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TeckYen

TeckYen

Buy only values and just HODL.

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2023-05-16

This kind of analysis will not able to triumph in the future.

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2021-04-30

220%

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2021-04-10

What is it that's broken? And if the system is broken, is it the blame if Amazon 'utilises' it?

Amazon gains enough votes to beat union effort, counting continues

2021-04-10

10-Bagger Series - OCT A (1)

http://valuecreatingbusinesses.blogspot.com/2021/03/good-read-translated-330-billions.html Prelude:Main Analysis FrameworkPersonally, I prefer a top-down approach when analyzing an investment. I always start from industry and narrow down to specific companies. Occasionally, I do start with the company then backward to its industry. Firstly, analyses of an industry.Second, analyses of the economics moats of a company.Third, analyses of the potential growth of a company.Fourth, analyses of potential risks.Fifth, analyses of the valuation.Sixth, analyses of the potential range of the total return.My main standard of picking a stockFirstly, it must have a sufficiently wide economics moat.Economics moat determines the certainty of profits.Secondly, it must have sufficient potential fo

10-Bagger Series - OCT A (1)

2021-03-10

Can this Colan guy shut up and don't give poison opinions? Fucks sake

Buffett cut Apple, Baron trimmed Tesla: Billionaire market lessons on tech and growth stock selling

