Ako-investovať - fórum

jonatanus

ahojte kamarati,

netusim, sice, ci sem chodia aj nejaki programatori, ale kedze tu je tato vyborna nova kategoria, tak si trocha zaspamujem:

hladame full-time frontend kodera do finvizu (charty hlavne)

co ponukame: mlady, dynamicky kolektiv, aj gastrolistky vybavime ak bude treba!

jd@finviz.com

jonatanus

tak tu mame ~1000%.. len trebalo kupit na dne a vydrzat

edit: dneska zatial dalsich +40%

jonatanus

napr: Deal Size, Acquisition Premia and Shareholder Gains There is compelling empirical evidence that large acquisitions destroy more value for shareholders of acquiring companies. BusinessWeek (2002) reports that 61% of merger deals worth at least $500 million end up costing shareholders. Similarly...

jonatanus

aka bude tvoja konkurencna vyhoda? ked mas milion podobnych obchodov, ktore na rozdiel od teba maju veci skladom, preco by mal niekto nakupovat u teba? budes mat unikatne produkty? budes podstatne lacnejsi?

jonatanus

honzajs, sak ty si seriozny clovek, preco si kazis meno tymi srackovymi reklamami typu "honem vydelavejte miliony"? juggler ma pravdu, keby sme ta nepoznali, tak ti to tu rovno presunieme do "Potencionálne podvody, pyramídy, podozrivé subjekty a nevýhodné produkty". to by si toho o tolko menej preda...

jonatanus

zobral som nano akcie (<$50mil) zo zaciatku 2016 (604 akcii) a spocital YTD vynos: priemer equally-weighted: 12.87% (vs russell 2k eqw 13.24%) priemer mktcap-weighted: 6.64% (vs russell 2k 10.19%) median: -1.31% zhodnotenie nad 100%: 53x zhodnotenie nad 300%: 10x zhodnotenie pod -50%: 54x zhodnoteni...

jonatanus

market cap tych nano akcii v 2011: 33,701mil -> tie iste akcie v 2015: 57,848mil => 70% za 5 rokov

(teraz som si neni isty ci v tych nano akciach nesu zahrnute aj otc-cka, musim to pozret)

jonatanus

parada... ako si ich vyfiltroval? skusam nejake statistiky, v tych datach je kopec chyb, ale celkovo to asi sedi a neni to velka slava (vid obrazok). je to od zaciatku 2011 do konca 2015, podla marketcapu v tom 2011, kolko akcii v akej kapitalizacii skoncilo na nule (delisted), kolko % skoncilo plus...

jonatanus

toto sice uz neni smallcap ($7b), ale paradny graf.. obycajna pizzerka

jonatanus

TST uz je zase nano cap, sleduje niekto? celki sranda co sa tam posledne roky deje... vyzera to neskutocne lacno, akorat je tam investor s $55 million liquidation preference (momentalny market cap $38mil, z toho $28mil cash :D ) a management nevyzera, ze by velmi tusil jak organicky vyrast... plus c...

jonatanus

dnesny este-vcera-nano-cap:

jonatanus

PLBC - turnaround, v zisku, mktcap 50mil (nano), p/e 7.5, mierny rast
nepozeral som podrobne, mozno tam bude zopar hacikov, okrem prakticky nulovej likvidity

jonatanus

inac, pokial cely kos tychto srackovych akcii ma performance na urovni sp500 (resp. teoreticky mal mat lepsi), tak myslim, ze by tam mala byt sanca najst v tych hovnach aspon polohovna. asi tazko lepsie ocenime google alebo apple voci milion fondom, ale teto srackove small crap akcie, nelikvidne, s ...

jonatanus

dneska opacny pripad

jonatanus

tak obcas sa najde aj nieco taketo v tych srackach... equally weighted to moze mat dost vplyv, aj ked jak tie akcie prechadzam, to su same sracky 2 tyzdne pred delistovanim... http://www.marketwatch.com/story/allergan-is-paying-a-stunning-500-premium-to-buy-a-clinical-stage-biotech-2016-09-20" oncli...

jonatanus

cca 3200 small cap akcii (<2bln mktcap) zoradeny podla dlzky historie, resp. ipo datumu... cca 45% akcii je <= rok 2000 cca 60% akcii je <= rok 2006 cca 70% akcii je <= rok 2010 a asi len 15% je z 2014/2015/2016 - teda nieco typu nedavne IPO, ale to mozu byt aj spin offs, atd. toto startupy rozhodne...

jonatanus

pozeram trocha jak skombinovat startupove investovanie s burzou, ved logicky male firmy musia mat lepsi vynos jak velke, kto by inac do nich investoval... prve co cloveka napadne je, ze tam budu hlavne IPO-a, ale jednak ich tam az tak moc nebude, ked priemerna IPO valuacia je napr. podla tohto clank...

jonatanus

este stale veris ze sa v tych srackach daju najst pouzitelni traderi/strategie? :) http://forexmagnates.com/currensee-launches-trade-leaders-hedge-fund-first-look/" onclick="window.open(this.href);return false; Currensee launched a miniature hedge fund in the form of PAMM in Nov 2011, primarily targ...

