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    Who's been the biggest Asshat in the last year? Once again, only you can decide!
  1. Shonuff

    Investing General Discussion

    That's why I said supposedly. And yeah, home values are insane. I can't believe my house has doubled in the last seven years. I'd never pay the price for the house I'm in now.
  2. Shonuff

    Investing General Discussion

    So, since this guy's quotes keep popping up, I thought I'd look him up. How has no one made his life into a movie? He was a technician before there was TA. $100 million in the 1920s had to have been all the money in the world. He went bankrupt twice. He bought all the cotton in the US and...
  3. Shonuff

    Investing General Discussion

    Interesting. Supposedly 14% of all inflation is coming from used vehicles. Know any auto dealers right now? They are cleaning up. A friend of mine who is a car salesman told me to not buy a car right now. Dealers are marking up vehicles 100% here. You'd have to be desperate to pay 60k for...
  4. Shonuff

    Investing General Discussion

    Held and bought more through the panic. End of story.
  5. Shonuff

    Adventures with Lyrical: Buying a Business (REPOST)

    I don't want to totally endorse postcardmania, because they did screw up an order of mine once pretty badly. There was a time when I took everyone in our area that made over 100k a month and had them on weekly rotation. In a four week month, I'd hit 25% of the market every week. They screwed...
  6. Shonuff

    Adventures with Lyrical: Buying a Business (REPOST)

    Tmac, this may be what you are looking for. They claim they can mail your list, and then target them digitally at the same time. They may also be able to help with consulting. I may see what they can do for me digitally. Obviously, you are getting more headspace and frequency if you can send...
  7. Shonuff

    Investing General Discussion

    Hindsight? The data was there in November. Pretty sure I posted this here, but this was the first data that said omicron was weak, on Gottlieb and Tom Lee's feeds. And then if you listened to their statements on CNBC, they kept hinting it was going to be negligible. I bought in December...
  8. Shonuff

    Adventures with Lyrical: Buying a Business (REPOST)

    I fully believe in targeting. This week, we've only had 8 customers call, and have sold just under 20k in service fees. We closed every ticket, I believe. Its always slower this time of year. Hell, when I bought the company, they were doing 25k the entire month of January. We start our TV...
  9. Shonuff

    Adventures with Lyrical: Buying a Business (REPOST)

    So then you could: - send them mailers monthly - target them digitally (postcardmania claims they target anyone you send a mailer to) - add a FB pixel to your site, and then set up remarketing campaigns on FB/Insta/Google - target decision makers on LinkedIn - geotarget the buildings of...
  10. Shonuff

    Investing General Discussion

    I'll hold onto my trade a bit longer, and then keep my core position. I'm not second guessing you, thats a decision I made last month.
  11. Shonuff

    Investing General Discussion

    https://www.thestreet.com/markets/boeing-stock-leaps-on-report-737-max-to-return-to-service-in-china?puc=_htmlmdb_pla&cm_ven=EMAIL_htmlmdb&tstmem=&utm_source=newsletter&utm_medium=email&utm_campaign=MDB&utm_term=Boeing%2BStock%2BLeaps%2BOn%2BReport%2B737%2BMAX%2BTo%2BReturn%2BTo%2BService%2BIn%2B...
  12. Shonuff

    Adventures with Lyrical: Buying a Business (REPOST)

    OK, I vaguely remember now. Can you get a list of the company names, either through search, or the association, and then have a list of names to target, through direct mail? I did send you my guy's name, it might be worth a call.
  13. Shonuff

    Adventures with Lyrical: Buying a Business (REPOST)

    You dismiss the idea lightly. What size property is your average customer? Maybe you could target them based on size. Also, you said 300 customers per state. Maybe you could target certain areas where people needing forestry would be more prevalent. I know in my area, there are areas where...
  14. Shonuff

    Investing General Discussion

    Except we knew from the waste studies in South Africa that omicron would never be do anything. Gottlieb and Tom Lee were dropping hints in November, and posting data. No one should be surprised that omicron has had close to zero impact, the data was there in November. At what point is there...
  15. Shonuff

    Investing General Discussion

    Yes, and how did your 12-12 trade go? The one where you placed bets on it all going down, and then they went up 13%? At some point, there is max fear. You can't keep going with the masses forever. If the rest of the market wants to be insane and miss it, be my guest. They are buying back...
  16. Shonuff

    Investing General Discussion

    My thesis didn't change, the rest of the world freaked out over a virus that millions of people got, and one death occurred. That's why you are seeing traders falling over themselves to recommend travel plays for 2022. How many upgrades and notes from brokerage houses have you seen issued...
  17. Shonuff

    Investing General Discussion

    And fuel is a concern, for sure. Which is why I bought more Chevron and XLI.
  18. Shonuff

    Investing General Discussion

    I added mid and the end of December. Look at the charts on BKNG, XLI, XLF, banks and other travel plays since then. Right when South Africa omicron cases were starting to show a decline in waste. Its just overblown. The WHO reported yesterday that of the 38 countries reporting omicron data...
  19. Shonuff

    Investing General Discussion

    Below is what you said on 12/12. JETS went up almost 13% since then, and I bought more reopening plays since then. I'm good. I bought oil, banks, loaded up on MA, BKNG, etc on the dip. Look at the rebound on all of those into 12/12. You shorted into max fear, I told you I'd take the...
  20. Shonuff