Go to Tiger App to see more news

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is it that's broken? And if the system is broken, is it the blame if Amazon 'utilises' it?&nbsp;","listText":"What is it that's broken? And if the system is broken, is it the blame if Amazon 'utilises' it?&nbsp;","text":"What is it that's broken? And if the system is broken, is it the blame if Amazon 'utilises' it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/346854249","repostId":"1101452417","repostType":4,"repost":{"id":"1101452417","pubTimestamp":1617980589,"share":"https://ttm.financial/m/news/1101452417?lang=&edition=fundamental","pubTime":"2021-04-09 23:03","market":"us","language":"en","title":"Amazon gains enough votes to beat union effort, counting continues","url":"https://stock-news.laohu8.com/highlight/detail?id=1101452417","media":"CNBC","summary":"KEY POINTS\n\nThe National Labor Relations Board on Friday resumed counting ballots in the historic un","content":"<div>\n<p>KEY POINTS\n\nThe National Labor Relations Board on Friday resumed counting ballots in the historic union election at one of Amazon’s Alabama warehouses.\nAt the end of Thursday, with roughly half of the...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/09/amazon-union-vote-live-updates-as-counting-resumes-in-alabama.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon gains enough votes to beat union effort, counting continues</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon gains enough votes to beat union effort, counting continues\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-09 23:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/04/09/amazon-union-vote-live-updates-as-counting-resumes-in-alabama.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nThe National Labor Relations Board on Friday resumed counting ballots in the historic union election at one of Amazon’s Alabama warehouses.\nAt the end of Thursday, with roughly half of the...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/09/amazon-union-vote-live-updates-as-counting-resumes-in-alabama.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.cnbc.com/2021/04/09/amazon-union-vote-live-updates-as-counting-resumes-in-alabama.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1101452417","content_text":"KEY POINTS\n\nThe National Labor Relations Board on Friday resumed counting ballots in the historic union election at one of Amazon’s Alabama warehouses.\nAt the end of Thursday, with roughly half of the 3,215 ballots counted, there were 1,100 votes against unionization and 463 votes in support, putting Amazon head by more than a 2-1 margin.\nThe NLRB still has yet to count hundreds of contested ballots.\n\nThe National Labor Relations Board on Friday resumed counting ballots in the historic union election at one of Amazon’s Alabama warehouses.\nWith more than half of the ballots counted, Amazon on Thursday maintained a commanding lead in the election. Out of the 3,215 ballots cast, there were 1,100 votes against unionization and 463 votes in support. The results put Amazon ahead of the Retail, Wholesale and Department Store Union by more than a 2-1 margin.\nHere’s where the vote tally stands now. Refresh this page for the latest updates:\n\nFor:660\nAgainst:1,600\n\nThe National Labor Relations Board still has yet to count more than a thousand ballots. Each vote is being counted by hand, one by one, at the NLRB’s office in Birmingham, Alabama.\nThere are also about 500 challenged ballots that remain uncounted, the RWDSU confirmed to CNBC. Amazon challenged the ballots at a rate of nearly 4-1, the union added.\nAmazon said it contested roughly 300 ballots, while roughly 200 ballots were challenged by the union. The company said most of the contested ballots were due to issues of eligibility, wherein ballots may have been submitted by individuals who left the company during the voting period. The NLRB told CNBC that it will not release the total number of challenged ballots until after the counting is over.\nNews of the number of contested ballots was first reported by Reuters.\nThe ballots could play a big role if the union can claw back enough votes to where the challenged ballots would sway the outcome of the election. The NLRB would then begin a legal process to determine whether to count the challenged ballots, which could take many days or weeks.\nThe RWDSU is fighting to represent approximately 5,800 workers at Amazon’s Bessemer, Alabama, warehouse, known as BHM1. The union election has shaped up to be one of the most important organizing campaigns in recent history. Labor groups have been closely watching the campaign with the hope that it will kickstart organizing efforts across the country amid a yearslong decline in private-sector union membership.\nNo matter what the outcome is, the losing side is expected to challenge the election results. RWDSU President Stuart Appelbaum on Thursday signaled the union is already poised to take that step. Appelbaum called on the NLRB to investigate Amazon’s election conduct, including claims that it improperly pushed the U.S. Postal Service to install a mailbox at the Bessemer warehouse.\n“Our system is broken, Amazon took full advantage of that, and we will be calling on the labor board to hold Amazon accountable for its illegal and egregious behavior during the campaign,” Appelbaum said. “But make no mistake about it; this still represents and important moment for working people and their voices will be heard.”\nAmazon said it installed the mailbox for the convenience of workers, adding that only the USPS had access to the mailbox.","news_type":1},"isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346388570,"gmtCreate":1617994368590,"gmtModify":1704705775982,"author":{"id":"3566817649034276","authorId":"3566817649034276","name":"TeckYen","avatar":"https://static.tigerbbs.com/5c23ffdee9c8542f8161f336106190ec","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566817649034276","authorIdStr":"3566817649034276"},"themes":[],"title":"10-Bagger Series - OCT A  (1)","htmlText":"http://valuecreatingbusinesses.blogspot.com/2021/03/good-read-translated-330-billions.html&nbsp;Prelude:Main Analysis FrameworkPersonally, I prefer a top-down approach when analyzing an investment. I always start from industry and narrow down to specific companies. Occasionally, I do start with the company then backward to its industry.&nbsp;Firstly, analyses of an industry.Second, analyses of the economics moats of a company.Third, analyses of the potential growth of a company.Fourth, analyses of potential risks.Fifth, analyses of the valuation.Sixth, analyses of the potential range of the total return.My main standard of picking a stockFirstly, it must have a sufficiently wide economics moat.Economics moat determines the certainty of profits.Secondly, it must have sufficient potential fo","listText":"http://valuecreatingbusinesses.blogspot.com/2021/03/good-read-translated-330-billions.html&nbsp;Prelude:Main Analysis FrameworkPersonally, I prefer a top-down approach when analyzing an investment. I always start from industry and narrow down to specific companies. Occasionally, I do start with the company then backward to its industry.&nbsp;Firstly, analyses of an industry.Second, analyses of the economics moats of a company.Third, analyses of the potential growth of a company.Fourth, analyses of potential risks.Fifth, analyses of the valuation.Sixth, analyses of the potential range of the total return.My main standard of picking a stockFirstly, it must have a sufficiently wide economics moat.Economics moat determines the certainty of profits.Secondly, it must have sufficient potential fo","text":"http://valuecreatingbusinesses.blogspot.com/2021/03/good-read-translated-330-billions.html Prelude:Main Analysis FrameworkPersonally, I prefer a top-down approach when analyzing an investment. I always start from industry and narrow down to specific companies. Occasionally, I do start with the company then backward to its industry. Firstly, analyses of an industry.Second, analyses of the economics moats of a company.Third, analyses of the potential growth of a company.Fourth, analyses of potential risks.Fifth, analyses of the valuation.Sixth, analyses of the potential range of the total return.My main standard of picking a stockFirstly, it must have a sufficiently wide economics moat.Economics moat determines the certainty of profits.Secondly, it must have sufficient potential fo","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/346388570","isVote":1,"tweetType":1,"viewCount":2469,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3566817649034276","authorId":"3566817649034276","name":"TeckYen","avatar":"https://static.tigerbbs.com/5c23ffdee9c8542f8161f336106190ec","crmLevel":2,"crmLevelSwitch":0,"idStr":"3566817649034276","authorIdStr":"3566817649034276"},"content":"This is my Good Read Translation series, where the content is from a brilliant retail investor goes by 'Mr Pig 666'","text":"This is my Good Read Translation series, where the content is from a brilliant retail investor goes by 'Mr Pig 666'","html":"This is my Good Read Translation series, where the content is from a brilliant retail investor goes by 'Mr Pig 666'"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":323111890,"gmtCreate":1615309001510,"gmtModify":1704781041115,"author":{"id":"3566817649034276","authorId":"3566817649034276","name":"TeckYen","avatar":"https://static.tigerbbs.com/5c23ffdee9c8542f8161f336106190ec","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566817649034276","authorIdStr":"3566817649034276"},"themes":[],"htmlText":"Can this Colan guy shut up and don't give poison opinions? Fucks sake","listText":"Can this Colan guy shut up and don't give poison opinions? Fucks sake","text":"Can this Colan guy shut up and don't give poison opinions? Fucks sake","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/323111890","repostId":"1111706863","repostType":4,"repost":{"id":"1111706863","pubTimestamp":1615197274,"share":"https://ttm.financial/m/news/1111706863?lang=&edition=fundamental","pubTime":"2021-03-08 17:54","market":"us","language":"en","title":"Buffett cut Apple, Baron trimmed Tesla: Billionaire market lessons on tech and growth stock selling","url":"https://stock-news.laohu8.com/highlight/detail?id=1111706863","media":"cnbc","summary":"You can love a stock, like Ron Baron does Tesla, but also recognize its weight in your portfolio may have grown too big.Warren Buffett’s trimming of his huge stake in Apple is a reminder that even the best investors know their capital is finite and they should always be looking to maximize every dollar invested.Tech stocks and growth stocks have seen violent selling and investors need to be willing to sell their biggest winners without emotion.He looks at some of the cyclical plays, some already","content":"<div>\n<p>KEY POINTSYou can love a stock, like Ron Baron does Tesla, but also recognize its weight in your portfolio may have grown too big.Warren Buffett’s trimming of his huge stake in Apple is a reminder ...