@AP: Those who deal with compulsive gamblers worry that the expected expansion of legalized sports betting will lead to significant increases in the number of Americans with gambling problems. https://t.co/RatOxTAVg2 @CraryAP @WayeParryAC
@AP: Those who deal with compulsive gamblers worry that the expected expansion of legalized sports betting will lead to significant increases in the number of Americans with gambling problems. https://t.co/wcm7oQOXZz @CraryAP @WayneParryAC
You know what really grinds my gears? People ditching waifus they liked one season for another they fell for in another anime season. This utter lack of waifu loyalty simply disgusts me. And that's why I'm grateful One Piece is year-round so that seasonal waifus don't distract us here. Hrm? What's that? There was an oni girl with light-and-dark hair revealed in the latest One Piece chapter? Sorry, Pudding, but I've gotta go!
Ladies and Gentlemen, Boys and Girls, and everybody in between, welcome back to...
Bets and Bravery!
Welcome one, welcome all, we're glad to have you! If you're new to Bets and Bravery, B&B is a weekly thread on this subreddit where users bet with fake currency, the Beli from in-universe, on what they think will happen in each week's chapter in a series of bets made by yours truly. I keep track of everyone's money in a giant Google Sheet, which is available in the links above. So, if you're new, enjoy your time! But, if you're a regular on this thread, we're glad to see you back at OnePiece's unofficial official pasttime! I hope you've all had a good week so far with whatever's been happening in your lives. If you haven't had such a good week so far, I'm wishing the best for you and hope I can brighten your day even a little bit with this post. Before we get started, let's refresh your memory of last chapter to get you back on betting track!
Last Time on One Piece
So let's talk about that chapter. In proper anime fashion, Page One and Ulti immediately get up completely unscathed from a big attack from our heroes and begin their chase after Luffy and Yamato. Meanwhile, Yamato fends off Luffy's attacks while trying to get him to come along and listen to Yamato's pleas, eventually managing an escape from the scene. Blending in alongside Kaido's men are numerous Kozuki samurai, Nico Robin, and Jinbe, who all decided having a quick drink would be more important than saving Momo from being executed. At the backside of the mountain, Law and the Heart Pirates' Bepo, Shachi, and Penguin use Law's room to teleport to Onigashima's rear shore alongside the Scabbards who stowed away on their ship. Meeting them at the back entrance are Nekomamushi, who now sports a gun on his hand to finally match the cat he was based on, Marco, who immediately dips as though his job at Wano is done, and Izo, who reunites with Kiku for the first time since leaving with Whitey-chan. Kaido and his All-Stars take the stage at Momo's execution to announce the "New Onigashima" Project, but more importantly we finally get some Short King representation with the man, King, himself, as he barely even reaches Kaido's shoulders. Back inside the castle, we learn that Yamato has become a devout Christian and devoted himself to the only God in the One Piece World, EnelUsopp Kozuki Oden, adopting his ideals after witnessing his execution and later discovering his journal. Then, what happens next shocks the world, Oda finally introduces another monster girl waifu in Kaido's oni daughter, Yamato, who declares her joining Luffy's cause. With that out of the way, let's get right into the real meat of the thread...
Chapter 985 Betting
The Bets of the Week
Making their surprise entrance at the Roast of Kozuki Momonosuke, which frankly was pretty disappointing so far with the biggest stingers being "this little whelp" and the classic "your dad's dead" jokes from Orochi, were Kaido and his All-Stars. Before entering the stage, Kaido asked where Linlin was, only to be informed that she was on her way there despite the very clear dramatic irony in that we know she's too preoccupied with her daily prayer to GoD Usopp to do so. Despite this clear plot hole from Oda, Kaido and his commanders take the stage, deciding to liven up the execution with an exciting announcement. The "New Onigashima" Project! Yep, that's all we get. Oda's blue-balled us again by cutting away to a different plotline. But this project of Kaido's could end up being something massive. Considering the Beasts Pirates already know about the Yonkou Alliance between Big Mom and Kaido, it couldn't just be a simple restatement of the fact. And the name's suspect too, "New Onigashima", what does it all mean? Considering Kaido asked for Big Mom, it possibly has something to do with her or her family please not another marriage, Oda. I don't want a repeat of WCI's plot nor could I handle romance when I'm dreadfully single. Either way, you all know the drill by now. Dear audience, what exactly is the "New Onigashima" Project?
A. The plan for the Yonkou Alliance's world domination! Odds 1:2
B. A massive restructuring of Onigashima and/or Wano! Odds 1:3
C. Yamato marries into the Big Mom family! Odds 1:9
D. Something to do with Onigashima's past and/or what it used to be called before! Odds 1:4
E. Something else entirely! Odds 1:2
Having breached the ocean currents around the wintry backside of Onigashima with the Polar Tang, Law, his most-trusted subordinates, and the Scabbards aboard the ship have finally reached Kaido's back door. Joined by Izo and Nekomamushi, the Scabbards have almost reunited completely for the first time in decades, and their goal of reclaiming Wano by killing Orochi and Kaido is within their grasp. The problem is, there's two pathways at Onigashima's rear, and Law believes the one up top "has to be the way to Kaido". Knowing Oda, that's probably not true, and it's especially unlikely that this plan will actually go off without a hitch. With swarms of Beasts Pirates all over the island, multiple branching pathways, a hefty surveillance system, Neko and Inu actually having to work together, and One Piece's curse against plans working as intended, there are plenty of obstacles preventing smooth sailing. Dear audience, will Law and the Scabbards be able to reach Orochi and/or Kaido without any troubles?
