Goldenrod
Goldenrod
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avatarGoldenrod
2023-09-28
My concerns with both Crwodstrike and Ukpath is stock dilution, both have significant issues historically and significantly waters down ownership  Not long sold out of Crowdstike but may go back in if and when it drops to around $125, but can see a longer term bright future 
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avatarGoldenrod
2023-09-26
there will be a backlash of cancelled subscriptions as people cut back through the harder times. I still Prime some months Back as I didn't see value for money for it content of outdated films and poor series quality & for now I will stick to Netflix I can see a market mover would be a company that bundles discounted packages of day Stan, Netflix and Apple for a single price,  HBO appears to be getting more attractive around a wider offering 
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avatarGoldenrod
2023-06-22
On what basis is Tesla over rated, their massive inroads and cash cow of charging, the potential for significant growth in its battery division, self drivingcyber & semi trucks & and the Small car to come in the next 2 years? 
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avatarGoldenrod
2023-05-22
Interesting that Monsish reduced his Micron exposure in his last F13 filing 
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avatarGoldenrod
2023-05-12
Not sure Apple is fair value currently and suspect the Sage is not buying at current prices, needs to drop to $120 and lower ratio price to  free cash flow multiple to excite me 
2 Warren Buffett Stocks to Buy Hand Over Fist in May
avatarGoldenrod
2023-05-02
Probably just paid his lawyers bill and both parties withdraw their complaints as no Mention of an apology  For the US a $10k payment is hardly worth a lawyet Getting out of bed 
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avatarGoldenrod
2023-05-02
Hi and in a few a Country or two always a good disracrion for the US 
US May Default June 1 Without Debt Ceiling Hike; Biden Calls McCarthy to Meet

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