Stock Market - Amazon is filled with fake reviews and it's getting harder to spot them |
- Amazon is filled with fake reviews and it's getting harder to spot them
- How have the WHALES behaved? I aggregated and summarized institutional holdings data and price performance data from some of the biggest tech names over the last 5 years
- Market Recap for Monday Sept 7 2020. PLEASE ENJOY!
- Putting my 401k into a Self Directed Brokerage Account. Strategy advice needed.
- Free Kindle Book - University of Berkshire Hathaway: 30 Years of Lessons Learned from Warren Buffett & Charlie Munger at the Annual Shareholders Meeting
- Never buy bonds?
- £1000 with an absolute novice...
- Nongfu Spring, the largest bottled faucet company in China, officially went public today.
- After Hours/Pre-market Chart Tool Analysis
- Tech vs brick and mortar
- Stock Market Rotation
- New and interested in trading
- Did anyone here take Adam Khoo's Level 1 Profit Snapper course?
- Cruise line etfs?
- VOO vs QQQ
- Considering learning how to do technical analysis, considering a career in the finance industry too.
| Amazon is filled with fake reviews and it's getting harder to spot them Posted: 07 Sep 2020 05:35 AM PDT https://www.cnbc.com/2020/09/06/amazon-reviews-thousands-are-fake-heres-how-to-spot-them.html Since Amazon's early days, reviews are the one big metric customers have relied on to determine the quality and authenticity of a product. Amazon's listings often have hundreds or thousands of reviews, instead of the handful found on competing marketplaces. But many of those reviews can't be trusted. Thousands of fake reviews have flooded Amazon, Walmart, eBay and others, as sales have skyrocketed. The repercussions are getting more serious, too, as shoppers stay home and increasingly turn online for things they'd normally want to shop for in person. In recent months, fake reviews have boosted sales of unsafe products and hurt business for legitimate sellers, causing huge brands to sever ties with Amazon. [link] [comments]  |
| Posted: 07 Sep 2020 05:31 PM PDT Disclaimer: I'm a geek and love data. Prepare yourselves for geekery. All data is sourced from SEC 13-F filings, and note that these figures are estimates and may differ significantly due to the recent large moves in tech stocks. For the most part the calculations should be accurate but because institutional ownership is relative to market cap, it can be skewed if there's a big change in stock price compared to the point the holdings data was reported. I've tried to ensure the market cap comparison is current, but it can still be a bit fucky due to the fact that the holdings data is from Q2 and Q3 hasn't been fully reported yet (for example TSLA market cap at the time of the 13F filings for Q2 was $200ish billion, so 97B in holdings represents 48% ownership. The value of those holdings should increase proportionately to the share price so theoretically if you extrapolate it out to today, it should be the same (96.11 million shares * 5 for the split) * 418.32 last close = $201 billion / current market cap of approx $400 billion, yadda yadda ... it's close enough). It's also possible I'm just dumb and my calculations are wrong, so take this w/ a grain of salt and please point out any errors you see! K. Onward, noble gentry. So for something I was working on for my personal website I wanted to create some new little code snippets that would aggregate and display various stats on price performance and institutional holdings. Watching institutional holdings has led to some interesting discoveries in the past, not the least of which is the recent one that SoftBank basically went balls out and goosed the nasdaq like a WSB YOLO'er. Since I just finished these little snippets to aggregate this data, I decided to put them to use and check out how institutions as a whole have behaved over the last several years. I don't know if this really provides any interesting findings, but I'll share my thoughts along the way I guess and you can all argue and tell me I'm wrong/stupid/whatever ... it's the internet - have at it. Here's what I found: AAPL:Apple's institutional holdings have been pretty static over the last five years, increasing only about 2.47% over that time period. Whales seem to pretty much stick around 58-62% ownership in AAPL. That didn't stop that ownership from increasing over half a trillion bucks in value though, increasing from a value of $425 billion in 2015 to $931 billion in 2020. Over that time, Apple's share price has appreciated 330% from $28 to $120 (split adjusted). Summary: https://i.imgur.com/JhkdjnV.png (Note that shares for institutional