my investment strategy: 1. keep an eye on companies like Tesla, Shopify, Nike, Disney, EA, Starbucks, McDonald's, etc 2. Wait until bad news makes them temporarily undervalued (1 car on fire, controversial ad, quarterly earnings down, etc) 3. Buy and hold for 5+ years minimumhttps://twitter.com/TheStalwart/status/1224746494827339778 …
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Replying to @visakanv
When it works it works (I do similar), but it's not easy to define a criteria that gets you "companies like Tesla, Shopify etc" reliably. Importantly, it's about figuring out where the market is wrong. You have to really be confident that the market is overreacting to the news.
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Replying to @john_henry
ultimately each person has to figure out their own risk appetite I guess for me with both Tesla and Shopify, I really like the product and would be sad if they ceased to exist, so it's not entirely a clinical cost-benefit analysis
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Replying to @visakanv
Notable failures of imagination for me: * Sure, blackberry isn't selling very many devices but they are applying all of that engineering expertise to other systems. And an android phone will sell! * Fitbit bought out Pebble, they're going to make some really great watches now!
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Replying to @john_henry
Mine: Oh no, Tim Cook seems really boring when presenting Apple products! He doesn't have the product vision! Apple is lost without Steve Jobs!!! Apple since Tim Cook joined:pic.twitter.com/1drUEhkTe6
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hmmm otoh be curious to see what this looks like as a delta over eg S&P
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