Stocks

[Pimpin]

Late reply but LBS hands down...
Buddy of mine just finished his this summer and is quite happy with it also he managed to get into the field he wanted to get into even before finishing the MBA there just cause of the connections he made...
Was at his wedding this summer a couple of LBS guys were there to and most of them rather high profile and since MBA is all about connections thats where i d go. Although i cant bother spend that much money without learning any thing new which is what will happen if you already have a masters in any related fields.

Bro on the US schools if you get a degree from NYU stern/Booth/columbia and how they re all called the europeans will know and will take you.

On wether or not to postpone imho depends if you re already working in the field that you wanna be working in if so then i would postpone if not go for it.

Also on where to live in london for me nothing beats hackney

I mean I am in a field I want to work but I want to change locations if that makes sense. Perhaps i will give it a few tries without an MBA and if it fails i will go for it.

Also why hackney

you guys have been really helpful thank you !

 

[brehme1989]

Re London, if you're on a budget and cannot afford a Zone 1 residence, then all you have to do is look for an area that has an Underground stop that's at most 2 stops or 10 minutes away from a hub.

Most are rather crap areas, it's London after all.
But some options:
Putney Green
Willseden Junction
Somewhere along the DLR
Borough/London Bridge can be affordable
Finsbury Park
And Hackney is a decent shout, too.


The other question is just personal. Depends what you feel like.
Never heard anyone regret an MBA from a top school, of course.

 

[Adriano@10]

I mean I am in a field I want to work but I want to change locations if that makes sense. Perhaps i will give it a few tries without an MBA and if it fails i will go for it.

Also why hackney

you guys have been really helpful thank you !

You ll probably get that location change faster if you do the MBA though..

Not sure i just like it and am not too much of a fan of the posh London borrows...
Too me it has a bit of a ghetto vibe without being ghetto plus it offers everything from great food places to baars to parks.... Plus from what i remember it s still kind of affordable..
All of that being said i never lived there so what do i really know...
It s just that 3 really good buddies live in london who i visit more or less frequently and i usually enjoyed my time most when staying with the guy who lives in Hackney

 

[Adriano@10]

LOL fucken taly setting a windfall tax on Banks... These fucken politicians are sooooo fucken stupid it s beyond me...
Taxing 40 of their Net interest margin....

Like how can anybody think this is a good idea?

 

[syrus]

Rent in London has just risen again
So expect to pay over the odds for even the less attractive areas mentioned above. (Just saying).....


There's a shortage of rental properties as landlords have been hit hard by both sides (government and banks).

Weather is still bipolar , less russian broads in Mayfair since Brexit. (Everyone seems to be rushing off to Dubai now )

Apart from that it's still the same old london

 

[Adriano@10]

LOL fucken taly setting a windfall tax on Banks... These fucken politicians are sooooo fucken stupid it s beyond me...
Taxing 40 of their Net interest margin....

Like how can anybody think this is a good idea?

LOL they re already backtracking bunch of clueless clowns

Italy backtracks with cap on windfall tax after bank shares slide | Financial Times

Rome cites ‘financial stability’ as it seeks to calm market jitters following surprise measure

www.ft.com

 

[Adriano@10]

Just waiting for pimps victory lap on akamai

 

[brehme1989]

Just waiting for pimps victory lap on akamai

I'm waiting for his victory lap on StoneCo

 

[brehme1989]

Russia...wow

 

[Pimpin]

do people not understand how fucked EU is? They need a complete revamp of its business model. No more exports to china (whatever is left from expensive LVMH crap) and no more cheap power from Russia (the energy transition will take some time).

US on the other hand.. for almost 10 years has been reeling of china dependency..

 

[brehme1989]

Oh yes we are aware... at least some of us

 

[Adriano@10]

So anybody already did a deep dive on NVDAs Q2? Numbers seem a bit to good to believe, like i m sure theres some accounting shanenigans behind it.

 

[Pimpin]

Just waiting for pimps victory lap on akamai

hahahahahah back to break even.. the funny thing is i could've made money shorting Fastly and Cloudflare (did make some money..) instead I went long Akamai.. rookie mistake.

I'm waiting for his victory lap on StoneCo

I sound like a broke record, but it is factually cheap..

btw looking at some juicy infra companies that are overlevered, and I think they can materially drecrease their leverage ratio (ebitda).

the other thing is, a few cheap EM companies in telecoms (I know boring)

But rn I am weighing a big position on 23andme.. I think people are severely underpricing 9 millions people DNA.. I remember around 2017 looking into the potential of genomics/AI..

at the very least autist will discover it and drive this badboy up.

 

[Adriano@10]

hahahahahah back to break even.. the funny thing is i could've made money shorting Fastly and Cloudflare (did make some money..) instead I went long Akamai.. rookie mistake.



