Boiler Room: The Official Stock Market Discussion

[Doomsday]

my fidelity has 7 long term stocks

All In Gang!

The secret sauce to stocks is never have more than 3-4. Find a few stocks you believe them and hold them until you flip. Even if you're looking at holding one for a year or more, divide your total budget based on the stock you have the most faith in.

 

[mannyrs13]

@Serious , got a notification that your boy had released a new video on the next innovative tech. Looks like good news for Apple but not sure how it helps other companies unless they adapt something better. Never heard of that M1 processor but it looks like a great processor. Hopefully it's not just Mac based and works on any pc. Good thing I got rid of Intel stock but I can't be using no Apple products.

 

[ill]

after all the hype and success, the main vision & mission of the company remains - make cheap EV for all. When everybody zigs, tesla zags.

High-risk, high reward i guess. I took it as Elon knows the stock is outrageously overvalued right now and any misstep is going to crater it back to reality. On the flip side, Tesla has shown the ability to adapt and improve at an extraordinary pace so this high-risk situation can certainly result in big rewards for Tesla and their shareholders if they can figure out the cost controls and maintain their winning streak. With their CapEx plans, its going to be hard to remain profitable for the near term, IMO of course.

 

[FabTrey]

All In Gang!

The secret sauce to stocks is never have more than 3-4. Find a few stocks you believe them and hold them until you flip. Even if you're looking at holding one for a year or more, divide your total budget based on the stock you have the most faith in.

i ain't no penny gang, but i got 2 penny stocks in my webull. still holding them till they pop

 

[NatiboyB]

It was someone in here that said that things would slow down in December and that it would be some opportunities to purchase some stocks during the dip...I didn't expect my PLTR to go down like this.

 

[mannyrs13]

Fam, it really pays when you limit your portfolio to max 12 stocks.

my fidelity has 7 long term stocks

look at FE - he got like 12.
chicken genius got like 4.
solving the money problem got like 3.

i get that it's important to diversify, but try to be extremely picky about what you are investing in. don't keep banging hoes every night and expect all of them to be a wifey material. i tried that with penny stocks and it was a giant fail

yeah definitely. those pennies done did some damage to me but luckily a few came thru. i'm still holding on a few, bbrw being my worse one. but hopefully one pops. everything long term in my IRA but I only have Apple and Tesla in there far as individual stocks go and those are set it and forget it stocks. Thing with big name stocks is that they don't require as much maintenance. Might keep up on the news and what I read on here but not stressed about the short term on them. If you have the patience, these type of stocks can easily be long term. Even my M1 pie which I cut down to 13 recently has nothing but known stocks. The FAANGS, the AMD and NVIDIA, MSFT, SQ, and Tesla, and Disney when things get better and their revenue increases are all stocks I know have long term potential. Even NIO in China. Investing in companies that are either making good profits or being innovative, helps ease the stress and no need to worry about them. definitely important to diversify but also have some balance as well. can't try to hit a home run everyday and double up or get decent gains. use most of your investment in stocks that are gonna be consistent and profitable and take less risks. especially as you get older. cuz its true, might get lucky on a penny stock or two, but not often enough.

 

[Scholar]

Musk to Tesla employees: 'Our stock will immediately get crushed like a souffle under a sledgehammer!' if we don't control costs

From: Elon Musk

To: Everybody

Subj. Costs are extremely important!

Date: Dec. 1, 2020 [time redacted]

At a time like this, when our stock is reaching new heights, it may seem as though spending carefully is not as important. This is definitely not true!

When looking at our actual profitability, it is very low around 1% for the past year. Investors are giving us a lot of credit for future profitability but if, at any point, they conclude that’s not going to happen, our stock will immediately get crushed like a souffle under a sledgehammer!

Much more important, in order to make our cars affordable, we have to get smarter about how we spend money. This is a tough Game of Pennies, requiring thousands of good ideas to improve part cost, a factory process, or simplify the design while increasing quality and capabilities. A great idea would be one that saves $5, but the vast majority are $0.50 here or $0.20 there.

In order to make the electric revolution happen, we must make electric cars, stationary batteries and solar affordable to all.

Thanks and great working with you as always,

Elon

 

[FabTrey]

High-risk, high reward i guess. I took it as Elon knows the stock is outrageously overvalued right now and any misstep is going to crater it back to reality. On the flip side, Tesla has shown the ability to adapt and improve at an extraordinary pace so this high-risk situation can certainly result in big rewards for Tesla and their shareholders if they can figure out the cost controls and maintain their winning streak. With their CapEx plans, its going to be hard to remain profitable for the near term, IMO of course.

i don't see much risk. i only see reward.


the reality is that 25k car, giga berlin, cybertruck, level 5 FSA all coming. more factories is coming. giga shanghai ramping up production is coming.

i know the price of battery will continue to go down while other brands will struggle to make any profits unless they jack up the price on each cars which is further create bigger moat for tesla. and biden admin will be very EV friendly.

there will be a dip for sure like all stocks. but it won't crash. s&p took care of that.
you know what Cramer said recently? Next Tesla is... Tesla.

the world dominance is coming breh. join us.

 

[dora_da_destroyer]

All of those other companies completely changed their apps to resemble DD. The same things your saying was said about FB-- we already had Myspace. Then twitter-- we already had FB. Then Instagram-- we already had Twitter. Then Snapchat-- we already had Instagram. Snapchat was a 1 to 1 rip off of Periscope and still took off. When you do it better, you come out on top.



