Daily General Discussion and spitballin thread - November 06, 2021 Investing |
- Daily General Discussion and spitballin thread - November 06, 2021
- Daily Advice Thread - All basic help or advice questions must be posted here. November 06, 2021
- Congress passes $1.2T infrastructure bill
- Pfizer says its Covid pill with HIV drug cuts the risk of hospitalization or death by 89%
- Shiller P/E just exceeded 40 for the first time since 1999, the only other time it has happened in history
- Rivian Automotive Boosts IPO Price Range
- How Do You Feel About Moderna Stock?
- Why does every car manufacturer go with CATL for their EV batteries instead of PCFRY?
- Best small cap funds and REITS?
- Rare post. What would you do? need advice
- Nutanix (NASDAQ:NTNX) potentially undervalued software company
- CHCI — Gold Mine? What am I missing?
- Who's building China's metaverse?
- This is fine: It will only take Nvidia 106 years to make your money back if they manage to sell their gPU's at 3x MSRP, otherwise it may take longer.
| Daily General Discussion and spitballin thread - November 06, 2021 Posted: 06 Nov 2021 02:02 AM PDT Have a general question? Want to offer some commentary on markets? Maybe you would just like to throw out a neat fact that doesn't warrant a self post? Feel free to post here! This thread is for:
Keep in mind that this subreddit, and this thread, is not an appropriate venue for questions that should be directed towards your broker's customer support or google. If you would like to ask a question about your personal situation or if you are asking for advice please keep these posts in the daily advice thread as that thread is more well suited for those questions. Any posts that should be comments in this thread will likely be removed. [link] [comments]  |
| Daily Advice Thread - All basic help or advice questions must be posted here. November 06, 2021 Posted: 06 Nov 2021 02:01 AM PDT If your question is "I have $10,000, what do I do?" or other "advice for my personal situation" questions, you should include relevant information, such as the following:
Please consider consulting our FAQ first - https://www.reddit.com/r/investing/wiki/faq And our side bar also has useful resources. Be aware that these answers are just opinions of Redditors and should be used as a starting point for your research. You should strongly consider seeing a registered financial rep before making any financial decisions! [link] [comments]  |
| Congress passes $1.2T infrastructure bill Posted: 06 Nov 2021 01:24 AM PDT Congress has passed a $1.2 trillion bipartisan infrastructure bill, delivering on a major pillar of President Joe Biden's domestic agenda after months of internal deliberations and painstaking divisions among Democrats. The final vote was 228-206. Thirteen Republicans voted with the majority of Democrats in support of the bill, though six Democrats voted against it. The bill now heads to the President's desk to be signed into law, following hours of delayes and internal debating among Democrats on Friday, including calls from Biden to persuade skeptical progressive members of the Democratic caucus. The legislation passed the Senate in August, but was stalled in the House as Democrats tried to negotiate a deal on a separate $1.9 trillion economic package, another key component of Biden's agenda that many Democrats had tied to the fate of the infrastructure bill. The legislation will deliver $550 billion of new federal investments in America's infrastructure over five years, including money for roads, bridges, mass transit, rail, airports, ports and waterways. The package includes a $65 billion investment in improving the nation's broadband infrastructure, and invests tens of billions of dollars in improving the electric grid and water systems. Another $7.5 billion would go to building a nationwide network of plug-in electric vehicle chargers, according to the bill text. Biden called House Speaker Nancy Pelosi just before midnight to congratulate her on the passage of the infrastructure bill, a source familiar with the call tells CNN. On the call, Pelosi thanked Biden for his help in getting the bill over the finish line as well. [link] [comments]  |
| Pfizer says its Covid pill with HIV drug cuts the risk of hospitalization or death by 89% Posted: 05 Nov 2021 05:06 AM PDT
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| Posted: 05 Nov 2021 06:40 AM PDT S&P 500 is now 40 times the average inflation-adjusted earnings from the previous 10 years, known as the Cyclically Adjusted PE Ratio (CAPE Ratio). This value is now 92% as high as it was in the peak of the 2000 tech bubble. https://www.multpl.com/shiller-pe How this is computed:
