GBA's "2021 Stock Phantasma"

IS THIS THE END OF THE WORLD AS WE KNOW IT?
Nasdaq futures tumble as 10-year Treasury yields spike to post-pandemic highs!!!

Futu Holdings: Hypergrowth Fintech Ready To Take Off In A Rising Rate Environment<-----
Mar. 17, 2021 5:16 AM ET Futu Holdings Limited (FUTU)

Summary
  • The rise in retail investing globally for the likes of Robinhood also bodes well for Futu in a country with over 1.3 billion people in population.
  • The rapid growth in wealth for the middle class in China presents robust opportunities for Fintech brokerage firms like Futu Holdings.
  • Futu grew 2020 revenues by a stunning 212% YoY. This article analyzes Futu's financial year and key competitive differences with Tiger Brokers.
  • In an environment where interest rate yields are rising, financial institutions and broker dealers have historically outperformed, which bodes well for Futu Holdings.
 
Hey Van Why is Berry Not in Granny's Portfolio?- PT-$120

Berry Global: A Deleveraging Story
Mar. 16, 2021 5:21 PM ET Berry Global Group, Inc. (BERY)

Summary
  • Berry Global trades at a discount to peers and where it has traded historically.
  • Berry's relative scale to expand margins.
  • Leverage has kept investors on the sidelines, but the company is paying down debt.
  • Organic volume growth will accelerate driven by tailwinds in wipes and a rebound in industrial end markets.
  • Assuming a multiple closer to peers derives a two-year target price of ~$120, implying a ~110% return and 44% IRR.
 
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janes studies the 10 year yield before buying more Avaya........

Investment Thesis

Dropbox (DBX) is out of favor with the investment community. This has been the underlying thesis for so long that many investors are now losing patience.

While the rest of tech goes from expensive to super expensive, Dropbox is one of the few tech stocks out there still valued at less than 6x forward sales.
 
stonedinvestor said:
I THINK WE INITIATE OUR GUMMY TODAY!!!!

AVEA & WPRT ARE MY BUYS!! OH THE HEDGE FUND IS GOING TO HATE ME! IT'S THE SAME SET UP! >MARKET PLUNGING THEY ARE IN A BAD MOOD AND RINGY DINGY IT'S STONEY!!! BUY SOME SPAC YOU LAUGHED AT AND WESTPORT PLEASE!!!!

Westport price target raised to $16 from $5 at H.C. Wainwright
More...
powell is giving a fed update today, so you could probably time the call for the middle of that.
 
I'm really mad at Seeking Alpha no Drive Shack story.....
I try my own.

DRIVE THIS! THE SHACK AINT' JUST FOR BURGERS ANYMORE- DRIVE SHACK

Entertainment Golf Has Arrived.

  • Entertainment Golf – combination of golfing, dining and a fun experience. Three opening in 2019, 3-5 in 2020, and 30 more in the pipeline. Currently have 4 open venues.

  • Traditional Golf – DS Owns and operates 66 properties through American Golf. Operates in three categories
    • Public Properties – revenue comes from daily operation fees

    • Private Properties – revenue comes from membership

    • Managed Properties – management fees with high margin
Not Just Golf "Entertainment Golf"<--------


Not the Typical Golf Player Entertainment Golf attracts a younger crowd and more families 68% of males who go are 34 years or younger

23% of women golf versus 35% go to Entertainment Golf venues<-- Bring in the gals!

  • 60 dollar cost per person despite the actual cost of the game being ~ $40 per person – 38% of revenue

  • Upselling with food and drinks<- Lots

  • Food and Entertainment provides more of a family

    orientated entertainment business (unlike typical golf)

  • Technological Tracking brings consumers in on weekdays as

    well as weekends
Doppler-based dual-radar system covers entire range of field. This radar closely monitors the shot and path of the ball in real time.

Precise, thorough data provided via tablet. This data is extensively used in PGA tours to provide real-time data for the audience.

Signaling chip implanted in ball. Top Golf uses RFID-chipped golf balls that lack the flight characteristics of real golf balls.

Redesigned Driving Range Game and Virtual Reality Offerings

Proprietary Technology Gives a Competitive Edge

Through heavy investments in technology, Drive Shack significantly enhances the customer’s experience.

DRIVE SHACK Price TARGET-
Upside Case: $6.67
 
BUY DICK?

Can that get you in trouble?

Dick's Sporting Goods Introduces VRST Men’s Apparel Line
Dick’s Sporting Goods introduced its own athletic-apparel line, VRST, which it will market as a premium lifestyle brand for men.
  • DKS) -Get Report on Tuesday said it launched a men’s athletic apparel line, VRST.

    The line will be marketed as a premium lifestyle brand for men, comparable to Lululemon. (LULU) -Get Report

    Its launch follows the success of Dick's in-house apparel brand for women, Calia by Carrie Underwood. The Pittsburgh sporting-goods retailer said that Calia was the second-best performing athletics brand in 2020, after Nike. (NKE) -Get Report

    The new clothing line will be available online at the Dick’s Sporting Goods website as well as at a stand-alone retail site, VRST.com. It will also be available at over 400 Dick’s brick-and-mortar locations in the coming weeks, the company said.

    VRST will include commuter pants, joggers, t-shirts, hooded sweatshirts, and quarter-zips, at prices ranging from $30 to $120. The clothing will be available in several inseam and waist sizing options, deviating from the standard S-XXL sizes.

    The name, VRST, lends to the idea of versatility, the company said.

    “It’s designed for men to run, train and commute in style, without having to change. It’s built to outfit the modern man and support the way he moves throughout each day,” it added.

  • Bad name. Plane and simple. VRST. Very Bad. Why not GIRTH?


 
SEOUL/BEIJING/FRANKFURT (Reuters) - Days before Volkswagen AG held an event to announce a major ramp-up in its electric vehicle production, the German car maker abruptly told its South Korean battery suppliers their current technology would be largely excluded from those plans.

The decision by the world's second largest automaker to move the bulk of its cars to a different battery cell in two years came as a shock to LG Energy Solution and SK Innovation, three people with knowledge of the situation told Reuters.
 
Teladoc falls 7% after Amazon announces expansion of virtual care


Stifel says Bluebird Bio CMO exit 'a bit concerning but not thesis changing' 09:06 BLUE
but like we said a bit concerning....
 
RARE EARTH RALLY BEGINS.

Oh goodness I'm going to have to spend half the day toggling through these pages because our rare earth ideas I don't remember their names...

Rare earth buzz sends American Resources up 32% premarket
Mar. 17, 2021 9:13 AM ETAmerican Resources Corporation (AREC)
  • American Resources(NASDAQ:AREC)ismoving forwardwith the commercialization of its rare earth element technology process chain with the building of a 2kW rare earth processing electrolysis facility. AREC+32%premarket to $5.62/share.
 
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