\
  The most prestigious law school admissions discussion board in the world.
BackRefresh Options Favorite

What 5 growth stocks are you most bullish on?

FB NVDA NFLX AMZN BABA
vengeful dun antidepressant drug space
  01/06/18
this was credited advice in 2016. thanks!
alcoholic stock car nursing home
  01/30/18
spin, ratfucks
self-centered mauve heaven karate
  01/30/18
Which site do you use to invest?
walnut pisswyrm business firm
  01/06/18
Robinhood I'm a millennial fag with 10k
vengeful dun antidepressant drug space
  01/06/18
RDFN
galvanic stage legal warrant
  01/06/18
Omg, you are bullish on FANG? Literally no one else is bulli...
Razzmatazz institution
  01/06/18
dont care if its cliche, shit has been ca$h this bull run
vengeful dun antidepressant drug space
  01/06/18
I don't know how you can be that bullish on NFLX. It's basic...
aquamarine locale boltzmann
  01/06/18
OSTK ISDR CORE OZRK BOJA (not investment advi...
Black nofapping trust fund
  01/06/18
Why ozrk and not BAC
Razzmatazz institution
  01/06/18
OZRK and BAC are two very very different banks - I own a goo...
Black nofapping trust fund
  01/06/18
Wow, ty. But aren't you worried about another crisis wiping...
Razzmatazz institution
  01/06/18
The opposite in fact. For the past 5-6 years, there has been...
Black nofapping trust fund
  01/06/18
Ty brother, I'm putting 20k in on Monday morning
Razzmatazz institution
  01/06/18
Should I wait till after earnings to buy?
Razzmatazz institution
  01/06/18
you should probably average in over a period of months or qu...
Black nofapping trust fund
  01/06/18
...
Drunken honey-headed azn base
  01/07/18
Ty for this scholarship. Will investigate.
Irate swashbuckling gas station rigor
  01/06/18
Literally just placed a small order for OZRK based on this. ...
peach station
  01/30/18
LOL@me
peach station
  02/05/18
wow, what a terrible call
vengeful dun antidepressant drug space
  05/19/20
lol i took a complete bath on OZRK after this thread
Buff affirmative action locus
  05/19/20
when moon?
stubborn dark office
  01/06/18
Date: January 6th, 2018 11:14 AM Author: Refunkulus (never ...
Twisted ratface
  12/19/18
MELI WUBA JUNO SQ PYPL
submissive flirting philosopher-king
  01/06/18
WUBA eems risky as fuark
vengeful dun antidepressant drug space
  01/06/18
lol i own crypto
submissive flirting philosopher-king
  01/06/18
just cashed in my JUNO chips. YNY
submissive flirting philosopher-king
  01/18/18
fuck i’m good
submissive flirting philosopher-king
  01/30/18
lol. JUNO was taken over like a week later for an 80% premiu...
dead contagious boiling water church building
  05/19/20
I bought $2500 worth of Johnson Controls stock yesterday aft...
Plum out-of-control church nowag
  01/06/18
not a growth stock
submissive flirting philosopher-king
  01/06/18
seems wrong
Buff affirmative action locus
  05/19/20
just invest in the atomization of our social society. so any...
razzle background story giraffe
  01/06/18
...
Cobalt Balding Set Cuckold
  01/07/18
Went almost all cash in robinhood last week once RAD ticked ...
Mind-boggling blue genital piercing
  01/18/18
NGRDIK NGRDIK NGRDIK NGRDIK NGRDIK
slippery trump supporter
  01/30/18
Dat a NASDAQ stock?
alcoholic stock car nursing home
  02/05/18
...
Vigorous free-loading parlour patrolman
  05/19/20


Poast new message in this thread



Reply Favorite

Date: January 6th, 2018 11:06 AM
Author: vengeful dun antidepressant drug space

FB

NVDA

NFLX

AMZN

BABA

(http://www.autoadmit.com/thread.php?thread_id=3851171&forum_id=2#35094637)



Reply Favorite

Date: January 30th, 2018 3:59 AM
Author: alcoholic stock car nursing home

this was credited advice in 2016. thanks!

(http://www.autoadmit.com/thread.php?thread_id=3851171&forum_id=2#35275387)



Reply Favorite

Date: January 30th, 2018 4:00 AM
Author: self-centered mauve heaven karate

spin, ratfucks

(http://www.autoadmit.com/thread.php?thread_id=3851171&forum_id=2#35275390)



Reply Favorite

Date: January 6th, 2018 11:08 AM
Author: walnut pisswyrm business firm

Which site do you use to invest?