A. The infiltration team will successfully reach the keep completely undetected! Odds 1:4
B. The infiltration team will end up having to fight their way to the keep, but will remain hidden from Kaido/Orochi! Odds 1:3
C. The infiltration team will be reported to Kaido and/or Orochi before they can reach the keep! Odds 1:3
D. The infiltration team will run into Orochi, Kaido, his All-Stars, or Kanjuro before they reach the keep! Odds 1:2
E. Something else entirely! Odds 1:3
What's that? A new character has appeared in One Piece, is working parallel to or with the heroes, has a unique design, a backstory, and a dream that can only be fulfilled by working with the Strawhat crew? I guess it's time for another one of these bets, so without further ado, let's get right into it. Having witnessed Oden's execution 20 years ago, Kaido's daughter Yamato decided to carry on the deceased Kozuki's will. Finding his journal from his voyages at sea and adopting his style, Yamato became the Oden she so admired. She clashed with Ace years ago when he reached Wano himself, she wants to open Wano to the world at large, and she wants to join the Strawhat Alliance to make those ends come to fruition. Is Yamato's role temporary, or will she truly follow in Oden's footsteps and go out to sea just like he did once he found a suitable pirate crew? Dear audience, will Yamato join the Strawhat crew?
A. Yes! Odds 1:2
B. No! Odds 1:3
This bet is where you can bet how many pages Chapter 985 will feature! Note: Shounen Jump covers, fan art pages, or translator note pages from early scans or the official release are not counted here. Double page spreads are counted as two separate pages. Color pages and color spreads are counted. Cover story serials and fan-requested cover pages are counted.
A. 16 or less pages! Odds 1:15
B. 17 pages! Odds 1:1.3
C. 18 or more pages! Odds 1:10
Our final bet this week is about the main focus of this week's chapter! The chapter may cover multiple storylines, in which case, the correct answer will be whichever storyline the chapter gave the most attention to in terms of pages or panels, should it get that close!
A. Luffy and Yamato! Odds 1:2
B. Momonosuke's Execution! Odds 1:3
C. Other storylines, such as Law and the Scabbards, Kin and Denjiro's advance, the Strawhats and Big Mom, or something else outside of Wano! Odds 1:5
As is customary when I have no clue what the next chapter's going to be about, it's time for your regularly scheduled panel mini-game! Dear audience, I want you to guess how many panels will make up Chapter 985!
Criteria for WMG: It's a panel, in Chapter 985. What else?
Note: Shonen Jump covers will not count toward the total should One Piece make an appearance. The cover story serial or, if one should appear, a color spread will count toward the total. Panels that make up scene transitions are counted separately toward the total.
Guess 100% correctly on this, and you'll receive a whopping 1,500,000 Beli! If nobody guesses correctly, the closest answer receives 750,000 Beli! If multiple people guess correctly or are evenly close to the correct answer, the bounty is evenly split among them to the nearest 1,000 Beli!
End of Chapter 985 Betting
And with that, we've come to the end of another exciting week of Betting and Bravery! I hope you enjoyed what we had this week, as I enjoyed making B&B for you! Now, please listen to the following tutorial on how to play:
I can tell that you are very good at gambling... and you haven't even bet your hardest yet!! 200K on 390D! 500K on 391B! 10M on 392A! 2M on 393B! 250K on 394B! 74 panels for the WMG!
Notes and Reminders
Are you new to Bets and Bravery? If so, welcome, we're always glad to see newcomers! As a first login bonus, you'll get to start with 1,000,000 Beli to bet with however you want!
Are all your bets ending up missing the mark? Have your bets and Beli ended up frozen and left you penniless? Worry not, just for showing up each week you get 10,000 Beli for free which you can jump right back into the betting with!
Please bet in multiples of 1,000 Beli!
Please bet on only one outcome (A, B, C, etc.) per bet (170, 171, 172, etc.)!
Place all bets before spoilers drop for the chapter, cheating is a big no-no!
Have any questions, comments, concerns, or ideas for future bets? Send me a message and I'll get right back to you!
Thanks for Participating!
thanks to everyone out there who dropped by to read this thread, whether all the way through, just skimming, or just dropping by to see what this thread was. I'm truly grateful you all come by and support my work here as much as you do, so thank you. I hope I can keep living up to your expectations as host! I wish you all good luck on this week's bets, and I will see you all back later this week after the chapter drops and the results thread is out for you all to see how you did! Until next time! -MADKITTIEZ
Loot boxes are no more than simple exploitation of addictive principles Compare that to most gambling blackjack poker sports and other kinds of betting All have elements of skill and luck And I have no problem with them heck they're pretty fun and even in slot machines you have a chance to win your money back you don't get that in loot boxes
It's been a while since I made a big post. Lots of people are still messaging me about the energy sector post, especially for the ENPH tip, so I'm here to show my portfolio. I don't own all companies yet, this is partially hypothetical. I'm holding on to a reasonable cash position for a possible new downturn, but I have starting positions in most companies and will DCA. I will try to keep it summarized, as I have done quite a lot of analysis on each of them. I'll draw the main picture and give the most important arguments for my choices, but I'm not expanding too much. If you're interested, you can DM me to talk about them more. Let me start by saying I'm a growth investor. I always look for a combination of growth with a great track record, if possible at a reasonable price. There are exceptions as you will see below, but the main balance stays the same. I'm not a defensive investor, but no aggressive one either. My timeline is 2-5 years at least (due to a possible start of a small business), but I would gladly hold on to these companies 10+ years. TLDR; For you guys not interested in my portfolio, I've added a short list of interesting smaller cap companies at the end, most of them trading at decent values. -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- ADVANCED MICRO DEVICES - $AMD This one is becoming a blue chip, but has more than enough growth potential to live up to those high valuations. Preferred by gamers and beating their biggest competitor in the CPU market hard. While AMD and INTC were close competitors at the beginning of the 21st century, INTC took the lead by a lot. Since 2017, they introduced 7nm CPU's and GPU's and they are closing the gap fast. Not only are their chips more performant, they are also cheaper. Market cap $60B vs $261b. Those next generation chips lead them to new partnerships, often beating INTC. Microsoft, a long time Intel customer, began using AMD chips in their Surface laptops. Lenovo using AMD for their new servers. Nvidia started using the chips in their AI products. AMD is also used by Apple's high-end laptops, while Intel (used in the budget range) will probably get replaced by Apple chips made in-house. Apart from laptops, AMD has government contracts to deliver supercomputers in 2021/2023 and they are used in both PS and XBOX consoles, to