Two Stupid Guys Trade Stocks
Two Stupid Guys Trade Stocks
Welcome to 2 Stupid Guys Trade Stocks! Vinny and Dylan here, and we are all about personal finance with a specific focus on investing.
Follow along with the adventures as 2 guys trade stocks and grow as investors individually and collectively.
There are many investing channels featuring folks with large portfolios and clearly defined investment styles. Dylan and I will candidly discuss our investments and decision making process while we attempt to become successful investors and compete with each other along the way.
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Way oversold a few weeks .. i think it will bounce hard to 13+usd
Ur getting over 8% yield on company that made 300m last quarter I’m buying
Big Paulie from Goodfellas needs to become a partner.
Skinny
In on TLT at 90.26 today Pray it goes UP from here.
3 WEEKS AGO THESE GUYS GOT HAMMERED ON TLT. UP TO TODAY JULY 2
I picked up a few shares, my Walgreens pharmacy is always packed, so…we shall see.
Amazon eats Walgreens run the hell away
CVS is the better buy here if you want some exposure to this space.
I love Jeremy's hat!
Could you make a video about penny stock worth risking for?
Great question, but not our area of expertise or cluelessness. Lol Vinny
I would also like to know how much opioid related lawsuits are outstanding ? Looks very risky to me.
Yea, definitely a major concern. Especially given the rejection of the Purdue case settlement this past week. Vinny
General Mills also presented bad numbers and was subsequently badly hit. On the other hand shunned Pfizer presented fantastic numbers. This would rather be my rebound play if I was american. Personally, as a german I'm rather looking at LVMH which got hit by the french election chaos. Undeservedly so.
$WBD has negative sentiment, solid FCF and potential upside due to rolling Max out in europe. The debt they have is spread over 40 years and not as big an issue as it is made to look. Good potential next Meta.
ye 2.3 p/fcf HBO owner i am holding for 5-8 p/fcf 3x returns
Surprised that a pharmacy group like them can get into so much trouble
As Charlie Munger would say” it’s just a damn retailer.” Vinny
Paul exited. He did not stay in a long time.
Thank you for clarifying that. Vinny
With all these Rite Aid and Walgreens closures, is this a boon to CVS since the competition is closing? On the flip side of this, are Rite Aid and Walgreens heralds of the end of this type of business, and will CVS follow their path in the future?
CVS is closing a ton of stores as well. Some areas simply aren’t profitable. I think both Walgreens and CVS will come out of this stronger and running leaner and more profitable.
the balance sheet is scary, they are heavily indebted
Yea, as Dylan said I wouldn’t be surprised if they ceased to exist at some point. Vinny
all murika in debt when everyone will be happy and not fat than maybe i stop buy now it's easy buy.
It doesn’t matter how much debt u have when u make profit on it
@@boomshakalaka8655 WBA is making money they will be okay...
How can you compare the worst business on earth to the best 😂
Oh I know. Both had agressive sell offs. One deserved the other not so much. Love my meta. Vinny
First? 😅
Yes sir! You win this heart!
Do you own WBA stock?
I do. My decision was taken because of some kind of recommendation videos and articles, and also because they seemed to give good enough dividends. "brick and mortar is more reliable", "an investment in a steady bussiness".. After that.. they did cut their dividends, i knew about they had invested in an expansion in medical centers that seems that has failed, they changed their CEO, people comment that their pharmacies sucks, the shoplifting issue, the issue about opioids.. (i dont understand this last one: why a pharmacy is the culprit of selling a drug prescribed by a doctor? shouldnt be the doctor the one to blame?). In summary, i did put there 1k $ (999 $ to be precise) on about 22 $ per share, around last november-december of 2023. Shares are now at 12 $, i've lost 42% of my investment by now. i did put money on Grifols, .. and after that came Gotham. I think that I'll hold there for 2 or 3 years. I've got 7k there, a few on the spanish market and a few on the american ADR stocks. around 10 per share on the spanish, 7,8$ on the american ADR. And i did put money also on Intel (39 $ per share, around 1,2k invested). I guess that i'll hold those for 2 or 3 years also. Not the smartest dude in the room, as you can see. I began to invest last autumn, and to try to get informed. Luckily not all my investments have been so wrong. In fact, those 3 are the worst of the worst of my portfolio. And, in general, i try to not invest huge amounts. My larger position is grifols. And is a money that, if i would lose it, wouldnt be the end of the world. i mean.. i would prefer to not lose it, but ive got savings and a job. I didnt meant to make short time investments anyways, so i hope that these mentioned could recover.
