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What Are We Investing In?

Bucky said:
Most people here would consider Tesla a meme stock or an outright fraud.
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I don't know about most people here. Would most people say Elon is a narcissistic asshat? Sure. And I would agree.
 
Bucky said:
And isn't palantir cia-ops?
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It was funded by the CIA at the start, yes. The fact that it is government-backed is assurance this company isn't going away. I think there's a good chance it will be one of my best performers over the next decade.
 
Geoist said:
It was funded by the CIA at the start, yes. The fact that it is government-backed is assurance this company isn't going away. I think there's a good chance it will be one of my best performers over the next decade.
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Are you comfortable with the company being founded by Peter Thiel?

NHS bosses will hand patient data to a US spy tech firm founded by a Donald Trump supporter who thinks Britain’s health service should be abolished.

Palantir, a data crunching firm headed by billionaire Republican party donor Peter Thiel, this week won the NHS’s biggest-ever information technology contract.

That’s despite the firm’s owner saying that the NHS “makes people sick” and that it should be gotten rid of.

Thiel told students at the Oxford Union earlier this year that Britain’s affection for the NHS is akin to “Stockholm syndrome”. That’s when people held captive develop an emotional connection to those that imprison them.
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socialistworker.co.uk

A Trump supporting billionaire will grab your patient data

NHS bosses will hand patient data to a US spy tech firm founded by a Donald Trump supporter who thinks Britain’s health service
socialistworker.co.uk socialistworker.co.uk
 
I cashed out of stocks years back, now Im planning to invest in crypto again, and maybe an index fund to keep things balanced.
 
Geoist said:
Stocks? Real estate? Crypto? Art?

Shortly before the pandemic (2019), my wife and I decided to start actively investing in the market beyond our Roth IRAs/pensions. Since our Roth IRAs are fairly conservative (we put that money into the S&P through VOO and a little into QQQ), the active investment account is focused on growth, profitability, and great balance sheets. These are more-or-less the stocks we've been going with since early 2020, but I've recently done some pruning to get the concentration under 30:

This list are the core and they each make up between 2.5% and 10%:
Meta Platforms
Google
Adobe
Salesforce
Broadcom
Vici
Ulta Beauty
Nvidia
Amazon
Palantir
Microsoft
Shopify
Netflix
Elf Beauty
Visa
Costco
Chipotle
S&P Global
Tesla
Paypal


This list includes my more speculative plays which make up less than 2.5%:
Crowdstrike
Sofi
Crispr
Enphase
Upwork
Stoneco
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Nvidia is a no-brainer. It is essentially the perfect stock. The only negative people can come up with is that it is too expensive.

But what do people expect with those growth numbers?

The one company people forget about is Taiwan Semiconductor. If Nvidia is the bricks of AI, Taiwan's semiconductor is the clay.
 
Bucky said:
Nvidia is a no-brainer. It is essentially the perfect stock. The only negative people can come up with is that it is too expensive.

But what do people expect with those growth numbers?

The one company people forget about is Taiwan Semiconductor. If Nvidia is the bricks of AI, Taiwan's semiconductor is the clay.
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I regretfully trimmed a bit on Nvidia when it 2xed and 3xed on me. Everyone and their mother was saying it was expensive at $275. Also, many consider semiconductors to be cyclical stocks that can flounder for years. It seems the situation is different now. It's still around 4-5% position for me but I would've been content with it being around 10+%. I think it could very well run up to $750 or even $1K over the next few years.

I'm considering opening a position on AMD since there's a lot of discussion it may start to run up as it takes some market share. Just not sure yet.

Taiwan Semiconductor would be one I'd already own if not for the geopolitical uncertainties with China. But I'd be willing to start a 1-2.5% position on it.
 
Geoist said:
I regretfully trimmed a bit on Nvidia when it 2xed and 3xed on me. Everyone and their mother was saying it was expensive at $275. Also, many consider semiconductors to be cyclical stocks that can flounder for years. It seems the situation is different now. It's still around 4-5% position for me but I would've been content with it being around 10+%. I think it could very well run up to $750 or even $1K over the next few years.

I'm considering opening a position on AMD since there's a lot of discussion it may start to run up as it takes some market share. Just not sure yet.

