I'm not really 100% sure on what this means and if these terms are different from each other. I've heard a unit is a % of your bankroll (not sure if this is correct) and this is probably a stupid question but what is meant by bankroll and is a wager the same meaning?
Yang saw his odds shorten to 14/1 this week (that's a good thing). It’s the shortest he’s been and it put him ahead of Harris (20/1) in terms of betting favorites. Unfortunately, once word broke Yang will do something unprecedented during tonight’s debate, his odds moved back to 20/1 today.
Faceit Lan Finals - Crazy tournament. How has it been to you in terms of betting?
I am completely stunned by the tournament so far. Lost of huge upsets (Example: Ibp vs LDLC), Dignitas playing so bad, ibp first lan finals on europe etc. I want to know how it has been to you guys in terms of betting? Lost a lot in a all in in heavily favoured? Win a lot in a underdog? For me, it has personaly been excelent. Only bet on those who i was sure, and i am 6/6, and not betting on the final. http://gyazo.com/25d49d285fa162cf97c3d9ef06c9e2ba http://gyazo.com/b403c5c700a5ed39bb6f105396b6c578 What about you? Good tournament, best tournament? How has it been? EDIT: 1 more win for me... ended up all in on fnatic! 7/7... just love it!
Can't Teams DDOS Themselves? My Theory in terms of Betting.
From what I understand, DDOS requires someone's Skype information simply. So why can't teams supply their Skype information to someone else running a bet rigging scam. If the rigged team is winning, they will be DDOS'd by their friend who is placing bets against them. When a member or two is down, the other team has a much greater chance of winning and with it, there would be no suspicions that the losing team purposely threw the game, it was caused by a "DDOS".
What kind of volume in terms of bets are you putting in on a yearly basis?
For those doing this on a semi-pro+ basis, what's your volume like - and how seasonal is it? Personally I'm at around 6k bets/year spending around 1-2 hours on avg every day highly skewed towards the weekends. And the summer is close to dead except for when there's major championships like the euros.
With the Mayweather/Pacquiao, Kentucky Derby, and NBA Playoffs, how much money will be moved around in terms of bets this weekend in Vegas?
This seems like a perfect storm for vegas in terms of people placing bets. I'm just wondering a rough estimate of how much money will be moved around at the end of the weekend when all's said and done.
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Theater general reflection, thoughts, grievances, dalao panels, etc
Since EN sever is going to wrap its first Theater in under 4 hours, I think this is a good time to look back and see what went right and wrong. Reminder that since it's going to wrap within 4 hours you should really dump all your resources and your drones before you forget. If you hate fiddling with armory to look up which Dolls has what, better hop into your Theater formation and take off everything before Theater shuts down. I've been kind of dreading Theater because of the occasional mentions of it in the lounge thread. It sounded like a royal pain in the rear: you need all sorts of units so the collect 'em all approach was encouraged, big scary enemies such as eurobeat tanks, players basically backstabbing each other, and other fun stuff. When the actual event came, it wasn't that bad for me personally. EN turns out to be tripping over each other trying to help the other players by constructing everything. Too brainlets to backstab. First day overwhelming investigation in area A, definitely saw that one coming. The initial learning curve was a bit rough, but manageable. But I'm also the type that reads up on guides so... Personally strongly prefer this over the ranking maps. It's short. It doesn't eat up resources. I don't need to read a 30 page prep guide on how a map works. Most of the enemies are something you've already seen before except for some of the beefed up SF units. Brutes and strikers are the banes of my existence in this event. I was also sweating a bit when I saw Dinergates mixed in with the souped up Prowlers. Not to mention the reverse Tarantulas and Manticores combo in one of the earlier node. That was some grade A trolling. Theater Gundams and tanks were manageable compared to the CT ranking baloney so I wasn't too stressed. Pretty satisfied with where my ranking is. Watching the dalaos lose their sanity over EN behaviors and trying to predict betting was hilarious. In terms of betting, I think I did ok. (Praise the pencil dice) Personally I hate betting and would rather they take this thing out entirely, but it's here to stay so ¯_(ツ)_/¯ Betting also had brought out some really nasty people. I was going over the past theater betting episodes I missed, Cleista mentioned getting harrassed with hate mails in DMs and comments. People were even trying to dox the folks participating in the betting panel. What the what!? I really do appreciate what the veterans are putting out for us casual brainlets who copy paste shit without really processing why. It's really disheartening to hear about people who would be such little shit. I have some really strong choice words for such ... redacted, but to remain reddit safe they won't be written out. How did the rest of you do? Overall satisfied with your own performance? What was the method to your betting? (Ask a vtuberoll a dice/follow the betting panel/ask your sibling/etc) What was the biggest draw or deterrent for you in this event? Did you read any of the fan created guides on theater? Give those fellows a wave and send them some words of appreciation if you did. A bit of recognition can really make someone's day. Many thanks once again to the hard-working folks who put together the Theater guides and participated in the sanity draining betting panels.
