I (29m) let my sister (37f) and her daughter (12f) live with me. My sister has been a drug addict for 15+ years, and after her abusive bf almost killed her, she finally has taken the steps to get clean.
I do not charge her any type of rent, because the place she is going to, she has to go 6 days a week, 7 hours per day for "group". She has been doing very well, Which makes me happy for her. I just want her to better herself, so she can make a better life for her child. She does do a few things around the house to help.
I told her daughter that she will need to start doing some chores around the house. I believe chores builds responsibility in a child as they are growing up, and with her life being what it was, she is lacking in a few areas like responsibility, character etc.
The "chores" I was mentioning, is some light vacuuming, sweeping the kitchen floor, keep her area cleaned up and make sure all the shoes are on the shoe rack periodically theough the day. Nothing too crazy, but a good 20 mins per day.
My sister thinks I'm being the AH, So I leave it up to you reddit, AITA?
I used to write earnings DD back in 2019-2020, Gonna start again.
TLDR - Long at 380$, probably will beat earnings, god know if they'll raise guidance. I expect 450 but I am also retarded.
Ticker - Lulu Lemon (LULU)
Price - 426.00
Earnings - 12/09/2021 AH
Category - New Retail
Macro - Mixed, Logistics vs Sentiments
Macro + Fundamental
Lululemon is an athleisure brand that focuses on high quality sports and lifewear for both men and women. LULU as a brand has grown considerably throughout the pandemic and beyond, currently repping a very high 58x sales ratio. Expensive as it may be, LULU has beaten cleanly the last 5 quarters, all the more impressive due to the pandemic. With plans to expand internationally, LULU’s potential as a leading global retailer is another growth driver. Currently, only 35% of LULU’s total revenue comes from outside of the US and Canada, with less than 100 stores in China. The addressable market for LULU is huge. However, the main concern with earnings is the guidance moving forward due to supply chain bottlenecks and additional covid concerns. Fundamentally speaking, LULU is firing on all cylinders and is a favorite of the retail sector. It is also one of the most expensive.
Technical
PC ratio volume is at 1.37 and PC ratio OI is about 1.26 both of which are bearish. RSI is about 39, nearing oversold. Implied movement about 8% or about 33$. Short interest is 1.5% of float, with 2 days to cover, not a lot. Support at 200 day EMA on the daily, with 3 separate bounces at around the 390 range. and resistance is at about 458, which is the quarterly lvl2 fib extension (1.618). Options markets say bearings, though the past few days were red, as we went below the 450 near term support and bounced off the 414 bottom, which is a negative lvl 3 fib (2.618).
Sentimental
LULU is a favorite of both institutional investors and insiders with massive buying happening in October. In addition, retail investors love LULU due to the proliferation of the product and investor base - LULU investors typically wear LULU. Analyst price target ranges between 570 and 410, with the average being 488$. LULU has had a shift towards digital commerce integrated with their stores due to the pandemic and web traffic is hitting a season upside. Given LULU’s product price points, I believe demand has not lessened and in-fact grown due to the popularity and shift in stay-at-home lifewear. However, if LULU miss
... keep reading on reddit ➡There were some good DD posted, so I just filed in some gaps and provided another opinion. Not Financial Advice, burn money at your own risk.
TL;DR - negative sentiments, high short interest, crowd favorite. Probably down, but shrek is still in the vicinity.
Ticker - Chewy (CHWY)
Price - 57$
Earnings - 12/09/2021 AH
Category - Digital Retail
Macro - Mixed, Logistics (expensive fulfillment) vs Sentiments (people love pets)
Macro + Fundamental
Chewy has been a covid winner due to stay-at-home increasing the rate of pet adoption. However, as a retailer, Chewy faces the same problems of logistical bottlenecks and increased labor costs due to their focus on quality distribution and fulfillment. Chewy is traded on its massive revenue and user growth, rather than a measure of its PE. Chewy’s problem here is twofold: first, despite the massive revenue, Chewy typically loses money per quarter. Second is the stagnating pet-adoption post-peak. Given its slow drain of sub 25 million per quarter and a cash balance of over 500m, I believe there is little risk of dilution. The key metrics to look at are: Gross margins, Customer numbers, and total lifetime-value (LTV)
Technical
PC ratio volume is at 1.57 and PC ratio OI is about 1.36 both of which are bearish. RSI is about 30, oversold. Implied movement about 24% or about $15. Short interest is 20% of float, with 3.4 days to cover. Given the magnitude of the last few months for Chewy, I believe a reasonable support lies at 40, or the March 2020 initial buying. Fib retracement at current levels are very difficult to pin and not considered. Given the high short interest, a gap up to 70 is likely on a positive beat and raise, with topside target being 80$.
