BobbyLopez
BobbyLopez
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avatarBobbyLopez
2021-12-09
I am going to walk you through why you are getting the core business of BABA at 6.1x EBITDA, even after the explosive performance on Monday. We have a long way to run as of yet.Enterprise value (Market Cap + net debt) at end of trading on Monday = $284bn. We are at an annualized Adj. EBITDA of ~$20bn based on the six months ended 2021 (note that this is less than management adj. EBITDA, as I don't add back share-based compensation or operating lease costs when bridging to adj. EBITDA...both are real expenses, never let anyone tell you otherwise).Together, those give us 284/20 = 14x EV/Adj. EBITDA for the group as a whole. But this misses the bigger picture.1. The adjusted EBITDA above doesn't include a cent from the BABA investment portfolio, including a 1/3rd stake in Ant financial, which
avatarBobbyLopez
2021-12-07
$Palantir Technologies Inc.(PLTR)$ thank you soft retail holders, you gave me an early Christmas present, now my average holding is at 19.94. You got played like a fiddle.... the institutions are accumulating as you sell only helping shore up their % of holding. Will soon go over 35% and would not be too surprised to see SEC Dec 30 filings head towards 40%. I will buy more if it goes down this week, holding this below $ 21 is a dream come true. Merry Christmas !!
avatarBobbyLopez
2021-08-10

AMC will Using cryptocurrency Technology

IM FEELING BULLISH !Listening to the call as we speak! First of all AMC smashed earnings!CEO AA literally just announced he heard our cry to partner with GameStop. He is “chasing” said partnership to expand AMC revenue opportunities!ADDITIONALLY! By YEARS END AMC will accept Bitcoin as a form of payment!!!!!!Of the many things AA is announcing, 10 new theaters was on the list!!We also getting advanced screenings for investor connect members! AMC is also looking to partner with sports and gaming leagues to offer exclusive events at AMC. ALL Warner Brother films will be shown at AMC 45 days before home release! What’s that mean? We gonna have better quarters from here on out. AMC is also looking to gain studio access to produce their own movies!AA is also proposing that the board own MORE sh
AMC will Using cryptocurrency Technology
avatarBobbyLopez
2021-12-17
$SoFi Technologies Inc.(SOFI)$ now that the redemption is over and we have trimmed 35+% from the top look for the rebound to commence shortly. $13's if it makes it will be the lowest it can get in my opinion. Also the bank charter which we were hoping to see last month and now before the end of the year looks like will present itself in Q1 next year.I'm confident in this stock and still holding thousands of shares from the pre-spac merger under $10
avatarBobbyLopez
2021-11-01
Intel is being manipulated by the Advisor downgrade so the retail investors would sale it and make it really cheap for Institutional Investor to buy this stock. Look at the P/E ratio, it is hovering around 9 plus you have a dividends of around 2.9%. Even if you treat Intel as industrial stock, the P/E should be around 13. Remember few years back when Apple was being treated the same way where the P/E was hovering around 11 and it was treated as a consumer stock. Well we see the results now. This is a strong buy stock. $Intel(INTC)$ $Apple(AAPL)$
avatarBobbyLopez
2021-08-12

its not a good idea to buy AMZN now

Amazon's stock will probably continue to fall and move sideways for awhile until they can prove that AWS and their new business ventures can pick up more steam. Still not a horrible time to buy though. Their PE ratio is very high, but still low compared to where Amazon's has been in the past. Therefore, investors should continue to wait and see the trend of AMZN, don't be afraid of high P / E ratio, and trade decisively until the appropriate price$Amazon.com(AMZN)$
its not a good idea to buy AMZN now
avatarBobbyLopez
2021-07-21
I've been a trader and investor for a long time. I've been through numerous stock splits in various stocks. Stock splits introduce some trading distortions, or noise if you prefer, on both sides of the actual split date. You have to let the dust settle from the split and the action returns to fundamentals. Nvidia went up in price robustly on big down day and today down somewhat in an up market. Such is the nature of markets.$NVIDIA Corp(NVDA)$
avatarBobbyLopez
2021-07-20

Investors need to adapt to short rules

 The biggest thing to take from this IMO is “We must not allow short sellers profit taking in the short term”. They basically have done this for 3+weeks. Day trading, typically we see the AM “dump” followed by “ladder attacks”, during these ladder attacks they’re buying at the low point and typically selling the same shares .5-.10 higher, sometimes more or less, but this is how it works. They’ll let the price rise up “getting hopes up”and then short it back down. It did look like we all figured it out more as the week went on, explained by the lower volume. I’m not a financial expert or pretending to be, just been following, learning, watching this stock daily for the last month and this is the way I see it. Bottom line is they don’t have enough shares to cover. They won’t have until
Investors need to adapt to short rules
avatarBobbyLopez
2021-11-29
It is difficult to imagine a world without Visa or Master card.The web commerce is impossible without it.I'd say, Visa would be the winner in the end despite all the whining Amazon does, $MasterCard(MA)$ $Visa(V)$ $Amazon.com(AMZN)$
avatarBobbyLopez
2021-09-28
Nvidia is a great growth blue chip stock. Can never go wrong. Hold and stay patient. Accumulate when you feel it's the right time to buy. Diversify your portfolio is key. I'm mostly a dividend investor but I'm glad I got some Nvidia. I plan to keep accumulating this stock for the next 5 years in my roth. I'm that confident. Good Luck to all the longs out there.$英伟达(NVDA)$

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