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From: Sultan6/18/2020 5:39:09 PM
1 Recommendation   of 5824
 

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From: Sultan6/28/2020 1:13:08 PM
1 Recommendation   of 5824
 

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To: Sultan who wrote (5806)7/7/2020 9:40:14 AM
From: The Ox
1 Recommendation   of 5824
 
More and more I'm reminded of WCOM, LU, VTSS and many other stocks from 1999-2000.

Buyers beware

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To: The Ox who wrote (5807)7/7/2020 12:08:38 PM
From: robert b furman
1 Recommendation   of 5824
 
Hi Ox,

Me too.

Here's the next wealth killer - whenever it happens: TSLA!

Bob

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To: robert b furman who wrote (5808)7/7/2020 12:19:27 PM
From: The Ox
1 Recommendation   of 5824
 
TSLA price to cash flow of 25x. AMZN at 23. NVDA at 38!! Compare to AMAT and LRCX at 13.

FB and AAPL around 15. GOOG at 17 and MSFT at 21.

I understand the concepts of safety in the blue chips and the theory that time will eventually catch up to the valuations of today. Not all of the futures are going to be as smooth for these companies to generate cash as the market seems think.

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To: The Ox who wrote (5809)7/7/2020 1:59:12 PM
From: robert b furman
1 Recommendation   of 5824
 
Hi Ox,

I would couple FB and Goog as advertising dependent.

I see others coming into compete with that model.

T's xandr is an example of other data harvesters from the telecoms and internet providers, who also have access to metadata. They'll eat away at the lead.

FB and Goog are at the top of their era. Social media and Goog may well be about to come under anti-trust and or censorship bureaucratic review, not to mention EU and other places taxation schemes.

Msft, Aapl, Amat, and Lrcx have business cycles along with a larger moat. A moat that has been cemented over the last brutal competition with in the semi business over the last 20 plus years.

It's always an interesting world when trying to find overvaluation.

You can be wrong for years and in 45 days brilliant (If you don't run out of money first) <smile>

Bob

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From: Sultan7/15/2020 7:47:56 PM
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From: Sultan7/18/2020 2:17:36 AM
   of 5824
 
TGIF .. FWIW

Chapter 4: The Big Cycle of the United States and the Dollar, Part 1


Ray Dalio Influencer

Co-Chief Investment Officer & Co-Chairman of Bridgewater Associates, L.P.

linkedin.com

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From: Sultan7/20/2020 4:12:41 PM
1 Recommendation   of 5824
 

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To: Sultan who wrote (5813)7/20/2020 5:33:07 PM
From: The Ox
   of 5824
 
finviz.com

First, you need to understand where the curves are heading. Vaccine plays were the proper place. See list of YTD performers at link above.

Next...someone please let me know the next great investment landscape, please. Pretty please, with sugar on top!!

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