IP

congmingdexigua

Do you believe they can go from today to innovative again? They have a massive cost problem and still relatively low amount of killer IP rights. The rights they have they don't market for shit. now money is tight, loans expensive, competition fierce. Do you believe this company will win again? Then DCA, if no take the lesson and don't invest in companies you don't fully understand.

Lovelylives

You're a complete boomer if you think what matters is being in the office and not production. Production is all that matters if you're objective. Doesn't matter if you come in late or leave early, doesn't matter if you look like a potato, if you produce you produce. Look Korea and china--they literally are expected to work 15 hours a day and they produce nothing creative. no IP

HAd7162

Yeah but the sentiment has turned hard on Musk in recent times. Tesla had the benefit of a breakthrough product with YEARS of hype and good press. Ryan Cohen acting like the same type of retarded baby-adult memeing instead of acting like a real CEO will get old, he'll say the wrong thing, sentiment will turn against him, and then their product is a mall video game retailer that doesn't make any of the devices or IP they're dependent on. And yes I understand that gAmESTop iS GoNNa GO NFT rocketemoji, as if that's a stable future for them.

Ophiocordycepsis

That was GM, Dodge, etc. During the financial crisis Ford famously mortgaged all their IP in order to survive while refusing the bailout. Noble, but I don’t know if it did them any good in the long run.

t00rshell

That’s just it, not only do those big 3 have no reason to cave, the studios behind them have zero and I mean less than zero interest in a secondary used game market. Sony specifically sued over their IP being sold on a market they didn’t control (eBay). We could have done that ages ago if we wanted to. The reality is we’d rather release promotions or discounts and have the player purchase a copy from us. Both Sonys and Microsoft’s recent SDKs include apis for payment to first party, or us the studio. So they’re all headed in the exact opposite direction. And last I checked steam banned titles including crypto/nfts.. You’re right it’s a huge market, but like a lot of things crypto this is a solution looking for a problem to solve and honestly that problem doesn’t exist here in gaming

spyVSspy420-69

And GameStop is going to pioneer this with all the IP they own?

Low_Ad_2846

What the fuck did you just fucking say about OTM FDs, you little bitch? I'll have you know I graduated bottom of my class in the Special Needs Division of the Navy Seals, and I've been bag holding from pump n' dumps on WSB since 2012, AND I have over 300 confirmed margin calls. I am trained in the 'tism and I'm the top retard in the entire United States armed forces. You are nothing to me but just another normie retail investor. I will wipe out my portfolio with precision the likes of which has never been seen before on this Earth, mark my fucking words. You think you can get away with saying that shit about OTM FDs over the Internet? Think again, fuckface. As we speak I am contacting my wife's network of boyfriends across the USA and your IP is being traced right now so you better prepare for the storm, maggot. The storm that wipes out the pathetic little thing you call your portfolio. Your fucking 401k is dead, kid. I can trade anywhere, anytime, and I can lose fat stacks over seven hundred ways, and that's just with TSLA FDs. Not only am I extensively trained in sniffing glue, but I have access to the entire crayon collection of the United States Marine Corps and I will use it to its full extent to wipe your miserable ass boomer stocks off the face of the continent, you little shit. If only you could have known what unholy retribution your little "clever" comment was about to bring down upon you, maybe you would have held your fucking tongue. But you couldn't, you didn't, and now you're paying the price, you goddamn idiot. I will shit crayon diarrhea all over you, the likes of which would make even Jackson Pollock jealous, and you will drown in it. You're fucking done, kiddo.

Low_Ad_2846

What the fuck did you just fucking say about OTM FDs, you little bitch? I'll have you know I graduated bottom of my class in the Special Needs Division of the Navy Seals, and I've been bag holding from pump n' dumps on WSB since 2012, AND I have over 300 confirmed margin calls. I am trained in the 'tism and I'm the top retard in the entire United States armed forces. You are nothing to me but just another normie retail investor. I will wipe out my portfolio with precision the likes of which has never been seen before on this Earth, mark my fucking words. You think you can get away with saying that shit about OTM FDs over the Internet? Think again, fuckface. As we speak I am contacting my wife's network of boyfriends across the USA and your IP is being traced right now so you better prepare for the storm, maggot. The storm that wipes out the pathetic little thing you call your portfolio. Your fucking 401k is dead, kid. I can trade anywhere, anytime, and I can lose fat stacks over seven hundred ways, and that's just with TSLA FDs. Not only am I extensively trained in sniffing glue, but I have access to the entire crayon collection of the United States Marine Corps and I will use it to its full extent to wipe your miserable ass boomer stocks off the face of the continent, you little shit. If only you could have known what unholy retribution your little "clever" comment was about to bring down upon you, maybe you would have held your fucking tongue. But you couldn't, you didn't, and now you're paying the price, you goddamn idiot. I will shit crayon diarrhea all over you, the likes of which would make even Jackson Pollock jealous, and you will drown in it. You're fucking done, kiddo.

