Reddit Posts
Cybin has 2 phase 1 and 2 results being released soon, stock is looking primed to break out, huge upside potential
Block Inc. stock outperforms competitors on strong trading day
Most shortable crypto on this list?
Hey Chat tell me some information about $COMP and $ARNC
50:50 BTC:ETH or crypto diversification??
Stock market sell-off may mean another 20% drop for S&P500, says Interactive Brokers' Thomas Peterffy
Don’t look for a stock market bottom until a soaring dollar cools down. Here’s why.
$TMBR Timber Pharmaceuticals Receives Positive Opinion on Orphan Designation from European Medicines Agency for TMB-001 for Treatment of Autosomal Recessive Congenital Ichthyosis
U.S. stock futures sink following Friday’s Wall Street rout
Why BlackRock says the stock market’s big summer rally isn’t worth chasing ....
The Fed vowed to crush inflation with higher rates. Then the stock market rallied. Here’s why. (It’s not good news)- Interesting read
Squeeze for Monday is $VEDU. I’m loading up now. Mark this post and below is dd and my opinion
Stock plunge puts S&P 500 on track to enter a bear market: What investors need to know
Stock futures gain as Wall Street looks to snap 8-week losing streak
Stock futures gain as Wall Street looks to snap 8-week losing streak
NEW Robinhood Listings Technical Analysis - (COMP), (MATIC), (SOL), (SHIB)
A dozen S&P 500 stocks just had their worst quarter ever, as tech stocks sloughed off nearly $2 trillion in value
Perfect contrarian indicator? Jim Cramer declares the bear market is over
Stock futures sink as U.S. and its allies consider ban on Russian oil imports
For those of you who believe in technical indicators- Nasdaq 100 chart to produce first 'death cross' in nearly 2 years
Stocks close out the week on a winning note
Further stock market selloff wouldn’t be surprising – IMF markets chief
Monday’s worst-performing stocks in the S&P 500 are down as much as 42% for 2022
Dow futures swing higher as markets grapple with omicron and interest-rate uncertainty
Hedge-fund investor who made $2.6 billion on pandemic trades says omicron could be bullish for stock market
Why the stock market could hit a peak Friday, before a ‘minor’ dip during the Thanksgiving week
PG&E could be a ‘big beneficiary’ of $1 trillion U.S. infrastructure bill
PG&E could be a ‘big beneficiary’ of $1 trillion U.S. infrastructure bill
COMPASS Pathways announces positive topline results from groundbreaking phase IIb trial of investigational COMP360 psilocybin therapy for treatment-resistant depression
Actual Shroom Boom Incoming - $CMPS DD - Train Leaving the Station
Shroom Boom Incoming - $CMPS DD - Train Leaving the Station
Shroom Boom Incoming - $CMPS DD - Train Leaving the Station
The Upcoming Psychedelic Sector Opportunity 🍄 (FDA Phase 2b data readout in November 2021)
The Upcoming Psychedelics Sector #ShroomBoom 🍄 (November 2021 FDA Phase 2b Catalyst)
GlobalFoundries prices IPO at $47 a share, for $25 billion valuation
COMPASS Pathways is granted new US patent for crystalline psilocybin
Why no one is talking about the $CEI CAMBRR ENERGY INC COMP that’s where’s the money the stock is up almost 400% this month
$SKLZ - Betting on the House & Consolidating For Next Leg Up
Mentions
BTC is the exact same risk profile now as every other S&P/COMP/DJI stock... institutions own it, intitutional algos control it
There will be no compensation at COMP.
1Q NET REV. $9.43B, EST. $9.6B ( MISS ❌ ) 1Q COMP SALES +5%, EST. +6.39% ( MISS ❌ ) 1Q INTERNATIONAL COMP SALES +7%, EST. +11.6% ( MISS ❌ ) 1Q ADJ EPS 90C, EST. 93C ( MISS ❌ ) It's clear the boycott is working - I won't consider buying until the madness is over... What's newscord?