give a few examples. For the CPU market, AMD is destined to take over, but they're also taking on NVDA for their GPU's. They have been catching up for years and in 2019 they finally made a better performing GPU in the $350-400 price range. There is a possibility to gain GPU market cap since NVDA has been pushing their prices due to the lack of competition. Therefore, with AMD stepping up their game, they need to give up market share or lower their margins. Financial Assets over liabilities are x1.88. Cash to debt ratio well above industry average, debt to EBITDA well below IA. ROE 17.12% and ROIC 28.06%. Earnings were growing fast before Covid (125% in Q3, 78% in Q4). Yes they're overvalued, but with their future outlook, I would always buy below $49. Doubts Now that they are done catching up, the question is, will they outperform in the future. To gain more market share of Nvidia, they need to be better, not equally good. AMD also needs to control the heating better, as it is one of their long term problems. -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- MASTERCARD - $MA Fintech companies like SQ and PYPL are a great investment. However, a lot of big companies will (and already did) implement online financial services. MA is able to easily work with multiple of those companies and they're using their global presence pretty well, that's why they're my pick for the fintech industry. They launched Mastercard Accelerate last year, implementing those online paying platforms and letting start-ups take advantage of their global presence to grow and transform very fast. Last year they acquired Ethoca (managing e-commerce fraud) and Vyze (platform to connect merchants with multiple renders, giving them the opportunity to get those financial needs for start-ups). MA is basically helping start-ups to grow faster, which will result in more financial transactions in the future. Last but not least, they like to focus on expanding to countries where there isn't much competition yet. They are expanding their exposure to Middle East and Africa, working with local networks and e-commerce platforms. They are in a strong position to capitalize those regions in the future and take on market leader Visa even more. They get compared a lot to Visa, so I'll expand on that subject a bit as well. While V is focussing on performance and speed, MA plays the cyber security card. They are already working on ways to implement cryptocurrency and Mastercard tend to have more growth potential vs stability from market leader Visa. While V is in the lead, MA is more widely used by fintech companies, which shows potential take-over in the future. Next to their credit services, they also own debit service Maestro, which is widely used in Europe. Financial Returns as high as 150% (ROE) and 60% (ROIC). Very large margins and perfectly stable balance sheet. High EPS growth YoY, 53% and 42% in the last two years. Quick ratio 1.87. V has more assets and even bigger margins, however MA wins in returns and cash. In terms of more growth, I like to focus on those last numbers more. Doubts It's a blue chip at a $300B market cap. Their growth potential might be limited, although I see them as one of the better picks between blue chips. -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- ENPHASE ENERGY - $ENPH I already talked about solar energy in another post, so I'm gonna skip the explanation. As some of you know my choices were ENPH and SEDG, so I'll explain a bit about why I choose ENPH here. Mainly it's because of their financials, so I'll dive that straight away. Quick ratio - 2.35 vs 1.74 ROE - 142.94% vs 21.51% ROIC - 85.51% vs 25.81% Net margin - 25.81% vs 10.28% However I think SEDG balance sheet is a lot better and safer, ENPH is working on their future more efficient. They are paving the way smoothly with bigger margins and return on investments. Although SEDG might be the better pick right now, ENPH will be the better one in a short while. ENPH is also a bit less overvalued and their PEG ratio is lower, which makes them the better pick to get in right now. Diving into the products as well, ENPH just has the better and more efficient product. Their micro inverters are more durable (20 vs 12 years) and give the chance to increase or decrease the amount of solar panels easily, depending on your personal situation. -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- GALAPAGOS - $GLPG I'm not a big fan of biotech companies, but these guys have my attention. Not because they're working on Covid vaccines, but because of two reasons. First one is them getting back-up from Gilead Sciences. That's the push they needed to start operating worldwide, increasing their potential market cap. Now that they have the cash from GILD, they can keep on buying interesting divisions and increase their growth. While having almost no long term debt, they are set pretty well with about $4 billion extra in cash. Second, they have multiple medicines in later trial phases, with Filgotinib as their biggest one. They had a setback on those results, but the company is very confident, giving an opportunity to get them at a decent price. I wouldn't be surprised if they partner up with another big pharmaceutical company in the metabolic disease section. Financial High PE (84 vs 44 average), but PEG ratio is 1.2. Quick ratio 9.28. ROIC 75.91% and ROE 7%. Became profitable this year with 16.25% net margin. 38.7% YoY EPS growth. Doubts Like all biotech players, there's a lot depending on medicines getting through phase trials and being commercialized. If Filgotinib will fail, their stock will obviously fall. However since they are backed by a big US giant, they can commercialize the product faster and on a bigger global scale if trials succeed. That's what gives them the advantage in comparison to other biotech companies for me. -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- WALT DISNEY - $DIS This one has got me doubting a lot. I've taken them off and put them back on my list multiple times, but eventually I decided to keep them at least 2 years to see how they will evolve into streaming. Biggest advantage they have on their competitors is they basically have a monopoly on kids entertainment. Kids are growing up with electronic devices and content, so they're creating customers at a very young age. That's how Coca Cola used to work. They targeted 14-16 year olds, dumping loads of money into advertising which resulted in life long customers, as people didn't change cola brands often. Disney+ is a big hit and they won't get so much competition from other streaming services as Netflix and Roku will. They have one of the strongest defined brands out there and they know perfectly how to build and maintain their company. It's also still unclear how sports with public will evolve, but it's certain streaming will become even bigger after Covid. Therefore their money-losing ESPN acquisition could even turn into a moneymaker. Financial I can't really say great things about their financials. ROE is 12.67%, above 10% is decent. Assets over liabilities are x1.85 and debt to equity is 0.61. You could apply the saying "too big to fail' here, but that's about it. The bad financials are mainly caused by their big investment to streaming of course and they're working on it hard. They doubled their cash position, increasing their quick ratio from 0.75 to 0.89. Doubts I would say financials are their weak point here. They still have to go through some bad weather this and next year I would say. Them doubling their cash position in Q1 was soothing, as I see it being the biggest issue for the future. It might be better to wait it out and keep an eye on them for next year, but I wanted to take a position already. Not higher than 8% of my portfolio though. -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- MICROSOFT - $MSFT They don't really an introduction I guess. 