Low_Ad_2846

What the fuck did you just fucking say about me, you little bitch? I’ll have you know I graduated top of my class in the Navy Seals, and I’ve been involved in numerous secret raids on Al-Quaeda, and I have over 300 confirmed kills. I am trained in gorilla warfare and I’m the top sniper in the entire US armed forces. You are nothing to me but just another target. I will wipe you the fuck out with precision the likes of which has never been seen before on this Earth, mark my fucking words. You think you can get away with saying that shit to me over the Internet? Think again, fucker. As we speak I am contacting my secret network of spies across the USA and your IP is being traced right now so you better prepare for the storm, maggot. The storm that wipes out the pathetic little thing you call your life. You’re fucking dead, kid. I can be anywhere, anytime, and I can kill you in over seven hundred ways, and that’s just with my bare hands. Not only am I extensively trained in unarmed combat, but I have access to the entire arsenal of the United States Marine Corps and I will use it to its full extent to wipe your miserable ass off the face of the continent, you little shit. If only you could have known what unholy retribution your little “clever” comment was about to bring down upon you, maybe you would have held your fucking tongue. But you couldn’t, you didn’t, and now you’re paying the price, you goddamn idiot. I will shit fury all over you and you will drown in it. You’re fucking dead, kiddo.

a-widower

lol so you’re not arguing that you’re not a puppet account. Just mad that you got called out on it. Reporting you and your IP address for financial manipulation.

bossy_miss

Imagine not creating anything and just buying all the tech and IP? Anyone know what emerald mining entails? I wonder how his dad treated his “workers”? But definitely - let’s imagine what it would be like to “invent” Tesla and Space-x? 🤔

BigSlick379

Go look at the vast majority of growth stocks/small cap. In particular de-SPACs. Cathie Woods shared a tweet a few days ago of data showing we have a ton trading at not just liquidation value, but many trading under cash/cash equivalent positions. I’m very long on Microvast (MVST). Market cap around $1B. Cash around half a bil. 3 plants. Tons of IP. Etc…

HereMyTake

They are hoping Google buys them out for IP. They know more than anyone that commercially useful QC is decades away at best.

_papasauce

OP doesn't fully understand the company who's earnings they've just reviewed. Below are my responses to what I feel is an uninformed take on the Q1 '22 earnings call. I'm not a financial adviser, and you need to do your own research before making any investment in anything. *"What they said: UK production of saleable Buses H2 2022* *What it means: no bus customer deliveries planned, so it's likely to be a solid 12 months until they get revenue"* **- Bus deliveries have not been planned for 2022 since the updated timeline rolled out last fall. Van has been the product set to deliver Q4 '22, with bus to follow in '23.** *What they said: $150m to $250 cash left at the end of the year* *What it means: they need to recapitalise* **- Correct -- they are going to raise funds next year. But this also means they have managed to reduce their burn rate significantly, as I expected them to run out of runway by Q2 of 22.** *What they said: 300 to 400 vans to be delivered this year* *What it means: No profitability figures given, so likely being sold at minimum margin* **- Delivering 300-400 vans in '22 means very little by itself. Delivering 300-400 microfactory-produced vans in 2022 means EVERYTHING. This is what they are aiming for, and what all shareholders are looking for.** *What they said: robotically assembled the entire van structure onto the skateboard* *What it means: Only a small percentage of overall assembly is automated. Not good when the USP of the business is highly automated production.* **- This is the opposite of what the build update relayed.** **In the Q4 '21 call they announced that they had successfully built the skateboard for Van using microfactory cells. Since the skateboard represents all the functional parts of Van, this was a huge announcement.** **Shareholders were encouraged by the skateboard announcement, but were hesitant to get too excited as only part of the van was being robotically-produced.** **This new announcement for Q1 '22 means that they have assembled the entire Van product using microfactory cells -- the exact thing we need them to do before the end of '22. This is HUGE.** *What they said: Charlotte will begin equipment installation in late summer, on track for Q4 2022 SOP* *What it means: They've got no leeway to settle production processes* **- See previous comment. Having assembled an entire Van product using microfactory cells means they have sorted the production process, and appear to be in position to scale.** *What they said: Lots about the Van. Singular. Van.* *What it means: without saying which van (the small van or the large van), there's an assumption that only one is reaching production* **- This comment is what led me to write this response. The fact that OP thinks that there is a difference between manufacturing ramp up for various versions of Van means they don't understand what Arrival is trying to accomplish, which is what sets it apart in the vehicle manufacturing sector...** **There is no manufacturing differentiation between the types of Van. The microfactory build process is designed to enable the manufacturing of every configuration of the product on-demand without the need to retool or ramp up a different production line. That's the entire point of the microfactory and robotic cell concept.** Arrival is for sure in a critical moment and have a lot to deliver on. But if they do pull it off, they not only change the game for EV commercial vehicles, but for manufacturing as a whole. They are a completely vertically-integrated operation, and their headcount is made up in majority by engineers, not marketers. They have an impressive portfolio of IP, and are thinking about every problem they are trying to solve the right way. At <$2.00 / share, I believe they are incredibly undervalued. This is easily a triple-digit stock before 2035. Full disclosure: I am an ex-employee of Arrival, hold options from them and have purchased around 3,000 shares on my own.