(http://www.autoadmit.com/thread.php?thread_id=3851171&forum_id=2#35094644)



Reply Favorite

Date: January 6th, 2018 11:09 AM
Author: vengeful dun antidepressant drug space

Robinhood

I'm a millennial fag with 10k



(http://www.autoadmit.com/thread.php?thread_id=3851171&forum_id=2#35094656)



Reply Favorite

Date: January 6th, 2018 11:10 AM
Author: galvanic stage legal warrant

RDFN

(http://www.autoadmit.com/thread.php?thread_id=3851171&forum_id=2#35094659)



Reply Favorite

Date: January 6th, 2018 11:11 AM
Author: Razzmatazz institution

Omg, you are bullish on FANG? Literally no one else is bullish on FANG.

(http://www.autoadmit.com/thread.php?thread_id=3851171&forum_id=2#35094665)



Reply Favorite

Date: January 6th, 2018 12:06 PM
Author: vengeful dun antidepressant drug space

dont care if its cliche,

shit has been ca$h this bull run

(http://www.autoadmit.com/thread.php?thread_id=3851171&forum_id=2#35095007)



Reply Favorite

Date: January 6th, 2018 11:12 AM
Author: aquamarine locale boltzmann

I don't know how you can be that bullish on NFLX. It's basically a studio at this point and entirely reliant on its ability to continue to produce interesting TV shows. Amazon is now a better source for finding and streaming 3rd party material. I wouldn't short it, but I can't get that excited about it.

(http://www.autoadmit.com/thread.php?thread_id=3851171&forum_id=2#35094672)



Reply Favorite

Date: January 6th, 2018 11:14 AM
Author: Black nofapping trust fund

OSTK

ISDR

CORE

OZRK

BOJA

(not investment advice)

(http://www.autoadmit.com/thread.php?thread_id=3851171&forum_id=2#35094684)



Reply Favorite

Date: January 6th, 2018 11:40 AM
Author: Razzmatazz institution

Why ozrk and not BAC

(http://www.autoadmit.com/thread.php?thread_id=3851171&forum_id=2#35094829)



Reply Favorite

Date: January 6th, 2018 11:49 AM
Author: Black nofapping trust fund

OZRK and BAC are two very very different banks - I own a good amount of BAC myself but that one is probably going to go the AT&T/Baby Bell trajectory soon - that is to say it will shed units through spinoffs and shareholders will end up holding a a few different companies after all is said and done. This is a glacial pace kind of thing.

But Ozarks? Fucking A man that bank is really a hell of a bank - it's run by a major motherfucker in the game who is probably the single best bank manager I have seen.

They have a unique acquisition and capital redeployment model where they go to rural areas and snap up regional banks, get in there and make them greatly more efficient from an operational perspective due to IT and corporate experience (Ozarks has one of the lowest efficiency ratios in the banking sector), so you have the regional banks earning significantly more after the acquisition than before. But it simply does not stop there - the latent capital that is held in these small town banks (sitting in checking accounts or savings accounts) with nowhere to go is redirected by Ozarks across the country by their highly sophisticated and mobile deal team. Ozarks has an extremely efficient loan strategy and will make the maximum amount of available loans that fit their underwriting standards - which itself is extremely high, they are very low on chargeoffs relative to peers.

The final thing is size. BAC will have to do insane, titanic shit to double their market cap size from 300bn to 600bn. It's almost not fiesable - just like how some animals are so massive they will consume vast quantities of stuff to "break even" - But Ozarks? It's a 6.5BN market cap company - that's the sweet spot to really grow, they could easily get to 5x the size in 10 years and be a $35BN bank - making the shares you buy today be $250 a share or so with a substantially higher dividend.



(http://www.autoadmit.com/thread.php?thread_id=3851171&forum_id=2#35094875)



Reply Favorite

Date: January 6th, 2018 12:06 PM
Author: Razzmatazz institution

Wow, ty. But aren't you worried about another crisis wiping out the smaller regional banks?

(http://www.autoadmit.com/thread.php?thread_id=3851171&forum_id=2#35095001)



Reply Favorite

Date: January 6th, 2018 12:27 PM
Author: Black nofapping trust fund

The opposite in fact. For the past 5-6 years, there has been no sector that has been more lucrative relative to risk taken to an investor with time on his hands to do an enormous amount of learning and reading. It just gets ignored by Wall $treet because most of those stocks are small market cap companies and won't be needing capital so Wall Street doesn't write any Re$earch on them

Dodd-Frank legislation and the Basel capital rules have made the institutions that survived the 08 "extinction event" extremely strong and durable, just somewhat sluggish from an organic growth perspective and raising profitability concerns due to compliance burden.

Small Financials post 2011 or so have been the easiest to analyze, highest quality and lowest risk equities in the market place as a class. Especially MHC companies that have done step 1 or step 2 stock conversions.