2nd biggest player for cloud services with Azure. Naming Satya Nadella as CEO and making the transition from hardware to software in 2014 were the best decisions they could've made. Acquired the government contract with Pentagon, however there's still uncertainty about it. In short, Amazon is claiming they were about to win the contract, but Trump criticizing the company would've lead to calling off the deal. For me, that's probably the main reason why MSFT didn't fly as high as their fellow cloud competitors yet. Financial Assets over liabilities x1.67. ROE and ROIC respectively at 43.82% and 28.88%. Quick ratio of 2.88, 0.65 debt to equity and 1.86 cash to debt. Decent financials, great returns. Talking about blue chips, I would say MSFT is still fairly valued with a PEG ratio just below industry average. Also paying a small dividend. Doubts The Pentagon contract allegations could be pretty negative for the company. They will probably not come back on their decision, cause if they do, MSFT will claim they already made big investments towards them and things will just keep on dragging on. Even without the contract, MSFT should be a 10 year hold while buying on dips. -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- INNOVATIVE INDUSTRIAL PROPERTIES - $IIPR Haven't read a lot about them here on Reddit, but they're a very decent investment. Basically, they buy properties from cannabis companies and leases them back to the sellers, giving them the cash they need to grow faster and IIPR keeps the long term advantage of renting out those properties. They need to buy about 6-8 properties a year to keep their growth rate going and they already bought 7 this year. They still have a lot of cash ready to take advantage of the crisis. Not only are they 20% undervalued right now, they have a lot more growth potential after that and on top of it, they pay close to 5% dividend. I'm not a big fan of betting on the best cannabis company for the future, but IIPR is a great buy to have exposure in that industry. It doesn't happen very often I come across a company that combines growth potential with a high dividend, but IIPR does. Financial Quick ratio 6.75, cash to debt 2.8 (while REITs have an 0.07 average). Net margins 13% above average. Assets over liabilities x4.88. Annual EPS growing by more than 150% and about 41% in the last quarter before Covid. They just missed Q1 estimates, but it was only an 8% drop from Q4, performing way better than other REITs. Doubts IIPR has held a lot of new investment rounds, diluting shares. Of course extra capital will result in higher growth and will eventually be positive in the long run. There has been a drop in these last few days due to the announcement of selling 1 million more shares soon. I would look at it as an opportunity to get an even better price on them. -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- TELADOC HEALTH - $TDOC It's the only company I don't own yet. I can't force myself to invest more than $140 per share for them, although I really like their business model. A lot of people are skipping doctors visits these days, going straight away to get medicines and counting on the advice of pharmacists. A lot of times, there's more examination needed. Not only do I see them succeeding in their field, I see them as an essential part of the automation of the pharmacy industry. It's a useful tool in emergencies, giving advice and deciding how serious the condition is, if (fast) medical care is needed. Teladoc will also play a role in insurance and giving the employers a checking tool. 98.9% of their shares are owned by institutions. Financial In terms of profitability and returns, not great of course. They are estimated to get profitable in 2023. Great balance sheet, assets over liabilities x2.66. Quick ratio 6.14, cash to debt 1.06, debt to equity 0.48. Doubts It's hard to see if a company is well managed before they are profitable. Their moat isn't very narrow, however I feel being one of the first ones gives you a big advantage in this field. -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- DRAFTKINGS - $DKNG Gonna keep this one pretty short, there has been enough posts about Donkey Kong. For me, the most important factor for choosing them in this industry is their fantasy sports section. They are widely popular and that division will only get more interesting while online gambling, and especially in-game betting, gets more and more legalized in the US. Although they realized major revenue growth in 2019, they almost doubled their earnings loss. Main reason of course having to develop their platform and system. Good thing is, their technology is highly scalable, meaning they margin will grow massively while expanding in to more states and countries. Not many ratios available yet, so that's about the only financial information I own atm. The only negative I see is their pretty wide moat, so this one should be monitored more closely in the future. But for now, they have the momentum and are one of the most popular choices, great investment. -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- RAYTHEON TECHNOLOGIES - $RTX As many of you know, two great companies (UTC and RTN) merged together in April. While United focussed on aircraft engines (Pratt & Whitney), Raytheon manufactured weapons, military and commercial electronics. They always delivered advanced technologies and them gaining multiple government contracts in the last decade is confirmation of their performant products. Raytheon will continue to grow their leadership in different segments. Because of their diversity, they seem perfectly in place to grow even more into an aerospace & defense giant. Engines, aerostructures, avionics, sensors, cybersecurity and other software solutions are just a few examples of their working fields. Financial With a PE ratio of 13.58 and PB ratio of 1.41, this is probably the most undervalued stock in my portfolio. Assets over liabilities x1.43. The rest of their financials isn't that great. UTC was carrying a lot of debt, but because of the merger, it will be better balanced as RTN was only carrying $2 billion net debt. If they can decrease their debt and optimize their merger, they are set to be the new number one in defense. Doubts It's still unclear how the merger will work out financially and logistically. In theory, they should be very well armed (pun intended) to take on LMT as market leader. Their exposure to commercial aircrafts is also a big threat, but it's less of an issue because they can make up with their other practices. -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- As you can see, I've tried to get the best blue chips with still some growth potential and stable growth companies together. Since a lot of companies already got mentioned on this forum, I'll include a bonus round of interesting companies I came across during my search for the best companies. I didn't include them in my portfolio mainly because I feel the chance of them succeeding and living up to their future potential is more risky than others. For you looking for higher risk, higher reward, check out these companies below.
