I never said your returns are all beta, but I’m glad I can be a fictional enemy you can beat your chest at. Almost all my banks are up more than the market and my DPST is up 100 percent at this point. But I still believe most of this is beta. Sorry the word is offensive to you 
Because labor is fixed, rent can’t be negotiated and prices don’t change and we’ll be at 75% capacity forever…
Pretty sure we are all better chefs by the end of this lol. And not paying rent is how restaurant negotiate lol. You should look up historical rent prices. You’d be surprised. Lastly yes labor can be fired. And that’s what will happen! But I do think everything will be back, it’ll just need a restructure. Remember when you thought airlines won’t get diluted. Dri is not levered. But I still think ur airline stake is fooked.
I mean DAL didn’t get diluted and it’s up like 65%…
Ya lost Nerdy, move on to your next bad idea.
And my restaurant points were sarcastic.
Right now sure. But imo these airlines are in the shitter for the next 2 years. What’s your investment horizon for dal? Standard 5 year like your erj? Your price for erj was 20 right around 2 years ago? Vs current price of 7?
I just want to be sure that a quarter or two from now when the price goes against you, you’ll say something like it’s still a solid stock but I sold at the highs. Have a bit of conviction.
Lol that’s comical coming from you. Keep grasping at those straws, I’m very clear on my trades, including the ERJ exit. You know if you just focused on learning from me you probably wouldn’t be so far behind at life getting slapped around on random investment forums as free entertainment hyping your 50k portfolio and spitting out these amateur hour ideas with no basis in reality.
How much more room do you think DAL has to run?
normally i wouldnt remember such a shitty stock like erj. but you kept showboating how good of a stock it was when it was “acquired” by boeing. it’s a bit hard to forget. of course as soon as it tanked, teh story changed from a 5 yr horizon to selling at the highs.
but to be fair here is an update on druckenmiller. he took his ■■■■ returns like a champ. perhaps something you can learn from. https://www.cnbc.com/2020/06/08/stanley-druckenmiller-said-hes-been-humbled-by-market-comeback-underestimated-the-fed.html
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My returns are awesome, batting 3 for 3 all crushing the market, seems like you’re the one that should be eating your words? Weren’t you the one in here parroting that clown?
Nerdy 3/18: “I think the best move at this point in time is google” returned 29% vs market 33%. Great work, speaking of sh*tty returns! LMAO
BS: DRI (+116%), USCR (+105%), DAL (65%)
ERJ was great, they got bought, I was out. Now the deal got coronavirused but that doesn’t impact me too much. The best part about you going back to that name repeatedly despite it working out for me is that this is literally the best you have after years of getting wrecked.
Nerdy, I said it once, I’ll say it again, you lost as usual. Suck it up buttercup, the mid office needs their TPS reports!
Depends how long your time horizon is. I’m weighing an exit in the mid 40’s to 50, will probably revisit it in July ahead of earnings.
lol because short term returns is what makes a good investor. if that is the case, then my friend bitcon who couldnt even pass his undergrad has us beat with 24000% return. every smart person heavyweight avoided the market because of the disconnect between the economy and price. the people who made the most are the idiots. where you are obviously categorized. revisit in july… waht a joke., is something so different from now and july? i thought vaccine is good to go? debt doesnt matter? and consumer spending is on the up and up?
thing is at least bitcoin knew he was lucky. the issue with you is that you are educated so you feel like everything you do is correct, which is hilarious, since everyone knows in this business that they are bound ot make a mistake. its not the thing you know that hurts you, its what you thought you knew that just wasnt sooooooo…
Well Nerdy, here’s the thing, if you ever actually manage money for a living, which trust me, you won’t. Sometimes an idea runs up to what approximates fair value. At that point, you exit and buy something that hasn’t. Is DAL fine long term, I’d say so, but I think there’s better money to be made elsewhere through year end if I rotate out in the mid 40’s to 50. And yes, long term returns are nice, they’re also made up of a series of short terms. Another thing you might learn. Why do you think your career for all of your lofty opportunities out of UCLA and your net worth are so subpar? I’ve got a few ideas. I know you think you’re on some wise position but you’re trying to talk down to someone from beneath them. Never works too well.
It’s really not accurate at all to make the idiotic claim that “every smart person heavyweight” blah blah blah. I know for a first hand fact quite a few large HF’s when active when I did. I also know for a fact only an idiot would confuse washed up talking heads for people currently moving markets. You have been wrong at every turn to the point I almost feel bad for you, but it’s too fun now. The vaccine is good, you’re right, and Fauci has even moved forward the timeline. Yet another thing you’ll be wrong on.
we have a difference in opinion that much is clear. which shouldnt really be an issue since many people disagree on things. but the issue is with how you carry yourself. you got to understand i am not out to get you. i just disagree with you. so you got to relax. another main issue is you think everything you say is right, and do not realize how ridiculous you sound since you’e had so many mistakes and you bs your way out as if we’d forget. bro there isnt that many people on here. and your calls are hilarious. you kind of remind me of when george bush flew down a plane and declared mission accomplish on an unfinished war.
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Numbers don’t lie Nerdy, sorry for your loss. Eat it like your boy Druck, tuck your tail and slink away.
^poster child of an only child
Wrong again I got siblings.
dear god what did they do to you… you want to talk about it?
I’m not crazy my parents had me tested!
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Always a pleasure trolling each other Nerdy