Daily General Discussion and spitballin thread - November 07, 2021 Investing |
- Daily General Discussion and spitballin thread - November 07, 2021
- Daily Advice Thread - All basic help or advice questions must be posted here. November 07, 2021
- ChargePoint looks to benefit from Infrastructure Bill passed by Congress
- How much are shareholders usually restricted?
- Question regarding Roth IRA vs S&P 500 ETF Funds
- Richard Bernstein - 5 Conditions of a Bubble are Present: Are we in a Bubble?
- Vanguard ETF trackers questions: VOO + VXF + VXUS
- The civilized meat/food revolution
- Are cryptocurrencies safe as a long-term investment?
- 8 things I've learned about investing
| Daily General Discussion and spitballin thread - November 07, 2021 Posted: 07 Nov 2021 02:02 AM PST 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 07, 2021 Posted: 07 Nov 2021 02:01 AM PST 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]  |
| ChargePoint looks to benefit from Infrastructure Bill passed by Congress Posted: 06 Nov 2021 10:36 AM PDT CHPT- ChargePoint upcoming catalysts: ChargePoint based out of California, been in operations since 2007, the #1 EV charging station in North American, also has a decent footprint in Europe -Infrastructure bill signed Friday night has $7.5B for EV charging companies. -Earnings Report November 15th. Expected to beat revenue expectations. -2nd infrastructure bill potentially adding another $13.5B for EV charging stations. ChargePoint is growing revenue at a 40% rate quarter over quarter. In 2021, it acquired 2 EV charging companies focused on EV Fleet management. It's no secret, CHPT is looking to corner the market in the EV Fleet charging network space. While Tesla and VW also have charging stations, they are mostly focused on the consumer/retail customer. CHPT is positioning itself to dominate the fleet network section. In Europe, CHPT is also busy expanding its footprint. Take a look at their website careers section, they are hiring engineers in Germany, France, India, among other countries. Keep in mind, Europe is much further ahead in EV deployment and CHPT is expected to grow in 2022. ChargePoint is showing it can grow organically. in the U.S, The infrastructure bill passed by Congress is the ultimate tailwind for CHPT. Price Target (All my opinion): 6 month PT: 28-32 12 month PT: 35-40 24 month PT: 45-55 36 month PT: 60-80 Full disclosure: I own 4500 shares, CC, and call options. [link] [comments]  |
| How much are shareholders usually restricted? Posted: 06 Nov 2021 10:45 PM PDT I was reading through SEC filings of a newly IPO'd company, and I am not too experienced with going through them yet, and am trying to learn. Among other things, I saw this in regards to shareholder rights: -The company CEO would control 51% of the voting power. -Shareholders are not allowed to take action through written consent. They are only allowed to do so during special meetings or annual meetings. -Afforementioned special meetings may not be called by stockholders (even majority). Only by majority of BOD, CEO, etc. Do most companies have these rules in place to prevent take overs and unwanted changes in the body of the company? Is this common? Also, as a shareholder, would voting be useless since the CEO will always have majority? [link] [comments]  |
| Question regarding Roth IRA vs S&P 500 ETF Funds Posted: 06 Nov 2021 02:29 PM PDT Hello, I am in my early twenties and I started a Roth ira through Charles Schwab earlier this year. I put the money I had in their S&P 500 Mutual Fund ($SWPPX). Two years ago, I started putting $100 a month in a Robinhood index fund that tracks the S&P 500 ($SPY) "SPDR S&P 500 ETF". I have been so busy with life I now realized I can just move all the money from Robinhood to the Roth so I get the passive income returns and can withdraw the money tax-free at 59.5 instead of paying taxes when I take the money out of the Robinhood ETF. Should I move the money to the Roth IRA? I have about 3.5-4x the amount in Robinhood. should I diversify the mutual funds a little? Thanks [link] [comments]  |
| Richard Bernstein - 5 Conditions of a Bubble are Present: Are we in a Bubble? Posted: 06 Nov 2021 06:14 AM PDT I first want to state I don't know if I agree with Rich or not but I value his insights and he makes a compelling argument. Second, bubbles are inherently difficult to time and identify because they can persist longer than we may think is rational. I have only been loosely following Rich and his team for a few years because they seem to offer good contrarian points of view and those are valuable to get. Anyone that has long term experience following Rich may be able to provide feedback on his track record. RBA's team has identified 5 characteristics found in every financial market bubble and they lay out how each one is present in today's market in the US. I'll lay out their 5 points and the underlying rationale for each with supporting charts from RBA.
The Federal Reserve has provided enormous levels of liquidity in response to COVID as evidenced by the simple growth in money supply. However this liquidity has been trapped in the financial markets due to bank's lending and capital restraints implemented post-GFC. Since bank lending is supposed to be the mechanism through which monetary stimulus gets into the economy, their lack of high margin lending from low interest rates has inhibited money from leaving the financial markets.