$INMD. They offer minimally-invasive aesthetic medical products for various procedures, such as liposuction with simultaneous skin tightening, body and face contouring. They are actually the only company in my watchlist that scored maximum on my financial checklist. I love to watch their financials. While we're in an overvalued market, INMD has only 18.73 PE and 0.6 PEG. They certainly got hit by Covid, but I would be very surprised if they don't multiply their market share over the next years.
$SMCI. Based mainly on servers and storage solutions. They are the supplier for cloud computing and AI based companies. They were ranked 18th fastest growing company by Fortune Magazine in 2016, but they still have a long way possible to grow. I see them stagnating a bit for a few years, but they definitely have potential in the long run. Financially very stable, big on cash to make some acquisitions and trading at only 14.84 PE.
$CDLX. Great business model. They basically turn financial transaction data into valuable information for advertising. They show returns as high as 30:1 for advertising spent. Not only is the online payment industry growing fast, but after Covid companies will need to work their advertising budgets even more efficiently. CDLX has momentum and will increase that market cap massively. That future outlook has a price unfortunately and I feel they're too expensive right now.
$OLED. They hold patents on ultra high definition OLED screen technology. There's still a large transition going on from LED to OLED screens. They are estimated to increase their manufacturing with 50% by the end of 2021. Unfortunately most of that growth is already priced in right now. It doesn't take away the longer term potential, but it doesn't make it that sexy of a buy right now.
$OMCL. Omnicell provides pharmacy automation solutions and other tools for healthcare systems. Big on cash, low on debt. They have an interesting business and the automation of healthcare will continue to grow, however they are also trading a bit above value.
$PCOM. A technology company based on e-commerce and services through loyalty programs. Most of their partners are airlines, which explains their difficulties of getting back up since the drop. At the moment it's unsure how this will work out. There will barely be room for bargains or rewards, however while the industry has to build up again, there's an opportunity to take away long time customers from competitors. Although they have enough cash to weather this crisis, they are depending on the industry. At PE below 10 and having a decent cash position, it's worth a gamble.
$APPS. Digital Turbine offers a mobile platform mainly for new apps. They have a very high future revenue forecast of 202.2% over the next 3 years. Big on cash and no debt as well. They already acquired Mobile Posse in March, diversifying their platform. Analysts are putting an average price target of $9.88 on them, giving it a 61% potential return.
$NVMI. They develop and produce process control systems used in the manufacturing of semiconductors, mainly focussing on industrializing X-ray and optical technologies like holographic images. Cash to debt 6.1, debt to equity 0.1, quick ratio 5.75, ROE 12.83% and ROIC 20.26%. Their financials are great. The only thing you could say is they are slightly overvalued, but still a very nice buy in comparison to the overvalued tech industry.
$INS. Active in the fintech sector, they provide tech solutions and processing services. Very similar financials to NVMI. Big on cash, almost no long term debt, great returns (ROE 29.7% / ROIC 85.95%) and steady growing EPS. They are also slightly overvalued, but should easily get back to $45 range after the crisis is over.
-- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- So, that's about all I have to share. This will also be my last big post a while. Analyzing stocks has been my main occupation for the last three months, but it's time to work on opening up the hotel and bar again. I hope some of you get something out of this. I'm not a professional so always check again for yourself. I'm gonna hold on to these companies for a while now. Will add some extra capital at the beginning of 2021, so you could expect another big post about my newest findings then. For now, I'm gonna take a break from following the market day in day out and enjoy the weather a bit more. Have a good one!