I sound like a broke record, but it is factually cheap..

btw looking at some juicy infra companies that are overlevered, and I think they can materially drecrease their leverage ratio (ebitda).

the other thing is, a few cheap EM companies in telecoms (I know boring)

But rn I am weighing a big position on 23andme.. I think people are severely underpricing 9 millions people DNA.. I remember around 2017 looking into the potential of genomics/AI..

at the very least autist will discover it and drive this badboy up.

HAHAH shit we all do cause we think shorting is to risky...

How about you spill some names on those telecos... I m very much looking for booring right now still convinced will end up in a recession in 6 to 12 months, other than us job data what data that came out in the last months would suggest otherwise?

Man on 23andme i think it s absolute BS....like as a product they re not nearly as accurate as they claim but who the fuck can double check unless you have massive resources? Now i m not sure what they are allowed to do with the dna samples they collect, if they can monetize on that then you ve probably got a hell of a long but also a slightly dystopian future..
You re probably right on the Autists though been wondering why the fuck i cannot just loong those shit cos and make some money off of em early instead of loosing it early through shorts to eventually make it back when the sht finally hits the fan...

In other news Vin fucken fast was the 4th largest car maker for like 2 days according to market cap...Making their owner the richest man for a short period cause he owns 99% of the shares of this pig. Note those fuckers sold 24k cars last year.... I m baffled how any of this is legal and slightly angry that ofcourse there was no borrow and puts were way too fucken expensive and still are...
Now if you wonder is there a lockup period hell fucken no mister Vuong can just fucken dropp his shares on retail any fucken time he wants...
How the fuck are these spac deals allowed when it so obvious that the owner will just walk away with billions and retail will get skimmed?


All of that being said it s time for me to put on my big boy pants again and short my fucken white whale that is tesla again.. Elons stupidity and his outright fraud just keep on pulling me back in..
Oh and alos affirm ther toast if the economy goes where i think it will go

 

[ChillBro]

The economy talk is fascinating. I can't speak to other countries or Europe generally but I feel like ever since 2008 and things like "The Big Short" everyone loves to be a doom and gloom debbie downer, trying desperately to 'predict' the next bust or bubble so they feel like they were right. When in reality, from a fundamentals perspective, I don't see anything in any of the actual economic data to suggest that the USA economy is somehow on the brink.

So tired of the constant 'bear market' folks who just want to point to the one time that they were 'right' when things go bad but ignore that for YEARS they've been predicting doom and gloom that hasn't happened at all lol

 

[Adriano@10]

The economy talk is fascinating. I can't speak to other countries or Europe generally but I feel like ever since 2008 and things like "The Big Short" everyone loves to be a doom and gloom debbie downer, trying desperately to 'predict' the next bust or bubble so they feel like they were right. When in reality, from a fundamentals perspective, I don't see anything in any of the actual economic data to suggest that the USA economy is somehow on the brink.

So tired of the constant 'bear market' folks who just want to point to the one time that they were 'right' when things go bad but ignore that for YEARS they've been predicting doom and gloom that hasn't happened at all lol

Uhhhh we do have an inverted yield curve....

 

[ChillBro]

Uhhhh we do have an inverted yield curve....

Doesn't mean as much as some thing in the weight of so much counter evidence. Also - could just be a false positive. I always look alot more at liquidity. Uncertainty had alot of lending down to bare bones - but now has already picked back up.

Honestly, its just the usual 'smarter if you predicted it' vs 'crying wolf for years' phenomenon. Lets see what happens. The fed did a great job in the USA to operate independently to fend off the worst. Most of my banking and financial clients are considerably more optimistic now - except for the ones who operate solely in a specific political bubble.

 

[Adriano@10]

Doesn't mean as much as some thing in the weight of so much counter evidence. Also - could just be a false positive. I always look alot more at liquidity. Uncertainty had alot of lending down to bare bones - but now has already picked back up.

Honestly, its just the usual 'smarter if you predicted it' vs 'crying wolf for years' phenomenon. Lets see what happens. The fed did a great job in the USA to operate independently to fend off the worst. Most of my banking and financial clients are considerably more optimistic now - except for the ones who operate solely in a specific political bubble.

Uhh yield curve is by far the most accurate and robust recession predictor we have...
Also whats all that counter evidence consumer spending and job numbers?

Edit: dont get me wrong people like rubini (dr. doom) are fucken idiots and their yearly prdiction of a stock apocalypse is fucken annoying...

 

[Javier'sSon]

The economy talk is fascinating. I can't speak to other countries or Europe generally but I feel like ever since 2008 and things like "The Big Short" everyone loves to be a doom and gloom debbie downer, trying desperately to 'predict' the next bust or bubble so they feel like they were right. When in reality, from a fundamentals perspective, I don't see anything in any of the actual economic data to suggest that the USA economy is somehow on the brink.

So tired of the constant 'bear market' folks who just want to point to the one time that they were 'right' when things go bad but ignore that for YEARS they've been predicting doom and gloom that hasn't happened at all lol

Bears sound smart, bulls make money.

 

[brehme1989]

Bears sound smart, bulls make money.

Straight out of @Pimpin handbook