Rate my portfolio

But you've presented no reason why you agree with the market. You can't just go telling me the market is wrong and not efficient then say you agree with them and present no thesis.

I never said I agree. I said I do not necessarily disagree. All you're asking me for is a reason why I am not short BABA. The discussion here is why I am long YHOO. Let's stay on topic. If you'd like my analysis of other stocks, I will charge $25 per stock.

I called you out on a clear oversight

It was not an oversight. Thanks for accusing me of lying, though. Dickhead. Suck my dick.

I gave the thesis in a few bulletpoints. Clearly a lot of stuff is left out. Taxes being one of them.

actually did, if you had read what I wrote.

No, you didn't. You did a bunch of herp derping about not knowing shit about this stock and doing no research them some weak handwaves. You haven't uttered a single sentences that explains why the core is worth negative billions.

you didn't so any due diligence on this

Incorrect, dickhead.

You're clearly young and inexperienced

Incorrect, dickhead.

you're just throwing money at popular names that you read about

Incorrect, dickhead.

how little you even know about the investments you're making

Incorrect, dickhead.

writing yourself that you don't know what their profit/revenues mean for their business

Incorrect, dickhead. I said I don't know the valuation based off of those. I mostly said that because I knew if I assigned a valuation, you would disagree with it. So I gave a range instead.

post a real analysis

I did, you've yet to rebut it. You've yet to demonstrate in any way why the sum of the parts valuation is wrong. Why the core business is worth negative billions. Because you don't have a fucking answer.

If you want real help

You're the one getting help here. Whether you realize it now, or after you see me make a bunch of easy money down the line, will be up to you.

/r/investing Thread Parent