Nodnarb_Jesus

As an automotive engineer… Rivian is still overvalued at $26.70. Ford sold their shares because they didn’t meet expectations. They have their delivery van, but they can’t meet production. They are selling the truck, but again, can’t meet production. I would guess $10-15 a share is what they’re worth, but people bought the stock hoping it would be the next Tesla. Like NIO and others. What Tesla has that these other don’t is a megalomaniac leader and IP! They also meet production. I can explain the technology if anyone has questions about EVs. It is my concentration.

Tyr312

Hold your bags 🤡 Disney+ is losing money Disney is in trouble in FL and the media Disney is lying for a ton of content and IP

XchrisZ

Buy EA Facebook's going to buy them for the Sims and rest of the IP to integrate to their META system. This will integrate to Facebook gaming. Imagine being able to free float around a game while your favorite streamer is has his head in the corner talk to you. You could watch eSports as if you were there from an angle possible.

Fine-Will

no but I know about that website with the lady saying your IP address in a sexy way.

cashflow_

Anyone here have or know someone that has a strong grasp of IP address and mobile footprint knowledge

s2f0n

I wouldn’t be surprised if Twitter and Instagram were 30% or more bots. Generally if you have a single bot account you’re going to have at least a few, and then some backup accounts. I ran a social media bot years ago and it was 100% indistinguishable from a human with 25 mins of thoughtful setup. 4 bots per IP. 20 bots running 24/7 with randomish sleep timers. The bot is still available privately after Facebook took them to court. And beyond that for anyone tech savvy with a will to learn it’s relatively easy to set up a rudimentary bot that isn’t difficult to ID. If it came out that Twitter was a large % bots, that would be bad for any public network and bad for Reddit’s IPO. Heavy downside incoming if Elon can prove it.

matt__connors

ACB still has about a half billion in cash and they own the most patents.. they also have 5 licenses of 13 in Germany… tilray also has 5. ACB and XXII are waiting for legalization and then will be making moves with CRON and DNA and already said they will be suing companies to protect IP esp when it comes to the biosynthesis play.. no one will be able to compete with CRON ACB prices for vapes, edibles, beverages, etc when they finally show their cards

FrostBerserk

Netflix used to have better quality content both old and new. Most of their "original" content isn't their own, they just own the licensing rights. Now HBO has at least 3-4 great shows released in less than 12 months and it destroys Netflix's latest shows. This is their problem. Netflix thinks they're too big to fail and in reality, they don't understand the game their in anymore. Disney owns a large amount of IP, HBO has new movie releases and makes great shows. Netflix is hoping they can pay big actors to appear in B films and it will make them money.

Load-Final

Hollwood is incapable of making a show ~~based on a video game IP.~~ There, fixed it for you

trpkchkn

Hollywood is incapable of making a show based on a video game IP. They fuck everything up.