"A team of quantitative strategists at J.P. Morgan see shades of the dotcom bubble in the stock-market rally that has carried the S&P 500 to six record closing highs since the beginning of 2024. According to the team of analysts led by Khuram Chaudhry, the persistently rising concentration in the U.S. stock market has become an important risk that investors should be aware of in 2024. Although there are several important differences between the dotcom-bubble era and today, Chaudhry and his team insist that the two periods are more similar than one might initially expect. "When viewed in a historical context, parallels to the 'Dotcom Bubble' era are often dismissed due to the 'irrational exuberance' that characterized this period. In this note, we demonstrate that there are a plethora of similarities between these two periods," Chaudhry and his team wrote in a note viewed by MarketWatch on Tuesday. The analysis comes at a time when the lopsided nature of stock-market returns over the past year has heavily favored shares of the largest U.S.-traded companies, a group that has earned the nickname "the Magnificent Seven." These stocks drove the bulk of the S&P 500's 24.2% gain last year, according to FactSet, and have continued to outperform since the beginning of 2024. As a result, the concentration in the U.S. market is nearing its highest level since 2000. To wit, the top-five stocks now account for 21.7% of the MSCI USA Index XX:984000 as of the end of 2023, according to J.P. Morgan's numbers, while the share of the top 10, which includes all of the Magnificent Seven, has risen to 29.3%. For the top five, this level is within 0.7 percentage points of the post-1994 peak of 22.4% from March 2000. The current top 10 are moderately further below their historical peak share of 33.2%, which occurred in June 2000. Still, by both measures, concentration is the highest it has been since the dotcom days. The MSCI USA Index has 609 constituent stocks and is intended to measure the performance of large and midcap U.S.-traded stocks, according to an MSCI fact sheet on the index. In its analysis, the J.P. Morgan team focused on several factors. For example, they determined that the number of sectors represented among the top 10 most valuable companies is actually less diverse in 2024 than it was during the peak of the dotcom bubble. Back then, there were six sectors represented among the top 10 stocks, compared with just four today. What's more, they found that during both periods, information-technology companies represented the biggest share of the group's total market capitalization. Valuations, meanwhile, mark another important difference between the dotcom era and the present day. During the dotcom era, the J.P. Morgan strategists found that forward price-to-earnings for the top 10 largest companies in the U.S. market peaked at 41.2x expected earnings. Currently, the top 10 are valued at 26.8x. But the J.P. Morgan team highlighted an important caveat. They took the reciprocal of forward price-to-earnings, a metric known as the forward earnings yield, and measured the spread between the top 10 stocks in the MSCI USA Index and the rest of the index. What they found is that as recently as October, the top 10 stocks in the index commanded the highest premium to earnings relative to the rest of the index on record - although since then, the premium has shrank considerably. Meanwhile, the J.P. Morgan strategists found that the share of overall EPS growth contributed by the 10 largest stocks was actually larger during the dotcom days - helping to rebut the conventional wisdom around the period as one where stocks had become completely disconnected from fundamentals. "While we would be hesitant to refer to the current levels of the Top 10 as a bubble, it would certainly appear that the Top 10 in the Dotcom era was backed by superior earnings developments," the J.P. Morgan team said. Finally, the strategists measured the difference in price returns between the top 10 stocks and the rest of the U.S. index. They found that, generally speaking, periods of strong outperformance are typically followed by bouts of mean reversion. This would suggest that Big Tech is overdue for a period where it lags behind the broader market, like it did in 2022. Cautious about the chances of a Big Tech-led selloff, the J.P. Morgan team warned clients that they "do expect equity market drawdowns to materialize, which may well be driven by weakness in the Top 10." Most of the Magnificent Seven stocks were trading lower on Tuesday - with Nvidia Corp. (NVDA) and Tesla Inc. (TSLA) shares flat, Microsoft Corp. (MSFT) and Alphabet Inc. (GOOGL) shares off by less than 1%, and Apple Inc. (AAPL) and Amazon.com Inc. (AMZN) shares moving sharply lower. Meta Platforms Inc. (META) shares were the only member of the group trading higher on the day. Weakness among the Big Tech names contributed to a 0.7% drop in the Nasdaq Composite COMP to 15,525. Meanwhile, the S&P 500 SPX was off by 0.1% at 4,924, still within striking distance of its most recent record closing high."
This entire tech bubble rally is 100% synthetic and fake. Forget all about any rate cuts. The secret to stocks’ success so far in 2023? An unexpected $1 trillion liquidity boost by central banks. They printed 1 trillion $ last 100 days only to pump the market to ATH at end of 2023. Gains for global equities have left many on Wall Street perplexed as stocks — especially high-risk growth names with little or no profits — have rebounded from last year’s punishing selloff, resisting both the pull of more attractive bond yields, and the threat of higher interest rates. But some Wall Street analysts say they’ve found an explanation that has little to do with inflation and the state of the global economy. The upshot is this: The Federal Reserve, European Central Bank and Bank of England have advertised that they’re trying to drain the ocean of banking-system liquidity, (but on a global scale, liquidity has actually increased in recent months). That’s due in part to factors that are outside the control of policy makers. A trillion-dollar boost to asset prices In a research note shared with clients last month, Matt King, a global markets strategist at Citigroup Inc., detailed how the world’s largest central banks had recently injected $1 trillion into the global financial system. The bulk of this increase, according to King’s analysis, came from the People’s Bank of China, which has bucked the trend of global monetary tightening and instead opted to directly inject liquidity into its banking system, accounting for the largest share of the $1 trillion figure. “Even as the central banks have told us they’re going to be tightening, it turns out that on at a global level, they’ve just added $1 trillion worth of liquidity over the past three months,” King said. In his report, King said he was inspired to take a closer look at central-bank balance sheets after concluding that changes in the fundamentals — meaning the outlook for the economic growth and inflation — failed to explain moves across global markets, including a rebound in global equity prices. When he finally mapped moves in global equities against the shifting tides of global central bank liquidity, he found that they were a near-perfect fit. The chart below tracks the performance of the MSCI World Index 990100, +0.27% against the ebbs and flows of banking-system liquidity. The index has risen 12% since the end of September, according to FactSet data. Around the same time, global central bank liquidity stopped ebbing, and started expanding once more. For more than a year now, the Federal Reserve has been trumpeting its plans to “tighten” liquidity in the U.S. financial system by raising interest rates and reducing its bond holdings by opting not to reinvest the proceeds from maturing bonds. And while the size of the Fed’s bond holdings has shrunk since last spring by about $500 billion, according to data from the St. Louis Fed, another important component of its balance sheet, U.S. banking system reserves, appears to have flat-lined. According to the latest weekly update released by the Fed, reserve balances at Federal Reserve banks stood at $3.01 trillion as of Feb 22. That’s a modest increase from $2.9 trillion at the end of September. “The Fed is supposedly rolling off the balance sheet, but bank reserves are not falling,” Howell said. This could also be helping to buttress equity prices as the amount of money available for U.S. banks to push into the financial system has expanded, instead of contracting, he said. Stocks coming off the boil To be sure, U.S. stocks have come off the boil in recent weeks following a torrid rally that resulted in the Nasdaq Composite COMP, -0.32% rising more than 10% in January for its best start to a year in two decades, according to FactSet data. That stocks are no longer climbing could be a sign that the liquidity tide is ebbing once again. Whether it will once again come to the market’s rescue remains to be seen. But it’s certainly possible that ultimately, equity valuations could suffer as a result. According to Howell and his team, it’s possible the Fed may need to hike interest rates more aggressively to compensate for its unwillingness to further cull banking system reserves. After resisting their pull for a few weeks, U.S. stocks appear to be feeling the effects of higher bond yields. The Nasdaq Composite, S&P 500 SPX, -0.10% and Dow Jones Industrial Average DJIA, 0.12% all lost ground in February. They were putting in a mixed performance on Thursday as the yield on the 10-year Treasury note topped 4%. Bond yields move inversely to prices.
