OT: Stock and Investment Thread
- Thread starter RU05
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Portfolio construction and weighting is of paramount importance. If you underweight the winner (or fail to include it at all), it has a major impact on the baseball analogy. There is no doubt she has picked the right weighting and winners to date. I do, however, question her ability to continue to do so simply because the history of others doing so is fairly limited. I don’t have a strong enough view whether way to either buy or sell, but it’s something holders of her ETFs should think through.
Agreed. I am a proponent of an equal weighted portfolio. One has to do their due diligence (which I assume she has done) on the contents of her portfolio. Some made the right choice and profited years ago between Google, AOL, Prodigy, etc or even further back between Betamax or VHS. Some of it is luck too.
You will always have those who pick the winner between, as you said, VHS and Betamax. The question, though, is how many pick the winner in the next wave of advancement or disruption. If you’re buying ARK today, that’s what you have to evaluate.
The beauty about stocks is.....you can only lose 100% of your investment, but gain many, many times more.
Comical…and a sad indication of the intelligence of many investors these days.
And she has had very strong conviction on TSLA. While others were predicting they would never make it, TSLA was her largest holding(or up there at least), and it's growth as well as it's growth prospective have been and continue to look amazing.
So she did pretty well identifying that.
Has she been on AMZN since ARK set up shop?
Ya that mania appears to be in the rearview. Just way too many billionaires trying to make another quick buck. Totally flooded the market and dragged down the whole group. Not that the group was any good to begin with so maybe it was for the best.
As per Doge I imagine you can find similar examples at any time where a penny stock runs hot and far exceeds the stock price growth of established companies which just are not going to see drastic movements in the stock price.
BTC and ETH are in a different category. There is some rationale to their moves.
It would be nice to see the Doge silliness go away. It's likely muddying the waters for the rest of the crypto market (stocks and coins).
Doge is def silly, but it's also .70ish cents per coin. That's not too expensive for a joke coin.
that Is not how you judge wether something is expensive or cheap.
A great fund manager is retiring soon. I've been in TRBCX since 2005. Thanks to LP and his team!
Well some will tell you there is no way to put a value on things such as crypto so......
Elon was great. Exceeded expectations.
SNL writers are awful.
You'd think a legendary show like SNL could assemble a team of comedy writers that are actually funny.
So I was supposed to run a job at NBC in Englewood Cliffs yesterday. The job got canceled because of Musk's appearance on SNL. This was big for them, they did not want to take any risks with their electrical equipment because of it.
Whose expectations? Many of the reviews are not that flattering. I did enjoy the reference to OJ killing only once when he discussed himself only smoking pot on a podcast once
The negative reviews are probably from the same groups that complained he was hosting in the first place. I thought he did a good job, though the show in general hasn’t been great.
It’s pretty simple - the Tesla homers are gonna say it was great. Everyone else is gonna say it was mediocre or bad. I’m in the mediocre camp but can’t completely blame Musk because the SNL writers are terrible. That show is on life support. In the end, this was a well-timed PR stunt following Tesla’s last quarter, and an opportunity to hype the Cybertruck which was apparently being driven around NYC to generate buzz. I’m sure NBC made a fortune off all the EV auto manufacturer commercials.
My expectations. I would imagine jumping into live sketch comedy without a performing arts background isn't easy. I thought he was fantastic.
I haven't seen any negative reviews of Elon's performance. SNL as a whole still sucks.
Yeah, selling a record number of vehicles is tough. Terrible PR. Maybe Elon and Cathy Wood will do a naked tandem skydive after next quarter.
Q2 will be another record quarter, as will Q3, and so on... So many blemishes for this dying company.
You can say that about a lot of things. Buying the lottery, going to casinos, sports book betting......etc. Don’t understand your point.
You guys were right that Tesla isn’t just a car company, it’s more of a crypto play.
Not so simple I guess. Not a Tesla homer and I thought he was good.
Come on - you have to be kidding?! Musk could have completely rocked the performance and of course there would be negative reviews. It was a PR stunt plain and simple. No biggie…
You and I have had this debate way too many times. We get it. You have a hard-on for Musk and Tesla. It’s a great company. I hope it does well - who doesn’t like an American car company that has revolutionized the EV industry. However, it’s a terrible investment at this valuation. And the last quarter was atrocious masked by regulatory credits and BTC sales. If you can’t admit the quarter was bad you’re clearly are blinded by your obsession.
Surprised there isn’t backlash for calling someone with Aspergers awkward and “trying to be relatable.” Guess being rich cancels that out.
I have to believe Musk saw this coming: