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I'm aware of those reports
I don't think they're significantly ahead of anyone in those areas.
It's interesting that you claim they're ahead in autonomous cars, autonomous taxis and ride hailing.

Honestly the biggest barrier to autonomous vehicles at this time is regulatory approval and the liability problem. The technology in many cases is already better than human drivers.

They might be slightly ahead in batteries, one of the most critical parts, but they're way behind in high quality mass production.
The quality rankings of Tesla have dropped significantly, which is expected as they shift from unique and premium and more into the mass market.

If their only technical advantage is battery tech, they're one innovation away from being second place.
From the reports they are. Uber and Lyft are unprofitable too.
 

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From the reports they are. Uber and Lyft are unprofitable too.
Yes, reports pumping a stock make claims that the company is technologically ahead.

What relevance is the profitability of Uber and Lyft?
I'm not buying them because their valuation doesn't make sense either.

Uber is only popular because they have an easy to use app, and they simply ignored all the laws that make taxis expensive.
Take away the cost advantage an dialing #taxi on your phone is very close.
 

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Honestly the biggest barrier to autonomous vehicles at this time is regulatory approval and the liability problem. The technology in many cases is already better than human drivers.
Few years back, there was an article in ”The Economist“ on this topic. Apparently the future for insurance companies is not bright at all. And yes autonomous vehicles is the future, whether with or without the Tesla.
 

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Yes, reports pumping a stock make claims that the company is technologically ahead.

What relevance is the profitability of Uber and Lyft?
I'm not buying them because their valuation doesn't make sense either.

Uber is only popular because they have an easy to use app, and they simply ignored all the laws that make taxis expensive.
Take away the cost advantage an dialing #taxi on your phone is very close.
They have teams of researchers and do this for a living and know more about the stock then you or I ever will so I am inclined to listen to their advice. They get nothing for pumping any stock. Their record is on the line though. The 'relevance' of Uber is they are struggling and Tesla isn't in comparison giving Tesla a competitive edge IMO but you can believe what you want.
 

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They have teams of researchers and do this for a living and know more about the stock then you or I ever will so I am inclined to listen to their advice. They get nothing for pumping any stock. Their record is on the line though. The 'relevance' of Uber is they are struggling and Tesla isn't in comparison giving Tesla a competitive edge IMO but you can believe what you want.
Tesla and Uber are completely different companies in completely different industries.

GM just announced they're building their Electric delivery vehicle in Ontario. Looks like a Ford Transit, with better range.
This is really good news for them, not so great for Tesla, which hasn't been working on the commercial market.
 

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Tesla and Uber are completely different companies in completely different industries.

GM just announced they're building their Electric delivery vehicle in Ontario. Looks like a Ford Transit, with better range.
This is really good news for them, not so great for Tesla, which hasn't been working on the commercial market.
But again they both will be competing in the ride hailing industry and autonomous taxis.
 

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Discussion Starter · #47 ·
With the market in an optimistic mood today, it looks like the craziest stocks are getting ready to lift off!

The manic pre-market buyers are already loading up. PLUG up 5% pre-market, BLDP up 8%, and SPCE up 6%.

Will these stocks be up 10% or 20% today? lol, this market has become such an unfettered casino. The Federal Reserve has done this. Wild, fearless speculation going on.
 

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Interestingly, Ray Dalio's Bridgewater Associates portfolio holds NIO as part of its top 50 holdings.

Sure, that's less that 1% of the portfolio, but still, out of all the stocks that could've made the list of such a portfolio about diversification and reducing risk, NIO made is part of it.

If it's a bubble, I didn't know that Dalio would invest in a bubble. If it's a momentum play, I didn't know that Dalio would invest in a momentum play.

 

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But again they both will be competing in the ride hailing industry and autonomous taxis.
Ride hailing and autonomous taxis is a commodity.
You'll pick Uber/Lyft/Ford/Tesla based on mostly price and time to pickup.
Not many are going to pay 10% more, to ride in a specific make.

Look at rental cars, they rent by "class". I expect that autonomous taxis will end up the same.
 

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I'm looking at NASDAQ and I'm 95% sure that it will drop by -30% at some point in the next 5 years, hopefully sooner than later, otherwise we're repeating the dot-com bubble and the crash will be more than -30%. I hope the correction will happen before the end of 2022.

I wish I was good at riding momentum, but I'm not, so I'm just getting ready to buy NASDAQ once it drops. It will affect S&P 500, but not as much.

NASDAQ has -10% to -15% corrections pretty often, but now it's due for a -30%, or at the very least a -20% to -25%.

Meanwhile, I don't hold cash, but when the crash will happen, I'll use all of my margin (at the bank) to buy the cheap stocks.

I'm bullish on tech, but NASDAQ is going too far.
 

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I just discovered an ETF this morning that seems to specialize in these bubble stocks. SID - CI First Asset U.S. TrendLeaders Index ETF. The holdings list is literally a list of meme stocks. Fun for the adventurous, maybe.
 

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Interestingly, Ray Dalio's Bridgewater Associates portfolio holds NIO as part of its top 50 holdings.

Sure, that's less that 1% of the portfolio, but still, out of all the stocks that could've made the list of such a portfolio about diversification and reducing risk, NIO made is part of it.

If it's a bubble, I didn't know that Dalio would invest in a bubble. If it's a momentum play, I didn't know that Dalio would invest in a momentum play.

Interesting. He has many growth stocks in fact. JD, PDD, BABA, Baidu, Trip.com are all China ecommerce stocks. GSX is a wild China online e education stock. Veeva is a tech ehealth stock too . Bubble or not, PDD is up 300+% in the past year.

Even Buffet owns Apple and that new IPO Snowflake. I guess he isn't too concerned about a supposed bubble either.

Lots of smart investments in Emerging markets ETFs too. China is now 16% of the global stock market so this makes sense for diversification. He doesn't seem too bothered by all the concerns in here about issues related to their govt either.
 

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I own a sliver of BABA, don't like a lot about them, but they're desperately trying to be the Chinese Amazon.
I'm not expert, but when I look at their fundamentals and financials compared to AMZN, they've been growing much faster and at higher profit margin with lower debt. And yet they also have a lower P/E. But their return on equity is lower.
 

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I'm not expert, but when I look at their fundamentals and financials compared to AMZN, they've been growing much faster and at higher profit margin with lower debt. And yet they also have a lower P/E. But their return on equity is lower.
Their ownership structure was a disaster, I don't understand it.

I as a rule don't invest in things i don't understand.
 

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What "disruptive technology" does Tesla have?

Everyone has electric cars, superchargers, over the air updates (if they want), self driving capabilities.

The Tesla moat is simply reputation and brand status, which while valuable, aren't a great moat.
Apple has has reputation and status, but as well the ecosystem lock in.
Everyone has this, you say?

Sounds like someone who hasn't tried the products on offer.
 

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Tesla and Uber are completely different companies in completely different industries.

GM just announced they're building their Electric delivery vehicle in Ontario. Looks like a Ford Transit, with better range.
This is really good news for them, not so great for Tesla, which hasn't been working on the commercial market.
Yes, Tesla is quaking in their boots. This one will really be the Tesla killer.
 
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