ownership are pre-split, so multiply the share numbers by 4 to get current holdings. The percentages don't change) What I find interesting about AAPL is that as a whole, institutions actually decreased their holdings over the last three months (by 137M shares/548M post split) and still "made" $276B thanks to the massive tech rally (note I say "made" because this isn't profit, per say, it's an increase in the value of their holdings, which obviously (hopefully? lol) they're not going to dump, but it's still interesting to me!) Ok anyway - onto the next: AMZN:Amazon has seen institutions decrease their holdings about 10% over the last five years. Compared to Apple's increase of 2.47% this is a pretty drastic difference, but still the whales hold 287.43 million shares of AMZN worth almost $800 billion, or about 57.47% of the company. Over that time, the value of their holdings has appreciated over $654B despite their decreasing stake, thanks to AMZN's colossal 536.59% return over that time period. AMZN's institutional holdings also decreased over the last three months, like AAPL's, but still increased in value over $230 billion or about 41.45% over that time, compared to the price appreciation in AMZN of only 30.53%. Does that mean they "beat" the market? Maybe I'm misinterpreting that data but that's what it seems to suggest to me. Maybe I'm retarded, please share your thoughts there. Here's a summary: https://i.imgur.com/v9Hpccy.png MSFT:Microsoft is similar to AAPL in that their institutional holdings seem to hover around the same level. It's about 70% owned by institutions and has hovered between 70-75% over the last five years. MSFT has appreciated 388% during that time, while the value of whale holdings has increased from $255B to over $1T (323%). I dunno about you guys, but my portfolio hasn't increased $824 billion in the last five years. Pretty wild. Here's a summary: https://i.imgur.com/dp4YyjW.png FB:Facebook is the first one we're looking at with a significant INCREASE in institutional holdings over the last five years, as whales have increased their stake about 10.42% from 54.85% to the current 65.27%. Over that same time period, Facebook stock has appreciated 215%, taking the value of their holdings from $132B to $422B, an increase of about 219% which is pretty much in line w/ the market. Here's a summary: https://i.imgur.com/UPFiXY4.png NFLX:Whales have been unloading Netflix over the last five years, down about 6% over that time period, but NFLX has by far the highest institutional ownership level of any we've looked at so far, at over 80% of the company valued at $161 billion. Over the last five years the value of these holdings has increased from $34 billion to $161 billion, an increase of 373% vs the stock's appreciation of 443.5%. Summary: https://i.imgur.com/CFX0Bmw.png GOOGL:Google is another pretty boring one IMO. It's about 66% owned by whales, a level which has stayed pretty static over the last five years. It's only dropped about 2.5% over that time. Institutions seem to be pretty chill holding onto GOOGL and just maintaining their investment. Over that time the value of these holdings has gone from $251B to $637B as the stock increased 145% from $643 to its current price. Here's the summary: https://i.imgur.com/gd9t0nS.png And last but not least ... TSLA:I found this one the most interesting (I mean really what did we expect lol). Over the last five years institutions have decreased their stake by 13.75%, and 8.56% of that was in the last 12 months. Total institutional ownership right now hovers around 48%, which is worth about $97 billion (96 million pre-split shares, so about 500 million now). What I find most interesting about TSLA is that even though institutional ownership has decreased about 2% in the last three months, as a whole, institutions added about 2.53 million TSLA shares which means the reason that their percentage has decreased is related to the change in TSLA's market cap. I'm not an expert but I suspect this has something to do with the retard-strength rally of 120% over the last 3 months, or maybe the fact that TSLA has gone from a split-adjusted $49 to $418, a whopping 742% increase over the last five years. Here's the summary for that: https://i.imgur.com/Isjf9Gl.png Alright that's enough for now. I'll do more of these if people like them. Like I said I don't know if this really yields any interesting info but my takeaways from it are pretty straightforward: 1) Whales are unloading TSLA, AMZN, and NFLX on average over the last 5 years, but they own a ton of NFLX relative to the others I looked at 2) Whales are loading the boat on FB. Long FB calls or somethin, I dunno 3) Whales are pretty static on GOOGL, AAPL and MSFT. 4) I'm poor and whales are rich [link] [comments]  |