ChocoboRocket

>My first bet was CURA. Nevwr looked back. > >Yes, i am down 1500$ on ACB. Also down about 800$ on CNTTQ($TRST). > >the government screwed the pooch on rollout. So bad. Honestly, nobody screwed up more than the investors. Not us, but the people investing enough to have sway in company decisions. A bunch of out of touch boomers who spent their entire lives ignoring/demonizing literally every detail of anything to do with marijuana, thought they could just do it like beer/CPG that are homogenized units of sale. Their only metrics were: growing space, brand quantity, and licenses/IP. So they collectively, across the industry, bought just about every greenhouse/field in North America (and beyond), who then tried to grow and process weed as fast/cheap as possible without comprehending anything that has to do with quality. They wound up with enough growing space to supply the entire planet with a personal pound every week, and then processed it so poorly that the lack of quality was honestly impressive. Unreliable quality and inability to prevent stock-outs of what *was* ***passable*** lead to an inevitable implosion for larger LP's who spent hundreds of millions to billions building state of the art facilities to grow, process, distribute, and eventually return average weed that wound up being incinerated the next year with the brand new/nearly complete facility shutting down the year after that (or sooner).

SignalVirtuer

It's almost like you usually have to be born well connected and to some degree of wealth to become a CEO. Trump was a billionaire's kid. Besos had a 300k "loan" from his parents. Elon Musk's family owned an emerald mine. Gates came from a very well off family and got rich by stealing other people's IP by using a court system that was and still is ignorant to technology. There are exceptions, but I assure you that these people didn't ascend to these positions by being the hardest workers of all time. That's not to say they aren't smart or didn't innovate, but you have to be truly retarded to think that the wealth they have access to is warranted in any kind of fair world

programmingguy

Good...they should drop the idea. India will be a money pit for tsla. India is the graveyard for foreign car manufacturers. GM, Toyota, Ford, Harley...the list is endless. Too protectionist, excessive fees & taxes, red tape at every level...the only carrot India offers is its 200m+ upper middle class that can afford to take on huge debt to make these big ticket purchases while the govt. will twist tesla's arm for concession after concession. India will welcome them with open arms and once they setup, establish themselves and the IP and specialized skills and knowledge is replicated by local manufacturers to compete, the government will make it harder for them to do business in India. Eventually they will have to sell to a local manufacturer like GM sold their design center to Tata (which owns Tata's automotive unit that owns jaguar and range Rover).

SpookyTerryRozier

$DIS has tripled net income in the last five years. Their revenue is up across the board. Their streaming service has been growing much faster than anticipated, they now have 2/3s the subscribers of Netflix. They have extremely competent management in their production division and every IP they touch turns to gold and is beloved by fans. The stock price is artificially low because of the partisan “get woke go broke” myth that has no basis in fact. Every major analyst has Disney as a buy or hold, with price targets around $200. Don’t give a shit about a bear market. Disney is undervalued.

Apprehensive-Page-33

These are the elites we are talking about here. I don't try to understand their motives,as I cannot relate to them in any way. They have gone through a process that has changed them. Whatever they say, we as commoners cannot fathom the details because generally the relevant details are secrets hidden behind corporate IP walls or otherwise hidden by money. The real reasons they do this shit usually only come out after they die or shit the bed and lose their reputation or go to prison after becoming a pariah in the social class of elites.

Clasyc

* Starting from 28 February 2022, Russian residents are required to undertake a mandatory sale of 80 percent of foreign currency proceeds credited to their bank accounts in Russia under their foreign trade contracts with non-residents (in relation to goods, services, works and IP) - within three business days from the date the proceeds are credited. * As of 1 March 2022, currency operations related to Russian residents granting foreign currency loans to non-residents under loan agreements are prohibited. * As of 1 March 2022, Russian residents are prohibited from crediting foreign currency to their overseas accounts (deposits) held with banks and other financial market organizations. * As of 1 March 2022 transfers without opening a bank account using electronic means of payment provided by foreign payment service providers are prohibited. Nothing has changed since these laws were published.

speederaser

It does evaporate in some cases right? Like if the value of my company is based on IP and some new IP comes along that instantly makes mine useless. Nobody can cash out. The "money" just evaporated.

Midcityorbust

Netflix squandered being first to market & has trash IP...

trail34

They know how to fill a park during a recession. I went a lot in the 2009-2012 period because they kept giving incentives and deals. I’m certain they weren’t losing money on bringing me in there. A lot of people who feel Disney is too crowded and expensive today will start going again when demand dips a bit. I think Dis will be just fine. My bigger concern with them is their IP peaking. They just enjoyed the Star Wars and Marvel money making machines running at the same time. People are going to grow weary of those franchises. I’m sure they’ll come up with something, but I think we’ll look back and say Lion King was their golden age of animation and SW/Marvel was their golden age of live action.

derprondo

They have an IP and cookie based limit and won't let you see anything after hitting it.

