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Bull case (🐂)

The Great Wealth Transfer

Over the next few decades I think wealth will transfer from the boomers to the millennials. Millennials are the generation that use Robinhood the most. They have brand recognition and they operate in traditional markets and in the new Bitcoin market. The app is very easy to use and they are constantly adding products and features to their application. If they can realize the scam shitcoins are and adopt a bitcoin only strategy and start to acquire bitcoin and offer bitcoin financial services they can easily gain market share and capture that incoming wealth from millennials into a powerful financial services platform.
Robinhood already revolutionized investing by making trading fees for stocks zero. Once they brought this to the market legacy companies like Vanguard and Fidelity had to follow suit to compete.

Bear Case (đŸ»)

They don’t have much of a moat. The legacy system can easily catch up and steal market share from them. Plus if the bitcoin economy doesn’t take off this will hurt Robinhood’s growth in the digital asset space. Other negatives include the debacle they had with GameStop and turning off the buy button selling tons of shitcoins that can eventually lead to frauds and scams that can land them in court from individual users or the government itself.

Conclusion

I have a small position in HOOD which did pretty well for me as the stock was up almost 200% in the calendar year 2024.
But it is still down about $0.75 from its IPO price of $38.00 back in. July 29, 2021 but I think over the next 20 years Robinhood will be the de facto brokerage that younger generations will use for both traditional and digital investing.
This is what we got. Indie stocks at 50 bucks. It's available in India.
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85 sats \ 0 replies \ @ek 1 Jan
I just want to say I really like these stock analysis posts you’re making! I never got into stocks so reading your analysis and see if they are convincing or not is very interesting to me.
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now, that's a provocative title if I ever saw one
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I admire your conviction n gumption that enable you to discuss stocks in a BTC forum like a BOSS
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Thanks. We must not forget companies take on huge amounts of risk to bring value to the world. I am trying to show bitcoiners that it is okay to INVEST in companies that are working on things that you think will make life easier for us all.
It is easy to get caught up in gains and becoming hungry for fiat gains. It’s only natural but you can also find good companies that do great things.
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Thanks for sharing, solid takes. Diversity preserves wealth but condensation grows it if you can pick just one big winner!
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I get robinhood is popular with younger investors and is an easy and user friendly way for people to start investing but do you think the product is sticky enough that when these investors get older they still use it?
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It depends on the products they bring to market. I think so the other mobile investment apps are just terrible. But that’s why I think they can fall short of their growth. It’s easy for people to switch .
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I have never used their product so I can't really comment.
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I was a power user. Then I deleted it in protest of them during the GameStop event. But after using other apps it just wasn’t as user friendly so I came back and I enjoy the platform.
Like they do bitcoin very well. The fees and the market price are transparent. They announced they were going to add the lightning network during the 2023 bitcoin conference (it may have been the 2022 one) but it’s still not available yet.
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One thing I would be interested in potentially is using it for is options. I don't have a tradfi options account anymore and they are a pain in the ass. I hear it is very easy on Robinhood.
I wouldn't do it now but during the next bitcoin bear market I wouldn't mind buying some long dated calls.
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Yeah Robinhood makes buying and selling options very easy. That is another reason why I went back to using Robinhood. Trying to buy and selling options on fidelity was very confusing for me.
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Robinhood has a friendly interface for trading options. Or rolling over lol
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Yeah it's a pain in the ass with Tradfi.
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Why would you return after the GameStop incident? Aren’t you concerned that such a thing could happen again?
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Specially when those young 'investors' eventually learn that fiat is a ponzi and stocks are part of it.
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Maybe I’ll grab some I bought a lil bit of Coinbase at 35 and it went up to 130 a share should of bought more
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I like the presentation of your post.
But for real, who needs Stocks when Bitcoin already exists? Does anyone honestly thinks Robinhood can outperform btc?
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That’s not the point. Robinhood is a business that performs a service. On a bitcoin standard they can still provide great services.
Owning stocks is a fundamental pillar of capitalism. I use my excess capital to own a business that is taking on tremendous risk to bring services to the market that I would like to use.
Wall Street and the fiat mindset has made owning stocks all about gains.
Bitcoin is for saving. Stocks are for investment
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Bitcoin is for saving. Stocks are for investment
Bitcoin fiat at the time of this comment: $94.000 Robinhood stock at the time.of this comment: $37
@remindme in 1 year @remindme in 2 year @remindme in 3 year @remindme in 4 year @remindme in 5 year
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they can still provide great services.
Do you remember what happened with GameStop and AMC ?
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Yeah GameStop is a video game retailer and AMC shows movies. Both are struggling entertainment businesses. With Covid and inflation their business models are failing plus GameStop been struggling before COVUD due to the digital sales of video games.
Gambiling and social media is the reason anyone even knows or cares about these companies in the public markets.
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53 sats \ 1 reply \ @Skipper 1 Jan
That's not what i meant.
Robinhood kept disabling the BUY button on certain highly shorted stocks, like GME AMC and a few others. You were only allowed to SELL.
DYOR.
I honestly don't know how anyone can trust Robinhood after those incidents.
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I’m familiar with that. I’m not forgiving what they did. As you csn see it in my bear case. But in my bull case the market won’t care if the platform works and delivers value to their customers. The brand isn’t tarnished to the point where no one is using it.
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20 years?!? No way

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