| Market Recap for Monday Sept 7 2020. PLEASE ENJOY! Posted: 07 Sep 2020 02:16 PM PDT Psycho Market Recap - Monday, September 7, 2020 Summary Today the markets are closed in observance of labour day. Since the close of the markets on Friday, there was a discussion that brewed up on Wall Street about a whale that had made a huge options play in the realm of $4 Billion across the last months in popular big tech stocks according to the Financial Times. However, all this news didn't seem to impress investors as Softbank stock has slid 7% since the news broke. This news about Softbanks options purchases has sparked further reports about a stock market rally in big tech stocks that has been caused by a surge in options buying from retail traders according to Benn Eifert, chief investment officer of hedge fund QVR Advisors as written in a Bloomberg article. The same articles goes on to cite that retail traders, in comparison to Soft Bank's $4 Billion purchases, retail traders have poured an incredible $40 Billion in Option trades across the same period of Late June to end of August on the same type of stocks. The hypothesis is that with such a large percentage of these calls expiring in weeks, the writers had to buy the stock in order to cover themselves which caused the rally. Another big news that broke over the weekend was that Tesla Inc. ($TSLA) was not included in the S&P500. Three companies were added: Etsy ($ETSY), Catalent ($CTLT) and Teradyne ($TER) to the S&P500 index. The ones that were taken out are: H&R Block ($HRB), Coty ($COTY) and Kohl's ($KSS). On other news, there are alarming reports coming out of India that Coronavirus cases are rising out of control reaching 4.2 Million, with many expecting it to overtake the U.S. as the global epicenter which is currently sitting at 6.3 Million cases. Lastly, China export numbers for the month of August beat expectations rising 9.5% from a year ago, which is the largest increase in 18 months according to Reuters. Stimulus talks continue to develop at a slow pace, and the election is moving forward as planned. Thoughts of a Psycho Trader…. [link] [comments]  |
| Putting my 401k into a Self Directed Brokerage Account. Strategy advice needed. Posted: 07 Sep 2020 01:23 PM PDT So I'm 29, and I have around $70,000 in my 401k. I'm looking into putting it into an SDBA to better control my investments where I have the option to invest in stocks, and not just mutual funds. Trying to be aggressive with high performing stocks, but I also, obviously, don't want to lose everything. New to this, and I would appreciate any advice. I also have a co-worker guiding me, as he gets 30-70% returns every year. [link] [comments]  |
| Posted: 07 Sep 2020 10:20 AM PDT Can be downloaded to Kindle or Kindle app on iOS. Never read this before so I can't really say whether this is a good read or not. [link] [comments]  |
| Posted: 07 Sep 2020 01:50 PM PDT I've had this discussion amongst friends multiple times, but curious since this is the bond community. For an investor far from retirement (say 30s) what would be the argument to have ANY bond exposure in their portfolio at all? I know the 110 rule (take 110 minus your age) is frequently used for stock/bond allocation. For someone who's 30, this would recommend 20% bonds (110 - 30 = 80, i.e. 80% stocks, 20% for bonds). But wouldn't that cut significantly into their return potential over the next 20-30 years? I'm curious to hear thoughts on this from both sides. [link] [comments]  |
| £1000 with an absolute novice... Posted: 07 Sep 2020 11:17 AM PDT Hello. I have £1000 I'd like to start investing, I know it's not much but one tip I have received is to start small. I have no idea where to go from there though. What app should I use? (Currently thinking Trading212) How much of the £1000 should I invest? Where should I invest it? What books should I read? YouTube channels I should follow? Docs I should watch? Not looking for a short term win, ideally if this £1000 grows and my knowledge of stocks grows, I'd invest more. Asking for a lot and probably been answered a million times but any help is appreciated. [link] [comments]  |