We are seeing basically a boom in banking consolidation that has been taking place since the 1980's-90's S&L crisis but has really really REALLY picked up pace since the Dodd-Frank legislation after 2008.

There are like 3-5,000 regional banks in the US now and the number is getting smaller by the month due to them being bought out or merging out.

This is where the money is.

When one bank buys another they are saving, on average, 30% of the acquired institutions costs. So if Small Bank buys Tiny Bank, Tiny Bank's assets become around 30% more profitable "overnight" (realistically this is actually a year long process due to the one time overhaul costs) due to the efficiencies in IT systems, compliance, loan capacity and reach when compared to being a standalone entity.

What Small Bank also gains is access to Tiny Banks deposits - and the ability to deploy those deposits in other areas. Tiny Bank could have been in a bank town, but Small Bank could cover the entire county. If Tiny Bank can only make loans in its single town, and that town is a rural area with uncomplicated deposits primarily in low or no fee checking and savings accounts, and almost everyone in the town owns their home - there is just very little demand for loans in Tiny Bank's town.

But when Small Bank buys Tiny Bank, Small Bank operates in 10 towns or even a medium sized city, and suddenly it can direct that fallow capital from Tiny Bank into areas where there is solid loan demand. I read a statistic that 75% of deposits are in rural areas of non-coastal states, but only 25% of the loan demand is there, this ratio is flipped in the cities of the heartland - which have 75% of loan demand but only 25% of deposit share.

The solution is simple - the emergence of "Consolidator Banks" that are going to roll up the smaller banks and get efficiency gains as well as benefit from the ability to more efficiently underwrite loans.

Oddly enough, simultaneously, regular people and the financial system also benefit from this because there is less systemic risk caused by retards running Tiny Banks who will make any conforming loan to their friend at the country club because they can offload the risk (this was a HUGE problem in 08). Now that you have these Super Regional banks consolidating the small ones, you have more integrity in loan making and less corrupt or fraudulent bullshit.

Basically what I'm saying is that the money is in either finding the banks that will be bought out by larger banks OR finding the handful of medium sized to small banks in each region of the country that have a consolidation strategy - and simply buying and holding the shares for a long time.

Most of the time there is a Stock for Stock merger in these cases and as a result you can defer taxes for two, three or even four transactions and build substantial wealth. Like if you own 1000 shares of Tiny Bank and it gets bought by Small Bank, which gets bought by Medium Bank etc you can create some significant wealth.



(http://www.autoadmit.com/thread.php?thread_id=3851171&forum_id=2#35095114)



Reply Favorite

Date: January 6th, 2018 12:40 PM
Author: Razzmatazz institution

Ty brother, I'm putting 20k in on Monday morning

(http://www.autoadmit.com/thread.php?thread_id=3851171&forum_id=2#35095169)



Reply Favorite

Date: January 6th, 2018 2:23 PM
Author: Razzmatazz institution

Should I wait till after earnings to buy?

(http://www.autoadmit.com/thread.php?thread_id=3851171&forum_id=2#35095946)



Reply Favorite

Date: January 6th, 2018 2:25 PM
Author: Black nofapping trust fund

you should probably average in over a period of months or quarters - if you do want to buy in around earnings maybe buy half before half after

(http://www.autoadmit.com/thread.php?thread_id=3851171&forum_id=2#35095964)



Reply Favorite

Date: January 7th, 2018 4:59 PM
Author: Drunken honey-headed azn base



(http://www.autoadmit.com/thread.php?thread_id=3851171&forum_id=2#35103891)



Reply Favorite

Date: January 6th, 2018 12:46 PM
Author: Irate swashbuckling gas station rigor

Ty for this scholarship. Will investigate.

(http://www.autoadmit.com/thread.php?thread_id=3851171&forum_id=2#35095209)



Reply Favorite

Date: January 30th, 2018 3:59 AM
Author: peach station

Literally just placed a small order for OZRK based on this. I like this story a lot. You better be right. I WANT ASSURANCES!! :)

(http://www.autoadmit.com/thread.php?thread_id=3851171&forum_id=2#35275385)



Reply Favorite

Date: February 5th, 2018 7:28 PM
Author: peach station

LOL@me

(http://www.autoadmit.com/thread.php?thread_id=3851171&forum_id=2#35332845)



Reply Favorite

Date: May 19th, 2020 5:42 PM
Author: vengeful dun antidepressant drug space

wow, what a terrible call



(http://www.autoadmit.com/thread.php?thread_id=3851171&forum_id=2#40238442)



Reply Favorite

Date: May 19th, 2020 5:44 PM
Author: Buff affirmative action locus

lol i took a complete bath on OZRK after this thread

(http://www.autoadmit.com/thread.php?thread_id=3851171&forum_id=2#40238449)



Reply Favorite

Date: January 6th, 2018 11:40 AM
Author: stubborn dark office

when moon?

