🤑247capital #41 - $OTLY $GEO $HIMS | Outlook to Dezember

Hi Everyone 👋,

Welcome to the #41 issue of 247capital — your weekly source of Investment Research. If you are new, you can join my email list here, or👇🏻

Please hit the heart button ❤️ if you like today`s letter and reply with any feedback.

Below you´ll find the overview of all bought shares since Issue 1 and the current state. Please keep in mind we´re here for the long run. 5-10 years horizon at least. 

$TAP - bought at $44.95 - Issue 1
Closed the week at $45.75 (up 1.77%)🔥
💰$0.34 dividends

$GEO - bought at $5.79 - Issue 7
Closed the week at $7.56 (up 30.56%)🔥

XTRA:DFV - bought at 12.96€ - Issue 8
Closed the week at 11.00€ (down 15.12%)❄️

READ - bought at 39.25SEK - Issue 12+24
Closed the week at 17.09SEK (down 56.45%)❄️

$HIMS - bought at $8.28 - Issue 12+25
Closed the week at $5.88 (down 28.98%)❄️

THG - bought at 373.50pc - Issue 32+36
Closed the week at 178.00 (down 52.34%)❄️

Depending on the markets this week, we may be considering buying another tranche of $HIMS to lower our average price and accumulate more shares. The reason; see below ;)

$GEO - Prison Operator GEO Group to End REIT Status.

We’re looking at what’s the best use of the company’s cash flow going forward, where are we going to get the most value for the cash flow that we generate. Is it dividend, is it paying down debt, is it reinvesting in the business, and how much liquidity do we want to have as a company as we move forward, how is the market and how does it moderate?
— Brian Evans, GEO Chief Financial Officer

hims@wearehims

Humans don't have 25 speeds, but our OMG Couples Vibrator does. 🤩 It's splashproof! It's USB-rechargeable! What's not to love? Hit the link to grab yours for 20% off now! forhims.com/sexual-health/…

9:24 PM · Dec 5, 2021

6 Likes

THG - Vyne's payment solution live on 10 THG brands

Based on Open Banking technology, these integrations will allow consumers to make ecommerce payments directly to the THG brands and retail sites. The brands offering Vyne can bypass card networks and their associated fees, helping to reduce costs and chargebacks, and accelerating cash flow with instant settlement.

When you’re invested in the NOT-MILK company OATLY ($OTLY), and you see the following commercial with your CEO singing … you know you’re screwed 🙈

But at least the stock charts and his singing skills are matching perfectly 😂

If you must panic, panic early. Be scared when you can, not when you have to.
— Nassim Taleb

Mayne@Tradermayne

Move to Portugal for crypto tax benefits. Lose it all anyways. Back to McDonald’s. But at least your boss can’t call you after work hours.

2:01 AM · Nov 10, 2021

10 Reposts · 306 Likes

Allison Reichel@AllisonReichel

Men always be telling you they love you before they leave you

jack⚡️ @jack

I love twitter

2:47 PM · Nov 29, 2021

8.09K Reposts · 58.3K Likes

litquidity@litcapital

Omicron headlines in a nutshell “New variant is found…” — stocks 📉📉 “…though symptoms are mild” — stocks 📈📈 “a case was found in SF” — stocks 📉📉📉📉📉📉ohfucccccnooooo 📉📉📉📉📉

8:46 PM · Dec 1, 2021

248 Reposts · 2.34K Likes

Jon Erlichman@JonErlichman

Value of $1,000 invested in these IPOs: Microsoft: $3,300,800 Adobe: $2,921,822 Amazon: $2,295, 813 Apple: $1,647,700 Nvidia $1,257,400 Netflix: $516,357.41 Tesla: $322,059 Salesforce: $91,455 Shopify: $85,865 Square: $21,611 Hubspot: $30,626 Twilio: $17,302 Atlassian; $17,010

2:00 PM · Dec 2, 2021

81 Reposts · 378 Likes

PensionCraft@PensionCraft

There's a bear market for all but 4 stocks in Cathie Wood's ARKK fund. Is this a buying opportunity or were these just overpriced stocks in a period of euphoria?

10:44 AM · Dec 4, 2021

134 Reposts · 673 Likes

The Lego Group was founded in 1932. The company's flagship product, Lego, consists of variously colored interlocking plastic bricks, which they began manufacturing in 1949. As of 2021, Lego was the largest toy company in the world. But its first product was a wooden duck.

5 points of the week - From the book “100 to 1 in the stock market.”

Curated by the Big Investor Blog:

1. Patience is a virtue, have it if you can, seldom found in a woman, rarely in a man.

2. It is more important to be correct than to be quick.

3. What one buys in the stock market is 3/4 times more important than believing in the market.

4. Sometimes some stocks are just “triumphs of lethargy” and nothing else. Here foresight has no relevance.

5. Even if the near-term outlook is bad, just continue to hold on.

With the Fear & Greed Index having a massive switch again from Extreme Greed to Fear (85->26) compared to last month, let’s hope the blood-bath is over soon.

Thanks for reading, and until next Monday,

Sebastian from 247capital