Taiwan Semiconductor would be one I'd already own if not for the geopolitical uncertainties with China. But I'd be willing to start a 1-2.5% position on it.
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You have a nice list of stocks. Tech sector way outperformed and you are heavily weighted there. Just a note on two stocks individually mentioned. Some people are concerned on the amount of stock based compensation given out. Will hurt performance going forward IMHO. As to NVDA remember that it currently has a trillion + market cap. They have done a great job with their current chip sets and software. Remember that with chip companies their greatest asset leaves at the end of the workday. Thus they will not have their current lead in a couple of years in all probability.So just keep up to date on what their competition is doing (AMD?).

Nice job overall IMHO.
 
Bucky said:
Nvidia is a no-brainer. It is essentially the perfect stock. The only negative people can come up with is that it is too expensive.

But what do people expect with those growth numbers?

The one company people forget about is Taiwan Semiconductor. If Nvidia is the bricks of AI, Taiwan's semiconductor is the clay.
Click to expand...
I have to give credit to Nvidia, they've successfully positioned themselves though three mega-fads. Gaming, crypto and now AI. But note that not every company got rich off this. Memory chip makers and disk storage drives have also made huge progress in capacity but they never got rich off of this. This might have to do with foreign competition and oversupply which Nvidia might eventually start facing. I'm bullish on the physical chip manufacturers like ASML and TMSC. Even though Biden did that chip infrastructure act nonsense I don't think it's going anywhere. You cannot buy your way into technical superiority.
 
Geoist said:
I regretfully trimmed a bit on Nvidia when it 2xed and 3xed on me. Everyone and their mother was saying it was expensive at $275. Also, many consider semiconductors to be cyclical stocks that can flounder for years. It seems the situation is different now. It's still around 4-5% position for me but I would've been content with it being around 10+%. I think it could very well run up to $750 or even $1K over the next few years.

I'm considering opening a position on AMD since there's a lot of discussion it may start to run up as it takes some market share. Just not sure yet.

Taiwan Semiconductor would be one I'd already own if not for the geopolitical uncertainties with China. But I'd be willing to start a 1-2.5% position on it.
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If you want two companies on my radar:

Moderna: They have over 48 active mRNA trials with over 38 total clinical trials. They have potential vaccines for RSV, influenza, and CMV.

Also, with global warming, skin cancer cases could skyrocket and one of the trials they have is skin cancer in partnership with Merck.

Roblox: The average user spends more time on Roblox than TikTok. The financials are ugly, but the growth rates are fantastic. If they can structurally create a 3d/digital ad platform like Meta, they could create the evolution of digital advertising or be Meta 2.0.

Worse case, if Roblox cannot figure it out, they will probably get bought out by Meta, Apple, Netflix, or Disney.... so I don't see the company going to zero.
 
Bucky said:
If you want two companies on my radar:

Moderna: They have over 48 active mRNA trials with over 38 total clinical trials. They have potential vaccines for RSV, influenza, and CMV.

Also, with global warming, skin cancer cases could skyrocket and one of the trials they have is skin cancer in partnership with Merck.

Roblox: The average user spends more time on Roblox than TikTok. The financials are ugly, but the growth rates are fantastic. If they can structurally create a 3d/digital ad platform like Meta, they could create the evolution of digital advertising or be Meta 2.0.

Worse case, if Roblox cannot figure it out, they will probably get bought out by Meta, Apple, Netflix, or Disney.... so I don't see the company going to zero.
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I added Moderna to my watchlist a couple months since it dipped so much over the past year.

Roblox I need to add to the list. It's interesting but I don't know nearly enough about the business outside of what my niece and nephew tell me.

I'm also looking at Cava (some call it then next Chipotle) and UIPath.
 
Zoom is another company I am interested in - no debt, consistent free cash flow, low capEx.

My theory with Zoom is similar to Roblox. If things go south, they will likely get bought out by Google or Microsoft.
 
Bucky said:
Zoom is another company I am interested in - no debt, consistent free cash flow, low capEx.

My theory with Zoom is similar to Roblox. If things go south, they will likely get bought out by Google or Microsoft.
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Zoom is also on my watchlist. I keep going back and forth on it. I just sold a portion of my Google holding so I am looking for a couple more spec plays to put money in. I want to add more to Crispr and Sofi. Just hoping they go down more, first.
 
Replaced Enphase with First Solar since it seems less volatile.
 
Jumped back into crypto a few days ago, and Im already in profit.

Bought into Cardano, because I made money on it before, and it just keeps going up and up. Put in a small amount into Dodgecoin as well, because Elon, and even though I went through losses on it for a few days, its back up again. I also put in a small investment into Stellar and its also gotten into a slight profit.