Yeah I mean I get that its iffy, been playing ETH, AVAX, and COMP. So today I just upped those positions.
Tesla, Crypto and oddly COMP with the interest rates dropped momentum.
I work in mortgages. Personally i think RKT is better than COMP because Rocket Mortgage is the single biggest mortgage company in the world with a billion dollars cash on hand and an excellent reputation. However i also have 25% of my mortgage YOLO money in COMP because Compass is also a good company and theyre on the rise. Mortgages are already picking up substantially just on the mere announcement of upcoming rate cuts. Interest rates have dropped a half a percent. Once the rate cuts come and refis start rolling in i think its gonna be a multibagger. Up im 80% on RKT and 30% on COMP, so im happy
If you want to capitalize on rates going down, pick up RKT or COMP
psylocybin could be big... [https://finance.yahoo.com/quote/CMPS?p=CMPS](https://finance.yahoo.com/quote/CMPS?p=CMPS) " COMPASS Pathways plc operates as a mental health care company primarily in the United Kingdom and the United States. It develops COMP360, a psilocybin therapy that is in Phase III clinical trials for the treatment of treatment-resistant depression; and is in Phase II clinical trials for the treatment of post-traumatic stress disorder and anorexia nervosa. The company was formerly known as COMPASS Rx Limited and changed its name to COMPASS Pathways plc in August 2020. COMPASS Pathways plc was incorporated in 2020 and is headquartered in London, the United Kingdom. "
What's going on with COMP? All the other ZIRP stocks are mooning like crazy but not this.
Id suggest just doing your own DD and leaving it at that People said i was dumb and downvoted me for saying mortgage companies and BoA were good plays because of how beaten down they are Now BoA is doing great and im up 60% on RKT and 40% on COMP
COSTCO 1Q US COMP SALES EX-GAS, FX +2.6%, EST. +3.48% *COSTCO 1Q TOTAL CO. COMP SALES INCL GAS, FX +3.8%, EST. +4.3% $COST And it's up
Just wanted to come back and say im up 60% on RKT and 40% on COMP
$COMP They're down a shit ton since their IPO. It's at $2.39 right now. Feb 2024 $2.5p are $0.50 and $1p are $0.10 I'm in for the $10p gamble
Fair concerns, though I’d expect when/if COMP360 works as expected, they’re safe, and the floodgates will be open. With current burn rate (roughly $100m/yr) and the cash on hand + latest dilution, we’re well into 26/27. FDA Fast track designation should help keep the timeline as short as possible. MAPS getting (presumably) FDA approval for MDMA will very likely raise further public awareness and investor interest in the sector. I’d be hesitant to compare this field to recreational cannabis. While I am a big believer in “do whatever you want with your own body, so long as it doesn’t hurt anyone else”, I’m not betting on the rec plays of the sector. FDA approval and insurance coverage is where it’s at, financially. Public awareness seems, in my echo chamber, to be at an all time high.
You will likely underperform if you invest into the big companies only going forward in my opinion small caps have a lot of value it will drive much of the returns but good job on outperforming, one year however does not mean anything! You also need an investing theme not just random stocks, I feel like you are just picking completely randomly selected stock! I would focus on ROCE HIGH FCF PER SHARE GROWTH AND SUSTAINABLE COMP ADV COMPANIES. One book i would recommend is terry smith investing for growth
$SBUX 3Q NET REV. $9.2B, EST. $9.28B 3Q ADJ EPS $1.00, EST. 95C 3Q COMP SALES +10%, EST. +11.1% 3Q NORTH AMERICA COMP SALES +7%, EST. +8.25% 3Q INTERNATIONAL COMP SALES +24%, EST. +24.1% Looks to be down 1.73 in the AHs
> he Nasdaq Composite (COMP.IND) closed 2.05% lower at 14,063.31 points, notching its worst day since early March Even though it's just a 2% sell-off, I think it feels as bad as it does to some because it's the worst we've seen in 4 months! The year has gone by real quick. Surprising to me, I'd have thought we had a random 2-3% sell-off at some point in May or June...