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/07/buffett-cut-apple-baron-tesla-billionaire-market-selloff-lessons.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buffett cut Apple, Baron trimmed Tesla: Billionaire market lessons on tech and growth stock selling</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuffett cut Apple, Baron trimmed Tesla: Billionaire market lessons on tech and growth stock selling\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-08 17:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/03/07/buffett-cut-apple-baron-tesla-billionaire-market-selloff-lessons.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSYou can love a stock, like Ron Baron does Tesla, but also recognize its weight in your portfolio may have grown too big.Warren Buffett’s trimming of his huge stake in Apple is a reminder ...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/07/buffett-cut-apple-baron-tesla-billionaire-market-selloff-lessons.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.cnbc.com/2021/03/07/buffett-cut-apple-baron-tesla-billionaire-market-selloff-lessons.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1111706863","content_text":"KEY POINTSYou can love a stock, like Ron Baron does Tesla, but also recognize its weight in your portfolio may have grown too big.Warren Buffett’s trimming of his huge stake in Apple is a reminder that even the best investors know their capital is finite and they should always be looking to maximize every dollar invested.Tech stocks and growth stocks have seen violent selling and investors need to be willing to sell their biggest winners without emotion.If a stock pundit had said at the beginning of 2021 it was time to get out of Tesla and into Exxon Mobil, many investors might have sought another source of market advice. But to an unemotional stock trader, that may have seemed like the right move after growth stocks’ massive run into the new year, and a stock market rotation out of large-cap growth that had already gained steam in the fourth quarter of 2020.Tesla shares have been crushed this year, while traditional fossil fuel companies like Exxon Mobil continue to soar off lows hit during the worst of the pandemic, and as oil rebounds on greater economic confidence. The gap between energy stocks and tech stocks is the widest it has been since 2002, while theNasdaqselling last week, even with Friday’s big rebound, basically erased the tech-heavy index’s gains for the year. The Nasdaq 100 is now down 1.7% on the year.Warren Buffett loves Apple but trimmed his stake in the fourth quarter. Ron Baron thinks Tesla is headed to $2,000, but sold 1.8 million shares. While it would be a mistake for most individual investors to think their portfolio planning resembles the decision-making of billionaires, or that these billionaires are not in these particular names for the long run — they are — at a time of violent stock selling and market volatility, it’s worthwhile to consider how these investors think about their biggest winners.Bubbles vs. violent stock sellingYou don’t need to believe a massive bubble is here to worry that the market is not finished with some more violent “digestion” of winners.Nick Colas, co-founder of DataTrek Research, recently surveyed several hundred investors including institutions, registered investments advisors and high-net-worth individuals, and found no concern about a systemic risk to the market, but one-third of investors do believe U.S. large-cap stocks may see more pressure based on asset values.This is not another tech bubble, in his view, but there has been such an elevated amount of capital into technology stocks that there is reason to worry more money will “rotate out violently, and quickly.”He looks at some of the cyclical plays, some already back above pre-pandemic levels and five-year levels, financials as an example. “I think we see lots more rotation. You can’t just be in Tesla anymore. You can’t be in speculative tech names anymore. That money is leaving and looking for more real world leverage,” as the Covid reopening accelerates, he says.Apple and big tech has also seen pressure this year and that may continue.“Those trillion-dollar stocks were huge parking lots for capital last year, all investors from retail to institutional understood the business models and for that brief shining moment they were right place to be,” Colas said. “These rotations, when they happen, they are not necessarily sensible. Tesla will still do fine, but people are saying they have to be somewhere else. ... Apple is a great company with great management, and maybe you make 10% on Apple in the next year, but how about 30% in energy?”The Fed, inflation and market rotationsThe selling of the market’s biggest winners is an indirect effect of confidence in the economic recovery, and what kinds of companies will show the best upside earnings surprises in the next 12 months. That supports financials — the Financial Select Sector SPDR ETF is now through its five-year high — and the stimulus package passed by the Senate over the weekend and expected to be signed by President Biden, will be large and help consumers and hit in the spring as more businesses are reopening.While he thinks small-caps as a whole, represented by the Russell 2000, have run too far too fast since Q4 2020 to see great short-term value in a broad index bet, Colas does think some small-cap sector-specific plays continue to have the market rotation momentum.“When we see ‘XYZ company’ beat estimates by 50% it won’t be Tesla or Apple. ... The surprise will be small-cap energy or banks, small banks, even small industrials. We will see it in airlines, and maybe hotels, though not right away,” Colas says.Much of the recent volatility in the market has been triggered by concerns the Federal Reserve is losing control of the bond market and will need to raise rates sooner than it has telegraphed, and how that makes some stocks less attractive as bond yields rise, while inflation also makes investors reassess the future value of their holdings.But Colas says for stock investors focused on this year who want to maintain exposure to the market, it can be pointless to fight the Fed. He recalled a comment hedge fund manager Leon Cooperman once gave to a group of young Wall Streeters he was among decades ago: “You don’t want to live in a world where the Fed can’t control the markets, and good night if you believe that.”If you do believe that, “you can’t be in risk assets at all,” Colas says.Inflation, meanwhile, at least in the near-term, means pricing power for many companies that have not experienced that dynamic in a long time. “Inflation in the short and medium term is good thing for stocks,” he said. That is distinct from the inflationary pressures that can lead investors to doubt the longer-term value of the stocks they are holding and which Buffett himself, who lived through the market-crushing inflation of the 1970s, has called the“misery index for investors.”But Colas also cautions that investors should not assume there won’t be more selling ahead.“If anyone remembers what happened in 2000, the selloff wasn’t super-violent and people defended their positions and buy recommendations for months and months and months.”This is not the dotcom bubble, and the technology sector is much more developed.“We barely had internet and had no smartphones.”But investors who want to be tactical rather than set their portfolio on autopilot for the long-term may hang with certain stocks for too long.The psychology of billionaire investorsHis advice: “Let the market prove to you the selloff is over.”With Tesla below $600 last week, don’t assume there is an immediate buy on the dip. “You want to see Tesla stabilize. These selloffs dont V bottom. ... Just be aware you’re still buying a very highly valued company and Tesla won’t magically reverse back to 800.”He says back in the years when he worked at Steve Cohen’s SAC Capital, there was a saying: “Don’t short a new high or buy a new low. You wait.”While it’s a mistake for the average investor to obsess over the moves made by the market’s biggest players — billionaires like Steve Cohen, Warren Buffett and Ron Baron — they do offer a few straightforward lessons for volatile markets.No. 1: They make unemotional decisions and they are always looking ahead rather than back.