Suggestions for a speculative punt?

Tugboat

adindas said:

Oooh Tesla (TSLA) break US$1T market cap. The share price breaks US$1000 (E.g currently US$1017).

Have not we discussed before the EV stock like TSLA, NIO, LUCID,  XPENG, FISKER (FSR), Lion Electric (LEV), Arrival (ARVL) etc will make you rich. It is very simple to see. In the future all of ICE vehicles, cars, Trucks will be replaced by EVs. just count that how many of them are currently on the street will need to be replaced.

Hello mate, is there an ETF or fund that captures these companies for ease or best to invest in individual shares? 

adindas

Tugboat said:

adindas said:

Oooh Tesla (TSLA) break US$1T market cap. The share price breaks US$1000 (E.g currently US$1017).

Have not we discussed before the EV stock like TSLA, NIO, LUCID,  XPENG, FISKER (FSR), Lion Electric (LEV), Arrival (ARVL) etc will make you rich. It is very simple to see. In the future all of ICE vehicles, cars, Trucks will be replaced by EVs. just count that how many of them are currently on the street will need to be replaced.

Hello mate, is there an ETF or fund that captures these companies for ease or best to invest in individual shares? 

HI Mate

Have you tried
ECAR - iShares Electric Vehicles and Driving Technology UCITS ETF
https://www.ishares.com/ch/institutional/en/products/307130/ishares-electric-vehicles-and-driving-technology-ucits-etf-usd-acc-fund#keyFundFacts 
Some of the companies are there. But ETF mainly legacy big company such as Volvo, BMW, etc.

I know this ETF is quite popular butI  myself have not got this ETF. So please do your own DD before investing in this ETF.

Another one I forget to mention
DRIV - Global X Autonomous & Electric Vehicles ETF Fund

adindas

Electric truck maker Rivian *RIVN) to go public
https://www.latimes.com/business/technology/story/2021-11-01/electric-truck-maker-rivian-files-to-go-public-in-possible-8-4-billion-ipo
This EV car manufacturer are backed by Amazon. Amazon has ordered 100.000 go back to 2019.
https://www.cnbc.com/2019/09/19/amazon-is-purchasing-100000-rivian-electric-vans.html

With $10.5 billion raised from backers including Amazon and Ford Motor Co., an established factory in Illinois, it is highly unlikely to become the next Nikola (NKLA).

Normally like any other high profile IPO such as as ABNB, COIN, the first few weeks the price will be very volatile.

"Rivian said it plans to sell 135 million shares for $57 to $62 each". This might be the  fair price (?).

It is good to avoid to buy any stock especially the volatile one at the peak. Those who rely on P/E ratio you should avoid this stock as this company is still unprofitable. Those who can not handle the heat, stay away from the kitchen, stick to investing in index fund. Please do your own DD before investing in any asset.

Michael121

adindas said:

Electric truck maker Rivian *RIVN) to go public
https://www.latimes.com/business/technology/story/2021-11-01/electric-truck-maker-rivian-files-to-go-public-in-possible-8-4-billion-ipo
This EV car manufacturer are backed by Amazon. Amazon has ordered 100.000 go back to 2019.
https://www.cnbc.com/2019/09/19/amazon-is-purchasing-100000-rivian-electric-vans.html

With $10.5 billion raised from backers including Amazon and Ford Motor Co., an established factory in Illinois, it is highly unlikely to become the next Nikola (NKLA).

Normally like any other high profile IPO such as as ABNB, COIN, the first few weeks the price will be very volatile.

"Rivian said it plans to sell 135 million shares for $57 to $62 each". This might be the  fair price (?).

It is good to avoid to buy any stock especially the volatile one at the peak. Those who rely on P/E ratio you should avoid this stock as this company is still unprofitable. Those who can not handle the heat, stay away from the kitchen, stick to investing in index fund. Please do your own DD before investing in any asset.

You sound like some analyst working for the motley fool. 

