AdrianTan
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I don't mind that they are not profitable. I also can look past that their revenue has declined due to Covid lockdowns. I do however have quite a few big concerns that I will list here:1. There is no gross margin profile so far. Not unusual for and early stage company, but more worrying is the sizeable increase in spend on incentives. They are accelerating spend to acquire revenue (vouchers, points, rewards etc). Will grab be able to retain its position without incentives? That is the big question.2. The bulk of the business they are involved in ie ride share,food delivery etc. is very localised. So if let's say they are dominant in those areas in Singapore, this adds zero value to users in other countries. If I live in Malaysia, it's no use to me that they have many drivers and food
Don’t Get Grabby with Low-Potential Grab Holdings
$Tesla Motors(TSLA)$Here are some takeaways from the blowout delivery numbers:1. These are numbers from just 2 fully operationalfactories. With 2 more slated to come, there is more to be excited over in coming years 2. Ability to surmount logistic and semiconductorchallenges prove shows their agility. Rewriting code on the fly to adapt for chip availability at theirscale with no hiccups is insane! Their engineering excellence is a formidable moat.3. Global passenger cars is in the billions. At current volumes, they still have plenty of runway to grow4. With more people owning their cars, it will create a bigger market for them to upsell. Superchargers, FSD software and etc. With their expertise, they can monetise their production methodologie
$Upstart Holdings, Inc.(UPST)$This is one stock that is definitely not for the feint-hearted. Since it’s IPO debut a little more than a year ago, we have seen this stock trade at a range of 40+ at its low and 400+ at its ATH. That is a 1000% range all within 1 year! It just goes on to tell you how much the market doesn’t know about the company to properly value it. For investors looking to be involved in this stock, here are 9 facts about Upstart that you should know:1. Their business is about supplying an AI platform for banks to make loan decisions. Evaluating loan applications using their solution results in more accurate risk analysis and hence allow banks to offer more competitive loan rates and / or originate more lo
$Amazon.com(AMZN)$After the recent Q4 2021 that not only missed consensus revenue target, reported negative operating and free cash flows but also delivered a rather muted guidance for Q1 2022 the stock jumped double digits in a single day rally that added well above USD100m in market cap overnight. While they have delivered a tremendous EPS beat that is down to their investment in Rivian, this alone cannot explain the sudden optimism. Where many investors may be confused, here I would offer some thoughts that may explain what is going on.1. Remember that PayPal, Visa and a few other payment players reported before Amazon with many reporting weak results and guidance citing challenging retail conditions. As such,many were probably e
$Upstart Holdings, Inc.(UPST)$Nothing fundamentally wrong with the business here. The volatility is simply a result of previously super high valuations. This one had a peak PS ratio of around 60 back in late September last year.Valuations have come under pressure as interest rates look set to rise this year.As a long term investor, I am happy to hold and add more along the way for this one. The market they are after is HUGE. A lot of potential for themto grow. It is still pretty expensive now but far more reasonable in valuation now at a PS ratio of 17-18. Very tempting to add at these levels. Definitely one on my shopping list!
$Upstart Holdings, Inc.(UPST)$It’s come down quite a bit but still one of my star performers for the year. Things are just getting started.
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Don’t be fooled!
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$Tesla Motors(TSLA)$Not many people understand this but Tesla's auto-insurance and FSD (autonomous driving) actually goes hand-in-hand. If you drive or have bought auto insurance before, you will know that there are several factors insurance considers ie who drives the car, how often is the car used etc. If someone drives your car and gets into accident but your policy only covers yourself as the driver, then the coverage is void. Without a valid car insurance, it won't be legal to have the car on the road. Traditional car insurance policies don't have policies for autonomous driving. So in this case, Tesla has to do it themselves.When they are aggressively expanding their efforts in insurance as mentioned in their Q4 earnings cal,&
As Elon said, building a prototype concept car is easy but to scale, it is really really hard [Cool]
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Gonna be a fun earnings season!
What to watch in the markets this week
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