My Analysis of Snapchat (NYSE: SNAP) - a long term bet on innovation
Hey everyone, here is my take on SNAP (NYSE). Pls let me know your thoughts (supporting/ conflicting) etc. or if there's anything else I need to cover. This is just my opinion of the stock and I could definitely go into way more detail...
🔥 Investment Thesis
Snapchat has the potential to become the first Western Super App
Snapchat is a bet on innovation, and that innovation wins in the end
Snapchat is leading the way with augmented reality and is a long-term hardware play
(1) Snapchat has the potential to become the first Western SuperApp
On June 11th, Snap announced Minis. These are micro applications that third-party devs build for people to use inside of Snapchat.
Snap is starting with 7 Minis with some big partners including Headspace (meditate with friends) and Coachella (coordinate your festival line-up with friends).
We can look at the success and misfortunes of other companies who have launched micro applications to see if this is a good move for Snap:
Hasn’t grown much beyond Sticker packs… and certainly nowhere near as big as WeChat Mini Programs
Evidence of Success: Snap has killed it since opening its platform up to developers. Out of 800 apps integrated with Snapkit, 20 are in the top 100 of the app store at the moment. Snap Games have also seen a successful start with over 100 million users since they launched last year. I expect similar success for Snap Minis, and ultimately for them to follow the path of WeChat.
Snap becomes stickier: If Minis are successful, it’ll make Snapchat very sticky. Why would people leave the Snap app when so many other convenient services are offered on it? Snap previously made their app sticky with Snap streaks, and now they’re going to make it even more so with Snap minis.
Growth opportunities: If everyone is using Snap Minis to plan, shop, and socially book tickets together, non-users will be persuaded to download Snapchat to access these programs specifically.
Revenue diversification: Snapchat has a huge opportunity to diversify revenue beyond adverts and brand partnerships, by taking a cut of revenue spent through e-commerce Snap Minis (see above: $115BUSD spent through WeChat mini-programs in 2019).
(2) Snapchat is the most innovative social media company
This is pretty clear from all the news articles released about Facebook copying everything Snapchat does
(3) Snapchat is leading the charge with Augmented Reality and is a long-term hardware play
Leading the charge into Augmented Reality:
According to Mordor Intelligence, the Augmented Reality market is expected to have a CAGR of 152% between 2019 and 2020, and the user base for AR technologies is also expected to grow beyond 1 billion by 2025.
Researchandmarkets.com is more bearish, estimating the size of the AR market to only grow at 44.74% (still ridiculously high) to USD 27.44 billion by 2025, up from USD 2.98 billion in 2019.
Snap is positioning itself to take a large proportion of the consumer-facing AR market.
More than 170 million people use Snapchats Augmented Reality tools daily
Snap recently announced an AR tool called Scan that allows people to digitally interact with anything they see with their iPhone camera
Snap was rated as the #1 most innovative V AR company of 2020 by Fast Company, and if they can use this to capture a large proportion of the consumer AR market (27.44B in 2025 - see above), their revenue and valuation could be off the charts in the medium - long term.
Long-term hardware play
Following the iPhone and subsequent Android smartphone releases in the past decade, AR glasses have long-believed to be the next major hardware step in computing that will change the way we interact with the world
Evan Spiegel (Snapchat CEO) believes we are unlikely to see mainstream AR glasses for another 10 years
In an interview, Evan Spiegel stated “Spectacles, because they’re a new type of camera, they’re still event-based in terms of usage. You go on a really cool trip, you’re playing with your kids, whatever it is — and you want to represent that moment in a totally new way, from your perspective in 3D. So for now, I do think it’s going to continue to be an event-based product.But what’s really exciting is that over time, we’ve seen the capacity for these cameras to evolve from event-based products to products that are used all day long. So, I think we’re just on that journey with Spectacles. And we’re fortunate that we can continue to invest along that path to get there.”
While open to interpretation, this could mean that Snapchat is investing in Snap Spectacles, with the aim they will eventually become AR glasses armed with Snapchats AR software to compete with Apple’s much-anticipated equivalent.
EVEN MORE INTERESTING: On top of Snap’s augmented reality software capabilities, Snap has also announced voice-enabled lenses called Voice Scan. This is similar to Apple’s Siri or Amazon’s Alexa.
Voice could potentially be used as a control-mechanism for AR glasses later down the track
My Take: AR glasses seem to me like an inevitability, however, whether or not Snapchat create them is a pretty huge speculation. However, the upside of this speculation could be ridiculous. Using the case of Apple and the iPhone as an example:
When Apple announced the iPhone on the 9th of January 2017, its stock price was $11.94USD. Since then it has appreciated over 2500% to $352.08USD. Apple’s market cap was less than $80B when it announced the iPhone, today it is $1T.