COMP and BCH have been going fuckin crazy
Might get buried in the 300+ comments but COMP. They’ve done a high quality job of integrating various steps of the home purchasing process into one platform under one brokerage. I used to work at a mortgage company and going through the hoops of different people at different companies just for one question on a title policy was always a major slowdown. Compass is solving this. They’ve held up better than the rest of the market in the downturn, they’re still expanding, and management seems confident in the next 3 quarters being FCF positive. I’ll also throw VFC into the lot. I don’t own it yet but I might soon. Great recognizable brands (in spite of Supreme write down). Revenue down a touch with profit down a lot but expected to recover. Decent amount of insider buying as the price has gone lower. Dividend cut has freed up cash. Moodys still holds them as investment grade. I want to do more investigation into their debt picture but I may nibble at some shares.
$ULTA 1Q EPS $6.88, EST. $6.80 1Q NET SALES $2.6B, EST. $2.62B 1Q COMP SALES +9.3%, EST. +8.85% STILL SEES FY EPS $24.70 TO $25.40, EST. $25.41 SEES FY NET SALES $11.0B TO $11.1B, SAW $10.95B TO $11.05B STILL SEES FY COMP SALES +4% TO +5%, EST. +5.18% Down around 9% in AHs
$COMP still a good buy right noq despite the 90% run up the past couple weeks
$COMP finally getting a nice rebound
$COMP is the real estate stock to get right now. Gonna rebound harder than the others, up almost 100% since begjnning of last week
$COMP is the play next week. Last earnings beat in Nov had a huge run the week following.
Hoping for $COMP to keep popping
$COMP up 75% in last 5 trading days. Said yesterday it would pump after earnings and it gained 35% today. Still plenty of more upside.
RDFN should be 🚀- see COMP results?
$COMP gonna pop after earnings. Had a 100% squeeze last Nov with similar movement leading into earnings
$COMP needs a lil squeeze
What do y’all know abt COMP compound I think it’s eth but it seems sus rn
[November 2022 reading of October CPI](https://www.marketwatch.com/story/inflation-data-rocked-the-u-s-stock-market-in-2022-what-investors-need-to-know-about-tuesdays-reading-e6517631) By contrast, when the October CPI data was released on Nov. 10, the S&P 500 [**SPX,** **-0.15%**](https://www.marketwatch.com/investing/index/SPX?mod=MW_story_quote) and the Nasdaq Composite [**COMP,** **+0.45%**](https://www.marketwatch.com/investing/index/COMP?mod=MW_story_quote) rallied over 5.5% and 7.3%, respectively, recording their largest single day rally in 2022.
ha, well this is the case were both right. i was simply subtracting 15y from today (in this case, pre-market 3/2). so doing 3/2/2013 -> 3/2/2023 where VOO outperforms by 15.84% (i have a bloomberg terminal im using the COMP<GO> function) however i do agree, from 12/31/2012 -> 2/28/2023, i see BRK betting VOO by 3.15% the entire difference comes from that quarter (Q1 2013) where brk outperfomed voo by 6%, however by the end of the year, brk was back down, and VOO took 2012 +0.42% over BRK. so again, kind of proves my point, any outperformance of BRK is in the past compounded to now. it doesnt make it a better investment NOW going forward, it makes it a better investment if you had a time machine and could go back to when they actually did well.
Lmao they’re nuking $COMP the most unprofitable brokerage on earth, ceo is a clown, has gone straight down ever since ipo
[Beyond Meat Inc. stock falls Monday, underperforms market](https://www.marketwatch.com/data-news/beyond-meat-inc-stock-falls-monday-underperforms-market-fd7b2909-d5e7860674d2) >^(Shares of Beyond Meat Inc.) [**^(BYND,)** **^(-0.58%)**](https://www.marketwatch.com/investing/stock/BYND?mod=MW_story_quote) ^(slid 0.58% to $18.77 Monday, on what proved to be an all-around positive trading session for the stock market, with the NASDAQ Composite Index) [**^(COMP,)** **^(+0.63%)**](https://www.marketwatch.com/investing/index/COMP?mod=MW_story_quote) ^(rising 0.63% to 11,466.98 and the Dow Jones Industrial Average) [**^(DJIA,)** **^(+0.22%)**](https://www.marketwatch.com/investing/index/DJIA?mod=MW_story_quote) ^(rising 0.22% to 32,889.09. The stock's fall snapped a three-day winning streak. Beyond Meat Inc. closed $34.70 below its 52-week high ($53.47), which the company reached on March 23rd.) > >^(Trading volume (4.8 M) eclipsed its 50-day average volume of 3.0 M.)
