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View Poll Results: Which company?
Amazon 45 30.41%
Apple 32 21.62%
Facebook 12 8.11%
Google 59 39.86%
Voters: 148. You may not vote on this poll

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  #441  
Old 11.08.2020, 07:52
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Re: Stock investment poll

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No, who said it was? But anyway, surely you don't invest exclusively in the stock market? Diversification...


Tesla has developed significant IP (not all of which has been made freely available) in the field of software. It is a supplier to utilities (massive battery arrays in Australia, for example), manufacturers (automotive, marine and possibly aviation at some point), as well as direct to consumers (solar panels, solar roof tiles). It is self-evidently and inarguably also an automotive company, manufacturing most of its products' components in-house, but this will ultimately most likely be the least significant part of its overall operations.
Hopefully one day it will start to make real profits, I noticed 1 analyst recently released a $900 price target. With 38 billion of assets it's going to be a long time before the ROCE becomes attractive enough to invest myself.
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  #442  
Old 12.08.2020, 10:50
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Re: Stock investment poll

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sure, however, Microsoft, Intel, Apple and Facebook (just to name a few) will not just disappear into the void. And all of them have massive amounts of free cash at hand to either buy the disruptors or be the disruptors themselves.
This is true.

But in big tech, the market cares about who is #1, and to a lesser degree also about who is #2. If you are #3 or beyond you are pretty much in the commodity segment, and you lose that hype that overinflates your stock value and hence allows you to borrow at much more favourable conditions, or that buzz that make the press eat out of your hand.

Apple managed to make that comeback from a very dismal situation. But not every company has a Steve Jobs.
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  #443  
Old 12.08.2020, 13:01
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Re: Stock investment poll

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This is true.

But in big tech, the market cares about who is #1, and to a lesser degree also about who is #2. If you are #3 or beyond you are pretty much in the commodity segment, and you lose that hype that overinflates your stock value and hence allows you to borrow at much more favourable conditions, or that buzz that make the press eat out of your hand.

Apple managed to make that comeback from a very dismal situation. But not every company has a Steve Jobs.
Apple is not selling a commodity product, hence the premium pricing power, Facebook & Google are free to users & don't have huge pricing power for advertising. Facebook only has 9 million paying customers, it can grow a very long way from here.
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  #444  
Old 12.08.2020, 18:13
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Re: Stock investment poll

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Facebook & Google are free to users & don't have huge pricing power for advertising.
Given their market share, I am not so sure about that.
https://www.businessofapps.com/news/...share-in-2019/
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  #445  
Old 12.08.2020, 20:35
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Re: Stock investment poll

None, theyre all tech and tech is at ATH.
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  #446  
Old 12.08.2020, 21:03
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Re: Stock investment poll

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None, theyre all tech and tech is at ATH.
Now go and look at the date that the original post was made
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  #447  
Old 12.08.2020, 23:35
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Re: Stock investment poll

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None, theyre all tech and tech is at ATH.
like the last 60 months, yeah :-)
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  #448  
Old 29.08.2020, 01:32
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Re: Stock investment poll

amusing milestone: U.S. tech stocks are now worth more than the entire European stock market

https://www.cnbc.com/2020/08/28/us-t...ck-market.html
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  #449  
Old 29.08.2020, 08:44
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Re: Stock investment poll

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Now go and look at the date that the original post was made
NASDAQ was at 3020 , 39% below 5132 reached on 6 march 2000 some 12 years earlier. It closed last night at 11695

Interestingly the USD / CHF rate is virtually unchanged, so much for the CHF being a strong currency & USD being a weak currency.
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  #450  
Old 29.08.2020, 09:44
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Re: Stock investment poll

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I presume having 'facebook' as an option is your attempt at humor.

If not, then stay away from the stock market and keep your money under the mattress. You will be better off.

cheers
SC
Quoted for retrospective hilarity.
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  #451  
Old 29.08.2020, 09:48
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Re: Stock investment poll

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Quoted for retrospective hilarity.
Up 15 times, I was going to check if it was the winner.
Choosing the hottest stock of the day will seldom be the winner over time.
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  #452  
Old 30.08.2020, 11:30
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Re: Stock investment poll

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NASDAQ was at 3020 , 39% below 5132 reached on 6 march 2000 some 12 years earlier. It closed last night at 11695

Interestingly the USD / CHF rate is virtually unchanged, so much for the CHF being a strong currency & USD being a weak currency.
You mean 1.80 in 2000 vs 0.95 now is virtually the same?
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  #453  
Old 30.08.2020, 11:37
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Re: Stock investment poll

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You mean 1.80 in 2000 vs 0.95 now is virtually the same?
I mean over the life of the thread, since 2012 the USD/CHF rate is virtually the same.
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  #454  
Old 30.08.2020, 12:13
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Re: Stock investment poll

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I mean over the life of the thread, since 2012 the USD/CHF rate is virtually the same.
Small difference is crucial for currency trading. There were the times that CHF1 was worth less than $1 (CHF1 = $0.97) and good for transferring USD/CHF earned from stock dividends. For the past weeks it’s around CHF1 = $1.1 ideal for buying Nasdaq shares.

