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Buy the dip.

Alilbaba up a fair bit this week
Any other US stocks worth having a dabble in ??

Got in on GOED at $2.70. Its a strange one. They're an online appliance retailer. The price cratered in May when they acquired a much bigger company and funded it by issuing warrants.

The fundamentals are excellent. Market Cap is half of annual revenue and the P/E ratio will be around 6. The warrants do create a bit of an overhang but it's still undervalued. There's some huge money coming in from the institutions and the CEO recently bought $1m worth of shares. They've got an earnings call in mid November and are set to rebrand in Q1 as well as expanding their distribution network. They are under a bit of pressure on supply, like all companies in the industry, but I really think this will fly in the next 6 months. Its $3.48 today and I think its the safest stock in my portfolio.
 
You are an interesting guy and I enjoy your posts.

I am taking a bit of a beating on my lemonade insurance at the moment but leaving it in there.

Got money in China life which is an insurance company in China which is a 10 year trade for me but I think has a great future.

Same with my rolls Royce.

Was very tempted to get in on LMND last time it fell to the mid 60s but dithered and it took off again. What’s caused the latest drop?
 
Just bought into ASOS. It’s price has tumbled recently and it has some challenges. But the demand for online shopping is there and it has good brand exposure in the UK and US, so I’ve backed it to ride out the storm.
 
It is the same thrill as taking any risk that involves staking money. So yes it's akin to gambling. But the house doesn't always win in stocks and it is more of a data driven exercise in my view.
 
Not sure, the American stock market is due a massive correction soon so I might need to wait out or let my son cash out after I cash out.

Just got in for 120 shares. I agree the market is due a correction but Lemonade is trading at a discount I reckon. Strong balance sheet and innovative business model. If they launch car insurance this year as promised, it'll take off.

Fingers crossed anyway although I have a number of these I was sure about that have yet to take off so who knows.
 
Got woken up at 4am and couldn’t get back to sleep so invested in ASOS (up 5% today), Equals Group (up 9% today), Synopsys, and Brickability. That is the company name no swear filter! A UK building merchant.

I didn’t invest much in Lemonade previously but it’s down 29%, invested a little more in Root another US app insurer and it’s down a whopping 50%. Thankfully put most of the cash from this US tech forage into GoodXR (cheap drugs via app, how could you go wrong) which is up 12%. These app stocks are volatile. Small companies that swing quickly on the merest of news or large player getting in or out.

I still like laptop makers - HP, Lenovo, all the small gaming companies like Razor. Working from home for just 1% of the global population equals massive increases in laptop demand. So much so it caused the semiconductor shortages. Synopsys make the software than runs the semiconductors/chips. Can’t go wrong here. Any of these tech companies involved with making tech hardware seem a fair bet right now: Nvidia, intel, dell, AMD etc although the increased demand had been priced in, maybe investors are exiting a little too early thinking that nations opening up will end demand. It won’t just yet imo.

Real shame the UK sold Arm, our one huge tech firm that makes chips for Apple and others.
 
Alilbaba up a fair bit this week
Any other US stocks worth having a dabble in ??

Not sure, the American stock market is due a massive correction soon so I might need to wait out or let my son cash out after I cash out.
I agree.
If any market is pumped up and overvalued it's America

That said ....

Planet Labs is my current interest. Look at the other tech institutions that want a part of it, look at it's position in the market and its first mover advantage, look at it's customer list and the shear potential of interest across all kinds of industries.

DYOR though.
 
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If you wanted to invest in wind farms in the North east, what would be the companies you would look at?
 
The US Inflation report could have a big bearing on the Stock and Crypto markets today

Heavily weighted in cash; I think the tapering has been priced in for a while but it’s still unclear what hikes will take place and when. VIX going up, easy to get chopped up with the volatility. Macro has massive affect on crypto (BTC) now the institutions are in and need to rebalance. Even with BTC dominance down, when BTC pukes most Alts get smoked.
Will just use futures for crypto and avoid spot for now and sit in cash till direction more clear.
 
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