"Cant handle the heat get out of the kitchen"

Behave. 

adindas

This guy makes a good documentary, a compilation of TESLA (TSLA) shortsellers ended up in tears.
https://www.youtube.com/watch?v=DeYiMRkpsxU

If you just believe what many people in this MSE board are saying, the legacy view, you would have missed a lot of opportunities. Tesla (TSLA) is a prime example. The others are “good” EV stocks, Palantir (PLTA), Square (SQ) with a good potential but yet to make profit which have been mentioned a few times in these threads. Not to mention main Cryptos such as BTC, ETH, a few of people even call them a scam. Mind you there are reasonable number of this sort of people on this MSE.

In the past once you mentioned these stocks in this board you will be ferosiously attacked by these sort of people, who see that P/E ratio as the matrix that must be considered in making decision; those who “blindly” believe what Warren Buffet and Charlie Mungers are saying.

People who do their own DDs will understand that if a stock get a heavy short seller attack especially if they are whales, the stock price will be very volatile. Very high growth stocks have very high P/E ratio because they are reinvesting the revenue thay have made and grow like an octopus. But they grow revenue unmatched by the value stock.

Good to learn from everyone, but follow noone.

Thrugelmir

adindas said:

This guy makes a good documentary, a compilation of TESLA (TSLA) shortsellers ended up in tears.
https://www.youtube.com/watch?v=DeYiMRkpsxU

If you just believe what many people in this MSE board are saying, you would have missed a lot of opportunities. Tesla (TSLA) is a prime example. The others are a “good” EV stocks with a good potential but has not made a profit which have been mentioned a few times in these threads.

In the past once you mentioned these stocks in this board you will be heavily attacked by these people, who only believe that P/E ratio as the only matrix that need to be considered in making decision. Who “blindly” believe what Warren Buffet and Charlie Mungers are saying.

If Tesla was listed in the UK. Musk would have been severely reprimanded by now. The fake Hertz news that circulated wasn't healthy for the intergrity of the markets.  

adindas

The truth about P/E Ratio.

You will often see some people on this MSE blindly see P/E ratio as a must in making investment decision.

IMO, P/E is useful for value investing but it is less relevant to high growth stock where you are relying on the company growth.

P/E ratio is normally good for value investing in blue chip well establish companies. But many hight growth stocks are not profitable in the early day of their operations.

(P/E ratio) is the current share price relative to its earnings per share (EPS). How do you calculate the P/E earning if they are not profitable??

But if you only rely on P/E you would have missed a lot of opportunities, as many techs start up companies, fintech are not profitable in the early day of their operation.

Visa PE ratio (TTM) 38.48; square (SQ) PE Ratio 214.24. Square are already 10X in less than 5 years

Palantir P/E ratio: N/A as they are yet to make profit. But now they have become £3X in less than two years.

Lucid Group, Inc. (LCID), P/E ratio: N/A they have become £4X in less than a year.

Marathon Patent Group, Inc. (MARA), P/E ratio: N/A they have become £30X in less than two years.

AirBNB (ABNB) PE ratio (TTM) N/A, they have become £2X in less than one year.

NIO Inc. (NIO), P/E ratio: N/A they have become £10X in less than two year. They use all of the revenue they have got to built more manufacturing facility.

Alibaba (BABA) PE ratio (TTM): 18.93, it is extreme good if you compare it with the like Amazon PE ratio (TTM) 68.87. But guess what …

If you just look at the P/E ratio without looking into the fact that they grow business like an octopus, because they reinvest the revenue they have made; you might have made a misjudgement.

csgohan4

+1 to Airbnb, after the shorters and and excitement died down from the their high above 200 when they first listed, I managed to put a few coin on this when it was 148p. Unsurprising they have shown good performance with their earnings call recently, happy with their performance. 

Certainly a long term hold and plenty of growth in the next few decades. 

I suspect the SP will dip a bit as some may sell after the earnings call to cash in. 

I agree with Adindas, there is more to P/E, especially in the case of BABA, however other external factors such as gov will affect the sp as well understandably. While it may be cheap now, it certainly is a roller coaster ride at the moment with BABA.

Certainly beyond my risk appetite for Chinese stocks and indeed I have sold my funds covering the area at no loss a while back. 