Sentimental
Everyone think its overvalued due to its sky high PE and lack of consistent profitability. While I agree its an optics issue, Amazon was not profitable for a long time though they were growing revenue very quickly. However, there is a high chance of stagnation, as lease for this quarter, on revenue growth due to the stagnation of pet adoptions. Recently, CHWY partnered up with Trupanion for pet insurance that will roll out spring 2022. This is a great move to improve revenue and monetize the user-base while not providing the insurance infrastructure themselves. SA quant rating is 2.62 out of 5. SA Author ratings slightly better at 3.5. Wall Street Ratings at 3.9, with price target average of about 93$, highest be
... keep reading on reddit ➡
We haven't even proven ourselves yet apes. In the words of the Naval Revolutionary War Hero John Paul Jones "We have not yet begun to fight! I wish to have no connection with any ship that does not sail fast; for I intend to go in harm's way."
And in the words of David Farragut of the United States Navy during the American Civil War, "DAMN THE TORPEDOES FULL STEAM AHEAD!" An expression of one's conviction to press on with a task or current course of action regardless of apparent risks or dangers.
We prove ourselves when ape holds beyond the 1k mark. When then it somehow may tank back down. Making us think squeeze has squoze. Or replace 1k with any number. Say 15,000. Then it drops 50% or 70% somehow. We prove ourselves then, by holding and keeping faith that 7 figures per share is real. But we must EARN THAT FUCKING ONE MILLION PER SHARE BY STAYING THE COURSE AND WEATHERING THE STORM.
If you or I have put this much faith into the DD here and made it this far and still 💎🙌 then we can keep the faith and stay the course when the real test is to not sell at 50,000.
Title.
I-
My friends and I have started a small theme camp at regionals, and I am considering power options. Right now we have a generator that can power it for most of a night. We don't blast the sound; it is mostly ambiance for cuddle puddle.
I am also looking into trailers, and some have some reaaally overkill power options for what the trailer demands. Wondering if I could skip the generator and run the camp for a few nights off of the batteries.
Date: 2021-12-09 13:00:17, Author: u/HITLERMAHJONG, (Karma: 2570, Created:Oct-2011)
SubReddit: r/WallStreetBets, DD Click Here
Tickers mentioned in this post:
CHWY 56.66 |TRUP 152.905 |SA 16.87 |
There were some good DD posted, so I just filed in some gaps and provided another opinion. Not Financial Advice, burn money at your own risk.
TL;DR - negative sentiments, high short interest, crowd favorite. Probably down, but shrek is still in the vicinity.
Ticker - Chewy (CHWY)
Price - 57$
Earnings - 12/09/2021 AH
Category - Digital Retail
Macro - Mixed, Logistics (expensive fulfillment) vs Sentiments (people love pets)
Macro + Fundamental
Chewy has been a covid winner due to stay-at-home increasing the rate of pet adoption. However, as a retailer, Chewy faces the same problems of logistical bottlenecks and increased labor costs due to their focus on quality distribution and fulfillment. Chewy is traded on its massive revenue and user growth, rather than a measure of its PE. Chewy’s problem here is twofold: first, despite the massive revenue, Chewy typically loses money per quarter. Second is the stagnating pet-adoption post-peak. Given its slow drain of sub 25 million per quarter and a cash balance of over 500m, I believe there is little risk of dilution. The key metrics to look at are: Gross margins, Customer numbers, and total lifetime-value (LTV)
Technical
PC ratio volume is at 1.57 and PC ratio OI is about 1.36 both of which are bearish. RSI is about 30, oversold. Implied movement about 24% or about $15. Short interest is 20% of float, with 3.4 days to cover. Given the magnitude of the last few months for Chewy, I believe a reasonable support lies at 40, or the March 2020 initial buying. Fib retracement at current levels are very difficult to pin and not considered. Given the high short interest, a gap up to 70 is likely on a positive beat and raise, with topside target being 80$.
Sentimental
Everyone think its overvalued due to its sky high PE and lack of consistent profitability. While I agree its an optics issue, Amazon was not profitable for a long time though they were growing revenue very quickly. Howeve
... keep reading on reddit ➡)