I’ve been numb for the last 2 1/2 weeks and need help getting my life back....This is my first post so please excuse the length but I need support. I started like most, home game Texas holdem when I was 17. Nothing crazy, 20$ buyin. When I finally hit 21, I went to the casino for a weekend trip for my birthday. I was down $400 the first Two days and on the morning I was checking out I hit big playing 3 card poker and won my money back. What would have been a learning experience of losing, turned into chasing your loses can get you even. I went back 3 more times in 4 months and was up $3700. Shit this was easy money, WRONG! I spent the next 6 years of my life going to the casino maybe 4-5 times a year. I went with money I was okay to lose but always quit if I was up. We once drove 2 hours, sat on a machine hit for 550$ in the first 5 spins on a .25 machine, got dinner and drove 2 hours home. Over the last year as my income increased, so did my bet size and risk. I started to bet higher and would go to the ATM if I lost quick. I probably lost around 10,000 last year. At the end of the year I saw that and said to myself, you should cut back on the gambling and invest that money. So 2020 starts off well, money is coming in and Covid hits us all. I had money in accounts and made about 17,000 as the market climbed back up. The problem was at the same time, we were all in lockdown and I said f*** it let’s gamble at home. I have adhd, ocd and deal with bad anxiety and sometimes depression. All of which don’t go well with gambling. I started out playing slots and sports betting. Up and down small bets nothing to write home about. I started to play blackjack after a friend told me about it and the winning started. I was up close to 7,000 and couldn’t stop playing. I would play on breaks at work, walking the dog, cooking dinner, none stop it was on my mind. I started increasing my bets and would lose the first 1,000 quick and would chase until I was even or up, sometimes up to 6-7,000. I was playing on winning for a while until one night I snapped. I turned 5,000 into 16,000 and hit withdrawal. That night I couldn’t sleep, I kept getting the urge and finally caved. I was playing irrationally and lost all 16,000. I became numb, I could do so much for my family with that money and I f**kin blew it! Ever since that day I have chased. On two occasions I was down close to 10,000 of my money and got even to then give it all back. What the hell is wrong with me?!? I was back to a good point but couldn’t stop. There were sleepless nights, screaming at myself on the car rides to work, punching myself in the arms and legs. Then came the worst day, which led to the worst two weeks of my life. I again was up 5,000 in a session withdrawal button selected and reversed it. I would go on a binge and lose close to 35,000 chasing loses that never turned around. I have had suicidal thoughts and can’t come to tell my wife what I have done. I look back now and can’t believe I didn’t see the craziness that was going on. I couldn’t go more than a couple hours without at least logging on Nd playing a couple hands. I have a baby under a year old at home and they are my world. I feel like I have wronged them and have so much guilt. We have been together since high school and she has trusted me with our finances. I have contacted an addiction counselor and my evaluation is this Friday. I still have the urge but can not do anymore harm to my family. I can’t sleep and just keep playing over in my head all the things I could have provided for my family with that money. She can tell something is off but I’ve just told her work is stressing me. Can anyone give me guidance on how to tell my wife about my gambling addiction?
I am tired of losing. I am tired of feeling like a sack of shit. This is my story. I moved to Canada from India back in 2015, I was ready to make it big in life and thought life was going to be amazing after moving to Toronto. Enrolled in a post graduate program at a college in Toronto, life was fine as a student. I had never gambled in my life but I was curious about it as I always saw odds being displayed while watching my favorite sports(MMA, Soccer, etc) on TV. In August 2015, I opened an account on a Canadian sportsbook (Sportsinteraction), and I was a low limit player. I would bet on Soccer and MMA. I would bet like 20 bucks on crazy parlays, but it was just once a week so I never felt bad about it. Started dating my wife in 2016 and kind of forgot about gambling for a while as love is something you don't come across all the time. Started gambling again in 2017 and was still a low limit player. In 2018, I realized that I was getting tired of the rat race and I wanted to make big money so I thought maybe gambling would be the way to do it as I was good at predicting outcomes for the sports I was interested in. Problem is , I was always betting on parlays, as greed always beat the shit out of my practicality in my head. I would always go for the higher odds and I would end up Losing. My bets increased from 20$/week to 300$/week. I was still okay because I had a steady job and I had about 40-50k in savings. Then I made the worst decision of my life, I moved from Toronto to a small city in Atlantic Canada (Saint John,NB). New garbage city, no friends, a new high stress job (transportation planning), I wanted to make fast money and buy my wife a house(been her dream since she moved to Canada as well). 2019, I made 60k from my job, I didn't see a single penny from this income end up staying in my bank account for too long as I would gamble 500-1000$ a week on stupid parlays and never win. When I would bet on 1-2 games with heavy favorites, I would still lose as the underdogs would pull off massive upsets and at those moments I would think maybe god/the universe is out to get me. I still had 40-50k left over in savings from the previous years when 2020 came about. I thought to myself that maybe this is the year that i get it all back. Then the coronavirus hit and all sports stopped, i didn't know what to bet on anymore. That's when I discovered blackjack, I don't trust RNG so I thought I would play on the live tables and make some cash. The first two weeks were bad. I lost around 15k in those two weeks and I thought I should stop. But the pain of losing 30-40k in the past 3 years and the idea that I could somehow recover those losses convinced me to give it another shot. I developed a strategy and started playing again. My strategy worked, I made 1500$-2000$ per day and I was up to 20k, I was thinking to myself "I can make 60k per month from this shit". I was going to withdraw 15k the next day, but somehow thought to myself maybe I should play another hand before I withdraw this cash, I lost a couple hundred bucks and wanted to get it back, kept on losing for the next two hours and then lost all of the 20k I had make in the past week. I was so pissed, in those moments you feel like this is a cruel joke being played on you and someone is watching from somewhere and laughing at you. April, May and now June. Every day of the past three months I have been depositing 300-1000k into my account and gambling on blackjack trying to win my money back. Some days, I make 2-3k and end up losing it all a day or two later. I hate myself and feel like shit. My wife keeps reminding that we have to buy a house in Toronto next year as she is sick of this small town and wants to move back to the big city and doesn't want to pay rent anymore. She has no clue that I only have 100$ left in my checking account. I do have some savings in my retirement account (10k) that I cannot touch unless I go to the bank and I don't plan on doing that. But I have effectively destroyed my life. I could have been having 100-130k in savings right now but I am sitting here alone in my kitchen, with nothing left in my bank account. I have been having vivid suicidal thoughts for the past two months and I am very close to writing a suicide note for my family and friends. I don't know how I could break the news to my wife about my gambling addiction as she would probably not be able to handle such devastating news. I have a 2yr old son with her and the only reason I haven't killed myself yet is because of the guilt I feel when I think of abandoning them. I have become a shell of who I used to be, I used to be funny, smart and I could always make people feel comfortable in my presence. Now i don't interact with anyone and am always glued to my phone, gambling my money and possibly my life away. I don't know what to do anymore. This could be the end of my story.