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| Rivian Automotive Boosts IPO Price Range Posted: 05 Nov 2021 04:13 PM PDT Rivian Automotive Inc. increased the expected price of its initial public offering on Friday, with one of the biggest deals of the year now eyeing a roughly $70 billion valuation. The electric-vehicle maker backed by Amazon.com Inc. is offering 135 million shares at an expected price between $72 and $74 each. Previously, it expected a range between $57 and $62. At its previous range, the company would have been valued at just above $60 billion on a fully diluted basis. A fundraising round in January valued the company at $27.6 billion, The Wall Street Journal reported earlier this month.16:08By comparison, Ford Motor Co. , which has a stake in Rivian, had a valuation of $77 billion on Friday. General Motors Co. was valued at $85 billion. Rivian has said it would launch three models. The first, an electric pickup called the R1T, began deliveries to customers in September. A midsize SUV called the R1S is set to follow in December, along with an electric-delivery truck designed and built for Amazon. The online retailer has an order for 100,000 of the trucks, which Rivian said in filings it plans to deliver by 2025. All three vehicles are set to be produced at a factory in Normal, Ill., that Rivian purchased from Mitsubishi Corp. in 2017 . The company has plans to expand that facility and has also said it is scouting locations for a new factory elsewhere. A former sales and marketing vice president, Laura Schwab, has sued the company over her alleged firing last month, which she claimed was a result of her telling a human-resources executive that she had been subjected to gender discrimination, the Journal reported Thursday. In the suit, she also detailed concerns she allegedly raised internally that the company underpriced its vehicles, had manufacturing-quality issues and set unrealistic delivery targets. [link] [comments]  |
| How Do You Feel About Moderna Stock? Posted: 05 Nov 2021 09:06 PM PDT Moderna just dipped over 30% and I had bought in around 15% and essentially tanked all my gains for the year. I'm hoping to hear some positive news but at the bare minimum, I would love to hear some insights from other traders. I believe they could increase as half the world still has no answer for COVID and if Moderna gets approved by both the FDA and for children it could be massive especially as they are a massive company when compared to their competition pfizer. So what do you guys think? [link] [comments]  |
| Why does every car manufacturer go with CATL for their EV batteries instead of PCFRY? Posted: 05 Nov 2021 10:23 PM PDT My friend is taking a big bet on Panasonic, even though only 20% of their current revenue is related to batteries. It seems Tesla has them by the balls (Panasonic is set up inside Tesla's factory, sounds like an intellectual process nightmare) It also seems Tesla is looking to make batteries themselves. Could this not spell doom for Panasonic? They seem to attract near 0 other car EV customers. BMW, VAG, MB, they all seem to go CATL. What is the growth case for PCFRY? Will it outperform the index? [link] [comments]  |
| Best small cap funds and REITS? Posted: 05 Nov 2021 05:46 PM PDT I'm 18 just graduated high school what are some of the best small cap funds to invest in i own a couple mutual fund and a etf. But want to own more companies and also diversify my portfolio. I have a Roth IRA and a brokerage account my Roth IRA is maxed for this year and Next. I have almost 30k net work and my goals is to live finically free and be wealthy I was wondering if anyone knew of some good small cap funds for the long term and with low expense ratios. I use Charles schwab. Does anyone invest in reits on here? I was thinking about buying SCHH but if it is not a good investment i won't bother [link] [comments]  |
| Rare post. What would you do? need advice Posted: 06 Nov 2021 02:57 AM PDT Hello dear investors, I will keep this short and sweet. My employer, a big european multinational that produces industrual and medical gases (AIR LIQUIDE), is offering a share plan for employees that happens once every few years, and I have the chance to participate. The advantages: - We can get shares at 113,23€/share. Market price as of today is 149,49€/share. So I am getting shares at a 24% discount just because. - They provide extra 10% os shares for every two years I hold my shares. This is a very solid company with good financials, developing hydrogen so it should profit from clean energy trends, and already pays a dividend for normal shareholders. Also the current price is just above prepandemic price. I can buy up to 25% of my yearly gross salary, and the shares are blocked for 5 years unless I leave the company or get fired, in that case I can sell whenever I want. There are 0 comissions related to the shares account maintenance or trades etc. Do you guys can give me reasons why I should not go all in on this? Thanks!!!!! edit; typos [link] [comments]  |