    Adventures with Lyrical: Buying a Business (REPOST)

    Farmers? Or something else? I'd call them, and ask them if they have anyway to target that customer directly. Maybe they could check zoning, or large plots of land, or maybe they have in the system that someone flagged themselves as your target customer. I'd work with them, and be creative...
  21. Shonuff

    Investing General Discussion

    Gottlieb says it may peak in February. We'll see. My bets are placed, I have probably 140k sitting in airlines, cruise, banks, oil, hotels, ABNB and MA.
  22. Shonuff

    Investing General Discussion

    I'm holding until it gets completely cleared in China (the rumor). Could probably let it run a couple of more weeks.
  23. Shonuff

    Investing General Discussion

    Double beat. No one has stopped traveling. https://www.benzinga.com/news/earnings/22/01/25034295/delta-air-lines-stock-gains-after-q4-results-expects-strong-spring-summer-travel-season
  24. Shonuff

    Investing General Discussion

    Now you can trade with the real insiders LOL https://www.benzinga.com/news/22/01/25015596/exclusive-unusual-whales-creates-nancy-pelosi-etf-so-you-can-track-her-trades?itm_source=parsely-api
  25. Shonuff

    Adventures with Lyrical: Buying a Business (REPOST)

    No problem. All of the mailing companies can pull your target customers by demographic. At least the decent ones. Postcardmania claims to be 80% accurate. We actually tested HHI by looking up home values, and they were probably 95% accurate. You can sit there and try to target...
  26. Shonuff

    Investing General Discussion

    I remember one Analyst downgraded a stock I was trading, and he had a return of -10% on his picks. Literally, if you shorted his buys you were golden. And I take more to heart an Analyst that is ranked in the top 10% versus the guy that is in the bottom 10. It used to be that the Analyst was...
  27. Shonuff

    Adventures with Lyrical: Buying a Business (REPOST)

    I don't call out of the blue. If I have an address, I use postcardmania and they send mailers to them. Direct mail needs to be done monthly to get a decent return. I get more mileage from mailers than calling. Right now, I have a mailer targeting the top 1,800 most expensive homes in the...
  28. Shonuff

    Investing General Discussion

    I don't know that Analysts are useless. I always look at tipranks to check their track record. The guy that has a price target of $90 has a poor record. If you followed his picks last year, you underperformed by about 20%. I always filter out the Analysts with crap records. Some of these...
  29. Shonuff

    Adventures with Lyrical: Buying a Business (REPOST)

    Tmac, how your past customers say they found you?
  30. Shonuff

    Adventures with Lyrical: Buying a Business (REPOST)

    Of the above, I've done everything but LinkedIn and geotargeting, but these are next on my list. I just finished a 10k job, and they wrote a check right when the job was done. I like high HHI people. I don't want to talk to someone that is going to complain about price. I don't want to talk...
  31. Shonuff

    Adventures with Lyrical: Buying a Business (REPOST)

    So, Marketers always want to know how people found them. I'd get on the phone and call people, and see how they found you. You can then adjust ad mix from there, based on what they said. Screw print, no one reads anything paper related. We cut all of that, and business went up (because we...
  32. Shonuff

    Adventures with Lyrical: Buying a Business (REPOST)

    I'm going to post this here, Tmac, if you get offended, I'll delete it. It's important. I used wordstream for years, but now they've said unless you guarantee 5k spend in one social media channel every month, you don't qualify. I stopped with them. To be honest, if we get too busy, I turn...
  33. Shonuff

    Investing General Discussion

    Good idea. I probably should use those more anyway.
  34. Shonuff

    Investing General Discussion

    So I thought energy and financials would be a decent swing trade three weeks ago. Since then, they are up 13% and 6 in that timeframe. Kind of wondering if I should sell, or hold. I see today everyone is stumbling over themselves to recommend energy as a buy. Thoughts?
  35. Shonuff

    Investing General Discussion

    Energy got way too low. I said that last month. Has been a good trade so far.
  36. Shonuff

    Investing General Discussion

    I wasn't expecting it because it was for his confirmation, versus their normal meetings. In retrospect, I should have sat on my hands. Normal meetings, I stop trading two hours before. I landed the plane, it wasn't pretty, but the plane landed green.
  37. Shonuff

    Investing General Discussion

    $483 in an hour on BABA (real trades). I got overconfident, at one point, I was up 1,500. It got super choppy during Fed speak. I wasn't expecting that. Still can't believe I opened the month with a 3,700 loss the first two days, but I'm in the green for the month now.
  38. Shonuff

    Investing General Discussion

    I just don't find politics that interesting. Take the quote for what it is. Or don't.
  39. Shonuff

    Investing General Discussion

    Sorry, I don't know anything about his politics, its a good quote. I really don't keep up with politicians.
  40. Shonuff

    Adventures with Corndog: Corndog's Fish Store

    I don't even talk to anyone in my industry. Misery loves company. All they do is try to pry you for ideas, and then lie about their actual numbers. Hell, we had a competitor bragging about how he won a 54M government contract. But we talked to the bidders to see where they were, and it was...