Tontors

When i saw it below 100 premarket this morning I put in an order. Got filled at 99.95 just after open. PE is still high but should come down over the next few qtrs. 185B market cap just seems low despite the high PE for all the IP they own. So yes it was close enough for a buy for me that I pulled the trigger.

ijakinov

So from what I've read Disney bought out some popular media company called Hotstar in india who do live streaming of sports (like cricket which is really popular) there and a bunch of movies and TV shows. The value is really great there in india ais the price is low/affordable for India. Even though the revenue per subscriber is less the fact that you can reach potentially so many people could help balance things out. Netflix has historically had a pretty good churn rate (lowest rate compared to competition). There's always something that a lot of subscribers are watching so they don't really have much of a problem there. If you look at third party data (Nielsen) and their own data, Netflix is able to get a lot of engagement across a lot of shows. I think for Dinsey rfight now the weekly realse cadence works because the price is low eough (espcially internatioally) but if the price goes up they are going to need to have a lot more shows going on as at a higher price points staying subcribers for only a couple of hours of content a week becomes less justifiable. Espcially in the US. Disney got great IP that's super popular but not everyone cares about that IP. Netflix right now offers a lot of variety for the diffenret people with differnet tastes with comedy specials, reality shows, more teeny drama, true-crime and other documentaries, serious dramas etc. and releases entire seasons (or volumes) of them almost weekly. With that in mind, Netflix has a lot of content and very diverse content that I don't thinkt hey need to worry about stretching single shows thin to get more engagement. Netflix has been arguably doing a good job at managing costs, they don't really need to cut costs as much as people think. They've been profitable for almost 20 years contrary to popular belief and their debt is arguably very manageable when compared against how much cash they have on hand and how much profit they make per quarter. I think what Netflix needs to improve more in certain areas like movies, rewatchable TV, and more procedural dramas. Netflix movies that are big budet and popular are sparse right now. There's a lot of value that continnue to provide valuje in perpertuity. People probably don't rewatch The Sopranos and probably won't watch Squid Game a lot. Sitcoms and adult animation shows tend to be rewatched a lot which is why they are syndicated everywhere and they often times account for a signficant chunk of the hours/minutes viewed on Netflix. Procedural dramas are also pretty popular still. One of the most watched shows on streaming/Netflix and on linear TV right now is NCIS.

_Saythe_

I'm not even 40 years old yet, sitting on a pile of cash, and I feel like at $100 at this point, is a good spot to dip my toes in. Near $200 was way too high. But it's either parks not factored in, or streaming. But holy shit, they're going global with the streaming, and they have one hell of an IP.

louistran_016

Please stop the FUD, they have enough of cash to cover $30 a share. If it trades at $30, that’s 100% asset disregards of any IP, marketshare or potentials

_HOG_

Global iphone usage is 10x the US iphone usage. Transaction fees in *their* app store? The app store they created for a phone they didn’t have to allow 3rd parties to develop on in the first place?? Does your irrigation controller let you run your own software on it? What about your TV? Your dishwasher? Yeah, this is a non-point made by people who took those sweet profits during the app gold rush for granted and decided NOT to diversify their business revenue model. Boo hoo and all, but it’s not a monopoly - it’s the grace of Apple. Gift horses and all that shit. Yeah, the phone is preloaded with default apps - it fucking better be. What good would it be without them? You’re taking the the bevy of The World vs Microsoft lawsuits for granted, pure and simple. Microsoft engaged in anti-competitive positioning of their OS on open hardware for *decades* - crushing small companies and cozying up to retailers and computer makers until they had over 95% desktop market share! THAT is why the **idea** that a computing device could or should allow alternate software even became a talking point. However - Apple isn’t doing these things, they aren’t gaining market share because of backdoor dealings and silencing acquisitions (a few IP disputes they steam rolled aside) - they pretty much have just built a very complete and seamless ecosystem and brand image that is very attractive to many consumers. There is no legal or ethical principle you can cite to demonstrate *why* Apple needs to even have an open app store. They could discontinue it tomorrow and it would be too-bad-so-sad and who-moved-my-cheese after all the hand wringing and senseless lawsuits petered out because they aren’t stopping competition from releasing products. Consumers have literally hundreds of other cellular device options. Apple haters fall into two basic camps - the “I want iphone silicon without the software because in understand tech… so the gov’t should socialize Apple - cuz I don’t understand anything about business or law” and the “i’m close minded and need to be part of a team because of my deep rooted insecurities, but I mask this with feigned tech literacy by regurgitating things others say and calling anyone who buys apple an idiot“. Which camp are you in?