“They spend zero seconds saying, ’I have a huge gain and will stick with it,” Colas said. “SAC had an in-house shrink to break people of the psychology of taking losses or holding gains, to never let it cloud the decision-making process.”One of the most difficult lessons for investors to learn is that the market does not care about the price at which you bought, and the price is reset everyday in spite of how you may think about it. “That is a hard thing for people to learn,” Colas said.The trades that got an investor through 2020 are not necessarily the winning trades now.“There’s a new game and the cycle is turning.”Ron Baron is among the Tesla shareholders who has seen huge value generated by Elon Musk, but he is process-driven. Baron is always thinking about secular shifts in industries and he believes in the shift taking place in transportation — and has invested in more than just Tesla (e.g. GM Cruise) — but as an investor he also has to manage position size. “He can’t go to a client and say 30% of your net worth is now Tesla. That’s not good money management. And every investor should take that to heart,” Colas said.Buffett has always been good at investing based on the premise that there is a finite amount of capital and, “It has to go to the best use always,” Colas says. If he is trimming Apple — even as he sings its praises, and even though its valuation had not been in the same neighborhood as Tesla’s and it has shown earnings leverage through the pandemic — there may be better opportunity for those dollars now and over the next 12 months elsewhere.“If want to take lessons away from the billionaires, just try to think like they do about position size and diversification and best use of capital,” Colas says. “These are omnibus lessons.”And remember that if money continues to rotate out of large-cap growth and tech, at some point the investor who is always looking ahead will remember that the next big rotation could be out of cylicals. “That’s the way rotations work,” he says.There’s a good case to be made there is more room to run in traditional energy right now than in EVs, but there will be a day in the future when the trade may be back out of Exxon Mobil and into Tesla.","news_type":1},"isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":346388570,"gmtCreate":1617994368590,"gmtModify":1704705775982,"author":{"id":"3566817649034276","authorId":"3566817649034276","name":"TeckYen","avatar":"https://static.tigerbbs.com/5c23ffdee9c8542f8161f336106190ec","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566817649034276","idStr":"3566817649034276"},"themes":[],"title":"10-Bagger Series - OCT A  (1)","htmlText":"http://valuecreatingbusinesses.blogspot.com/2021/03/good-read-translated-330-billions.html&nbsp;Prelude:Main Analysis FrameworkPersonally, I prefer a top-down approach when analyzing an investment. I always start from industry and narrow down to specific companies. Occasionally, I do start with the company then backward to its industry.&nbsp;Firstly, analyses of an industry.Second, analyses of the economics moats of a company.Third, analyses of the potential growth of a company.Fourth, analyses of potential risks.Fifth, analyses of the valuation.Sixth, analyses of the potential range of the total return.My main standard of picking a stockFirstly, it must have a sufficiently wide economics moat.Economics moat determines the certainty of profits.Secondly, it must have sufficient potential fo","listText":"http://valuecreatingbusinesses.blogspot.com/2021/03/good-read-translated-330-billions.html&nbsp;Prelude:Main Analysis FrameworkPersonally, I prefer a top-down approach when analyzing an investment. I always start from industry and narrow down to specific companies. Occasionally, I do start with the company then backward to its industry.&nbsp;Firstly, analyses of an industry.Second, analyses of the economics moats of a company.Third, analyses of the potential growth of a company.Fourth, analyses of potential risks.Fifth, analyses of the valuation.Sixth, analyses of the potential range of the total return.My main standard of picking a stockFirstly, it must have a sufficiently wide economics moat.Economics moat determines the certainty of profits.Secondly, it must have sufficient potential fo","text":"http://valuecreatingbusinesses.blogspot.com/2021/03/good-read-translated-330-billions.html Prelude:Main Analysis FrameworkPersonally, I prefer a top-down approach when analyzing an investment. I always start from industry and narrow down to specific companies. Occasionally, I do start with the company then backward to its industry. Firstly, analyses of an industry.Second, analyses of the economics moats of a company.Third, analyses of the potential growth of a company.Fourth, analyses of potential risks.Fifth, analyses of the valuation.Sixth, analyses of the potential range of the total return.My main standard of picking a stockFirstly, it must have a sufficiently wide economics moat.Economics moat determines the certainty of profits.Secondly, it must have sufficient potential fo","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/346388570","isVote":1,"tweetType":1,"viewCount":2469,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3566817649034276","authorId":"3566817649034276","name":"TeckYen","avatar":"https://static.tigerbbs.com/5c23ffdee9c8542f8161f336106190ec","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3566817649034276","idStr":"3566817649034276"},"content":"This is my Good Read Translation series, where the content is from a brilliant retail investor goes by 'Mr Pig 666'","text":"This is my Good Read Translation series, where the content is from a brilliant retail investor goes by 'Mr Pig 666'","html":"This is my Good Read Translation series, where the content is from a brilliant retail investor goes by 'Mr Pig 666'"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346854249,"gmtCreate":1618024058481,"gmtModify":1704706089891,"author":{"id":"3566817649034276","authorId":"3566817649034276","name":"TeckYen","avatar":"https://static.tigerbbs.com/5c23ffdee9c8542f8161f336106190ec","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566817649034276","idStr":"3566817649034276"},"themes":[],"htmlText":"What is it that's broken? And if the system is broken, is it the blame if Amazon 'utilises' it?&nbsp;","listText":"What is it that's broken? And if the system is broken, is it the blame if Amazon 'utilises' it?&nbsp;","text":"What is it that's broken? And if the system is broken, is it the blame if Amazon 'utilises' it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/346854249","repostId":"1101452417","repostType":4,"isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970890072,"gmtCreate":1684233365097,"gmtModify":1684233368484,"author":{"id":"3566817649034276","authorId":"3566817649034276","name":"TeckYen","avatar":"https://static.tigerbbs.com/5c23ffdee9c8542f8161f336106190ec","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566817649034276","idStr":"3566817649034276"},"themes":[],"htmlText":"This kind of analysis will not able to triumph in the future.","listText":"This kind of analysis will not able to triumph in the future.","text":"This kind of analysis will not able to triumph in the future.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970890072","repostId":"2335153688","repostType":2,"repost":{"id":"2335153688","pubTimestamp":1684224300,"share":"https://ttm.financial/m/news/2335153688?lang=&edition=fundamental","pubTime":"2023-05-16 16:05","market":"us","language":"en","title":"Tesla: Revisiting My 13 Reasons To Be Cautious","url":"https://stock-news.laohu8.com/highlight/detail?id=2335153688","media":"Seeking Alpha","summary":"SummaryTesla, Inc. is in a strange position of a $500 billion empire finding itself in the growing p","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>Tesla, Inc. is in a strange position of a $500 billion empire finding itself in the growing pain phase.</p></li><li><p>Tesla stock has fallen about 14% since my last review, but then, estimates have fallen almost the same.</p></li><li><p>The appointment of a new CEO for Twitter is the biggest news for Tesla in the last 3 months.</p></li><li><p>However, I retain my hold rating on Tesla stock while lowering my entry point to add to my position.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15402ca3ce706835733f8b286527cedb\" alt=\"jetcityimage/iStock Editorial via Getty Images\" title=\"jetcityimage/iStock Editorial via Getty Images\" tg-width=\"750\" tg-height=\"500\"/><span>jetcityimage/iStock Editorial via Getty Images</span></p><p>I wrote an article on Tesla, Inc. (NASDAQ:TSLA) three months ago, rating the stock a hold due to a variety of business, stock fundamental, technical, and macro reasons. Since then, the stock has lost nearly 14% compared to the market, being flat in the same time period. Meanwhile, the company reported its Q1 earnings as Seeking Alpha has covered here.</p><p>Three months is a short time in most of our lives, but it is a long time for a company and stock like Tesla with their ever-changing dynamics (thanks to the man at the helm, CEO Elon Musk, primarily). Hence, it is time to revisit my hold rating using the same 13 reasons from the original article. Let us get into the details.</p><h2>Four Business Reasons</h2><ul><li><p><strong>Margin Erosion: </strong>I had stated in the original article that Tesla was sending mixed signals to the market about being a margin player vs. a volume-based discount player. In the last three months, Tesla has managed to increase prices a couple of times:</p><ul><li><p>The price increases of Model S and Model X. The fact that these are two top-end models that were already selling at a price range of $87,000 and $107,500 is to be highlighted.