11–20 of 32 posts
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A great strategy when your industry is in a bubble is to trade your valuable pieces of paper for other productive/hard asset companies. Tesla Apartments anyone?
Tesla solar roofs, and Tesla home batteries work for full houses. You might be onto something with an apartment option! (only joking, well mostly joking)
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you can have the greatest tech in the world, but that won't help you if you can't market your product properly. I've never even heard of any of these brands, yet I'm actually an avid fan of chinese breakthrough tech in many areas, and have absolutely no problem supporting the Chinese tech industry. But almost all of them have one flaw in common; they don't know how to build a brand and market to western consumers, wh…
Usually it takes a few decades. But there were times that Samsung and Toyota were unknowns. I think China’s problem is the Western belief that their tech products are built to spy first and perform second. And that primary functionality could just be removed for the western market.
I'm not sure who's winning these trade wars, but the consumer is losing.
No matter how confident you are in your belief that a stock or the market in general is overvalued, never forget what John Maynard Keynes said: "The market can stay irrational longer than you can remain solvent." I repeat this to myself any time I'm tempted to short what I think is a grossly over-valued tech stock.
I wonder how much it will take until everyone understands that this market cap is unsustainable. Is Tesla going to reach 1 trillion before that?
This confidence in Tesla was really odd, given that they apparently significantly reduced their investment in Q4 [1].
[1] https://www.barrons.com/articles/tesla-stock-7000-ark-invest...
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Tesla solar roofs, and Tesla home batteries work for full houses. You might be onto something with an apartment option! (only joking, well mostly joking)
Oh, your bedroom light is out. Sorry, were out of stock on that part and there’s a 6month wait.
https://thehackernews.com/2020/02/philips-smart-light-bulb-h...
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I wonder how much it will take until everyone understands that this market cap is unsustainable. Is Tesla going to reach 1 trillion before that?
An analyst firm, ARK research, on Jan 31st raised the forecast for Tesla to $7,000 by 2024, for a market cap of well above one trillion. Because "robotaxis". This confidence in Tesla was really odd, given that they apparently significantly reduced their investment in Q4 [1]. [1] https://www.barrons.com/articles/tesla-stock-7000-ark-invest...
No matter how confident you are in your belief that a stock or the market in general is overvalued, never forget what John Maynard Keynes said: "The market can stay irrational longer than you can remain solvent." I repeat this to myself any time I'm tempted to short what I think is a grossly over-valued tech stock.
No matter how confident you are in your belief that a stock or the market in general is overvalued, never forget what John Maynard Keynes said: "The market can stay irrational longer than you can remain solvent." I repeat this to myself any time I'm tempted to short what I think is a grossly over-valued tech stock.
I think the safer option is to buy a solid competitor that will benefit if the overvalued stock corrects. For example, if you think Ford or BMW will attract investors if Tesla deflates, buy that instead.
No matter how confident you are in your belief that a stock or the market in general is overvalued, never forget what John Maynard Keynes said: "The market can stay irrational longer than you can remain solvent." I repeat this to myself any time I'm tempted to short what I think is a grossly over-valued tech stock.
I interpret it as a general 'warning' for any market speculation.
No matter how confident you are in your belief that a stock or the market in general is overvalued, never forget what John Maynard Keynes said: "The market can stay irrational longer than you can remain solvent." I repeat this to myself any time I'm tempted to short what I think is a grossly over-valued tech stock.
Does this quote apply more to going short? I interpret it as a general 'warning' for any market speculation.
When you buy a stock because you think it's going to go up, the maximum amount of money you could loose for being wrong is whatever you spent on buying it.
When you sell/don't buy a stock because you think it's going to go down, you're only loosing potential upside, there is no downside. In other words, there's no way for it to cause you to have less money than you have today.
But, when you short a stock, your potential downside is uncapped. That stock can keep going up to infinity, and as it does, your losses go up towards infinity.
No matter how confident you are in your belief that a stock or the market in general is overvalued, never forget what John Maynard Keynes said: "The market can stay irrational longer than you can remain solvent." I repeat this to myself any time I'm tempted to short what I think is a grossly over-valued tech stock.
I think the safer option is to buy a solid competitor that will benefit if the overvalued stock corrects. For example, if you think Ford or BMW will attract investors if Tesla deflates, buy that instead.