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It is positive comments made after weekend buy-out talks, accompanied by quite a few share holders backing Musk on this deal. I don't know if...
ON Semi, key supplier of electronics for the auto industry, has halted operations in Shanghai. They are transferring operations to their...
I've been investing for 39 years and there has always been a recession just around the corner. The people who can be brave in the face of...
It's nice to meet you, Pascald. I don't trade commodities. Also, I have no interest in cryptocurrency. Both of these pursuits involve...
Giga Shanghai is back in operation. I don't have full detail but the model Y lines are cranking out cars at a decent rate. This situation...
The reason GM/Ford/Stellantis have similar chance of long term success as Lucid, in my opinion, is the dealer network is hugely biased against...
Tesla has changed the game. If Tesla can make a component for $100, they immediately try to figure out how to make that component for $99.50....
Please allow me to be more specific on what I mean by "long shot for success". 30% chance of being purchased by a company like MBZ, Stellantis,...
I missed the point at which we disagree? You think Lucid is going to fail. I think Lucid is going to fail. The point I was trying to make is...
The game has just begun. Elon has not lost, although he might. I make no predictions other than I predict this will be fun to watch.
Hitting one equity My value investing process mostly involves putting all of my cash into one equity for a period of months to a couple of years....
Not in my opinion. Five years ago, the narrative was the biggest auto makers will take notice of Tesla one day, make a bunch of electric cars,...
WBI = 183.6 Our portfolio does not currently have a growth stock. It is all utilities/REITs/financials/etc. While I would like to have a...
I don't own Lucid and don't expect to but I believe Lucid has the best chance, out of the long shots, to make it. The odds are still very low....
Follow up... When I point out that people have under performed the S&P 500, I've always gotten the same response... without exception. "Well...
I've come to the conclusion that investors are among the most religious people around. They embrace ideas and philosophy that is proven to not...
I've never before encountered someone with a COVID outlook that is 100% identical to mine. Weird. Cheers, RTN. :thumbsup:
Something is going on in China that defies comprehension. The Shanghai lockdown has been extended until May. They are having severe food...
We haven't exactly covered ourselves in glory, in the west. I admire the Chinese response to the first few waves. They did an amazing job. What...
I'm retired with the most boring portfolio on the site. The idea of bitcoin, GameStop, Wall Street Bets, are like a back alley crap game to me....