$COMP (mom’s company) ceo doesn’t know wtf hes doing, consistently spends a fuck ton more than it makes and thus has earned the title of “most unprofitable brokerage”. (Dw mom still makes bank) Their next earnings are <2 weeks, if there’s gonna be a shit meme pump I’m sure they’re next. But if not puts are literally free money
I’m shootin at COMP these days…
Lmao [my comment yesterday](https://www.reddit.com/r/wallstreetbets/comments/10fikna/what_are_your_moves_tomorrow_january_19_2023/j4ylgtj/?utm_source=share&utm_medium=ios_app&utm_name=iossmf&context=3) aged well, shorting $COMP literally free money
Lmao [my comment yesterday](https://www.reddit.com/r/wallstreetbets/comments/10fikna/what_are_your_moves_tomorrow_january_19_2023/j4ylgtj/?utm_source=share&utm_medium=ios_app&utm_name=iossmf&context=3) aged well, shorting $COMP literally free money
Mom’s company $COMP ipo’d back in 2021 and its been tanking ever since, so glad she let me sell all the stock they gave her while it was at $9. CEO did an ego ipo and wasn’t prepared for it, shit’s going to $0
If the ticket has bottomed already, then you find your price target by searching the contracts that went the lowest, but not nul and void, typically if it went .01 at bottom and the pt below that did too and never recovered you're too far otm. Find the one that's flatlined, but a couple PT's below have recovered somewhat. Obviously DD is necessary (what's media saying, in bio sector what's the FDA release date expected, "meme" stocks being poked fun of; fun fact: no such thing is a meme stock.) If you can buy time for cheap most definitely worth a sizely swing, shorter term take a homerun swing with no more than $100, no need to be greedy. 💥 It pops and all of sudden you're up 25k% per contract that you paid .05 for. Apply this to closer to itm too, I had TSLA $2200 contracts back in like 2020? Paid .89 at the bottom, bought 3 for like $267? They topped out at 150.+ ... One of the biggest factors in all of this is learning how to read indicators on all levels of timeframe. Big runs come to an end at some point (BA) and some never end (Azo). Puts are dangerous and shorting the market is dirty. Play clean, be patient, find the timing, make a trading plan, execute when it goes off instead of fomo and feeding into the greed. Sell into the greed, be sad if you missed even more, but bask in the win. Do it again more precise, bear markets are so few and far between in the long run as something goes parabolic. The gains over the next few months if not going into the end of the decade (bearish again in 2027 expected, but only till after election over in 2028) will be immeasurable, bank your gains into residual income as you go along and never worry about money again come 2031. Multiple generation's worth of infinite residual wealth with smart contracts, i.e. GRT, SPELL(mim), COMP, even drgn just pays TIME as you have possession of it, no contract needed. You don't need much to make it far, help who you can along the way, don't be greedy, easy peasy.
The Dow Jones Industrial Average (DJIA) and the S&P 500 Index (SPX) are both up around 0.4% in early trading on the first day of 2023. The Nasdaq Composite Index (COMP) is also higher, up about 0.8%. ^^[**Discord**](http://discord.gg/wsbverse) ^^[BanBets](https://www.reddit.com/r/wallstreetbets/wiki/banbets/) ^^VoteBot ^^[FAQ](https://www.reddit.com/r/wallstreetbets/wiki/votebot/) ^^[Leaderboard](https://www.reddit.com/r/wallstreetbets/wiki/leaderboard/) ^^- ^^[**Keep_VM_Alive**](https://www.patreon.com/visualmod)
JEROME TELLING THE COMP SCIENCE BOYS THAT THEIR DEGREES ARE USLESS AND THEY WILL BE REPLACED BY INDIANS 
Gotcha, how does the liquidity picture play into covered calls? I may be doing this with COMP. Around a bil market cap and ~2.50 a share. Obvi the premiums would be small but I’m not going for home runs on my CCs. The stock is liquid but not sure about the options or how I even check that. I don’t necessarily think the stock will skyrocket soon on the current market but I do think it’s undervalued and could remain cheap for some time so looking to just earn that little bit of income. That being said, the stock does have volatile reactions to news like earnings/cpi.
I personally sold the +25% move like I always do. 3X the avg market return in a year is better than FOMO and the 100% swings both up and down that get hard to cope/manage. Take the easy winner and move on to finding another proven winner heavily discounted like NVDA or COMP to swing 100%, and come back to GRND when FOMO is over. Upvote this if you agree for the sake of the small fry!
You think daily options (which have existed for SPX and COMP for years) are gonna constrain them to 0.25% moves? I bet you pay for Robinhood gold don’t you
Who’s got RKT, Z, COMP, or RDFN puts for tomorrow? I want to feel a little like Micheal Burry!
COMP puts are dirt cheap going into housing news next couple days.
Yeah a lot were still renting because they lived in HCOL areas where they couldn’t afford to buy. They were making $250k TOTAL COMP. A lot wrapped up in stock compensation that vests over time—actual salary was closer to $150k which doesn’t go far in the Bay Area. Ask me how I know… For those who did remote work arbitrage and lived in LCOL area, their houses were affordable and mortgage payments really low if rates locked in before this year. They can ride out the storm. Furthermore, those big tech employees have plenty of employment opportunities at other firms still netting at least $10k/month after tax. They can easily afford their house
$COMP not playing around today
$COMP is being short squeezed 😳 I guess the inflation data is really juicing up real estate tech companies from people thinking the Feds will be less hawkish with rate raises.
