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<p>[QUOTE="baseball21, post: 6669386, member: 76863"]Macau is definitely a big part for them. I actually ended up passing on them and went with Penn instead and my only regret is not just buying as much as possible. Penn will probably benefit the most from the online gambling but I know MGM, Caesars, and some others are getting into the game too. </p><p><br /></p><p>What I liked more about Penn than those others is that the others have to pay a lot to advertise like DK and Fanduels giving them a high customers acquisition cost, where as Penn can spend basically nothing on advertising and gets a lot of it from their ownership stake in Barstool Sports. </p><p><br /></p><p><br /></p><p><br /></p><p>I thought some of them came back a little early too, but now I’m not entirely sure. There’s no cruises for instance, but every time they open one up for the future they basically sell out immediately. Air travel still lags but really that’ll take care of itself with the openings giving people things to do and a reason to use them.</p><p><br /></p><p>I haven’t bought anything that recently aside from apple after the split. It hasn’t done anything but I don’t really care right now. Every time it’s split it’s always been up in a year or two and once it starts taking off it’s a lot more expensive to get into. Couple years from now I have little concern that I’ll be happy with that double down point. </p><p><br /></p><p>I try not to wait for the highest high to sell or the lowest low to buy, you almost always end up selling for less or buying for more when you're trying to catch the peak. </p><p><br /></p><p>It’s definitely very true about small investors. So many people always buy when they should sell or sell when they should buy more. Once the lockdowns started I basically sold everything and then put it back not to long after when things were around their 09 levels while selling the coins I had that would be considered melt value to put more in. </p><p><br /></p><p>A lot of them even know are still solid long term buys, the return would just obviously be less with a higher entry cost. Wynn would probably be the exception as it's sitting not that far off from its normal time highs. A lot of the ones mentioned even when they seem to correct going down seem to just go right back up a week or two later.[/QUOTE]</p><p><br /></p>
[QUOTE="baseball21, post: 6669386, member: 76863"]Macau is definitely a big part for them. I actually ended up passing on them and went with Penn instead and my only regret is not just buying as much as possible. Penn will probably benefit the most from the online gambling but I know MGM, Caesars, and some others are getting into the game too. What I liked more about Penn than those others is that the others have to pay a lot to advertise like DK and Fanduels giving them a high customers acquisition cost, where as Penn can spend basically nothing on advertising and gets a lot of it from their ownership stake in Barstool Sports. I thought some of them came back a little early too, but now I’m not entirely sure. There’s no cruises for instance, but every time they open one up for the future they basically sell out immediately. Air travel still lags but really that’ll take care of itself with the openings giving people things to do and a reason to use them. I haven’t bought anything that recently aside from apple after the split. It hasn’t done anything but I don’t really care right now. Every time it’s split it’s always been up in a year or two and once it starts taking off it’s a lot more expensive to get into. Couple years from now I have little concern that I’ll be happy with that double down point. I try not to wait for the highest high to sell or the lowest low to buy, you almost always end up selling for less or buying for more when you're trying to catch the peak. It’s definitely very true about small investors. So many people always buy when they should sell or sell when they should buy more. Once the lockdowns started I basically sold everything and then put it back not to long after when things were around their 09 levels while selling the coins I had that would be considered melt value to put more in. A lot of them even know are still solid long term buys, the return would just obviously be less with a higher entry cost. Wynn would probably be the exception as it's sitting not that far off from its normal time highs. A lot of the ones mentioned even when they seem to correct going down seem to just go right back up a week or two later.[/QUOTE]
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