| Nongfu Spring, the largest bottled faucet company in China, officially went public today. Posted: 07 Sep 2020 06:48 PM PDT Nongfu Spring officially entered the Hong Kong market today, Nongfu Spring rose 85% on the first day of listing, and the latest total market value was 445.3 billion, surpassing Budweiser Asia Pacific to become the largest market value company in the food and beverage industry in Hong Kong. In the dark market trading the day before the IPO listing on September 7, the stock price soared by more than 100%, and the market was highly sought after. It opened at 38 Hong Kong dollars, which was 16.5 Hong Kong dollars higher than the 21.5 Hong Kong dollar offer price, and the opening range reached 76.7%. Open today at 39.8, an increase of 69% [link] [comments]  |
| After Hours/Pre-market Chart Tool Analysis Posted: 07 Sep 2020 12:35 PM PDT Does anyone have any suggestions on a stock chart tool that can help analyze after hours and premarket trading activity? I am trying to compare stock activity immediately after PR, earnings, etc. to analyze. A lot of times these announcements are released during AH. Here is a specific example of what I am looking at now. Abbot Laboratories (ABT) was recently granted FDA EAU for their $5 15-minute Covid-19 Antigen test. The PR for this was released at about 6:30-7 PM on August 26th on which the stock closed at $103.19. The following day the stock opened at $111.01 with an immediate 7.57% gain. I am trying to analyze the AH and premarket trading activity for this gain. For example, did the majority of the gain and trading occur within an hour of PR and the flatten out, was it a gradual increase throughout AH and premarket, or was it somewhat volatile until the open on Aug. 27th? Any help would be much appreciated, thanks! [link] [comments]  |
| Posted: 07 Sep 2020 01:47 PM PDT One is expensive and at risk of crashing. The other is cheap and has already crashed. Sure, five or ten years from now tech stocks will probably have gained more than brick and mortar stocks. But what about one or two years from now? We're looking at a vaccine coming.. people are longing to go back to pre-Covid lives.. that includes going shopping at malls. Yeah, malls were slowly dying before the pandemic began but the way I see it the storm will was away poorly operating malls while resistant, well running malls will survive. They don't need to grow in order to see stocks recovering.. they just need to approach normal levels of revenue. What happens when shoppers have been locked up for a year and suddenly are allowed to roam free? They go nuts. They shop like never before. I've recently sold everything AMZN, APPL, AMD, TSLA, MFST and bought JWN, KSS, M, DDS. Am I a fool? You tell me. [link] [comments]  |
| Posted: 07 Sep 2020 08:27 AM PDT What are people's thoughts on a rotation out of tech into other sectors, like financials? It seems like it could be happening now, but I also could be a head fake too. I have exposure to tech and Covid recovery plays, but feel like I'm missing the financial sector a bit, and it seems promising, though a recession will likely hurt the financial sector. I'm a bit torn and would love outside perspective! [link] [comments]  |
| Posted: 07 Sep 2020 11:57 AM PDT Hey everyone, I'm looking at getting into investing and wondering if there's any podcasts you would recommend for beginners. I would rather the opinion of a large group opposed to a potentially biased news article. Thanks in advance! [link] [comments]  |
| Did anyone here take Adam Khoo's Level 1 Profit Snapper course? Posted: 07 Sep 2020 09:56 AM PDT So I'm considering buying it, however, I am hesitant whether it is good or not. I've heard some great reviews regarding it but would be nice to hear about it here firsthand. Would mean the world to me if someone who bought the course could contact me. Thanks, fellow traders! [link] [comments]  |
| Posted: 07 Sep 2020 01:27 AM PDT ETF's with the largest cruise line holding only amounts for ~3%. Are there any others with larger holdings? Otherwise, going to invest in carvinal stock (and jet etf) [link] [comments]  |
| Posted: 06 Sep 2020 11:44 PM PDT Obviously QQQ has reaped the benefits of very significant gains over the course of this past year, especially relative to VOO which tracks S&P500. Among these ETF's, which is currently more undervalued and why ? [link] [comments]  |
| Considering learning how to do technical analysis, considering a career in the finance industry too. Posted: 06 Sep 2020 11:25 PM PDT What are people's honest thoughts on technical analysis? does it work? is it worthwhile learning or is it all one big scam? i've read on investopedia that institutional traders use technical analysis and there are teams dedicated to this form of analysis, not just used by beginners. is this worth while doing? i want to learn to trade, not how to be a long term investor, as i'm only 16. chuck any thoughts below, cheers. [link] [comments]  |
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