If AR achieves a similar reach, then the dominant AR hardware company could see similar success to this.
“If you can create something that is so beautiful and simple that the only thing other people can do is copy it exactly, that is the most fantastic feeling. It is the most fantastic thing in the entire world.”
Snapchat won’t become profitable
One of the biggest tests for Snap will be figuring out a monetization model beyond advertising. No one has cracked this outside of China yet, and Snap’s messaging network of close friends makes it possibly the best positioned to do so.
Snap spectacles suck..
They do suck, but as mentioned above they could simply be a step in the process of getting to full AR glasses.
Snap is already huge ($23B company), it won’t grow much more
Snap has the long-term potential to be the size of any of the top consumer tech companies. Apple $1.47T (51x Snap), Google $964B (33x), Facebook $653B (23x) and Netflix $184B (6x).
Before investing, make sure you read Snapchat’s prospectus and yearly reports to see more risks.
Amongst the 35 analysts that cover Snap, the average target price is $18.66
At the current price, the consensus is Snapchat is marginally overvalued. However, with plenty of positive information being released at the Snap Partner Summit, this could change when analysts next update their ratings.
Worth digging deeper if you’re a patient investor, looking to buy and hold for the long-term (minimum 5-10 years)
Could crash again like in 2018 if Snap fails to execute mini-apps etc. or if young generation has a fundamental shift to another social network
Disclosure: I’m long SNAP through underlying equity, but not that long… it represents a very small proportion of my overall portfolio. Everything expressed in this newsletter is personal opinion based on personal research. I’m not a trained professional nor a financial advisor, and this is not a suggestion or recommendation as to how to handle your money. Make sure to always do your own due diligence. I shall not be held liable for any losses you may incur for investing and trading in the stock market. Be careful my dudes and don't buy short-term call options on SNAP - this baby is a long-term play.
Iowa is a Toss Up: Here's Why you Shouldn't Let Up and Direct All Your Efforts There if you Can
Hey all, Don't mean to scare you, but I'm seeing way too much overconfidence on this forum in the form of looking towards other states "once we win Iowa". As of right now, while Bernie is one of the most likely to win Iowa, the field still has a greater chance. I've been studying the polls and their cross tabs . So here's why:
While we may have a high first round number, there are a lot of ways things can realign in subsequent caucus rounds which prefer other candidates such as Warren and Biden. Unfortunately, I'm seeing a much less convincing arguments for Bernie's gains in the second round.
Different models have different turnout projections, no one knows exactly what turnout is going to be. We live in a bubble of excitement, but the situation on the ground is much harder to assess. I've been in Iowa for nearly a week now and I can attest to this.
Biden SuperPacs are spending nearly 4 million this week on pro Biden and anti-Bernie ads this week.. greatly outspending the rest of the competition. This is important because overall among people polled Biden has the most support according to NYTimes poll. The difference is many of these people said they wouldn't be caucusing. But if they get riled up that could change.
Again, I still think Bernie is the most likely to win out of the candidates (slightly edging Biden). But if you had to take the field over Bernie the field still wins in terms of betting odds. I just feel like there has been a narrative that Bernie is expected to win, to then downplay the boost we get from winning and demoralize when we don't. The truth is we are still an underdog relative to the field. Volunteer, phonebook, get out to Iowa if you can. You have an incredible opportunity to change the course of the world this week. EDIT: See a lot of responses on you guys driving up to Iowa this weekend. Awesome! If possible, try to get out to some of the field offices in the West or Central Iowa. There are tons of buses coming into Cedar Rapids, and probably other offices in closer to the west, so they will probably need you less.
Even if you are not interested, help me figure out the terms. what do you think of a $20 bet that Nav Bhatia will be at one game, courtside or not, in physical attendance, in at least one game before the playoffs are over, and the champion is named. How would you bet too? I just want to add, he was inducted into the NBA hall of fame as a fan, which is enormous. He could still do a covid 19 test and quarantine for 14 days and be a part of the bubble. If not an even $20 bet to another $20 bet, what would should be the odds?
@Reuters: ICYMI: BP wipes up to 17.5 billion dollars off the value of its assets after cutting its long-term oil and gas price forecasts, betting the shutdown will cast a lasting effect on energy demand https://t.co/3IHGSN1mwn
@Reuters: WATCH: BP wipes up to 17.5 billion dollars off the value of its assets after cutting its long-term oil and gas price forecasts, betting the shutdown will cast a lasting effect on energy demand https://t.co/eT7LlZiTmQ
@Reuters: ICYMI: BP will write off up to $17.5 billion from the value of its assets after cutting its long-term oil and gas price forecasts, betting the shutdown will cast a lasting chill on energy demand and accelerate a shift away from fossil fuels https://t.co/8KH7LqZMNS
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