I do understand. Mydecine is super dry on funding and is running on fumes at this point. High probability of failure. Compass is a great company, but they only really have one shot on goal with COMP360. I am long, but currently more bullish on ATAI and Numinus
I think the general consensus is that this isn’t going to last, and doesn’t have any legs… which is probably right. There’s a severe resistance level above formed by the upper band of the descending channel on the SPX. Technically, we’re almost certain to be headed for the 100 short term. After that, I know 4100 is on the top end of a lot of analysts range… good resistance at 3900-3915. If we get two closes about that level it’s higher to that 41 handle, but if it’s rejected then we pause until next months data.. possible PCE or FOMC as a catalyst before that. Ultimately though, we should be down to 3200 in a realistic world. Lots of forward expectations have to work out perfectly for these values to be justified historically. Having said all that: tomorrow? Something in me says we should be lower for consolidation. But the indexes hit the highs of the day on the close; there are simply no more sellers and the buyers have taken control. Most people are expecting a consolidation day, and there’s still a lot of pessimism and bearishness… so I’ll say big up day tomorrow. +2.5% $COMP +1.8% $SPX +350 on the Dow.
Currently printing on COMP.. too late to enter, Currently playing EXPI @$7.5 match 2023 doing me nice
Louder!! Now do spacs, er what’s left of them. I thought Compass Inc (COMP) was going to be compelling. Higher end brokers with less elasticity to regular home demand/supply. Buying up title company tech to streamline purchase process & reduce costs. Perfect! IPOd at 20. I bought half a position at 12, rest at 12.50-13. Got stopped out for a profit at like 16.25ish - on speculative stuff I take off 2/3rds when it’s up 33%. Remaining 1/3rd got stopped on the other side -8%. Great business & ideas - bad timing. Almost assuming it will be delisted now…wild shit.
its hard to tell from your start date, but i am using (as i said) COMP with spx total return and brk/a * if i start at 12/31/1999 BRK outperforms by 353.43% * if i start at 12/31/2001 BRK outperforms by 59.13% * if i start at 12/31/2002 (20y) BRK underperforms by 52% if you want to make the statement "BRK is a superior investment compared to SPX if you were invested starting in 1999" then yes, this is true. BRK crushed the SPX in the dot com blow up. famously, OP (or anyone else) does not have a time machine. so in general "has BRK done better than the SPX recently (as measured by the last **20 years of returns**) no, it has not. ​ we can debate "brk is a great investment today, because from 1999 to 2001 it did amazingly well". i would disagree, but thats essentially your argument here.
* 5Y -> SPX +5.25% * 10Y -> SPX -1.10% * 15Y -> SPX +11.23% * 20Y -> SPX +58.12% So you know, if i were looking at the data (this is COMP<GO> on blp for those with a terminal) i would say its long run performance is not "better vs S&P 500" i would say its "worse" and that a better investment is SPX over berkshire. This is mostly because superstar investor buffet runs essentially a carry strategy (selling volatility in the form of insurance premiums) and buying beta (large cap blue chip stocks). He calls it "value" but he constantly underperforms the value factor. Also because of his significantly advanced age, and inability to actually retire, he (like most long only equity investors) sat on the sidelines for the last 8 years sitting mostly in cash, doing nothing, while markets marched higher. you're better off in an index, which ironically is exactly the advice he, himself gives (as i believe someone noted below)
Also investingforaliving.us but lately his COMP strategy has been sucking so I moved to Allocate Smartly. By the time Main Street wants to use momentum it probably won't be required any longer. Recency bias and herding!
Still thinking COMP has some legs.
Hopefully COMP and keep up the good fight!
YOLO it into CHZ or REN or something imo. Maybe COMP.
If CPI will come above estimates (which would be ultra bad) we will see some real fugly fugly bad sell off - SPX is 5% down in just last 4 days plus today morning. For COMP(nasdaq) it's 7+%.
i'm not sure what you're looking at, but a quick COMP<Go> on my bloomberg terminal between: INDY US Equity XNIF SE Equity shows that since 2017 (5y) XNIF (the SIX UCEITs fund) there is 16bps of underperformance. or about 3bps/year. there is no "currency adjustment" needed between XNIF and INDY since they are both priced in dollars. I don't know what you're looking at, but there is zero difference between these two.
Reminder - AMZN has invested billions into Rivian. This RIVN news is NOT priced into amazons share price. If the drawdown is large enough is could sink the COMP even if it tries to bounce after fridays selloff
Me neither. Real estate prices are out of reach but my shares of Compass Real Estate (COMP) are losing money everyday.
RICHMOND FED COMP. INDEX ACTUAL 0 (FORECAST -10, PREVIOUS -8) ? Who is making these forecasts.