</p></li><li><p>A minor price increase on Model Y and Model 3.</p></li></ul></li></ul><p>Overall, I am still concerned with margin erosion given that prices are still not back to where they were in Q1 2022.</p><ul><li><p><strong>Demand Erosion:</strong> The fact that Tesla has both slashed and increased prices more times than I care to count in the last few months suggests there is still a huge demand at the right price. Tesla and Musk ate crow in a way when the company admitted it is willing to sacrifice profit margin to expand its demand/market share shortly after promising it can do both. But it comforts me as a long that the company and market are both willing to give in and take to keep the relationship moving. If only all couples can figure out the same! This one gets a pass for the time being, but I&#39;d like to note that Tesla is finding itself in a unique situation here as a $500 billion empire that is still feeling what is referred as &#34;Growing Pains&#34; in the business world.</p></li></ul><ul><li><p><strong>Market Share</strong>: While there is no doubt Tesla faces increasing competition from both new companies and established auto players, a couple of reports since my last review should comfort investors: Tesla&#39;s share (of overall auto) in the U.S./Canada reached a record 4% in Q1 2023 and 2.5% in Europe. In addition, a vast majority of fans will likely continue backing the company and what its vision represents, irrespective of what Elon Musk does.</p></li><li><p><strong>The Elon Musk Problem</strong>: I should have moved this to the top of this section due to its significance and recent development, but chose to retain here for ease of comparison with the previous review. Elon Musk appears to have solved (or least progressed meaningfully towards solving) the &#34;Twitter problem&#34; in more ways than one. Must recently reported that Twitter is now operating at breakeven and could even be profitable shortly before announcing he has finally found a full-time CEO for the company. As much as one may speculate over how much real power Musk may conceded to the new CEO, Linda Yaccarino, this is a welcome relief for Tesla shareholders given the numerous hats Musk wears.</p></li></ul><h2>Four Stock Fundamental Reasons</h2><ul><li><p><strong>Forward Multiple:</strong> Despite the ~14% fall in stock price since my last review, Tesla stock&#39;s forward multiple remains close to 50. That only means estimates have fallen in the meantime, as covered below.</p></li><li><p><strong>PEG:</strong> Growth at Reasonable Price (&#34;GARP&#34;) investors like myself tend to look at the Price-Earnings/Growth (&#34;PEG&#34;) multiple as it tells us how fairly valued a stock is relative to its growth prospects. Tesla stock has gotten considerably worse on this metric since my last review, as the current estimated growth rate of 10%/yr gives the stock a forward PEG of nearly 5, while it was 2 during my February review.</p></li><li><p><strong>Price Target:</strong> At the current price per share of $168, the stock is just a good 10% away from its median price target. This looks better than the last time when the stock was just 2% away from its then median target of $190 but from a medium-perspective, 10% is still not much of a margin for error given the current macro environment.</p></li><li><p><strong>Falling Estimates:</strong> Both 2023&#39;s and 2024&#39;s estimates have fallen by about 13% since my last review. Just like in the last review, estimates have been falling all across the board as shown below. This makes the 14% fall in stock price seem justified.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/973fc475ba0ab9a4f4c3ef2d31a15d60\" alt=\"TSLA Estimates (Yahoo Finance)\" title=\"TSLA Estimates (Yahoo Finance)\" tg-width=\"640\" tg-height=\"166\"/><span>TSLA Estimates (Yahoo Finance)</span></p><h2>Three Macro Reasons</h2><ul><li><p><strong>Market Complacency:</strong> The market - S&amp;P 500 (SP500) - has remained almost flat since my February article. That does not mean the market has not gotten more complacent. Since February, the popular volatility and fear index, S&amp;P VIX Index (VIX), has dropped 12%, suggesting calm waters or complacency depending on the way you look at things. I personally believe this is complacency, and a bad report here or there on employment or inflation in general may send overvalued stocks like Tesla sharply lower.</p></li><li><p><strong>Recession or Fears of One: </strong>This was the toughest of the 13 sections to write about. Because there is little information, I nor anyone have to say with 100% confidence whether a recession will hit us and, if so, when. However, I still hold the opinion that Tesla will be one of the hardest-hit growth stocks in case the economy tanks. This is especially true given the typical price range and the layoffs in high-paying jobs.</p></li><li><p><strong>China: </strong>China and Tesla in the same context is like having two headline makers (for both good and bad reasons) in the same household. Hence, I am covering only a couple of China-related items here.</p><ul><li><p>First, a recent recall caught the headlines and Musk&#39;s ire (rightly so). &#34;Recalls&#34; in the traditional manufacturing sense is a time and cost consuming activity and hence that word usually has negative ramifications. Tesla&#39;s reported recall is just a software update. While this did not adversely affect the stock, categorizing this as a recall is like saying Microsoft Corporation (MSFT) recalled Windows every time it releases an update for new features or bugs.</p></li><li><p>Second, Tesla increased the price of a few models in China a couple of times since my last review, as reported here and here. This should calm down demand concerns in the short to medium terms at least.</p></li></ul></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/446a57e7388319dd5846f430ee0f409c\" alt=\"Musk Tweet (Twitter.com)\" title=\"Musk Tweet (Twitter.com)\" tg-width=\"640\" tg-height=\"114\"/><span>Musk Tweet (Twitter.com)</span></p><h2>Two Technical Reasons</h2><ul><li><p><strong>Moving Average:</strong> Just like in February, Tesla&#39;s stock is currently trading a good 22% away from its current 200-Day moving average. The key thing to note here is that while the stock is down 14% since my February review, the gap between the current trading prices and respective 200-Day moving averages remained the same. Clearly, this suggests a shifting base, to the downside. However, the rest of the moving averages appear fairly close to the stock&#39;s current price. I am inclined to believe the stock is now in a holding pattern technically and is waiting for catalysts to either blast up or crater down.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e222ad0af7495fb43fcd174c46b2d2d8\" alt=\"TSLA Moving Avg (Barchart.com)\" title=\"TSLA Moving Avg (Barchart.com)\" tg-width=\"640\" tg-height=\"255\"/><span>TSLA Moving Avg (Barchart.com)</span></p><ul><li><p><strong>RSI: </strong>Tesla stock&#39;s Relative Strength Index (&#34;RSI&#34;) of 58 right now appears a lot better than the 83 during February&#39;s review. This also confirms my thesis above that the stock is in a holding pattern as the RSI indicator is bang in the middle of the chart as shown below.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1255cdbb0f3c14575ba11713b574bd37\" alt=\"TSLA RSI (Stockrsi.com)\" title=\"TSLA RSI (Stockrsi.com)\" tg-width=\"427\" tg-height=\"409\"/><span>TSLA RSI (Stockrsi.com)</span></p><h2>Conclusion</h2><p>So, there you have the 13-point comparison with my February article. I still am long Tesla, Inc., but did trim in the early $200s after my previous review. Given that none of these 13 reasons have improved significantly, bar the news about Twitter&#39;s new CEO, I feel comfortable enough only to retain my &#34;Hold&#34; rating on Tesla stock. The recent ~15% fall saves Tesla, Inc. stock from a sell rating; however, the fact that estimates are falling at a quicker pace concerns me. Hence, I am lowering my entry point to add more to Tesla stock to the $130s from the $150 I had in my February review. Given that Tesla&#39;s stock has a beta of 2, this price may be here quicker than you think if the market gets jittery and Tesla/Musk hit the wrong buttons.</p><p><em>This article is written by </em><strong><em>Tradevestor</em></strong><em> for reference only. Please note the risks.</em></p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: Revisiting My 13 Reasons To Be Cautious</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: Revisiting My 13 Reasons To Be Cautious\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-16 16:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4604708-tesla-revisiting-my-13-reasons-to-be-cautious><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla, Inc. is in a strange position of a $500 billion empire finding itself in the growing pain phase.Tesla stock has fallen about 14% since my last review, but then, estimates have fallen ...