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I do a couple of things which could be considered gambling, depending on point of view. We would all agree that putting 5 bucks in a machine at...
I just realized I did not answer your question. Q: Is this trading and trying to time the market? A: Yes The thought process was, I would like...
I still consider myself buy and hold, although you may disagree and I wouldn't argue the point. Why sell #2 and buy #1? I mostly stopped DRIPing...
We have a lot of cash, at the moment. Before I left the country for the winter, I placed a few long term limit orders. A few were buy orders....
Is there any thought of a trade halt, in light of the invasion?
I looked for a petroleum related company in 2020, during the first shutdown. Did not find one I was happy with. Looked again in the fall of...
Porsche has now had more battery fires than all other EV manufactures combined.
This is a correction to post 2927. There seems to be some strange production accounting in Q4 at Giga Shanghai. I believe they are not at 1M...
Two years after acquiring new assets in Australia and New Zealand, it appears NWH is finally ready to swallow what they bit off. I haven't been...
I am starting to see significant liability in market indices. For us, the path forward is with owning simple businesses with decent earnings....
I did some quick math on Tesla's 1M production announcement for the 4680 cell. This number suggests that Kato Road is producing far in excess of...
The only hope for Boeing is if they replace management with a team that is honest and competent. This makes Boeing very enticing as a short...
Shanghai is already at 1M run rate. The stats don't show it but the rate bumped up in December and they were already at 245k/quarter. Fremont is...
My view is very similar to yours, although I put Shanghai at just over 1M unit output. That may be a bit high for Fremont. The bottleneck at...
With David Einhorn short on Tesla again, I am expecting a series of negative Tesla coverage for a while.
Where is Samuel Jackson when he is needed? https://www.cnn.com/travel/article/airasia-malaysia-snake-plane-rerouted-intl-hnk/index.html
Tesla is soliciting bids on a second Giga factory in China. If they can break ground by summer 2023, the next Giga factory might be done before...
