{ "media_type": "text", "post_content": "New buys for me:\n\nFUBO\n\nIDN\n\nYI (small position)", "post_id": "601c30e5d2328c002a72def4", "reply_count": 133, "vote_count": 99, "bowl_id": "5acc42208c6b52001375e11e", "bowl_name": "Option Traders & Investing", "feed_type": "bowl" }
null

New buys for me:

FUBO

IDN

YI (small position)

likeupliftinghelpful
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Can't own FuboTV thanks to independence...

Same with GILT, which was very interested in picking up. Thanks Uncle Ernie...

I did pick up IDN at 14.50 and 15. While average down if there's a dip

funny

But you can own MGNI 💰💰💰

like

Hey Anthony, has your DD included Ping An Healthcare, which is also touted as china’s TDOC? Ark just scooped them up as well, so there is momentum buying. Curious to hear your stance on this vs YI and how you decided on YI instead?

like

Anthony you are the man! Enjoy your weekend :)

uplifting
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The Man, the myth, the legend. Mr. MGNI back with new picks! 😁🤑

likefunnysmart

Just to state it one more time, a huge thank you for the mgni recommendation my man, it was huge for me

likeuplifting

Still holding during this freak-out (always hold stocks longer than 1-year), but will admit the scope of this sell-off is aggressive. Fwiw, I had shares of Telaria (MGNI pre merger) at like $8 for each and watched it merge with Rubicon and saw a 20%-30% decline before the run up.

Could be a rotation to cheaper stocks amid rising rates (although I’d argue a 50-bp increase from historic lows isn’t crazy). But know this hurts for many. Fwiw, I still think the long term story is intact for all these names and will continue to hold and are more likely to add more on drops than to sell.

like

Still in guys. Horrible day for FUBO and MGNI, but seen them before.

likehelpful

This is such a sad day

Daddy’s Back!!!

likefunny

Mgni is gonna touch $100.. dont sell for years to come

likesmart

Well, they acquired SpotX today (or announced) which has ttm revs of $116m itself.

The combined company (pro-forma Magnite and SpotX) would have CTV revs at approximately 70% of revenue and just from current Magnite that’s growing 53% per year.

These are platform businesses that connect buyers to sellers, so the margins are high and the cost per incremental customer is nil, so they’re easier to grow into high P/S ratios.

Plus, the thing about valuations is they tend to dismiss the future opportunity. I think streaming and CTV will eventually replace large bundle cable, so a lot of ad spend is going to be gushing through those pipes.

If you’re a strict valuation guy there are tons of value stocks like Altria and AT&T (FD: I own both in my income portfolio), so maybe this isn’t a pick for you. No worries from me either way, I get it.

likesmarthelpful

Anthony, you’re a legend.

likeuplifting

Yo Anthony YI is up >100% in 4 days since you posted. What beast did you find and how did you know?!

like

Anthony is a man of the people. A man for the people. GOAT indeed lol

likeuplifting

FUBO is a solid pick! Should see $70

likesmart

I’m thinking this could be a $10 billion company in a few years, good for a double.

like

You made me a lot of money... thank you

likeuplifting

Congrats, SM1! Enjoy it (although I’m sure you were already caking up as a SM).

likefunny

Hey D11, sorry not been around for a bit. Still love her long-term outlook. Seems like her style might be falling out of favor and quickly. Still, in the long run I believe her style of buying innovative growth companies will outperform.

like

MGNI OP 🤑

likeuplifting

I wish this app had an alert feature so I can tag OP.

funnylike

Is there any hope for AMC to break $14?

funnylike

Maybe long term?

Thank you sir... how about MGNI today though?! 💰💰💰

likesmart

$FUBO is down today. Anybody knows why?

likefunny

Haters, that’s why

likefunny

FUBO!! The short squeeze is real!

like

Yeah I agree also it may get more users with the Super bowl coming up and just got a price upgrade from wedbush

like

IDN is interesting! Like this one and becoming increasingly more important in today’s day in age

like

Anthony, what are your thoughts on UI path and coinbase as IPO buys?

likesmart

Sorry D6, but I have nothing here aside from lazy pedestrian observations. I like the business model of coinbase but would have to review the S1. Historically IPOs underperform (so I tend to stay clear) but the ones who don’t tend to really outperform.

That said, I think the coin space is going to face a bunch of competition and I’m not sure the barriers to entry are that huge for a pure-play crypto exchange. If I had to play crypto supporting stocks rn, why not just take Square or PayPal though? You have a fintech payment processor with the upside with the possible long-term driver of crypto. Again, that’s just my pedestrian opinion – if you have other thoughts I’d be interested.

like

Are you still in MGNI touching 44 today?

like

Wishing I’d increased my stake at 44 🤦‍♂️

funnyuplifting

Thank you IDN looks like a hidden gem. Good to start a position or wait for a pull back?

like

SC 1 how about you post some of your picks and we’ll follow lol

funny

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