Vent post, since I can't find any gam-anon threads: I've been with my partner for a year and a half and have known of his gambling problem for about a year. We've had ups and downs as usual but now I just don't know what to do. He's lost $1000 in the past 3 days and asked me for help (take his cards, control finances, etc) and all was good for 2 days. Then yesterday he demanded his cards back saying he wasn't a kid and I don't need to control him. I've been doing this for so long that I don't have the mental energy to try to rationalize with him anymore, so I just handed them over without a fight. He came home 2 hours late last night (sports betting on a game in NZ), awoke me from my sleep by slamming doors and throwing stuff around the room, then he left and slept on the couch. He woke this morning, I asked if he was okay, he snapped and said "no I'm not okay". Now he's texting me asking me to transfer him money but I'm just at my wits end. I don't know how much longer I'm supposed to support him and be there for him when any solutions we try to establish never work. I love him, but I just feel like this relationship will never work as long as he prioritizes gambling over anything and anyone else.
Yesterday was a bad day. I lost a lot, made it almost back, then blew it all again. this will take months to come back from. I'm taking some time off. I've been walking the line for awhile between losing big and winning it back. I've been not productive at work, angry at home. and so I 1000% need a break. I've actually made $1000s of dollars this year betting sports but i've lost it all and much more cause I click the table games section on the sports betting apps. Now i'm going to battle to pay off these debts I have. This is the first time i'm fully admitting a problem. today i'm pledging to never play online table games again. and i'm taking at least a month long break from sports too to decrease the impulses. Thanks in advance for the support. What activities have to people substituted to help them fight impulses?
Hello, I thought I would essentially start my journey by posting here so I can get my thoughts written out in black and white. Ultimately my journey began fairly common to others in the UK. I was 17 years of age starting to become interested in going to football with friends and putting on accumulators mostly multiple £1 bets or the odd £5 ones never spending more than £10-£15 pounds over the course of the weekend. Like most I have the fond memory of winning big and still had the screenshot of it until recently when I moved onto betting online when the gambling apps started coming out thick and fast rather than going into the bookmaker shops themselves. £2.50 I had placed on a 250/1 double and at the age of 18 I thought I had won the lottery I did not gamble all the money away I spent it enjoying myself and going out with friends and continued spending small with gambling. Not long after this it turned into going to the casino every other weekend for something to eat, drink and of course bet. I remember going with a few friends and one of them was starting with £800 which he had in cash. I had never in my life seen this much money in cash before and was just blown away by it. I cannot even remember on the night if he won or lost money all I can remember is that wad of cash and thinking that is what I want to be like and be able to afford to bet that amount. Long story short of course my friend at the time ended up become extremely addicted to gambling as I realised over the years to come. Roll on 5 years later I have lost endless amounts of money by throwing away my wages every single day. Gambling online week after week, month after month and in turn year after year. Some of the moments that stick out in my mind were when I would sit up and wait for pay to come into my bank at 02:00am when I had work the next day and it would be lost within an hour or 2, an entire months hard work of getting up 5 times a week doing a job for 8-10 hours a day all gone in usually no time at all. Unfortunately for me this is when the real trouble would start. When this would happen I would instantly turn to payday loans to essentially replace my lost wage to live on for that month. I would usually be fairly good I will still gamble but I would try and keep some for getting through the month regarding transport and food etc. Of course the time would eventually roll round where I would need to pay the high interest loan off and it would be sidelined as I had just been paid and the mentality was I can win the money back, pay off the loan and life would be good back to square one. The reality is, the true meaning of square one is something that no real gambling addict has experienced for years. The average person would be fairly unhappy living pay cheque to pay cheque month after month and having no savings, where as I would bite your hand off to be back in that situation debt free and a clean slate. Unfortunately for me I was extremely good friends with a very disciplined person who I looked up to for all things gambling, the truth is he was a winner and he used to tell me " A good gambler is judged on how they lose not how they win " If you can lose money and accept it and go to your bed knowing you placed a good bet or even a bad bet and it lost and put it behind you and go again fresh the next day you are doing something right. I on the other hand was the chase your loses type. I could not face losing money and it was either win it back there and then or lose the lot and deal with that instead. My story I feel is a little different from others because at one point I actually had success where I was not working and quite literally gambling for a living (if you can believe that). I essentially saved up and won money creating a fairly large bankroll. I had a spreadsheet where I documented every bet I placed, unit sizes, odds and all the rest and the truth is it worked. I have been an avid follower of a very niche sport all my life my knowledge is very high regarding that particular sport if you mix that in with when I discovered bookmakers starting to offering odds on it that was that I knew my goal. I had a little group where I would post the picks to and obviously done well from it. I experienced having accounts limited and closed by bookmakers while getting the emails saying " The traders have decided as a business decision we regret to inform you we are closing/limiting your account ". Now when you receive emails like this it does something to your ego, you absolutely know you are hurting their business plan of having a full customer base of losers and they no longer want your business. I began starting buying accounts off friends in order to access specific bookmakers so I could place my bets etc. It was a great time and a very successful one. Sadly it did not last, when I was doing this 95% of my time was spent researching, reviewing footage and genuinely digging for all information I could get. The other 5% was looking for the best available odds and placing my bet. I was much more sensible with my stakes because I had a clear head and a free mind to actually think correctly on what I was doing. Not long after this I began ultimately spending more money than I was making causing a sort of panic to make more but instead of putting more effort