Bear Pictures

[nitrene]

no way DoorDash and Uber’s core businesses aren’t profitable. They take 20percent of a check just for having an algorithm link a driver to a customer.

Maybe they are but the entity as a whole continues to lose money quarter after quarter.

In the last 4 quarters they have losses of $100M to $273M. Their cumulative loss is $700M on $5639M in revenue. -12.4% Net Operating Margin. If you add back their R&D expense ($541M) they would still lose $159M. This is after years and years of operations -- not very good.

The real problem is their Gross Margin is razor thin at 3.2% ($5454M expense and $5639M revenue). Their cost of revenue & S/G/A is 98% of their cost. The last quarter is up to 8.5% so maybe if they cut their expense some and continue to grow revenue you may be right in the long term.

 

[SunTrader]

Stick a fork in 'em.

 

[Laissez Faire]

Well, it's a controlled and slow moving bear so far. We haven't yet had a 5 % down day.

How would the veterans compare this to prior bear markets?

2007-09 was a full blown financial crisis, so I imagine that so far it's not comparative by any means.

 

[Concinnity]

Well, it's a controlled and slow moving bear so far. We haven't yet had a 5 % down day.

How would the veterans compare this to prior bear markets?

2007-09 was a full blown financial crisis, so I imagine that so far it's not comparative by any means.

Yes, of course anecdotal, but still see a fair amount of people across multiple different social media platforms talk about how this is so much different, because there's no major financial crisis trigger point or how they don't see the macro picture as that bad.

The fact that it's controlled and slow to me is a negative. Clearly shows larger players are taking something very seriously and they aren't agreeing with other people's analysis of things not being that bad.

 

[SunTrader]

One person's order is another's chaos. Price doesn't care which opinion prevails.

 

[SunTrader]

EURUSD close to 0.97xx

 

[newwurldmn]

I know. It boggles my mind. My only thought is that SGA is full of pull forward growth initiatives and skunk works stuff (like Drone deliveries).

Maybe they are but the entity as a whole continues to lose money quarter after quarter.

In the last 4 quarters they have losses of $100M to $273M. Their cumulative loss is $700M on $5639M in revenue. -12.4% Net Operating Margin. If you add back their R&D expense ($541M) they would still lose $159M. This is after years and years of operations -- not very good.

The real problem is their Gross Margin is razor thin at 3.2% ($5454M expense and $5639M revenue). Their cost of revenue & S/G/A is 98% of their cost. The last quarter is up to 8.5% so maybe if they cut their expense some and continue to grow revenue you may be right in the long term.

 

[ElCubano]

Well, it's a controlled and slow moving bear so far. We haven't yet had a 5 % down day.

How would the veterans compare this to prior bear markets?

2007-09 was a full blown financial crisis, so I imagine that so far it's not comparative by any means.

The bears ive experienced are violent, more so when we are near the bottom of the bear. Down there it gets nasty.

 

[destriero]

This is a few miles from my house.

 

[murray t turtle]

Well, it's a controlled and slow moving bear so far. We haven't yet had a 5 % down day.

How would the veterans compare this to prior bear markets?

2007-09 was a full blown financial crisis, so I imagine that so far it's not comparative by any means.

%%
2000-01-2002 bear was the most bear scare\
for me\ i thought for sure Juniper Networks would keep going up LOL.[Did not know what a 200dma , a bull or bear market was\LOL]
Good thing for me\i kept QQQ chart [about $30 ]+30 minute 7 day charts\ mostly down EXCEPT for going up about 10% one day..
They did not have tqqq+ SQQQ, QID then................................... QQQ had 30 green + red minute/ 15-17 million share volume spikes