Recent comments in /f/wallstreetbets

Paradox68 OP t1_je7bul1 wrote

I don’t understand the benefits to a shareholder of a company splitting into segments? Also what does this really change? Amazon (and Alibaba) already have a million subsidiaries. This just seems like a dumb way to avert Monopoly regulation to me, but I’ll admit I don’t know all the facts there, obviously.

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Big_Boat_33 t1_je7br2d wrote

When it rolls over and sells off that will be the next leg down for the whole market. I think the Fed rate pause has already started and I don’t predict anymore hikes. Pause should be long but I predict the Fed moving the goal post and lowering interest rates in Q4. If interest hasn’t decreased significantly then I predict much more downside risk. Just my opinion.

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old_shows OP t1_je7bng9 wrote

I stated very clearly that I agree with the shorts theses on office REITs that are overexposed to poorly performing markets. The stock isn’t rebounding for any fundamentally driven reasons, it was reading oversold for a week and the momentum is driven by demand for stock as the shorts (who composed nearly 70% of the float) close out their positions. It comes off as extremely uninformed (whether or not you intended to) to put “commercial REITs” in one bucket as commercial real estate consists of nearly a dozen property types, each of which has its own set of economics. I have worked in commercial property valuation for over a decade so, I feel qualified to form an opinion (which again, you completely misread).

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Paradox68 OP t1_je7b9w7 wrote

Just buy Amazon shares dude. As soon as you start trading Futures (Options) you have entered “total gambling”

There’s investing, then there’s high risk investing (basically gambling), and then there are Options (total gambling). You’re trying to time the market which is usually not going to work out, unless you have some good information.

Buying shares there is no time limit. If you believe they’ll go up in the mid-long term, just buy shares. Going too far out, you’ll pay too much of a premium on the Options and increase your chances of losing it all. Just buy AMZN shares.

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Paradox68 OP t1_je7aswf wrote

Yeah AWS isn’t going anywhere. Just because it’s not growing as rapidly doesn’t concern me at all. Of course they’re not going to grow rapidly… it started with them being the new player to cloud compute, then they basically undercut the entire market, quickly became the most popular (or one of?) cloud service provider, and now they’re leveling off. Thing with investors is they see things like this and get scared there’s going to be a nosedive, because traditionally, that would be a more likely scenario given that limited information. However, AWS is still going strong. There are just less and less people who are not using AWS every day, so the pool of people who can migrate to their services shrinks.

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