The increased use of leverage is indicated by the number of investors who have borrowed money to invest in the stock market. RBA references a survey from MagnifyMoney that showed 40% of individual investors have borrowed money to invest in the stock market. Almost half of those that borrowed has borrowed at least $5,000. Individual Investors Debt survey Investors have also added leverage through the increased use of options. Option volume still remains elevated compared to pre-pandemic levels.
Every bubble has a component of "everyone gets to play". Chat boards, increased ease of trading, and meme stocks all make this quite evident. Below shows how trading has shifted to individual stocks, leverage is on the rise, and Google searches are driving option volumes.
Investors' desire to hold stocks or the bubble asset grows and the amount of new issues in a market grows significantly during bubbles. Cheap financing and issuance costs are driving the flood of SPACs and IPOs. Many of these new issues are tremendously speculative and serve the issuer more than the investor. The number of SPAC IPOs and the size of them have both popped.
Trading volumes tend to rapidly increase during bubbles like day trading popped during the Tech bubble and flipping houses became the rage during the housing bubble. Total Trading Volume is elevated RBA goes on to emphasize this does not mean the entire market is at risk. They point out only 3 sectors have outperformed the market over the last 3 years (Tech, Comm Svc, and Cons Disc). The rest of the sectors and small-caps have been left behind. Lastly, the bubble assets usually take a long time to recover. It took the NASDAQ 14 years to recover from the Tech bubble. However, they also demonstrate timing the bubble is not necessary. You could have been 3 years early selling bubble assets and buying the undervalued segments of the markets and still came out ahead during the Tech bubble. bubble vs anti-bubble assets relative to 2000 peak there are valid criticisms to these points but we as humans can often justify why this time is different when it may not be. So are we in a bubble or are markets really changed forever? Link to the full commentary: Bubble? 5 for 5 [link] [comments]  |
| Vanguard ETF trackers questions: VOO + VXF + VXUS Posted: 06 Nov 2021 08:05 AM PDT Hi all. Sure similar questions have been asked already on this sub. Have gone through many posts to come to this conclusion. Would, however, appreciate your insights as I'm fairly new to this. Apart from having money already put into some stocks and crypto, I still have a large amount sleeping on a savings account that I would like to invest into a mix of these ETF's. A healthy amount of emergency savings, as well as room to invest in other stocks or crypto, are good to go as well. Since it's my first time investing in ETF's, what do you guys think of the following ratios: 55% VOO + 30% VXF + 15% VXUS ? Also.. when would be a good time to jump into these, as I've noticed there are dips every once in a while (like beginning of last month, for example). These dips in ETF indexes seem to follow more of pattern/trend as opposed to individual stocks and cryptos. Thanks for your opinions and insights 🙏 [link] [comments]  |
| The civilized meat/food revolution Posted: 06 Nov 2021 11:18 AM PDT The civilized meat/food revolution is coming... In long-term investment I believe we will see a significant reduction in the use of meat, little by little we will see cultured meat come into our lives and replace meat from animals. From a health point of view, all components will be under the control of the manufacturing company. Whether it is extra-protein products or no fat at all. Those who have allergies will enjoy products without the ingredients to which they are allergic to. This is the future... I invested in these stocks, $ MITC $ BYND Any more suggestions or ETF's? [link] [comments]  |
| Are cryptocurrencies safe as a long-term investment? Posted: 06 Nov 2021 02:05 PM PDT Never thought I'd be asking this. I'd post this on a crypto sub but there's obviously bias. For background, I've been investing in more safe, stable growth ETFs and stocks over the last few years and have stayed away from crypto because of their volatility, impracticality as an actual currency (due to wild swings im value), and rapid growth. I get the appeal of it as a decentralized currency. I just don't understand if the spikes in growth over the last few years are due to inflation fears, the formation of crypto-wallets/more exposure to the public, or just the fact that the new generation views it as something new/revolutionary. More importantly, I don't know if this growth is sustainable, or if it will peak and die off as interest wanes. I would only consider investing a small portion (1-5%) of my portfolio in it, but just want to reevaluate my opinions towards crypto in general. I understand that there's a considerable difference in Bitcoin and the memecoins. [link] [comments]  |
| 8 things I've learned about investing Posted: 06 Nov 2021 09:56 AM PDT
[link] [comments]  |
| You are subscribed to email updates from Lose money with friends!. To stop receiving these emails, you may unsubscribe now. | Email delivery powered by Google |
| Google, 1600 Amphitheatre Parkway, Mountain View, CA 94043, United States | |
No comments:
Post a Comment