into studying my niche sport which I was consistently winning on and looking for a good spot, I would turn to chance and pure luck. Goals bets in football on any random game inplay, Roulette, Blackjack etc etc etc. I would happily place an £800 spin on roulette yet my maximum bet on my niche sport would be £125. A pick where I would be on the value side with a genuine edge against the bookmaker, a bet where I would be placing it at odds of 6/4(2.50) and the bet would close at 8/11(1.72). Utter madness. I put this down to the state of mind I was in. When I was researching I was not getting drawn in by a gambling website I had my little plan in place and I carried it out. I was on gambling websites briefly to place the bet and then log off. But when I was sat on betting sites looking for a bet it would just completely spiral out of control. I am currently 27 years old and I feel like I have been gambling CONSTANTLY for almost 10 years, which sadly I ultimately have been. I am in debt and although coming out and admitting it to people who care about me there are still secrets I cannot share regarding money owed out etc. I have decimated my credit score, have registered with almost every bookmaker going and I have closed multiple bank accounts over the years that were absolutely littered with betting transactions. I recently found an old statement from 2012 and it was such a surreal situation thinking what age I was back then and yet my bank statements look identical to this day. I have not posted this for sympathy or anything like that the main reason for posting today is mainly to help other people and for closure. I always take everything with a pinch of salt online like most do but believe me when I say I have experienced every aspect of gambling. The lowest lows of losing, the highest highs of winning big(lucky), the thrill of being extremely disciplined and focused on making money consistently, closing accounts and saying never ever again to finally having accounts limited as mentioned previously for winning. The bottom line when it comes to gambling is you just simply CANNOT win over your life time so why are you doing it? You are essentially paying a direct debit throughout your life to all these different betting companies for a bit of dopamine to be released in your brain. I manged to clear my debt and had about £10,000 saved £5,000 bankroll and was on cloud 9 and look where I am at now. I have £100 in my bank for the essentials and about £10,000 in debt just 3 odd years later. I have carried on for so long to try and re-live the dream I thought I had but the hard hitting reality is even when I was doing well I was constantly fighting against being banned from shops and having accounts online limited and closed. Even when you win you cannot win for long so it is pointless. I am a risk taker at heart and can be very impulsive which for a gambler is a non starter. It will NEVER end well if you have these types of traits as you could do well for months or years being disciplined but one day that IMPULSE will burst through your body and overcome and ruin all your hard work. This might come across like I am bitter about the situation but I am not. I actually feel a real sense of relief typing this up today, usually when I read these sorts of posts from other users and it is day 1 for them for quitting gambling I skip over it because I think yeah, you will be back at it tomorrow or when you next get money, not very supportive but it is the truth none the less for most I feel. One thing that is happening right now within the gambling industry is safer gambling adverts especially in the UK. I realised that what they are doing is the same as what sugary food product companies done with regards to their food stuffs being deemed unhealthy they were ultimately asked to remove certain products but instead they turned it round as said they would introduce more healthier, lower sugafat alternatives instead which resulted in just adding more of their products to the market. That is EXACTLY what the gambling firms are doing just now they have been told about the harm it is doing and have been told to essentially lower the amount of exposure to children/adults alike with these adverts and their response is not to reduce the amount but to introduce safer gambling when the fun stops, stop adverts just increasing the amount of times their logo appears on your screen through multiple more adverts. Anyway, I would like to think at least one person reads this and it makes them think twice. Maybe somebody who is 18 and has just began gambling or maybe somebody who is similar ages to myself or even older who can relate to my experience in anyway. If you have managed to read all of this then well done, If I came across a post browsing on this after a loss and seen it was this length I would not bother, I would skip to the end like my impulsive personality would command me to do which is a little reminder as to why I am posting this in the first place being a compulsive and impatience gambler. To end on a positive note my gambling journey comes to an end today. I am 27 years old and have been at it from 17 and enough is ultimately enough for me. My new goal has been laid out prior to writing this in regards to avoiding temptation, paying off what I owe and what to do with my wages going forward. I wish anybody reading this who is struggling all the best and if you have any intention to quit and have stumbled across this sub-reddit then it is time to quit or else you would not be here and you know it. As for anybody who reads through this and still gambles themselves then maybe take a look at what you are doing and if you can honestly look yourself in the mirror and admit you have no problem then great and good luck with what you are doing. If you want to maybe ask more about my situation in relation to your own, have any questions or are just looking for somebody to listen to your story then feel free to message me. Thanks, LD.
EPIC Risk Management and GVC Foundation US have signed a two-year agreement with the NFLPA Professional Athletes Foundation, a provider of financial assistance and counselling for former NFL players, to create, market, and launch live This law made sports betting illegal in all states except Nevada. The bill failed and caused the sports gambling problem in America to gradually increase over the past 25 years. President and CEO of the AGA, Geoff Freeman, believes lifting the ban would help the country in a number of different ways. AGA Industry News Sports Betting Gambling. If you or someone you know needs immediate assistance due to a gambling problem, call: Problem Gamblers Helpline 1-800-522-4700 (All calls are There are an estimated 430,000 ‘problem gamblers’, with a further two million ‘at risk’, according to a recent UK Gambling Commission report, and an even more recent study has revealed that the number of children classed as having gambling issues has quadrupled to more than 50,000 in the last two years. The findings, in a Survation poll, will fuel concerns that a broader fall in part-time gambling is masking more intense betting among problem gamblers, or a move towards riskier products, such as
Betting On Football: Doubling Money Gambling? (SPORTS TRADING HEDGE FUND)
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