First, I do not participate on any debates, neither time to spend on.
Retirement is not depended on aggressive stocks performance, it is done deal.
I am aggressive when I have clear vision on the roadâŚThat is all. See here, my comments to partner who pinged late night 11 PM sleeplessly after buying into margin money !
Please note market may turn in any way after DCB - as no one can 100% predict the future.
Austin startups are worthless. Ping us after you are back in California.
Business partner for stock investing or other businesses ?
So direct?
He is the partner in crime !
A well wisher of mine, have worked with me side by side for more than 10 years, trustworthy person sharing my programming/coding work/Analysis. He is a nutty coder/developer like me, can learn any language and can code 24x7 basis, we have even worked 20 hours continuously without sleep, many days in the past.
You can not judge based on market reaction at this worst time of market sell off.
It is not hype, company provided very good results, but market sell of is that issue. Read the full report, their growth rate is good.
If it dips further to $70-75 level, I will start buying it again no matter recession is coming or not.
You become a cultist.
You are prejudiced towards some stocks, wonât change. Read the quarterly report and the future forecast, they are too good.
When fundamentals are too good, stock goes down, it is a buying opportunity - I stated many times.
AAPL slashes revenue guidance, stocks go down - this is direct correlation
BYND increases revenue guidance, stocks go down - this is inverse correlation
There is something call ahead of the fundamentals. Past fundamentals is good but the world has changed, do people still eat these expensive food given current coronavirus scare? At that fundamentals, what should be the correct intrinsic value?
AAPL slashes revenue guidance, stocks go down - this is direct correlation
BYND increases revenue guidance, stocks go down - this is inverse correlation
Anyhoo, retail investors are overpaying for TSLA, BYND, SPCE ahead of their fundamentals. Is like paying for an egg from an uber hen more than the hen itself. If the egg does hatch, the chick survives to be a hen and start laying for a year, then the investment is justified. Future is unpredictable, so is a high risk investment. So is not that it is not good investment eventually but high risk - high reward I guess. Is a game WB wonât play for sure.
SPCE , I agree, it is not at a company to invest now, no strong fundamentals.
TSLA and BYND are different, they have strong fundamentals.
With stocks crashing, big companies like AAPL, MSFTâŚetc are reducing unspecified revenue outlook, we will enter into recessionary phase, Future is unpredictable now.
However, when market stabilizes, TSLA and BYND are the best to catch on, but I do not know when and what price until covid issue resolves.
People is just scare because is a new virus with no known vaccine and no known cure. Coronavirus is not a scary virus at all, is an unstable virus that would burn itself out in 6-8 months, so even if we did nothing, it will not be around after 6-8 months. If there is known vaccine and known cure, people will treat it like a common flue that kill many, already 8k-9k in USA die of common flu and nobody care.
I am monitoring TSLA and BYND 
for possible future investment. Frankly, I am not sure TSLA would be like hardware platform of PC i.e. Dell, Compaq, HP, ⌠eventually dies off or like MSFT
Just playing opposite side to see what I am telling?
If you need to invest like AAPL, read both companies quarterly reports, understand more about companies, put yourself into CEOs shoe, and see the future of that business (moats and growth) and then start buying (if convinced).
It may take longer time, but that is good for long term holding.
This market is too bad even though I timed my sale correct - pre-last-thursday, but buy timing was wrong few days before.
This is going like year 2007-8 (which I did not expect at all).
Big banks/funds are kicking every one out smartly ! I should write much more rigorous programs to analyze data more.
When there is irrational exuberance and parabolic rise in stocks like TSLA and SPCE, usually mean a big correction or even bear market is near. Get out regardless of fundamentals.
Yes, I got out of at 6:30 AM market sell and happily staying away.
Lucky to came out with some profit YTD and that is by placing SPY PUTs last week!
I understand about this, but market/news media making this as a scapegoat to bring it down to recession.
However, this has been escalated to China, US President level, Japan Prime Minister announced all schools closed and CA Governor level emergency discussion. Most of the world leaders are in emergency state with such virus.
No fundamentals, nor technical will work !
On some day people come to know what Warren buffet is buying stocks and then everyone will follow !
Actually I saw many bearish divergence signaling a big fall, just donât know how big or how fast. I mention here somewhere.