NIO has been volatile with their recent car involved in accident, I think there were deaths involved in China, which caused the SP to dip. 

Lucid is a good shout. On my watch list. 

Thrugelmir

adindas said:

The truth about P/E Ratio.

You will often see some people on this MSE blindly see P/E ratio as a must in making investment decision.

IMO, P/E is useful for value investing but it is less relevant to high growth stock where you are relying on the company growth.

P/E ratio is normally good for value investing in blue chip well establish companies. But many hight growth stocks are not profitable in the early day of their operations.

(P/E ratio) is the current share price relative to its earnings per share (EPS). How do you calculate the P/E earning if they are not profitable??

But if you only rely on P/E you would have missed a lot of opportunities, as many techs start up companies, fintech are not profitable in the early day of their operation.

Visa PE ratio (TTM) 38.48; square (SQ) PE Ratio 214.24. Square are already 10X in less than 5 years

Palantir P/E ratio: N/A as they are yet to make profit. But now they have become £3X in less than two years.

Lucid Group, Inc. (LCID), P/E ratio: N/A they have become £4X in less than a year.

Marathon Patent Group, Inc. (MARA), P/E ratio: N/A they have become £30X in less than two years.

AirBNB (ABNB) PE ratio (TTM) N/A, they have become £2X in less than one year.

NIO Inc. (NIO), P/E ratio: N/A they have become £10X in less than two year. They use all of the revenue they have got to built more manufacturing facility.

Alibaba (BABA) PE ratio (TTM): 18.93, it is extreme good if you compare it with the like Amazon PE ratio (TTM) 68.87. But guess what …

If you just look at the P/E ratio without looking into the fact that they grow business like an octopus, because they reinvest the revenue they have made; you might have made a misjudgement.

A huge misjudgement if as an investor you believe that companies grow by reinvesting revenue.  

adindas

Thrugelmir said:

adindas said:

The truth about P/E Ratio.

You will often see some people on this MSE blindly see P/E ratio as a must in making investment decision.

IMO, P/E is useful for value investing but it is less relevant to high growth stock where you are relying on the company growth.

P/E ratio is normally good for value investing in blue chip well establish companies. But many hight growth stocks are not profitable in the early day of their operations.

(P/E ratio) is the current share price relative to its earnings per share (EPS). How do you calculate the P/E earning if they are not profitable??

But if you only rely on P/E you would have missed a lot of opportunities, as many techs start up companies, fintech are not profitable in the early day of their operation.

Visa PE ratio (TTM) 38.48; square (SQ) PE Ratio 214.24. Square are already 10X in less than 5 years

Palantir P/E ratio: N/A as they are yet to make profit. But now they have become £3X in less than two years.

Lucid Group, Inc. (LCID), P/E ratio: N/A they have become £4X in less than a year.

Marathon Patent Group, Inc. (MARA), P/E ratio: N/A they have become £30X in less than two years.

AirBNB (ABNB) PE ratio (TTM) N/A, they have become £2X in less than one year.

NIO Inc. (NIO), P/E ratio: N/A they have become £10X in less than two year. They use all of the revenue they have got to built more manufacturing facility.

Alibaba (BABA) PE ratio (TTM): 18.93, it is extreme good if you compare it with the like Amazon PE ratio (TTM) 68.87. But guess what …

If you just look at the P/E ratio without looking into the fact that they grow business like an octopus, because they reinvest the revenue they have made; you might have made a misjudgement.

A huge misjudgement if as an investor you believe that companies grow by reinvesting revenue.  

A good example is Amazon. The company was investing for growth, reinvesting revenue they have made to expand the business. Acquire other companies to accelerate the expansion and grow like an octopus. It only made its first profit in the fourth quarter of 2001: $0.01 (i.e., 1¢ per share), on revenues of more than $1 billion.

Facebook did similar thing Acquire other companies to accelerate the expansion, only start making profit in 2004.

I fully believe, many investors already have Amazon, FB in their partfolio as part of their index funds.

Compare FB (Investing for growth) with IBM for instance (Value Investing), which already in existence far before Facebook.