Lolzitout

Maybe a significant chunk of the population, but not the wealth. Operating in India means more people, but not necessarily more revenue. The content they consume might be cheaper to produce though, but I don't see Disney's IP's been a specific strength here. I think Marvel, Starwars and Disney IP's will do best in western countries. What I think works best with Disney's model though, is the slow release model over the complete release. Which increases sticking power that Netflix is missing out on. And why they need to invest significantly more into content. To continuously release new shows to maintain customer engagement. Whereas they could cut costs without detrimentally affecting your current user base, if they were to copy Disney in this area.

Lolzitout

Yes true, but it has potential to be like Netflix. Just based on the fact they have solid IP's. And can make a shit ton of high quality original content that will draw people in.

Lolzitout

I really like the IP's Disney has, but I can't understand how such a well known company. That pretty much built the Marvel cinematic universe (which is super profitable) has such shit fundamentals. Their earnings are pretty trash and their balance sheet is equally trash. I think they have a lot of potential in the streaming space, but everything else just looks like it's burning cash. You would think merch from all their IP's would also be through the roof. But no earnings are abysmal. Honestly it just looks like a classic bloated blue chip stock to right now.

FinanceAnalyst

Only companies with "bull shit thing as service" business model that IPO'ed in the last couple of years are going to get slaughtered. Most of these businesses have absolutely no moat, IP or infrastructure on their books, and market cap relies on CEO hyping their growth story. The established tech companies will make it through fine, and it's easy opportunity for them to pluck off acquisition targets with their strong cash flow.

Titan04151912

Retarded question of the day. If I changed my IP address to Florida while day trading and filed Florida state taxes on my gains (cause the have no short term capital gains) would I still have to pay the short term taxes in my state of residency? I mean TECHNICALLY the trades were executed digitally through Florida soooo🤷‍♂️ I know that’s how it works for gambling winnings

cbass1980

it's actually crazy considering what they have added to their IP and offerings in the last 5 years.

NET_1

Best IP in the business. Disney+ growth looks great. They have incredible pricing power both in parks and streaming. They’re raising ARPV (I don’t know if that is the correct term) from park guests by jacking up prices and still packing the parks. Genie+ is another revenue generator (they managed to charge a premium for FastPass). How many $1 a month pricing increases can they get away with for Disney+? A lot.

Sensible_Thoughts

First Coin would need to be liquidated to get to this point which is practically impossible. It would go through several reorgs and spin offs before that ever happens. It’s very hard for a successful tech company to go into liquidation - it’ll be worth it for a buyer to come in just to take the IP and employees alone. Even if the court somehow allowed them to liquidate customer accounts, it’d be so far down on the things that would be liquidated/sold before touching it. This is assuming other creditors even want the crypto in customer accounts - they likely would not. They’d want someone to come in, take over the company, make it successful and get paid some portion of their debt back. Taking the customers money would destroy any hope of that and for what? The value of the crypto itself is probably not that great if we re in this situation + you’re shutting down the worlds biggest exchange (ie hampering the liquidity of the asset). So, even if customers weren’t protected legally by bankruptcy court, there’s too much practical built in protection on the commercial side to make this realistic.

sebasTLCQG

Told ya, Elon was only buying Twitter for pro China propaganda, he knows that if he controls a platform like twitter, he can twist Xi´s arm and force him to give back all Tesla privileges he revoked with his copycat stolen IP companies. Elon can play 4D chinese chess too apparently

fallweathercamping

lmfao Musk is just trying to appease Winnie Xi Pooh so the Chinese steal _less_ of Tesla’s IP

Drewy99

Yes the Chinese 996 work culture is definitely something the free world envys. Work 9-9, 6 days a week. I hate my free time and wish I could be that dedicated to stealing Tesla's IP and creating carbon copy knockoff brands.

civilrunner

Well she pretty much invests strictly in long term growth companies that are pre-market, with the exception of tesla (though Tesla still has a massive amount of growth left if it isnt over valued, though unless it's FSD tech reaches market viability faster than alphabet, Nvidia, mobileye, cruise, and others then its definitely over valued). Given that these companies need to borrow massive amounts to get to viability its not surprising that an interest rate increase is hitting them harder than average companies. The tech is IP hasn't changed though and well they're pretty much all long hold companies (minus maybe tesla since its valuation is stupid currently). The big question is will automation, genetics, and more grow into multi-trillion dollar markets or not.

ilovenomar5_2

COIN can’t be that bad since it’s IP- OH MY GOD

ComplexLook7

Im sure ML is being used profitably but the details will obviously not be widely disclosed for IP reasons. But it's definitely not a case of just slapping a ML model onto some data and then retiring to the Bahamas.

