GBA Presents: RADIO SAVANT-!

[stonedinvestor]

IDEA --> OLLI

66.54-1.67(-2.45%)
At close: July 14 04:00PM EDT
68.49+1.95(+2.93%)<---------------
Pre-Market:08:13AM EDT

 

[stonedinvestor]

Empire state manufacturing +11.1 in July, much above consensus
Jul. 15, 2022 8:33 AM ET

• Empire State Manufacturing Index: +11.1vs. -2 consensus and -1.20 prior.
• New orders: +6.2 vs. +5.3 prior
• Shipments: +25.3 vs. +4 prior

 

[stonedinvestor]

I believe the HF is doing something tricky with APPS Leaps or something long dated...

IDEA --> APPS-

• The acquisition of ironSource sheds a light on just how cheap Digital Turbine has become.
• Digital Turbine's close peer ironSource is getting picked up for its user acquisition platform. This vindicates Digital Turbine's value proposition.
• Digital Turbine has always been focused on driving a profitable business and I expect it to continue to do so.
• Digital Turbine is being priced at 7x this year's EBITDA. Compared with ironSource which was acquired at 19x EBITDA.

 

[vanzandt]

 

[TrailerParkTed]

It's not quite that easy.

How much time can you tolerate in front of a computer? Two hours and I get burned out.

 

[stonedinvestor]

Solar stocks are sharply lower in the pre-market Friday after Sen. Joe Manchin reportedly told Democratic leaders he would not support an economic package that includes tax increases or new spending on climate measures.

 

[stonedinvestor]

View attachment 289330

The thing is I would ride that! Lots of propellers to keep you up.>

 

[stonedinvestor]

CHIPS act skinny version....
SEMIS TO GO UP

Otherwise not a lot going on....

Starting to look at oil names--

I WILL add SHELL To the portfolio today <-----

 

[stonedinvestor]

RADIO SAVANT PORTFOLIO- GBA Buys-

New Buys: (yesterday)

Karuna $131

NFE $38.75

Delta $30

GS $279

TODAY IDEAs-

SHEL-

OLLI-

Bavarian-

PORTFOLIO------------------------------------------------------------------------------

1- SIGA * (new)- $12.60--> $13.00

2- Coca Cola- $61.00--> $59---> $62.87

3- Nutrian- $84.25--------> $87---->$83! ---->$75.70<--------

4- FORMULA 1-- $55.85

5- Boston Scientific $36.10---> $37.94--> $37.00

6- Next Era ENERGY - $76.50 (VAN)---> $78.00---> $79.83

7- BYD Gaming-$48----> $50.54

8-NU-$3.86--> $4.04

9- BA- $137.80---> $149

10-<--- Space Open for AJRD or OLLI

11-ARCH- $141.70--> $139.56

12- Trade Desk TTD-->$45

 

[vanzandt]

One of the savant's Mensa lunch club members works with a company that apparently owns patents on a process that extinguishes Lithium battery fires. They're gonna get SPAC'd.
I'm reticent, but if it works for real, TAM would be in the billions.

These fires are what no one is talking about.
When we get millions of EV's on the road, this will be a huge problem.
Thermal runaway. Firefighters can't put them out.
They reignite over and over.