CaesarHicks

    • CaesarHicksCaesarHicks
      ·2023-12-01
      Warren Buffett doesn’t invest in $Tesla Motors(TSLA)$Because it doesn’t pay a dividendWarren Buffett doesn’t invest in $Alphabet(GOOG)$ or $Amazon.com(AMZN)$ eitherAnd he didn’t invest in $Apple(AAPL)$ for the longest timeWarren Buffett is not always right.He does great in the companies he invests in but we can’t say that just because he doesn’t invest in a particular company that it’s not a great company
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    • CaesarHicksCaesarHicks
      ·2023-11-30
      add back was at 120.75; not 125 lol. Typo, but more importantly: Prems green and this shit moves slow enough to easily re position. Prems not as crazy as $TSLA but: Only 1 Elon, I’ve got no $QQQ Right now either so this has turned into a Random Ass Monday on my end. GL $Coinbase Global, Inc.(COIN)$
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    • CaesarHicksCaesarHicks
      ·2023-11-30
      Jim Cramer on Grab $Grab Holdings(GRAB)$ : "Yea, my daughter is over there in Singapore and I was thinking maybe it's time to pull the trigger. But then I realized the company was losing too much money...We're gonna take a hard pass on Grab." Grab is a BUY rating @ $3.12
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    • CaesarHicksCaesarHicks
      ·2023-11-30
      $Uber(UBER)$ debt raise also serves to protect its equity investmentsI personally think $Grab Holdings(GRAB)$ , like $Sea Ltd(SE)$ , is set to appreciate substantially in the decade ahead so avoiding liquidation of this holding for debt service would be ideal.& UBER's debt raise allows it to preserve its stake图像
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    • CaesarHicksCaesarHicks
      ·2023-11-30
      Experiencing a lot of sell pressure last weekBearish engulfing candle this weekAlways have the possibility of this line holds thoughNot selling a single shareBuying more if it goes down to $15-17 range, which may or may not happenIt’s all noise long term $Palantir Technologies Inc.(PLTR)$ 图像
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    • CaesarHicksCaesarHicks
      ·2023-11-23
      Ever since the introduction of Google Search GOOGL in 1997, the company has dominated the search engine market, while the shares of all other tools has been rather lopsided. The majority of Google $Alphabet(GOOG)$ revenues are generated through advertising.图像Google is the most frequently used search engine worldwide. But in some countries, its' alternatives are leading or competing with it to some extent. As of the third quarter of 2022, more than 62 percent of internet users.
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    • CaesarHicksCaesarHicks
      ·2023-11-14

      Could $PLTR move higher?

      Could $Palantir Technologies Inc.(PLTR)$ move higher ? Let's take a step back🎯The stock is still down -50% from 21 all time high of $39. 👨‍🎓2021 does not count due to the low interest rate environment? Think Again. Below are 6 reasons why $PLTR could move way higher:✅ Interests rates have much more chances to go down now, potentially creating a huge valuation rerating impact via discount rate applied to high growth stocks✅Palantirtech is just not the same company as it was 2 years ago (positive net result, much clearer and higher growth prospects...)✅Would a recession happen, PLTR would at least be partially immune to it if not benefit from it (with no impact on military long term contracts and also positive impact from
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      Could $PLTR move higher?
    • CaesarHicksCaesarHicks
      ·2023-11-14
      max pain is still $9! Imagine holding a huge short position on the worlds largest $BTC mining company that just turned a quarterly profit while bitcoin is surging to $37k and transaction fees per block reward are now over 8% in November? LOW IQ SHORTS HAVE TO COVER!!!图像I ran the numbers last night - What if bitcoin was at $36k in Q3? - $Marathon Digital Holdings Inc(MARA)$ would have been profitable if everything else stayed the same and you remove the one time benefit of the early debt extinguishment.$125m in revenue and positive 0.045 EPS.Shorts are not good!!图像
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    • CaesarHicksCaesarHicks
      ·2023-11-14
      $Meta Platforms, Inc.(META)$ 's ten-year chart is ugly. It got off track for a bit and was throwing money at metaverse spending. Then management focused more on cutting expenses and shareholders rejoiced.2022 was the first year it didn’t hit a record high in profits as a publicly-traded company.图像META has a lot of momentum now, as profits are rolling in again. #AI is helping boost time and ad spending on Facebook and Instagram, and is giving the company growth opportunity. Advertising has been in a Bear Market for the past two years. Ad spend could accelerate in 2024
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    • CaesarHicksCaesarHicks
      ·2023-11-13
      The spread between gold and 2,000 is growing wider.Gold is 0.7% away from a negative year with literally all of the conditions in place for gold:图像And to be clear, I think the reason is more than just Bitcoin de-monetizing gold.If BTC didn’t exist, I’d rather be:(1) 100% $Tesla Motors(TSLA)$ (2) 50:50 $Apple(AAPL)$ $Alphabet(GOOG)$ (3) 100% BerkshireI’d much rather do any of those 3 than have any allocation to gold.
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