Unique_Name_2

Kotick is the reason AAA games have one IP, remade yearly, for each genre. Fuck that guy

FullCopy

Gig economy stocks. DoorDash has less IP than pets.com. People deliver food. So original.

lotus_bubo

Awesome IP, lots of gaming tech, and great talent suffering under dysfunctional process that can be solved.

gizamo

Stock is ownership of a company. If the company goes bankrupt, stock holders get some base value from the underlying company assets (e.g. property, machinery, IP sales, etc.) Also, dividends offer investors a direct chunk of profits. Crypto is entirely based on the [greater fool theory](https://en.wikipedia.org/wiki/Greater_fool_theory). It can't really be used as currency, people treating it as an investment undermines its use as a currency, most coins are shady pump and dumps, and there are new coins every few weeks or months. That is the difference that Munger explained. It's basically that coins lack usefulness and collateral. Stocks have some collateral. USD has usefulness. Without either, there is no point, only greater fools buying the pump before the dump.

Designer_Ad_3664

ford was up 200% because it made a fucking electric car, dumbass. Disney is a shell of what it was and relies on IP that it buys instead of creates. it's dying and any half non-retard can see that those were bad plays.

Hour_Question_554

he may be able to convince people too stupid to get out of jury duty but not non-retards https://www.notebookcheck.net/Judge-in-Satoshi-Nakamoto-trial-orders-Craig-Wright-to-pay-US-43-million-more-in-IP-damages-to-the-heirs-of-Bitcoin-co-inventor.607964.0.html

NewPairOfShoes

If the device has an IP68 rating, it's supposed to handle being submerged up to 30 mins @ 1.5 meters. Could be worth a shot.

Mission-Mammoth-8388

Executive order to remove the Trump China tariffs would be huge to slow inflation and send the market surging. Ridiculous they have been in place for so long on goods that have nothing to do with IP theft or the other China concerns.

Peacock-Mantis

Just IP ban em

challenging_my_luck

And they say WSB is retarted! How about all those idiots who invested in SPAC and shitty start ups with no IP but Billion dollar valuation

Brawmethius

Why? Everyone just assumes buyout. But that's only really applicable when you need their IP or brand. Of which PTON has no IP apples needs and apple is the superior branding. Based on their financials the company organization and supply chain is terrible and inefficient. Why would apple want that? They have better internal resources if they wanted an apple bike they could just launch. Since a huge part is the equipment sale they would want to sell apple bikes and not just get existing pton subscription revenue.

tigeroftrades

>IP D Patience my friends. Don't buy with the margin. Cash is the King!!! MOAS will come

al323211

It really depends on the business and the circumstances surrounding the merger I think. MSFT buying ATVI is going to hurt MSFT for some time because all of the harassment lawsuits and worker strikes are leading to major delays across the ATVI’s business. DIS is still in tons of debt from buying Fox. These are both instances though where I think the companies are more interested in investing in IP than the success of the business and their workers. It’s a play for a larger consumer base due to having more established brands. The companies themselves will likely be gutted.

RockChalkWalk

I've not confirmed those numbers, but will gladly take them as stated. But for me they're negated in this either/or scenario by 2 reasons: 1. Global-politics/regulations. Enough said. 2. GOOG/L's laundry list of IP that they've not yet monetized. Even if only a fraction of that IP is actually realized the gap on those other numbers are beyond met.

coldmeal

I think its more so the loss of IP, poor show running, other services having better IPs and notable shows for me.

