UPS

user365735

How much does the UPS store get for drop offs? They closed my local UPS center for customer service so I take packages to a local UPS store. Sometimes 100 a week. Someone told me the store makes over $1 a package. There are always 3-4 customers waiting to drop off. Wrong decision for UPS to do that.

Corne777

Yeah, I saw the same sentiment about UNH. Then buffet buys in and everyone changes their tune. Some of these really big companies, are they really going to go out of business? Like of the non USPS delivery companies Fed Ex sucks dick, can barely find the right house. So who is UPS losing to? Another one I’m looking at is FUN, they have basically bought all the smaller amusement parks. Realistically what’s gonna happen, all the amusement parks just close down?

Maximum-Magazine-333

I guess insider buys don't matter to UPS

goulashsoup23

I could not sign up to UPS to track my package because the return code they send via mail did NOT work, I am 1000% certain I used the right code, rerequesting 1000% certain using the right code. When I tried to reach out for support I ended in an AI chat bot deadlock, no mail or option to contact them directly. That means UPS CAN NOT GET NEW CUSTOMERS, because their fucking site sign up is just fucking broken.

DryChemistry3196

I think this is the effect of oncoming AI and autonomous postal services. If UPS don’t adjust to the future, their stock will be left behind.

Commercial_Deer_7114

UPS is not down due to tacit comments by the CEO or a tarriff question. UPS is down because the business is likely going to be half the size it was 5 years ago.

Own_Cat_9967

As a small holder of UPS stonk this analysis has me bullish for the brown truck co

yyn1999

What are we thinking about EOY 95 dollar UPS calls ?

civil_politics

I’m not as convinced - UPS has a massive network of well placed storefronts which are centrally and conveniently located and Amazon really hasn’t had much success in replicating consumer facing storefronts - Amazon hasn’t shown any desire to become a general distributor and their hub and spoke model doesn’t work well for this peer to peer shipping solution anyways and fedex has just not been competitive on this front. While certainly just anecdotal, I find myself sending packages to friends and family with UPS much more frequently than just a couple years ago and I think this is a trend that is going to only grow - Amazon isn’t the only retailer and UPS by far has the best package return experience across all retailers (including Amazon) and cutting Amazon out means removing the high volume low margin business where they can focus more on growing the high margin components. I do think there is a lot of execution details that bring some risk to the table and the union contract definitely increases their costs which is where they are definitely not competitive, but the flip side is they have a good track record of maintaining employees with long tenure which I think is definitely a benefit when talking about ability to execute

DivineBladeOfSilver

I did not downvote but some of the ones I noticed off the top of my head (which may or may not have made it back by now) are: - Amazon - Texas Instruments - ASML - UPS - Deere

TheHidingGoSeeker

UPS is next

DrHalfdave

I think Amazon will just keep taking share and UPS screwed themselves with he union contract, recently completed.

free_username_

UPS is down because consumers ain’t spending. And those bastards can’t even deliver my sign on delivery package No

Hanshee

Why is UPS potential mover?

ItCouldBeSpam

I like the play and was considering picking up some. I'm very tech heavy and with the way the market has ballooned up I'm lowering some of my risk in high flyers by taking profit and am switching to value now, and UPS was on my watchlist. I bought UNH 2 weeks ago and that's been a great play. I wouldn't be surprised if the market starts rotating to value a fair bit from here. My exposure to tech will only be in some MAG7 (mainly Google) and a few other names I'm still bullish on.

DenseAmphibian725

I spend 70-100k on ground shipments monthly UPS beats fedex and usps for my business, and has always done so most competitive and reliable

posttruthage

UPS doesn't have a freight business anymore folks

Whipitreelgud

Bruh, we aren’t betting UPS hits $100 anytime soon.

crankthehandle

I saw a stranded UPS truck on the highway yesterday. Puts.