All social media based inventions are easily disrupted. It's about who does it better.



The politicians are being paid off as we speak. That's why that new law to make drivers employees wasn't passed. DD has big pockets and they will get their way, just like Comcast.

BYND is exactly the same. We already had meatless burger patties and meat substitution. BYND modernized it and innovated the space, just like DD.

BYND did something completely different in meat alternatives, the R&D moat around them is much bigger than food delivery.

not sure why you're bringing in FB as their value is in data, which they did better than other platforms

the law to make them employees was passed, voters then exempted them...politicians aint gonna save them

and literally someone could usurp them by cutting out the fee charged to restaurants, DD is hot name, lots of money to be made in the next year from the...long term, nah

 

[Serious]

Interesting

It's wild because I never saw DoorDash as the dark horse in the Delivery Wars, only because in NYC it seems like UberEats and Seamless/Grubhub had the crown

DD >>> ubereats out in LA......

It's not even close.

 

[Serious]

i'm bearish on DD, at least long term. consumer tech, gig economy, volatility, etc. a lot of shyt can adversely affect this including reopening, consumers and restaurants being tired of fees, industry regulation, a new flavor of the month delivery app, further consolidation of the industry...shyt has gopro, uber, groupon, fitbit, twitter written all over on it...pop, followed by a fallout, then a slight recovery but not exponential growth
seamless low key started this shyt, way back in the 00's that was the app all the NY/east coast banking and consulting firms used for food delivery for all their employees working late. grubhub popped up on the west coast shortly after, then the past 5 years hella them popped up

I'll probably listen to this podcast again this weekend:


But Food Delivery will be big. The thing is, it's a winner takes all market. To get to that point, it's a mudslinging race to bottom. I think the main food app in china was practically giving a free meals to gain marketshare.

But there's a lot of revenue passing through food apps.

I'm more curious at their balance sheet / income statement.

 

[Doomsday]

and literally someone could usurp them by cutting out the fee charged to restaurants, DD is hot name, lots of money to be made in the next year from the...long term, nah

If that could be done it would have been done by DD in the first place. Not possible when dealing with a For Profit company like DD. Cutting out the fee would mean you are operating at a loss indefinitely, you would have to have sharks backing you for that to even be feasible. Or make the consumer pay a mandatory monthly fee just to use the platform, which would kill your marketing potential out of the gate. In business, being the most popular kid in school is enough to dominate. Just ask Mcdonalds.

In this sector, it's all about the CONSUMER, not the restaurants. DD understands that. Local food businesses will gladly pay a commission for 10x the business, half of something is always better than all of nothing. Even Little Caesars, Burger King, Chipotle, Mcdonalds, ect. are getting down with the platform. Door Dash isn't going anywhere, and will continue to dominate the sector.

Makes no sense to say DD will fall off in the stock market, when lesser platforms like WTRH, GRUBHUB, and UBER are all appreciating over time as any stock should.

The entire Food Sector is thriving, PLAY is probably one of the only stocks thats not back to pre-covid levels. DD will be no different. With all due respect, I disagree with your DD take. They will appreciate over time and take their place as one of the new blue chips along with TSLA.

 

[dora_da_destroyer]

DD burned a lot of cash, like Uber, to gain mkt share. Their fees have gone up substantially on both sides - customers and restaurants - it was in prep for the IPO, but also coincided with the pandemic where restaurants and consumers are putting up with the fees since it's what's making restaurant food viable. I don't see a normal world where owners keep giving up 20-30% order revenue, customers pay a $0.50-$2 markup on each item + service fee + delivery fee + tip...eventually they'll be pushback in the form of fees having to drop or utilization dropping

I'll probably listen to this podcast again this weekend:


But Food Delivery will be big. The thing is, it's a winner takes all market. To get to that point, it's a mudslinging race to bottom. I think the main food app in china was practically giving a free meals to gain marketshare.

But there's a lot of revenue passing through food apps.

I'm more curious at their balance sheet / income statement.

 

[dora_da_destroyer]

If that could be done it would have been done by DD in the first place. Not possible when dealing with a For Profit company like DD. Cutting out the fee would mean you are operating at a loss indefinitely, you would have to have sharks backing you for that to even be feasible. Or make the consumer pay a mandatory monthly fee just to use the platform, which would kill your marketing potential out of the gate. In business, being the most popular kid in school is enough to dominate. Just ask Mcdonalds.

In this sector, it's all about the CONSUMER, not the restaurants. DD understands that. Local food businesses will gladly pay a commission for 10x the business, half of something is always better than all of nothing. Even Little Caesars, Burger King, Chipotle, Mcdonalds, ect. are getting down with the platform. Door Dash isn't going anywhere, and will continue to dominate the sector.

Makes no sense to say DD will fall off in the stock market, when lesser platforms like WTRH, GRUBHUB, and UBER are all appreciating over time as any stock should.

The entire Food Sector is thriving, PLAY is probably one of the only stocks thats not back to pre-covid levels. DD will be no different. With all due respect, I disagree with your DD take. They will appreciate over time and take their place as one of the new blue chips along with TSLA.

we disagree, and you're way tripping putting them in blue chip territory. unless DD is sinking money into autonomous/drone delivery - an actually makes it happen, there's no way they become as integral to society as something like TSLA, or even BYND which plays into the climate change thing. bookmark this convo for five years from now

 

[Serious]

Up 144% in a Tumultuous 2020? No Surprise for ARKG | ETF Trends