and they want to pound really small margins for big numbers. if inflation is real, i wonder if that proves to be a hiccup for them.
tfw your inflation tout actually lands but costco still tells you to pound sand. also even had a headwind with logistics issues at every part of the supply chain and costco still laughed it off. they're amazing.
i dont really have any stock touts for 2022 as i've been too deep in cryptoland to think i have an edge over just stuffing into S&P500
Last edited by Clayton; 12-31-2021 at 01:06 PM.