DreambloomVale

Bruh, looks like someone’s going all-in on UPS 🚀. Those 7% dividend yields gotta sound pretty sweet. Good luck, my dude! Lemme grab my popcorn and watch this play out. 🍿

False_Secret1108

Retard low IV stock like this can easily pop because there's low volume. Retard like you thinks all this backward information isn't priced in already lmao. Hey retard it's not going to work. You need to pick something more trendy. Nobody gives a shit about UPS. Try again, retard. And make it less obvious with your fake accounts lmao

Grand-Departure3485

Yes you are the fucktard. Deceive others? bro who tf do you think i am that im able to move the market off of a reddit post you autistic imbacile. Its literally at bounced off resistance, Insiders bought the dip, Shipping shortage is forcasted to end this year, UPS is changing its facilities, firing people. They underperformed earnings by 0.01 cent but beat the revenue expectations by like 200 million. The next report is going to look even better after these savings cuts. Grow up, if you dont believe in it, move on. clean your pussy too because i think youre ovulating for drama.

civil_politics

Long term I like UPS and their turn around story, but a few things about your points - 1. Entering the 7%+ dividend club because your stock jumped off a cliff isn’t exactly the way you want to become a member and much more likely signals a dividend cut in the near future 2. Tomé makes something like 20m a year - really not gonna get too excited when she adds 1m in shares - she is probably worth 100m+ 3. This is definitely a interesting bet/pivot in focus that I think makes sense 4. Love the cost cutting and think it’ll definitely improve margins, but don’t expect to see that reflected until h2 2026 in the balance sheet 5. The freight business is rough - Dara from Uber has been talking about how everything will be magic when business picks back up since 2023 6. Definitely not taking any advice from MTG, especially financial related

xtric8

You don't have to get in at the ground level the next amzn. Just buy good companies with good stocks. buy on big pullbacks good companies that have been in multi-year downtrends. Look at stocks like UPS, or REGN, or ADBE. Right now. That's what AMD looked like a few months ago. These are historically good companies that will be good again someday. Be patient, market will be fearful again someday soon.

Kachowxboxdad

You have to decide if you’re ok w what could happen if UPS cuts their dividend

PumpzandGainz

UPS a buy at this low ? Marjorie Taylor Greene scooped some up with her UNH(politicians buying is bullish)

Low-Confection1267

Hearing Goldman Sachs is bullish on UPS? I may do a long call for like 10/17, anyone else doing it as well?

Motor_Tough_9500

UPS is the best play

im_a_squishy_ai

No it's not. People are dumb. All they ever think about is efficiency, but there is the other side of the scale that's never mentioned. Effectivity. The private market only ever really cares about efficiency because they have very limited resources to deliver products, which for the most part, aren't critical, could be lived without, and there's at least one more supplier if one company fails. The government does not have that luxury. The government must be 99.xxx% effective, even if it comes at the expense of efficiency. The government has a massive recurring revenue source called taxes. That will recur year after year as long as people live within a country. But the services the government provides can't be provided by other organizations. Think about the post office. Fedex and UPS don't deliver to all houses everyday, no matter what. Social security has to get checks to people on time, without fail. A business can tolerate not being 99.xxx% effective because they don't provide critical services. A government can't. Would you really want your grandma's ability to pay for her medical needs and heating bill in the winter to be dependent on whether or not the CEO needed to cut costs to return quarterly dividends to shareholders or not? You need to think a lot about what the government actually does, and if you want to see a society with a government that doesn't provide a stable foundation, there's plenty of countries around the world that you can look at to see what happens when you "run government more like a business" to see where this trend will lead us.

tulip-quartz

Me too l went in on UPS.

tulip-quartz

There were like 20 guesses by people what the stock was going to be. Some idiot was claiming UPS

Safye

Speculation that Buffet loaded up on UPS. Previous filing had undisclosed positions in “commercial, industrial, and other.” UPS has been beaten up this year and he likes to buy stuff like that.

Sorry-Equivalent-408

What your thoughts on UPS ?

fairlyaveragetrader

What are you watching? Applied materials was down like 14% today. UPS has been cut in half. Union Pacific is going nowhere. A lot of the nuts and bolts of the economy are either stalling or have been heavily sold off You have extremely concentrated positions in a handful of stocks that are supporting the S&p 500 and the S&p 600 still has not even made an all-time high since December

alkjdasoad

>Before I bought calls I googled a few different sources for information, yahoo finance, market watch, and a few others. They all mentioned caterpillar, UPS and some said siruis radio too. They're just like us; they wouldn't know for sure until BRK releases their official filing. [https://whalewisdom.com/filer/berkshire-hathaway-inc](https://whalewisdom.com/filer/berkshire-hathaway-inc)

UWMN

Congrats. My dumbass bought UPS. Had I bought UNH, he would have bought UPS. Lmao.

phlcrptr

Dude you’re a better man than me, I laughed off the UNH hypothesis just didn’t think it was his jam. Bet on UPS as the target but at least went for stocks so all is not lost

Big-Mountain935

Buy some UPS, fellows.