jonatanus

neviem ci ste zachytili, docela sranda:

The company was acquired by Oanda in 2013, who decided to close down the service a year later in Oct 2014.

http://forexmagnates.com/oanda-shuts-tr ... ic-review/" onclick="window.open(this.href);return false;

jonatanus

caute, s filipovym dovolenim si tu trocha spravim reklamu, ked uz mu platim miliardy za ten banner napravo (HAC) :D chystame novu verziu finvizu a hladame ludi, konkretne napr: backend developer/devops c#/iis/mssql (4mil pageviews denne) frontend developer customer support sales praca v mladom dynam...

jonatanus

The Day I Lost a Sh*t-ton of Money, Part I
http://ptotrading.blogspot.sk/2014/11/t ... art-i.html" onclick="window.open(this.href);return false;

jonatanus

http://www.businessinsider.com/richest- ... 014-9?op=1" onclick="window.open(this.href);return false;

jonatanus

tyve ladis

gratulujem

jonatanus

Fact, Fiction and Momentum Investing
http://dorseywrightmm.com/sites/default ... 435323.pdf" onclick="window.open(this.href);return false;

jonatanus

toto je tiez dobra knizka k teme
Dark Pools: The rise of A.I. trading machines and the looming threat to Wall Street

jonatanus

lewis ma novu knizku Flash Boys http://ecx.images-amazon.com/images/I/41l2m%2BJ9y7L._BO2,204,203,200_PIsitb-sticker-v3-big,TopRight,0,-55_SX278_SY278_PIkin4,BottomRight,1,22_AA300_SH20_OU01_.jpg gut citanie o hft... tu je s nim rozhovor http://www.cbsnews.com/videos/lewis-explains-how-the-stock-mark...

jonatanus

dnesny stav HFT
http://www.brattle.com/system/news/pdfs ... 1390328382" onclick="window.open(this.href);return false;

jonatanus

For the Love of Money
http://www.nytimes.com/2014/01/19/opini ... .html?_r=1" onclick="window.open(this.href);return false;

jonatanus

madoff: http://video.pbs.org/video/1122731028/" onclick="window.open(this.href);return false;

jonatanus

SAC: http://video.pbs.org/video/2365150175/" onclick="window.open(this.href);return false;

jonatanus

jaroslav80 napísal:- odmena pre FUQU bola dohodnuta na 6% z cisteho zisku kazdeho vyherneho betu

nechapem. nechapem jak moze byt niekto tak sprosty aby toto akceptoval a tak vyjebany aby toto ponukal.

jonatanus

http://pythonsweetness.tumblr.com/post/ ... 45-minutes" onclick="window.open(this.href);return false;

jonatanus

How The Economic Machine Works by Ray Dalio
http://www.youtube.com/watch?v=PHe0bXAIuk0" onclick="window.open(this.href);return false;

jonatanus

http://www.avc.com/a_vc/2013/04/we-didnt-know-what-we-had.html" onclick="window.open(this.href);return false; Hahaha. I wish we weren't. We moved from Equinix to Amazon Cloud in '12, saving $1m plus. Now we are working on Wordpress CMS authoring, which will let us be more Stocktwits like in scaling ...

jonatanus

http://elite.finviz.com/chart.ashx?t=TST&ty=c&ta=0&p=m&s=l docela ziram co tam ti majstri robia, ze na $50mil revenues nedokazu vygenerovat aspon nulu, ale je to uz tak lacne... aj ked ne-uplne-bezproblemove, vid napr. http://seekingalpha.com/article/1705212-read-seeking-alpha-consider-investing-in...

jonatanus

The Great Tesla Rotation: From Institutions To Retail Bag-Holders http://www.zerohedge.com/news/2013-09-28/great-tesla-rotation-institutions-retail-bag-holders" onclick="window.open(this.href);return false; http://www.zerohedge.com/sites/default/files/images/user3303/imageroot/2013/09/20130929_TSLA_...

jonatanus

http://www.etrend.sk/140-znakov-uspechu?order=najlepsie" onclick="window.open(this.href);return false; ked som mal 15 hlasov ma zresetovali, takze teraz by som mal byt stale prvy a mat 33. (hlasuje sa cez ten modry button a da sa dokonca hlasovat za viacerych, takze mozte aj za filipa aj mna ;) a do...

jonatanus

Anton Kreil interviewed at Cass Business School
http://www.antonkreil.com/anton-kreil-i ... ss-school/" onclick="window.open(this.href);return false;

jonatanus

jonatanus napísal:ked skonci cohen v base koli insider tradingu, tak prakticky cela hedge fund smotanka skoncila... uplne cela... miliardy im sice ostatnu (tym co neskoncia v base), ale uz to bude definitivny konec prupovidok o genioch..

SAC Capital Is Indicted, and Called a Magnet for Cheating

jonatanus

SEC Charges Texas Man With Running Bitcoin Ponzi Scheme

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