(http://www.autoadmit.com/thread.php?thread_id=3851171&forum_id=2#35094833)



Reply Favorite

Date: December 19th, 2018 7:27 PM
Author: Twisted ratface

Date: January 6th, 2018 11:14 AM

Author: Refunkulus (never count out a MUSCLE NUT)

OSTK

ISDR

CORE

OZRK

BOJA

(not investment advice)

(http://www.autoadmit.com/thread.php?thread_id=3851171&forum_id=2#37435846)



Reply Favorite

Date: January 6th, 2018 11:20 AM
Author: submissive flirting philosopher-king

MELI

WUBA

JUNO

SQ

PYPL



(http://www.autoadmit.com/thread.php?thread_id=3851171&forum_id=2#35094717)



Reply Favorite

Date: January 6th, 2018 12:39 PM
Author: vengeful dun antidepressant drug space

WUBA eems risky as fuark

(http://www.autoadmit.com/thread.php?thread_id=3851171&forum_id=2#35095162)



Reply Favorite

Date: January 6th, 2018 2:42 PM
Author: submissive flirting philosopher-king

lol i own crypto

(http://www.autoadmit.com/thread.php?thread_id=3851171&forum_id=2#35096053)



Reply Favorite

Date: January 18th, 2018 12:21 PM
Author: submissive flirting philosopher-king

just cashed in my JUNO chips. YNY

(http://www.autoadmit.com/thread.php?thread_id=3851171&forum_id=2#35183340)



Reply Favorite

Date: January 30th, 2018 12:06 AM
Author: submissive flirting philosopher-king

fuck i’m good

(http://www.autoadmit.com/thread.php?thread_id=3851171&forum_id=2#35274600)



Reply Favorite

Date: May 19th, 2020 6:11 PM
Author: dead contagious boiling water church building

lol. JUNO was taken over like a week later for an 80% premium.

my loose estimate is followin this guy's advice would have netted a 96% return. Fuck yeah.

(http://www.autoadmit.com/thread.php?thread_id=3851171&forum_id=2#40238628)



Reply Favorite

Date: January 6th, 2018 11:22 AM
Author: Plum out-of-control church nowag

I bought $2500 worth of Johnson Controls stock yesterday after they tanked that 4%. Its still a solid as fuck company.

(http://www.autoadmit.com/thread.php?thread_id=3851171&forum_id=2#35094730)



Reply Favorite

Date: January 6th, 2018 11:52 AM
Author: submissive flirting philosopher-king

not a growth stock

(http://www.autoadmit.com/thread.php?thread_id=3851171&forum_id=2#35094901)



Reply Favorite

Date: May 19th, 2020 5:43 PM
Author: Buff affirmative action locus

seems wrong

(http://www.autoadmit.com/thread.php?thread_id=3851171&forum_id=2#40238446)



Reply Favorite

Date: January 6th, 2018 2:30 PM
Author: razzle background story giraffe

just invest in the atomization of our social society. so anything virtual reality, anything that keeps you at home happy and alone, just invest in that.

(http://www.autoadmit.com/thread.php?thread_id=3851171&forum_id=2#35095996)



Reply Favorite

Date: January 7th, 2018 5:00 PM
Author: Cobalt Balding Set Cuckold



(http://www.autoadmit.com/thread.php?thread_id=3851171&forum_id=2#35103896)



Reply Favorite

Date: January 18th, 2018 12:24 PM
Author: Mind-boggling blue genital piercing

Went almost all cash in robinhood last week once RAD ticked up and I sold some other stuff. Now just looking for good targets for short term flips. If I get bored and the sp goes below 2.00 again I may go all in on RAD and hope for a double.

(http://www.autoadmit.com/thread.php?thread_id=3851171&forum_id=2#35183362)



Reply Favorite

Date: January 30th, 2018 3:59 AM
Author: slippery trump supporter

NGRDIK

NGRDIK

NGRDIK

NGRDIK

NGRDIK

(http://www.autoadmit.com/thread.php?thread_id=3851171&forum_id=2#35275388)



Reply Favorite

Date: February 5th, 2018 10:13 PM
Author: alcoholic stock car nursing home

Dat a NASDAQ stock?

(http://www.autoadmit.com/thread.php?thread_id=3851171&forum_id=2#35334262)



Reply Favorite

Date: May 19th, 2020 5:42 PM
Author: Vigorous free-loading parlour patrolman



(http://www.autoadmit.com/thread.php?thread_id=3851171&forum_id=2#40238443)