FlatPlutoer

So I just looked at the other big winner threads. Apparently it was known that Berkshire would announce a large purchase in a company after 4:00pm yesterday. People speculated on what it could be. UNH and UPS were two of the candidates. There were others but some people deemed the others too expensive/close to ATH. So these people thought Berkshire would announce UNH and sure enough they did. I had no idea any of this was even going on. I need to start keeping my ear to the street

Future_Hyena2562

Dump it. What was your catalyst for buying UPS?

Rook2Rook

Same dude. Both reputable oversold companies. Patiently awaiting the UPS pump

Catskinson

UPS go up?

DegenOptionGuy

I am looking at EXC, UPS, BMNR

DegenOptionGuy

Here was my thoughts about this trade: Alot of rumors on X about people speculating which stocks Buffett bought. I saw UNH, UPS, CAT, Deere. CAT and Deere are almost at ATH while UNH/UPS are like multi year lows. Figured they would have big upside if buffet bought in so threw 15k each in upside calls for 8/22.

DegenOptionGuy

Here was my thinking for the trade: A lot of rumors on X about people speculating which stocks Buffett bought. I saw UNH, UPS, CAT, Deere. CAT and Deere are almost at ATH while UNH/UPS are like multi year lows. Figured they would have big upside if buffet bought in so threw 15k each in upside calls for 8/22.

DegenOptionGuy

A lot of rumors on X about people speculating which stocks Buffett bought. I saw UNH, UPS, CAT, Deere. CAT and Deere are almost at ATH while UNH/UPS are like multi year lows. Figured they would have big upside if buffet bought in so threw 15k each in upside calls for 8/22.

DeadByOptions

What are your positions for UPS?

civil_politics

Gambled on this and UPS - both seemed like reasonable candidates given BRK philosophy

iisconfused247

Why UPS?

330d

UPS WHAT?

DegenOptionGuy

UPS

9009RPM

Bought UNH, SNAP, UPS. Averaged down CRSR.

Zeppu

Have any Egyptian mummies bought UPS?

Ok_Abbreviations8440

I don’t have any yet. I bought UPS instead 😶‍🌫️

Fhyzikz

Inflation is .01% up? AAAAAAAH FUCK UPS AND NVDA SELL SELL SELL WE'RE ALL GONNA DIE

rodgers16

Not to mention UPS has been paying people to quit for the past couple months...

Rockyfrenchie28

Congrats I bought $20k of Caterpillar, UPS, and UNH at 1pm today. Super happy UNH was it

IntelligentDamage824

tbh the UPS volume today might actually cause it to spike tomorrow lol

IntelligentDamage824

fuck everyone who said UPS

Alwaysfavoriteasian

It was not UPS

K-RUP

The price of risk 🤷 had he picked UPS, UNH would've went down a bit. No one knew.

False_Secret1108

You regards told me he was going to buy UPS.

tktytkty

It’s hilarious how you turds always think you know what Buffets moves are. RIP to the CAT and UPS bozos.

perceptive_AI

I got 1DTE calls on BA , CAT , FDX , UPS , HON , LMT , GE. I'm very diversified

IntelligentDamage824

i have BRK and UPS calls

us1549

I am loaded to the balls on UNH shares and UPS calls

Sherlock-Romes

$UPS since he already owns his one railroad

Natarian86

UPS maybe?

imsosorryicanthelpit

He’s buying UPS not CAT regard.

Xzlk

UNH, UPS, CAT, HSY have the highest probabilities expected. Could also be some bullshit energy or insurance again though.

ballgobbler96

Gonna be UPS or SIRI

Xzlk

New Buffett stock kind of has to be UNH right? It’s the only stock of the expected that have had crazy enough buying pressure. UPS is another theory but that stock has just gone down. If someone’s taking a 5B stake it will tick up a lot lol.

throwtrade89

Thinking UPS myself. Bought a hundo shares seems fine investment anyway.

samwehl

Sold my UPS and UNH calls today. No way Buffet buying into any of that mess.

WallStreetFlea

The Buffett stock is probably not UPS because everyone thinks it’s UPS. That being said, UPS $90 calls for me.

Overlord1317

UPS not bending itself over a table and doing whatever Amazon and Walmart seemed like a terrible business decision at the time and it constantly looks worse. They basically drove their cash cow customers to become direct competitors.

BigFuckHead_

I agree. Amazon is eating their lunch and UPS leadership seems unlikely to turn things around

Vulcan1-1

What about UPS, or Visa? I really feel like this is purely a gamble. I know options are gambling, but you really have a very small idea of what it’s going to be in my opinion.