th3cr1t1c

>The question is what do they buy and when. Most of you should be sitting on index funds. Period. Let's rewind a few months to the longest bear market in U.S. History. Every single thread I'd read was jam packed with armchair investment analysts... now, all of them are repeating the same refrain "How wrong I was!" As a finance professional, the amount of misconceptions, misunderstandings and straight up misinformation I see on these boards about finance and accounting basics, let alone the nuts and bolts of revenue recognition rules in different industries, is absolutely staggering. Most folks aren't playing with a full deck, a half deck, or a tenth of a deck. That said, as a finance data guy, I don't do my own plumbing, I don't solder connections on the motherboard of my computer, I don't even change my car's oil myself... I do manage my own portfolio but ONLY because financial reporting and analytics is what I do. The first thing you have to do is accept that you cannot be all things. In the internet age, in the FOMO age, that's a very bitter pill to swallow. Everyone wants to show they are knowledgeable about everything, but that is inefficient and sometimes disastrous. The second thing you have to do is stop glomming onto the five most talked about companies in the universe and lapping up all the hype about tech being "immune" to traditional analyses. Tech companies don't teleport assets and cash flow from another dimension. They produce and market products that have costs just like every other "technology" before them. They convert IP to operating cash just like AT&T, which has a zillion patents and is older than your great grandmother, does. "But Elon..." Elon was born into a rich family, and he has thrived on business models that involve government subsidies. You and I enjoy neither privilege, so let's stop pretending we are Elon Musk. He is taking everyone else to the cleaners because there's an army of bots and trolls that have overhyped his stock into the stratosphere and he's pretty blatantly manipulated various stock prices. You and I are not on the shiny end of that information lollipop. If you aren't Lewis Hamilton, you've got to accept being Jack Burton... He never drives faster than he can see, and neither do I. I like making my life easy. Most of all, I like the fact that I haven't lost one wink of sleep over money in 20 years. That comfort, my friends, is priceless.

TheNumber42Rocks

Does Rivian have any IP that would make another car company buy it? Apple buying it and turning the truck into their first electric car would be a great move. They would take losses on the first couple of batches, but the user feedback loop would be invaluable. Also the talent they could scoop up from the acquisition.

Asleep_Emphasis69

FUD. They would be taken private well before becoming a penny stock. IP and gov contracts are stable and outside investors would gladly pick up founders shares sold from Thiel and Karp, rest of the board. Until they can prove the company will grow into their valuation (high af I might add) they will continue to stay flat around $5-$15 for years to come.

RoPrime12

Yes, but Disney has a great history and good IP.Even if it is down for a long time, with dividends and their IP it is likely that the returns for 15+ years are at least decent. With Palantir it is a moonshot.

LarryTalbot

Yes, an IP rather than financial hedge.

luvs2spwge117

No, what is the 51% attack? Was that bug in ETH ever exploited? I know in the past there was a case where someone hacked a serious amount of ETH, which prompted swift action from the ETH team. Talking about hacks on another layer of the protocol isn’t necessarily talking about Bitcoin then. Binance is a layer in the protocol in the same way TCP/IP is. In what context are we defining security? Because that matters. I’m familiar with how blockchain works from a technical perspective yes. My point was that Bitcoin has not had any major hacks (or any hacks that I’m aware of) since it’s inception. Which even you as a programmer and a person in tech should know that is astonishing.

RastaImp0sta

LOL Even later post edit. In response to price fixing, China is first and foremost concerned with their population, taking almost a billion people out of poverty in less than a generation. If you look at China’s history, they are quickly becoming a world power and have a blatant disregard for international law; how many IP laws has China broken over the last decade alone? Nothing here shows me that they care much about international law, price fixing in China would still likely result in manufacturing being more expensive while still being cheaper anywhere else in the world.

LSATloveaffair

Law student. Bankruptcy proceedings can make or break valuations in the IP world. Depending on the type of licensing contracts they have (e.g. executory agreements concerning patents) they maybe able reject many of their obligations. Look up Automatic Stay and section 365(n) of the Bankruptcy Code if you’re interested.

-PunsWithScissors-

They’ve been around quite a while yet have no real IP to speak of, what they acquired from MAC Engineering is only complimentary IP. This is purely subjective… but they seem really shady as well.

RockChalkWalk

This is the Trillion Dollar Question. Essentially they roll nearly every dollar they have back into the business... infrastructure, R&D, IP. So their investments skew their PE up. They get a pass on their relatively high PE (at least historically) cause analysts are looking forward. Those investments should payoff when they 'harvest'. Harvest is the term they use for when AMZN reduces their ridiculous spend & realizes the return on their investments. As an AMZN bag-holder myself that 'Harvest Season' can't come soon enough.

Tomkila

They have high odds of winning micron, samsung and google cases. Each case could potentially double the turnover and increase profits exponentially because netlist wants to monetize patents thanks to IP licenses.

HeisenBo

Did they? They used others IP

Desmater

VZ is over 5% dividend. Only thing I dislike is the current management team. Not sure what vision and direction they have. TROW is extremely cheap for a zero debt, dividend aristocrat. Plus asset management, investment banking, etc. Is pretty solid business. QCOM is still underrated. They have come a long way since the Apple and Samsung IP battle. They have diversified into Auto, IoT, 5G that's just not handsets.

roastmyroommate

Short Google. They are in IP litigation battle against NLST and most likely will have to pay out billions