>STARBUCKS CFO - FOR CHINA EXPECTING COMP TO BE OUTSIZED IN FISCAL 2023 AND PORTIONS OF FISCAL 2024 AS WE LAP THE SEVERITY OF THE LOCKDOWNS IN THE MARKET ^First ^Squawk ^[@FirstSquawk](http://twitter.com/FirstSquawk) ^at ^2022-09-13 ^18:00:10 ^EDT-0400
>STARBUCKS CFO - U.S. COMP GROWTH EXPECTED TO INCREASE TO THE RANGE OF 7% TO 9% ANNUALLY OVER THE NEXT THREE YEARS, ALSO UP FROM PREVIOUS GUIDANCE RANGE OF 4% TO 5% ^First ^Squawk ^[@FirstSquawk](http://twitter.com/FirstSquawk) ^at ^2022-09-13 ^17:47:29 ^EDT-0400
>STARBUCKS CFO SEES GLOBAL COMP GROWTH NORMALIZING TO THE LOW END OF THE RANGE IN FISCAL 2024 AND FISCAL 2025 \>STARBUCKS CFO SAYS THIS GLOBAL COMP GROWTH IS 3 PERCENTAGE POINTS ABOVE THE MID POINT OF PREVIOUS GUIDANCE RANGE OF 4% TO 5% ^First ^Squawk ^[@FirstSquawk](http://twitter.com/FirstSquawk) ^at ^2022-09-13 ^17:45:07 ^EDT-0400
>STARBUCKS CFO - EXPECTING GLOBAL COMP GROWTH TO REACH THE RANGE OF 7% TO 9% WITH 2023 AT OR ABOVE THE HIGH END OF THE RANGE GIVEN THE TIMING OF RECOVERY IN CHINA ^First ^Squawk ^[@FirstSquawk](http://twitter.com/FirstSquawk) ^at ^2022-09-13 ^17:43:14 ^EDT-0400
That shit ain’t NQ. Fuck your derived crap. Ain’t nobody have room for COMP & /NQ on their monitors. Investing.com is only good for candlestick patterns when you’re trying keep any thoughts of $ROPE from gestating
Is NQ still higher than COMP?
Go look at SPY, $COMP, $DJI, AAPL, TSLA - they all dipped the same. This was a market wide affecting event - liquidation of someone's long holdings perhaps.
Still shorting COMP
Wonder why I bought into COMP before close
Some of Monday's companies weekly patters for past quarter: In each of the 12 weeks from 2022-05-16 to 2022-08-12, if you had bought Blend Labs (BLND) any Tue @ 14:30 America/New\_York Time, at the end of that hour, you could have sold to close with a limit order for a 5.879% gain within 5 business days. With compounding, you would have gained 98.48% total. During this same time period, a simple buy-and-hold strategy would have lost 16.9%. In each of the 12 weeks from 2022-05-16 to 2022-08-12, if you had sold Compass (COMP) any Mon @ 13:30 America/New\_York Time, at the end of that hour, you could have bought to close with a limit order for a 4.069% gain within 5 business days. With compounding, you would have gained 61.38% total. During this same time period, a simple buy-and-hold strategy would have lost 11.3%. In each of the 12 weeks from 2022-05-16 to 2022-08-12, if you had bought Tencent Music Entertainment Gro (TME) any Mon @ 09:30 America/New\_York Time, at the end of that hour, you could have sold to close with a limit order for a 3.350% gain within 5 business days. With compounding, you would have gained 48.49% total. During this same time period, a simple buy-and-hold strategy would have gained 5.50%. In each of the 12 weeks from 2022-05-16 to 2022-08-12, if you had sold ThredUp Inc. (TDUP) any Fri @ 09:30 America/New\_York Time, at the end of that hour, you could have bought to close with a limit order for a 4.520% gain within 5 business days. With compounding, you would have gained 69.97% total. During this same time period, a simple buy-and-hold strategy would have lost 33.6%. In each of the 12 weeks from 2022-05-16 to 2022-08-12, if you had bought Weber Inc. (WEBR) any Fri @ 10:30 America/New\_York Time, at the end of that hour, you could have sold to close with a limit order for a 2.750% gain within 5 business days. With compounding, you would have gained 38.47% total. During this same time period, a simple buy-and-hold strategy would have gained 20.9%. In each of the 12 weeks from 2022-05-16 to 2022-08-12, if you had sold ZipRecruiter (ZIP) any Mon @ 11:30 America/New\_York Time, at the end of that hour, you could have bought to close with a limit order for a 2.850% gain within 5 business days. With compounding, you would have gained 40.10% total. During this same time period, a simple buy-and-hold strategy would have gained 4.57%.
CMPS or Compass Pathways They're a clinical stage biotech company using synthetic psilocybin (the active chemical in magic mushrooms) to treat Treatment Resistant Depression (TRD). They just completed the largest clinical trial to date for psychedelics and have shown psilocybin to be at a minimum as effective as SSRI antidepressants with longer efficacy. Their most recent milestone is completion of Phase 2b trial for TRD and just applied to approve two Phase 3 trials for their main TRD program. They have successfully been granted a handful of patents, including their optimal set and setting for administration of COMP360, their patented synthetic psilocybin. Their market cap is currently about 800m. Depending on market size biotech with successful phase 3 trials are typically valued around 2-3B and bringing just one drug to market would approx value them at 7B (per analyst estimates). They have extensive big pharma backing with partnerships and over 200m in cash, equivalent to 1.5yrs of runway and no urgent need to dilute in near term. Overall, psychedelic assisted therapies is a growing market with big pharma increasingly taking stake and filling executive roles. CMPS is the market leader with the furthest along trials and backing set to break onto the market with the first psilocybin drug sometime 2024/2025. Not only is this an investment with a potentially large return, it's one that is investing in new mental health technology for people that have no other successful options right now.
Here's an excellent site to check out for news and legalization/decrim tracking: [https://psychedelicalpha.com/](https://psychedelicalpha.com/) Here's some landmark research: 5-10-21 - MDMA-assisted therapy for severe PTSD: a randomized, double-blind, placebo-controlled phase 3 study - [https://www.nature.com/articles/s41591-021-01336-3](https://www.nature.com/articles/s41591-021-01336-3) In the active group, 88% of participants had a significant reduction in symptoms, and 67% of participants no longer met the criteria for a PTSD diagnosis after the treatments. MDMA for PTSD is exptected to be FDA approved by the end of 2023 as Phase 3B trials are in progress now and will be complete by the end of 2022. Psilocybin is expected to complete phase 3 trials by 2025 with Compass Pathways COMP360 synthetic psilocybin for Treatment Resistant Depression, and they are also studying it for anorexia nervosa now. This is just the tip of the iceberg.
>WALMART - PROCEEDS FROM INSURANCE SETTLEMENT FOR WALMART CHILE, POSITIVELY AFFECTS ADJUSTED EARNINGS PER SHARE BY $0.05 IN Q2 \>COMP SALES FOR WALMART U.S., EXCLUDING FUEL, ARE EXPECTED TO BE ABOUT 6% FOR THE SECOND QUARTER ^First ^Squawk ^[@FirstSquawk](http://twitter.com/FirstSquawk) ^at ^2022-07-25 ^16:25:16 ^EDT-0400
>Mid-level engineering comp at Snapchat is $200-300K/yr in RSU alone Yeah, $182-316K/yr for L4/L5 for TOTAL COMP you dumbass, not RSU's alone.
Short Compass: COMP
Was COMP talked yet? Got here late
A lot of those buildings are mostly empty. The peasant population can't afford to live in some high rise. Dubai doesn't have any oil itself, but it has been the go-between financial center between England and Saudi Arabia. It has a huge junkyard full of Lambo's and Roll Royce's, mostly repossessed or abandoned. [Dubai junk yard](https://www.thesun.co.uk/wp-content/uploads/2019/06/VP-COMP-CARS.jpg?strip=all&quality=100&w=1500&h=1000&crop=1)
Seeing that in south Florida now too. Months ago houses were being sold sometimes within hours of being out on the market. I know someone whose house sold same day ABOVE asking price. Houses in my neighborhood were being bought, renovated, and sold within weeks. Now some of those houses bought on the tail end of the buying frenzy have been sitting on the market for months. A friend that works in real estate just told me his company went through a wave of layoffs. He works for Compass (COMP) and, well, just check their ticker…
COMP just became the #1 RE brokerage in the U.S. with a market share of 6%. Plenty of room for gaining more, scalable proven business model with high investments to growing tech, marketing and acquiring top local brokerages rather than starting from the ground up and competing.
US equities finished mostly lower in choppy Tuesday trading, following after the significant pressure in Monday's session that tipped the S&P into bear-market territory. Oil services, HPCs, utilities, airlines, beverages, exchanges, precious-metals miners, banks, managed care were among today's laggards. Logistics (FDX-US ), autos, department stores, software, China tech, trucking were some of the stronger areas. Treasuries were broadly weaker after Monday's selloff, particularly at the front end. 2/10 spread moved away from inversion but 5/30 gap remained firmly negative. Dollar flat on the euro cross but better vs yen. Gold finished down 1%. Phagcoin futures were down 4.1%, adding to Monday's large drop. WTI crude settled down 1.7%, well off early strength. Tuesday's market remained in a waiting game ahead of tomorrow's FOMC meeting, which has been under outsized attention since Friday's hotter May CPI report. Expectations swung very quickly toward a 75bp rate hike on Wednesday after multiple late-Monday press reports, with suspicions the Fed may have leaked the potential for a more aggressive rate hike after previously guiding for a 50bp move. Big debate now is whether such a 75bp move would help ease market concerns Fed is behind the curve, or potentially play into worries about a policy mistake with financial conditions already tightening. Outside the Fed narrative, there were limited headlines of note today. May headline PPI was in line, while core a bit softer than expected. China still in focus with SCMP discussing potential for a rate cut. China also said factories in Shanghai and Guangdong have mostly resumed work as Covid impact subsides. However, Beijing cases hit a three-week high and reopening push dialed back. A lot of articles on pressure in the crypto space amid this week's weakness. OPEC maintained its 2022 oil demand forecast but acknowledged potential downside risks. COMP.EQ and RDFN-US the latest firms to announce headcount cuts, with housing market slowdown a headwind.
>\*COMPASS TO CUT ABOUT 10% OF WORKFORCE AMID US HOUSING SLOWDOWN $COMP ^\*Walter ^Bloomberg ^[@DeItaone](http://twitter.com/DeItaone) ^at ^2022-06-14 ^11:57:04 ^EDT-0400
Did very well GME and AMC and made nice options profits. Still holding considerable amount of stock in both. Next money maker is Compound COMP a crypto currency that is about to 10x....
QNT COMP AAVE are solid investments for crypto, of course DYOR before purchasing.
$AMC $lLCID $MMAT $PLTR $BITO $BTC $ETH $SOL $COMP $MATIC
COMP. Down since IPO, barely had a pop