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The 10 Most Recent Messages By NajdorfSicilian

Take me back to where I was.
  • Date: 9/10/19 3:48 PM
  • Number: 1507
  • Recommendations: 0
and today was even better and tomorrow could be even better! ;)
  • Date: 9/9/19 4:44 PM
  • Number: 26242
  • Recommendations: 0
got cut in half again in 4 months before this recent two-week rally.

This is a ZERO.
  • Date: 9/9/19 2:36 PM
  • Number: 1502
  • Recommendations: 0
Thanks for the reply, always good to hear what others are thinking.

best,

Naj
  • Date: 9/9/19 12:30 PM
  • Number: 1500
  • Recommendations: 0
If these names continue to fall, are you going to add all the way down? When/where would you stop adding?

best,
  • Date: 9/9/19 12:24 PM
  • Number: 59495
  • Recommendations: 6
I consider valuation. I will ride out the drop, buy back in at the bottom and ride it back to make my fortune with less risk.

Got it. Thanks, Jeff.


Isn't that the entire goal of investing? To sell what you perceive as
(Continued...)
  • Date: 9/9/19 12:17 PM
  • Number: 59492
  • Recommendations: 5
I suspect a hedgie "rotation" / "derisking" decision and cash-raising, at the end of many hedgies' fiscal year

It's definitely the former, but I don't know any hedge funds with an Aug 31/Sept 9 fiscal
(Continued...)
  • Date: 9/4/19 10:59 AM
  • Number: 566348
  • Recommendations: 1
Sounds very Chinese to me.
  • Date: 8/22/19 2:01 PM
  • Number: 4969
  • Recommendations: 9
I said to short it a year ago and you mocked and insulted me, now it's down 30% since then versus approx 4.5% return on the S+P 500. Thanks for playing!

Tesla has a litany of problems that far exceed things like 'uncertainty,'
(Continued...)
  • Date: 8/22/19 1:57 PM
  • Number: 3715
  • Recommendations: 2
TSLA down 28.5% vs SPY up 4.5% last 12 months.
  • Date: 8/20/19 10:51 AM
  • Number: 58814
  • Recommendations: 5
Sea reported great numbers, market took it down 11% so far regardless:

'2Q19 adjusted revenues beat expectations on gaming and ecommerce businesses. SEís adjusted gaming revenue has grown >200% yoy to US$443m Ė ahead of JPMe and
(Continued...)
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Total = 10

Take me back to where I was.
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