Last edited by jacek; 30.08.2020 at 12:41. Reason: Correction
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  #455  
Old 01.09.2020, 10:14
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Re: Stock investment poll

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Hopefully one day it will start to make real profits, I noticed 1 analyst recently released a $900 price target. With 38 billion of assets it's going to be a long time before the ROCE becomes attractive enough to invest myself.
Those lousy $900 seem like peanuts now, don't they? TSLA looks more and more like bitcoin... about 10x in a year is simply not sustainable IMHO. Maybe it will got to 3k, maybe even higher, but I fear many will be burnt badly.

I just exited my Scottish Mortgage Position for the sole reason for their large holding in TSLA. The latest data I have on SMT is 12.5% holding of TSLA which was end of June. Unless they heavily unloaded tesla shares, their holding must be 25%-30% which is crazy.

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In one of the discussions SMT came up as an alternative, I looked at the performance going back to Fundsmith's inception November 2010.
Fundsmith was the winner for almost all the last 10 years, SMT has hugely outperformed in recent months due to its huge positions in Tesla & Amazon. Both companies are on huge PE's 768 & 119. This makes FS largest holding of Microsoft seem a huge bargain at 37.5

Not sure I would want to buy SMT today, in March a different story, volatility can be your friend as the member who picked up Smithson for £9.00 in March found out.
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  #456  
Old 01.09.2020, 10:40
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Re: Stock investment poll

Well, split adjusted, they're already half-way there now.

If the current stock-price represents a future-to-come, it would be mean that the current manufacturers of ICE-cars will be relegated to niche-vendors rather soon.

Basically, a repeat of the rise of Apple as a smartphone-manufacturer. Just with cars this time.


Sadly, the Apple-car itself has not manifested, yet.
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  #457  
Old 01.09.2020, 10:46
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Re: Stock investment poll

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Those lousy $900 seem like peanuts now, don't they? TSLA looks more and more like bitcoin... about 10x in a year is simply not sustainable IMHO. Maybe it will got to 3k, maybe even higher, but I fear many will be burnt badly.

I just exited my Scottish Mortgage Position for the sole reason for their large holding in TSLA. The latest data I have on SMT is 12.5% holding of TSLA which was end of June. Unless they heavily unloaded tesla shares, their holding must be 25%-30% which is crazy.
They also hold a big stake in Illumina, who I acted for as a lawyer. If that doesn't get you selling I don't know what will
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  #458  
Old 01.09.2020, 10:49
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Re: Stock investment poll

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They also hold a big stake in Illumina, who I acted for as a lawyer. If that doesn't get you selling I don't know what will
Really, their sequencing tech seems to be the most advanced available today, isn't it?

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Well, split adjusted, they're already half-way there now.

If the current stock-price represents a future-to-come, it would be mean that the current manufacturers of ICE-cars will be relegated to niche-vendors rather soon.

Basically, a repeat of the rise of Apple as a smartphone-manufacturer. Just with cars this time.


Sadly, the Apple-car itself has not manifested, yet.
TSLA would need a close to 100% market share of all car manufacturers (not just EVs) to justify its valuation. I do like teslas, but close to 100% market share is quite optimistic
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  #459  
Old 01.09.2020, 10:58
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Re: Stock investment poll

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Really, their sequencing tech seems to be the most advanced available today, isn't it?



TSLA would need a close to 100% market share of all car manufacturers (not just EVs) to justify its valuation. I do like teslas, but close to 100% market share is quite optimistic
I filed a submission in defense of one of their most important European Patents on DNA sequencing. I think its fantastic technology. I really do. You can see how it blew everything else that came before it out of the water.

It certainly was a hell of a lot easier defending their tech than it was for the lawyer on the other side.

Last edited by HickvonFrick; 01.09.2020 at 11:16.
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  #460  
Old 14.10.2020, 13:50
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Re: Stock investment poll

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TSLA would need a close to 100% market share of all car manufacturers (not just EVs) to justify its valuation. I do like teslas, but close to 100% market share is quite optimistic
not sure your calculation is correct.
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