</p>\n\n<a href=\"https://seekingalpha.com/article/4604708-tesla-revisiting-my-13-reasons-to-be-cautious\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4604708-tesla-revisiting-my-13-reasons-to-be-cautious","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2335153688","content_text":"SummaryTesla, Inc. is in a strange position of a $500 billion empire finding itself in the growing pain phase.Tesla stock has fallen about 14% since my last review, but then, estimates have fallen almost the same.The appointment of a new CEO for Twitter is the biggest news for Tesla in the last 3 months.However, I retain my hold rating on Tesla stock while lowering my entry point to add to my position.jetcityimage/iStock Editorial via Getty ImagesI wrote an article on Tesla, Inc. (NASDAQ:TSLA) three months ago, rating the stock a hold due to a variety of business, stock fundamental, technical, and macro reasons. Since then, the stock has lost nearly 14% compared to the market, being flat in the same time period. Meanwhile, the company reported its Q1 earnings as Seeking Alpha has covered here.Three months is a short time in most of our lives, but it is a long time for a company and stock like Tesla with their ever-changing dynamics (thanks to the man at the helm, CEO Elon Musk, primarily). Hence, it is time to revisit my hold rating using the same 13 reasons from the original article. Let us get into the details.Four Business ReasonsMargin Erosion: I had stated in the original article that Tesla was sending mixed signals to the market about being a margin player vs. a volume-based discount player. In the last three months, Tesla has managed to increase prices a couple of times:The price increases of Model S and Model X. The fact that these are two top-end models that were already selling at a price range of $87,000 and $107,500 is to be highlighted.A minor price increase on Model Y and Model 3.Overall, I am still concerned with margin erosion given that prices are still not back to where they were in Q1 2022.Demand Erosion: The fact that Tesla has both slashed and increased prices more times than I care to count in the last few months suggests there is still a huge demand at the right price. Tesla and Musk ate crow in a way when the company admitted it is willing to sacrifice profit margin to expand its demand/market share shortly after promising it can do both. But it comforts me as a long that the company and market are both willing to give in and take to keep the relationship moving. If only all couples can figure out the same! This one gets a pass for the time being, but I'd like to note that Tesla is finding itself in a unique situation here as a $500 billion empire that is still feeling what is referred as \"Growing Pains\" in the business world.Market Share: While there is no doubt Tesla faces increasing competition from both new companies and established auto players, a couple of reports since my last review should comfort investors: Tesla's share (of overall auto) in the U.S./Canada reached a record 4% in Q1 2023 and 2.5% in Europe. In addition, a vast majority of fans will likely continue backing the company and what its vision represents, irrespective of what Elon Musk does.The Elon Musk Problem: I should have moved this to the top of this section due to its significance and recent development, but chose to retain here for ease of comparison with the previous review. Elon Musk appears to have solved (or least progressed meaningfully towards solving) the \"Twitter problem\" in more ways than one. Must recently reported that Twitter is now operating at breakeven and could even be profitable shortly before announcing he has finally found a full-time CEO for the company. As much as one may speculate over how much real power Musk may conceded to the new CEO, Linda Yaccarino, this is a welcome relief for Tesla shareholders given the numerous hats Musk wears.Four Stock Fundamental ReasonsForward Multiple: Despite the ~14% fall in stock price since my last review, Tesla stock's forward multiple remains close to 50. That only means estimates have fallen in the meantime, as covered below.PEG: Growth at Reasonable Price (\"GARP\") investors like myself tend to look at the Price-Earnings/Growth (\"PEG\") multiple as it tells us how fairly valued a stock is relative to its growth prospects. Tesla stock has gotten considerably worse on this metric since my last review, as the current estimated growth rate of 10%/yr gives the stock a forward PEG of nearly 5, while it was 2 during my February review.Price Target: At the current price per share of $168, the stock is just a good 10% away from its median price target. This looks better than the last time when the stock was just 2% away from its then median target of $190 but from a medium-perspective, 10% is still not much of a margin for error given the current macro environment.Falling Estimates: Both 2023's and 2024's estimates have fallen by about 13% since my last review. Just like in the last review, estimates have been falling all across the board as shown below. This makes the 14% fall in stock price seem justified.TSLA Estimates (Yahoo Finance)Three Macro ReasonsMarket Complacency: The market - S&P 500 (SP500) - has remained almost flat since my February article. That does not mean the market has not gotten more complacent. Since February, the popular volatility and fear index, S&P VIX Index (VIX), has dropped 12%, suggesting calm waters or complacency depending on the way you look at things. I personally believe this is complacency, and a bad report here or there on employment or inflation in general may send overvalued stocks like Tesla sharply lower.Recession or Fears of One: This was the toughest of the 13 sections to write about. Because there is little information, I nor anyone have to say with 100% confidence whether a recession will hit us and, if so, when. However, I still hold the opinion that Tesla will be one of the hardest-hit growth stocks in case the economy tanks. This is especially true given the typical price range and the layoffs in high-paying jobs.China: China and Tesla in the same context is like having two headline makers (for both good and bad reasons) in the same household. Hence, I am covering only a couple of China-related items here.First, a recent recall caught the headlines and Musk's ire (rightly so). \"Recalls\" in the traditional manufacturing sense is a time and cost consuming activity and hence that word usually has negative ramifications. Tesla's reported recall is just a software update. While this did not adversely affect the stock, categorizing this as a recall is like saying Microsoft Corporation (MSFT) recalled Windows every time it releases an update for new features or bugs.Second, Tesla increased the price of a few models in China a couple of times since my last review, as reported here and here. This should calm down demand concerns in the short to medium terms at least.Musk Tweet (Twitter.com)Two Technical ReasonsMoving Average: Just like in February, Tesla's stock is currently trading a good 22% away from its current 200-Day moving average. The key thing to note here is that while the stock is down 14% since my February review, the gap between the current trading prices and respective 200-Day moving averages remained the same. Clearly, this suggests a shifting base, to the downside. However, the rest of the moving averages appear fairly close to the stock's current price. I am inclined to believe the stock is now in a holding pattern technically and is waiting for catalysts to either blast up or crater down.TSLA Moving Avg (Barchart.com)RSI: Tesla stock's Relative Strength Index (\"RSI\") of 58 right now appears a lot better than the 83 during February's review. This also confirms my thesis above that the stock is in a holding pattern as the RSI indicator is bang in the middle of the chart as shown below.TSLA RSI (Stockrsi.com)ConclusionSo, there you have the 13-point comparison with my February article. I still am long Tesla, Inc., but did trim in the early $200s after my previous review. Given that none of these 13 reasons have improved significantly, bar the news about Twitter's new CEO, I feel comfortable enough only to retain my \"Hold\" rating on Tesla stock. The recent ~15% fall saves Tesla, Inc. stock from a sell rating; however, the fact that estimates are falling at a quicker pace concerns me. Hence, I am lowering my entry point to add more to Tesla stock to the $130s from the $150 I had in my February review. Given that Tesla's stock has a beta of 2, this price may be here quicker than you think if the market gets jittery and Tesla/Musk hit the wrong buttons.This article is written by Tradevestor for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":103854455,"gmtCreate":1619770668377,"gmtModify":1704272119821,"author":{"id":"3566817649034276","authorId":"3566817649034276","name":"TeckYen","avatar":"https://static.tigerbbs.com/5c23ffdee9c8542f8161f336106190ec","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566817649034276","idStr":"3566817649034276"},"themes":[],"htmlText":"220%","listText":"220%","text":"220%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/103854455","repostId":"1190755343","repostType":4,"repost":{"id":"1190755343","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1619769828,"share":"https://ttm.financial/m/news/1190755343?lang=&edition=fundamental","pubTime":"2021-04-30 16:03","market":"us","language":"en","title":"Amazon rose more than 2% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1190755343","media":"Tiger Newspress","summary":"Amazon rose more than 2% in premarket trading, and its first-quarter net profit surged 220% year-on-","content":"<p>Amazon rose more than 2% in premarket trading, and its first-quarter net profit surged 220% year-on-year.</p><p><img src=\"https://static.tigerbbs.com/c5321617961e5beb42abc34550ca57ef\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p><b>Amazon Q1 earnings top estimates, revenue up 44% year-over-year</b></p><p>Amazon (AMZN) reported better-than-expected first-quarter results on Thursday, with quarterly revenue surging past $100 billion again.</p><p>Here’s what the company reported in its fiscal first-quarter results, compared to consensus estimates compiled by Bloomberg:</p><ul><li><p><b>Revenue:</b>$108.5 billion vs. $104.57 billion expected</p></li><li><p><b>Earnings per share:</b>$15.79 vs. $9.69 expected</p></li></ul><p>Revenue increased 44% to $108.5 billion in the quarter versus $75.5 billion in the same quarter a year ago.</p><p>During the first quarter, Amazon’s core online stores business saw its net sales grow 44% to $52.9 billion compared to $36.65 billion in the year-ago quarter. Outside of e-commerce, Amazon Web Services' net sales grew 32% from a year ago to $13.5 billion.</p><p>\"A lot of people were wondering if the stay-at-home theme is still intact, especially with the vaccine rollout, but what this company has proven today, is that a lot of these gains that they made in a pandemic will be potentially lasting. I mean there is a structural shift in consumer behavior that will benefit Amazon, not just on the e-commerce side but the cloud business,\" CFRA analyst Tuna Amobi told Yahoo Finance Live.</p><p>For the second quarter, Amazon said it expects revenues to be between $110 billion and $116 billion, an increase between 24% and 30% from the same period a year ago. Amazon, which recently revealed it has more than 200 million paid Prime members globally, will host its Prime Day during the second quarter.</p><p>CFRA's Amobi expects Prime Day to be \"huge,\" which he notes is consistent with prior years, which have set new records.</p><p>\"We have no reason to believe that this year is going to be any different, especially with those kinds of membership growth,\" he said, adding that \"all of the building blocks are in place\" for Prime to be a \"major profit center.\"</p><p>Amobi, who has a price target of $3,800 on Amazon's stock, said it's possible the stock could hit \"way above\" his price target, suggesting that it might not be \"too long before we'd be looking at potentially at a stock that would be trading way over $4,000.\"</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon rose more than 2% in premarket trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon rose more than 2% in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-04-30 16:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Amazon rose more than 2% in premarket trading, and its first-quarter net profit surged 220% year-on-year.</p><p><img src=\"https://static.tigerbbs.com/c5321617961e5beb42abc34550ca57ef\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p><b>Amazon Q1 earnings top estimates, revenue up 44% year-over-year</b></p><p>Amazon (AMZN) reported better-than-expected first-quarter results on Thursday, with quarterly revenue surging past $100 billion again.</p><p>Here’s what the company reported in its fiscal first-quarter results, compared to consensus estimates compiled by Bloomberg:</p><ul><li><p><b>Revenue:</b>$108.5 billion vs. $104.57 billion expected</p></li><li><p><b>Earnings per share:</b>$15.79 vs. $9.69 expected</p></li></ul><p>Revenue increased 44% to $108.5 billion in the quarter versus $75.5 billion in the same quarter a year ago.</p><p>During the first quarter, Amazon’s core online stores business saw its net sales grow 44% to $52.9 billion compared to $36.65 billion in the year-ago quarter. Outside of e-commerce, Amazon Web Services' net sales grew 32% from a year ago to $13.5 billion.</p><p>\"A lot of people were wondering if the stay-at-home theme is still intact, especially with the vaccine rollout, but what this company has proven today, is that a lot of these gains that they made in a pandemic will be potentially lasting. I mean there is a structural shift in consumer behavior that will benefit Amazon, not just on the e-commerce side but the cloud business,\" CFRA analyst Tuna Amobi told Yahoo Finance Live.</p><p>For the second quarter, Amazon said it expects revenues to be between $110 billion and $116 billion, an increase between 24% and 30% from the same period a year ago. Amazon, which recently revealed it has more than 200 million paid Prime members globally, will host its Prime Day during the second quarter.</p><p>CFRA's Amobi expects Prime Day to be \"huge,\" which he notes is consistent with prior years, which have set new records.</p><p>\"We have no reason to believe that this year is going to be any different, especially with those kinds of membership growth,\" he said, adding that \"all of the building blocks are in place\" for Prime to be a \"major profit center.\"</p><p>Amobi, who has a price target of $3,800 on Amazon's stock, said it's possible the stock could hit \"way above\" his price target, suggesting that it might not be \"too long before we'd be looking at potentially at a stock that would be trading way over $4,000.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190755343","content_text":"Amazon rose more than 2% in premarket trading, and its first-quarter net profit surged 220% year-on-year.Amazon Q1 earnings top estimates, revenue up 44% year-over-yearAmazon (AMZN) reported better-than-expected first-quarter results on Thursday, with quarterly revenue surging past $100 billion again.Here’s what the company reported in its fiscal first-quarter results, compared to consensus estimates compiled by Bloomberg:Revenue:$108.5 billion vs. $104.57 billion expectedEarnings per share:$15.79 vs. $9.69 expectedRevenue increased 44% to $108.5 billion in the quarter versus $75.5 billion in the same quarter a year ago.During the first quarter, Amazon’s core online stores business saw its net sales grow 44% to $52.9 billion compared to $36.65 billion in the year-ago quarter. Outside of e-commerce, Amazon Web Services' net sales grew 32% from a year ago to $13.5 billion.\"A lot of people were wondering if the stay-at-home theme is still intact, especially with the vaccine rollout, but what this company has proven today, is that a lot of these gains that they made in a pandemic will be potentially lasting. I mean there is a structural shift in consumer behavior that will benefit Amazon, not just on the e-commerce side but the cloud business,\" CFRA analyst Tuna Amobi told Yahoo Finance Live.For the second quarter, Amazon said it expects revenues to be between $110 billion and $116 billion, an increase between 24% and 30% from the same period a year ago. Amazon, which recently revealed it has more than 200 million paid Prime members globally, will host its Prime Day during the second quarter.CFRA's Amobi expects Prime Day to be \"huge,\" which he notes is consistent with prior years, which have set new records.\"We have no reason to believe that this year is going to be any different, especially with those kinds of membership growth,\" he said, adding that \"all of the building blocks are in place\" for Prime to be a \"major profit center.\"Amobi, who has a price target of $3,800 on Amazon's stock, said it's possible the stock could hit \"way above\" his price target, suggesting that it might not be \"too long before we'd be looking at potentially at a stock that would be trading way over $4,000.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":323111890,"gmtCreate":1615309001510,"gmtModify":1704781041115,"author":{"id":"3566817649034276","authorId":"3566817649034276","name":"TeckYen","avatar":"https://static.tigerbbs.com/5c23ffdee9c8542f8161f336106190ec","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566817649034276","idStr":"3566817649034276"},"themes":[],"htmlText":"Can this Colan guy shut up and don't give poison opinions? Fucks sake","listText":"Can this Colan guy shut up and don't give poison opinions? Fucks sake","text":"Can this Colan guy shut up and don't give poison opinions? Fucks sake","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/323111890","repostId":"1111706863","repostType":4,"repost":{"id":"1111706863","pubTimestamp":1615197274,"share":"https://ttm.financial/m/news/1111706863?lang=&edition=fundamental","pubTime":"2021-03-08 17:54","market":"us","language":"en","title":"Buffett cut Apple, Baron trimmed Tesla: Billionaire market lessons on tech and growth stock selling","url":"https://stock-news.laohu8.com/highlight/detail?id=1111706863","media":"cnbc","summary":"You can love a stock, like Ron Baron does Tesla, but also recognize its weight in your portfolio may have grown too big.Warren Buffett’s trimming of his huge stake in Apple is a reminder that even the best investors know their capital is finite and they should always be looking to maximize every dollar invested.Tech stocks and growth stocks have seen violent selling and investors need to be willing to sell their biggest winners without emotion.He looks at some of the cyclical plays, some already","content":"<div>\n<p>KEY POINTSYou can love a stock, like Ron Baron does Tesla, but also recognize its weight in your portfolio may have grown too big.Warren Buffett’s trimming of his huge stake in Apple is a reminder ...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/07/buffett-cut-apple-baron-tesla-billionaire-market-selloff-lessons.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuffett cut Apple, Baron trimmed Tesla: Billionaire market lessons on tech and growth stock selling\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-08 17:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/03/07/buffett-cut-apple-baron-tesla-billionaire-market-selloff-lessons.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSYou can love a stock, like Ron Baron does Tesla, but also recognize its weight in your portfolio may have grown too big.Warren Buffett’s trimming of his huge stake in Apple is a reminder ...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/07/buffett-cut-apple-baron-tesla-billionaire-market-selloff-lessons.