SKOL_py

I don’t hate the pick. It’s either CAT or UPS, imo.

Glittering-Fudge-641

YOLO’d on some Aug 15 $90 calls this AM. If ole Warren B actually picked UPS I will also cry

Glittering-Fudge-641

$UPS please don’t fail me now

Chrg88

UPS calls up over 100% on a .5% up move???? Seems like Warren is in

Dinopopa

Full port into UPS calls

originalusername__

Here’s my bear case. First, UPS is unionized which puts them in a weaker position profitability wise. Second, big players like Amazon are stealing their market share and frankly doing a good job at it. They farm out the shit work to guys like UPS or FedEx or USPS when a location is hard/unprofitable to reach. Third, an overall reduction in package volume due to economic slowdown will likely stunt growth at least for a while. Still, UPS and FedEx multiples are historically low but I’m not sure it isn’t a value trap.

MorrisseysRubiksCube

UHC LULU and UPS shares. Check back with me in 6-12 months. 

AncientGrab1106

So, any guesses what warren is buying? UPS, CAT, UNH? (Altough I don't believe it's UNH as long as the criminal investigation is ongoing) Plenty of other funds been buying tho. Back to 300$ soon

AAPLx4

UPS? Am not convinced

No-Improvement3164

UNH UPS and U Get Rich

floo82

UPS

Titt

You’re betting with an instrument that will experience double decay. Unhg is leveraged and decays naturally as a stock. If unh goes down or even just sideways then Unhg loses value. Even if it doesn’t go up fast enough then Unhg will lose value. Then you have the regular options decay on top of that. Unhg’s all time high was on July 23rd when unh’s price was in the low 290s. The last time Unhg was its current price, was when unh was $7 lower. You’re not in a good position to hit your breakeven at $27 before expiration. Unh would need to go up 50% from current price for Unhg to get there (give or take). In reality though, unh would probably need to go up closer to 60%+ accounting for the natural decay of Unhg. That would put unh back to its April levels before the drama really kicked off with it. This last week’s price run up mostly seems due to the Buffet rumor. If that rumor isn’t true then you can bet unh is going to tank again. They’re still under doj investigation and the current administration is completely gutting healthcare. The buffet rumor is most likely false based on recent balance sheets. It shows Berk’s assets in the Industrials category which would not include unh. It’s more likely something like UPS or CAT. We’ll more likely see unh below 200 before your price target. Should know if he bought unh after close tomorrow. If he didn’t, you’re gunna take a bigger hit in that Unhg and you should really consider closing the position on Friday.

KevinCa714

So, we all buying UPS? It could very well be Buffet’s mystery stock? 🤔

Overlord1317

> UPS… the one that pays their drivers like over $150k/yr salary after 5 yrs or something right? There’s one BIG reason not to invest… I love unions. But I wouldn't invest in a business with a sizable union presence. The union's needs are always going to come before the shareholders. In a different thread, someone compared it dating a single mother ... the kid will always come first (which is how it should be, but it doesn't mean that you necessarily want to sign up for that).

Historical-Cost1444

Need retard hive mind help figuring out what this large volume buying of ITM puts on UPS exp 8/15 means. UPS is my guess for the Berkshire mystery stock.

Historical-Cost1444

wtf is up with UPS options chain?

KevinCa714

Soooo, is UPS Buffet’s mystery stock? 🤔

am22fcw

Threw 10k at UPS leaps to forget about

ohshitski

UPS gonna go BRRRR when berkshire announces large buy tomorrow, calls if ur based and like $$$

Competitive-Teach675

I can speak to this personally. I never went to college, and I'm lucky I graduated from high school. What I have is like a GED. I do IT work for a living, but when I was initially looking for a job, not a lot of places wanted to hire me because I didn't have a college degree. So, what I ended up having to do was start my own little IT service company. I always tell everyone, "No one asks if I have a college degree if they call my company to fix their computer." All the work I've gotten is based on word of mouth, but it's also nothing glamorous. Everyone wants to be doing AI coding or something, but I'm running network cable in a machine shop on Monday. On Tuesday, I'm setting up a new cash register at a different place. Then, by Friday, I've got someone calling me, "How do I copy a spreadsheet from one Excel to another?" There is no "OPS Dev" in what I do, unless you call setting up UPS Worldship or QuickBooks that.

domajori

Agree ❤️Recently agreememt with UPS

hiphippo65

UPS drivers definitely deliver the packages