No, but I own WBD. 🙂
As a ex Walgreens employee I used to have their stock. I left company 2018. That’s when I sold my stock. I believe company is done. I wouldn’t be surprised if Amazon or Walmart end up buying Walgreens.
@@russmbps8443 amazon should buy.
I've been selling nvds puts for like 35/36 range. Conservative way to short nvda and the premiums are juicy
TLT just dropped
This did not age well.
Can’t see it jumping higher there has to be a correction coming unless inflation is just driving the value of stock up? Which makes no sense
It makes sense for the market to do a pre-election dump, but now is just too early I think. Also that messy quad witching sell off last week might fool some bears into jumping in too early and if they do, I believe they will get their faces ripped of in July.
I spy Wellers Full Proof on the shelf 👀🍻
is a big move coming? which direction everyone!
TLT crashed big time. What happened on friday isn't normal. Can you guys make a video discussing this ?
When you really get screwed it's when you are responsible and paid just enough to not get any government programs so you pay the full price that is inflated by subsidies to live right next door to someone paying less. Welfare is only there to enforce a caste system. It makes people take jobs at lower pay.
has burry sold his alibaba stocks?
It doesn't matter how much money the guy on the left has he'll always be disgusting and get no women. What a nasty and gross, genuinely cringe human being. take care of your body before talking shit.
Happy Sunday all
good video. starts :37
dylan here- I love the commitment lol we will get rid of the intro on a couple vids
Just buy RWM SARK SKF SKRE if you want to short then you pick weakness... you should really learn elliott wave if you are playing this game
It worked out pretty well
There should be a reverse everything money index. Do the exact reverse of what paul is doing
hahah nice
@@TwoStupidGuysTradeStocks my comment did not age well
I truthfully don’t even understand exactly what TLT is
You can safely ignore anyone that is still calling it Navidia....
One inflation spike = rip tlt
This is not bold, this is foolhardy.
its apart of my trading plan. I closed today above 25% realized
@@TwoStupidGuysTradeStocks I’m so glad it worked out for you! I was wondering whether you’d be getting out today.
Rule #1 don’t lose money. Rule #2 don’t forget rule #1. You should lose sleep over $1 of miss allocated capital.
its a swing trade and a calculated risk
@@TwoStupidGuysTradeStocks no rules broken lol. But How did your sleep on the day it was up 3+%?
Didn't lose any sleep I had a stop loss. Bought a put for 1440, stoploss set for 1150. Lowest it hit I believe was 1280. Honestly I was more bummed that I might break even. At the close of Friday it was about 1550 but I have a rule that If I go up 10% or more I set it to break even. It came extremely close to hitting but didnt. It definitely hurt to close the position at 25% gain but NVDA is too unpredictable.
135.58 today 😁. I have made so much on this stock......ridiculous.
At least learn how to properly pronounce the name of the company... Sheesh...
I refuse lol. I have been calling it the wrong name for 5 years.
LOL, I'm with you bro. Got Option Puts after the split. This stock is going to correct at least 20% from profit taking by retail investors.
dylan here- I closed mine today, up 25%. We got a lot of hate for this lol
You guys have a negative bias
Dude, why don’t you just buy a put. Shorting is so dangerous.
Dylan here- I probably should have been more clear, I am shorting via put options. Completely agree with you
nice
Why waste time with this, just buy more TLT TMF
I am not a fan of TMF due to the decay
@@TwoStupidGuysTradeStocks what decay the dividend cancels most of it out
Yes short the stock with the cult following. Do you not understand asymmetric risk and reward. Shorting is already NOT asymmetric in general
i mean, With respect it worked very well
@@TwoStupidGuysTradeStocks but that doesn't invalidate the fact that it was high risk medium reward
You have the same concerns as others, I think I just explained poorly. The last 3 times (4 including this one) it was extended off the 9 EMA this high, the trade would have yielded two break evens and two successes.
Markets can stay irrational longer than you can stay solvent. But the valuations are clearly bonkers
closed today, didn't want to risk the bounce
I don't think shorting NVDA is a good idea. The forward P/E is almost reasonable for the company. 56% profit margin, rapid earnings growth, 88% market share in their industry, their industry is rapidly growing so even if they lose market share there is room for overall growth and momentum. Sounds like a big mistake to short to me
closed today for a nice gain, this was a swing trade not a long term trade