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.cnbc.com/2021/03/07/buffett-cut-apple-baron-tesla-billionaire-market-selloff-lessons.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1111706863","content_text":"KEY POINTSYou can love a stock, like Ron Baron does Tesla, but also recognize its weight in your portfolio may have grown too big.Warren Buffett’s trimming of his huge stake in Apple is a reminder that even the best investors know their capital is finite and they should always be looking to maximize every dollar invested.Tech stocks and growth stocks have seen violent selling and investors need to be willing to sell their biggest winners without emotion.If a stock pundit had said at the beginning of 2021 it was time to get out of Tesla and into Exxon Mobil, many investors might have sought another source of market advice. But to an unemotional stock trader, that may have seemed like the right move after growth stocks’ massive run into the new year, and a stock market rotation out of large-cap growth that had already gained steam in the fourth quarter of 2020.Tesla shares have been crushed this year, while traditional fossil fuel companies like Exxon Mobil continue to soar off lows hit during the worst of the pandemic, and as oil rebounds on greater economic confidence. The gap between energy stocks and tech stocks is the widest it has been since 2002, while theNasdaqselling last week, even with Friday’s big rebound, basically erased the tech-heavy index’s gains for the year. The Nasdaq 100 is now down 1.7% on the year.Warren Buffett loves Apple but trimmed his stake in the fourth quarter. Ron Baron thinks Tesla is headed to $2,000, but sold 1.8 million shares. While it would be a mistake for most individual investors to think their portfolio planning resembles the decision-making of billionaires, or that these billionaires are not in these particular names for the long run — they are — at a time of violent stock selling and market volatility, it’s worthwhile to consider how these investors think about their biggest winners.Bubbles vs. violent stock sellingYou don’t need to believe a massive bubble is here to worry that the market is not finished with some more violent “digestion” of winners.Nick Colas, co-founder of DataTrek Research, recently surveyed several hundred investors including institutions, registered investments advisors and high-net-worth individuals, and found no concern about a systemic risk to the market, but one-third of investors do believe U.S. large-cap stocks may see more pressure based on asset values.This is not another tech bubble, in his view, but there has been such an elevated amount of capital into technology stocks that there is reason to worry more money will “rotate out violently, and quickly.”He looks at some of the cyclical plays, some already back above pre-pandemic levels and five-year levels, financials as an example. “I think we see lots more rotation. You can’t just be in Tesla anymore. You can’t be in speculative tech names anymore. That money is leaving and looking for more real world leverage,” as the Covid reopening accelerates, he says.Apple and big tech has also seen pressure this year and that may continue.“Those trillion-dollar stocks were huge parking lots for capital last year, all investors from retail to institutional understood the business models and for that brief shining moment they were right place to be,” Colas said. “These rotations, when they happen, they are not necessarily sensible. Tesla will still do fine, but people are saying they have to be somewhere else. ... Apple is a great company with great management, and maybe you make 10% on Apple in the next year, but how about 30% in energy?”The Fed, inflation and market rotationsThe selling of the market’s biggest winners is an indirect effect of confidence in the economic recovery, and what kinds of companies will show the best upside earnings surprises in the next 12 months. That supports financials — the Financial Select Sector SPDR ETF is now through its five-year high — and the stimulus package passed by the Senate over the weekend and expected to be signed by President Biden, will be large and help consumers and hit in the spring as more businesses are reopening.While he thinks small-caps as a whole, represented by the Russell 2000, have run too far too fast since Q4 2020 to see great short-term value in a broad index bet, Colas does think some small-cap sector-specific plays continue to have the market rotation momentum.“When we see ‘XYZ company’ beat estimates by 50% it won’t be Tesla or Apple. ... The surprise will be small-cap energy or banks, small banks, even small industrials. We will see it in airlines, and maybe hotels, though not right away,” Colas says.Much of the recent volatility in the market has been triggered by concerns the Federal Reserve is losing control of the bond market and will need to raise rates sooner than it has telegraphed, and how that makes some stocks less attractive as bond yields rise, while inflation also makes investors reassess the future value of their holdings.But Colas says for stock investors focused on this year who want to maintain exposure to the market, it can be pointless to fight the Fed. He recalled a comment hedge fund manager Leon Cooperman once gave to a group of young Wall Streeters he was among decades ago: “You don’t want to live in a world where the Fed can’t control the markets, and good night if you believe that.”If you do believe that, “you can’t be in risk assets at all,” Colas says.Inflation, meanwhile, at least in the near-term, means pricing power for many companies that have not experienced that dynamic in a long time. “Inflation in the short and medium term is good thing for stocks,” he said. That is distinct from the inflationary pressures that can lead investors to doubt the longer-term value of the stocks they are holding and which Buffett himself, who lived through the market-crushing inflation of the 1970s, has called the“misery index for investors.”But Colas also cautions that investors should not assume there won’t be more selling ahead.“If anyone remembers what happened in 2000, the selloff wasn’t super-violent and people defended their positions and buy recommendations for months and months and months.”This is not the dotcom bubble, and the technology sector is much more developed.“We barely had internet and had no smartphones.”But investors who want to be tactical rather than set their portfolio on autopilot for the long-term may hang with certain stocks for too long.The psychology of billionaire investorsHis advice: “Let the market prove to you the selloff is over.”With Tesla below $600 last week, don’t assume there is an immediate buy on the dip. “You want to see Tesla stabilize. These selloffs dont V bottom. ... Just be aware you’re still buying a very highly valued company and Tesla won’t magically reverse back to 800.”He says back in the years when he worked at Steve Cohen’s SAC Capital, there was a saying: “Don’t short a new high or buy a new low. You wait.”While it’s a mistake for the average investor to obsess over the moves made by the market’s biggest players — billionaires like Steve Cohen, Warren Buffett and Ron Baron — they do offer a few straightforward lessons for volatile markets.No. 1: They make unemotional decisions and they are always looking ahead rather than back.“They spend zero seconds saying, ’I have a huge gain and will stick with it,” Colas said. “SAC had an in-house shrink to break people of the psychology of taking losses or holding gains, to never let it cloud the decision-making process.”One of the most difficult lessons for investors to learn is that the market does not care about the price at which you bought, and the price is reset everyday in spite of how you may think about it. “That is a hard thing for people to learn,” Colas said.The trades that got an investor through 2020 are not necessarily the winning trades now.“There’s a new game and the cycle is turning.”Ron Baron is among the Tesla shareholders who has seen huge value generated by Elon Musk, but he is process-driven. Baron is always thinking about secular shifts in industries and he believes in the shift taking place in transportation — and has invested in more than just Tesla (e.g. GM Cruise) — but as an investor he also has to manage position size. “He can’t go to a client and say 30% of your net worth is now Tesla. That’s not good money management. And every investor should take that to heart,” Colas said.Buffett has always been good at investing based on the premise that there is a finite amount of capital and, “It has to go to the best use always,” Colas says. If he is trimming Apple — even as he sings its praises, and even though its valuation had not been in the same neighborhood as Tesla’s and it has shown earnings leverage through the pandemic — there may be better opportunity for those dollars now and over the next 12 months elsewhere.“If want to take lessons away from the billionaires, just try to think like they do about position size and diversification and best use of capital,” Colas says. “These are omnibus lessons.”And remember that if money continues to rotate out of large-cap growth and tech, at some point the investor who is always looking ahead will remember that the next big rotation could be out of cylicals. “That’s the way rotations work,” he says.There’s a good case to be made there is more room to run in traditional energy right now than in EVs, but there will be a day in the future when the trade may be back out of Exxon Mobil and into Tesla.","news_type":1},"isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}