| Nutanix (NASDAQ:NTNX) potentially undervalued software company Posted: 05 Nov 2021 10:56 AM PDT I work in tech at a cloud computing company and have been researching investment opportunities. I recently came across Nutanix which is a company I've heard of but didn't realize was public. Nutanix is the industry leader in hyperconvered infrastructure (HCI) which essentially makes them a competitor to vmware, dell, cisco, etc. in the on-prem virtualization space. I was doing some reading and it seems like their products are highly regarded in the industry. I also noticed they are growing hybrid cloud subscription services (SaaS) that can help customers abstract their cloud computing workloads away (AWS, GCP, Azure, on-prem can all be run from a single pane). I don't know exactly where they stand in this industry but evidently we are at peak cloud and large companies are starting to move workloads back out of the cloud to save money. Not to say cloud won't continue huge growth, but there is a trend of massive companies moving out of AWS,GCP,Azure due to cost, and fear of vendor lock-in. This creates opportunity for the hybrid cloud market which should see accelerated growth. This company used to sell hardware but has recently undergone a transition into a subscription services company. This transition was painful and led to nearly no stock growth over 4 years. However with new leadership it looks like the company is pulling off the transition and starting to grow again. Looks like a lot of execs have left the company but some well respected fresh leadership has come in (RR is CEO who used to be COO at vmware). They currently operate at a loss but according to the new leadership will be cash-flow positive sometime in 2022. currently the company has 1.64 Billion annual revenue As of this quarter 19% YoY revenue growth 83% annual recurring revenue 7.7 billion market cap Heavily funded by bain capital cost of revenue 78 million a price/sales ratio of 5.5 (12 is average for software industry) a Price to sales ratio of 5.5 for a subscription software company with 19% YoY revenue growth seems undervalued to me. I don't think wallstreet has priced in the companies transition to subscription hardware. If this company can become profitable (as promised by leadership) I could easily see it doubling. Anybody have any insights or comments on this company? [link] [comments]  |
| CHCI — Gold Mine? What am I missing? Posted: 05 Nov 2021 07:14 AM PDT This stock continues to drop and drop, and unless I'm missing something it doesn't make sense AT ALL. The company has a PE of 3.24 and as far as I know that's not going to change any time soon. I am expecting any day now for the company to announce it's going private or for Berkshire to buy it out completely. US$5.55m of debt in June 2021, down from US$6.15m, one year before. However, its balance sheet shows it holds US$10.2m in cash, so it actually has US$4.67m net cash. Dafuq? What am I missing? [link] [comments]  |
| Who's building China's metaverse? Posted: 05 Nov 2021 04:12 AM PDT Given China's censorship and economic rivalry with the west, it's possible that they might create their own metaverse system. So how do we invest in that? Who are China's NVDIA, Facebook, Unity, Autodesk, Apple, and Amazon? We all know about Tencent and Baba who are undoubtedly going to be big players. Baba is China's cloud leader. Tencent owns 40% of Epic and 25% of SE. Both are developing their own AI and cloud computing chips. But are there smaller companies that are not household names we should watch out for? Bonus question: Anyone know how I can buy Tencent stock directly from the Hong Kong exchange? [link] [comments]  |
| Posted: 05 Nov 2021 02:22 PM PDT This Is Fine: It Will Only Take Nvidia 106 Years To Make Your Money Back If They Manage To Sell Their GPU's At 3x MSRP like they did in 2021 (3x the price is now called "growth"), Otherwise It May Take Longer. Even allegedly halting production to make the fake profit growth stats last longer:
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