Net profit so far is low four figures.
 
PoS said:
Jumped back into crypto a few days ago, and Im already in profit.

Bought into Cardano, because I made money on it before, and it just keeps going up and up. Put in a small amount into Dodgecoin as well, because Elon, and even though I went through losses on it for a few days, its back up again. I also put in a small investment into Stellar and its also gotten into a slight profit.

Net profit so far is low four figures.
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Solana is my third position in the crypto space, after btc and eth. Bought back in the 30s around 2020/21. Nibbled a bit throughout the run-up to 200s. Then it crashed. Bought some around the 10s when FTX got exposed (they had a big bag of it). I don't do altcoins much as it's pretty much gambling, but if one wants to get in it's probably better now than later.
 
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Geoist said:
Solana is my third position in the crypto space, after btc and eth. Bought back in the 30s around 2020/21. Nibbled a bit throughout the run-up to 200s. Then it crashed. Bought some around the 10s when FTX got exposed (they had a big bag of it). I don't do altcoins much as it's pretty much gambling, but if one wants to get in it's probably better now than later.
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I find Solana and Etherium to be too high price for entry level investors. I prefer the cheaper ones since I believe crypto is all a gamble anyway.
 
Rexedgar said:
We farm that mess out, doing ok. I have no interest in being a hands on investor, blood pressure is already too high!
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Apart from the blood pressure bit - I'm the same. I have bad luck and anything I personally invested in would probably crash and burn so I leave it to experts. Yeah they may make a lot from me but I'm happy with the 15% return I've had on the money I gave them to look after for me last October.
 
2023 Portfolio Performance:

Growth Portfolio: 95%
Dividend Portfolio: 21%
Crypto Portfolio: 164%

I've been adding more to my dividend stocks, especially the REITs as I think they should perform well in 2024. We'll see how well (or poorly) this ages.
 
My everlasting future...
 
SMCI, PLTR, and NVDA keeping my portfolio afloat today. Really wish I added more SMCI and didn't trim NVDA over the past year.
 
Geoist said:
Stocks? Real estate? Crypto? Art?

Shortly before the pandemic (2019), my wife and I decided to start actively investing in the market beyond our Roth IRAs/pensions. Since our Roth IRAs are fairly conservative (we put that money into the S&P through VOO and a little into QQQ), the active investment account is focused on growth, profitability, and great balance sheets. These are more-or-less the stocks we've been going with since early 2020, but I've recently done some pruning to get the concentration under 30:

This list are the core and they each make up between 2.5% and 10%:
Meta Platforms
Google
Adobe
Salesforce
Broadcom
Vici
Ulta Beauty
Nvidia
Amazon
Palantir
Microsoft
Shopify
Netflix
Elf Beauty
Visa
Costco
Chipotle
S&P Global
Tesla
Paypal


This list includes my more speculative plays which make up less than 2.5%:
Crowdstrike
Sofi
Crispr
Enphase
Upwork
Stoneco
Click to expand...
VTI
BNS
LIF
RIO
TD
PZA
CNR
 
S&P500 index is basically a technology growth fund, so that's where I'm at. I'm too cash poor to feel comfortable owning a home in Northern Virginia. I could get a mortgage now easy, but I want to own a home (with actual land under it, not a condo) outright, and since I'm not a DC lawyer, lobbyist, or tech-bro, good luck with that, bro.
 
Here’s a sob story for your entertainment. I’ve been enamored with Peter Lynch’s methods ever since I read “One Up On Wall Street” in 1989. Some real common sense stuff, investing in those companies where you can get a personal, almost hands-on feel for the company you are researching.

Around here, years ago, I started getting my vehicles washed at a small chain of car washes called Mister Car Wash. Their symbol is MCW. There were two original locations here, and one happened to be just off the interstate highway between my work and home. Their specialty was a monthly unlimited wash membership for $24.00 per month. I drove Mustangs, then a loaded Impala, and now a Silverado, all bought new, so I liked getting them washed once a week. The membership cost amounted to a little more than 2 1/2 washes, so I got the membership.

I started watching their stock years ago, and it almost hit $11.80 per share, then dropped through Covid, and again with the recovery. It bottomed out to $4.80 per share around November 1, 2023, and I remember thinking to myself that I ought to buy. They had built four more local locations and were always busy. Even after an almost 2% drop on Friday, the current price is $9.11 per share.

My bad… boy, did I miss that one.
 
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