Wall Street Bets: The EBR Edition

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bikeman242

Active Member
Thought I would start this thread, a lot of intelligent people here on EBR.

What equity positions are you positioning yourselves on?

For me, this year I am heavy into PLTR and DFEN. I am also building a position in BTWN. I am long oil stocks, specifically FTI, BKR, and XOM. Looking at a 5G play, specifically NOK as a speculative. INTC, SPG, and RHBBY are value plays. IMBBY for the win.

Place your bets, EBR...
 
I had posted a thread last October about investment in ebike related companies and it didn't generate much comment either. I decided to buy a few shares of Shimano (SMNNY), an unsponsored ADR, just for the fun of watching something that was tied to my interest in ebikes. I have only had it for a couple of months and it has done OK so far going from 20.27 to 23.44. At the same time I bought a few shares of a technology company called Keysight Technologies (KEYS). It has done OK too going from 107.86 to 126.30 during the same 2 months.

Many folks have most of their investments in mutual funds instead of individual stocks so it is kind of hard to relate those fund investments to specific companies.
 
TSLA for the win this year! ;)
Tesla’s stock (TSLA) has been on an incredible run this year, and it is now up 650% year-to-date.

Tesla (TSLA) surges to new highs, valuation now reaching close to half a trillion dollars - Electrek

Tesla (TSLA) reaches new highs, shorts are feeling the pain, but some high-profile ones are holding on - Electrek

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My friend invested $10K into QuamtumScape and just in the past 10 days, he has made an additional $50K!

EV related SPACs and stocks are doing AMAZING this year!
Did anyone invest in NIO or Xpeng?
 
I have mostly solar stocks, and have been doing quite well with them. SEDG and ENPH have returned over 300% & 500% since I got them about 2.5 years ago. I have recently bought NIO, SUNW, JKS, SOL and LI. Also BEEM and CBAT. I had been doing nicely with Vivint, but then SUNR absorbed them and I have lost my gains, thanks a lot 😒. But time is all that is required, and it is better than the mutual funds they had been in. By far!

Etsy and Shopify have done very well for me, too, and PINS is coming up.

I look at the graphs of how blue-chips do, and I think, "Really? I'm supposed to be grateful for a few percent a year?? I could do better with a garage sale." All I can say is that solar has done very well, it is the present and the future, and anything having to do with petroleum is as passé as dinosaurs.

And if everything crashes completely, I have BGFV, because then à lot of people are going to need cheap tents...
 
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CRSR Corsair Gaming , Long or Short ?
Will Xbox X/S , PS5 kill the gaming PC or fuel it's rise ?
 
e-boy said:
CRSR Corsair Gaming , Long or Short ?
Will Xbox X/S , PS5 kill the gaming PC or fuel it's rise ?
Click to expand...
Not a chance, not with the next gen cards from both AMD and Nvidia - those two competing means the PC gamers win! That and I could never give up the precision of a keyboard and mouse :)
 
bikeman242 said:
Thought I would start this thread, a lot of intelligent people here on EBR.

What equity positions are you positioning yourselves on?

For me, this year I am heavy into PLTR and DFEN. I am also building a position in BTWN. I am long oil stocks, specifically FTI, BKR, and XOM. Looking at a 5G play, specifically NOK as a speculative. INTC, SPG, and RHBBY are value plays. IMBBY for the win.

Place your bets, EBR...
Click to expand...
I'm quite confused as to why you have your money in oil. I look at the charts and they've all lost share price during every time segment I can compare (day, week, month, 3 Mos, 1yer, 5yrs). Why would you keep your money there?
 
I had to look up what a SPAC is:

"A SPAC is generally formed by a group of investors, called sponsors, with a strong background in a particular industry or business sector. They raise funds from other investors, and use the money to acquire an existing, privately held company — and then take it public in an IPO.

When they launch the SPAC, the sponsors generally either don't have a specific target in mind, or they're not ready to name it in order to avoid the extensive paperwork and disclosures required by the Securities and Exchange Commission (SEC)."

So you're gambling on a longshot without actually knowing what company the SPAC is going to launch an IPO for. I guess I think that is putting way too much faith in people you know zilch about, and who aren't even going to tell you what horse it is you are investing in, because they don't want to have to do the needed paperwork, which was probably put into place by the SEC to prevent fraud. Hmmmn.
 
I'm in Bio/EV/Ecommerce , a few Spac warrants. Mostly swing trades and a few long term plays(Mrna,Tsla, Ostk, Fcell , Cvac, Flr) . Heavily shorting big commercial realtors atm speciifcally their CDS vehicles , finally , those will blow up in 1st QT '21.
Since CV started, overall it has been going very well 🚀 . With DD , good algo software and patience , positive results will arrive . I know many who sell to early...instead of 2-300%gains, only 10-20%.

With the new administration , EV's/Wind/Solar plays will see huge gains. The new EPA chief appointment already signals that direction .

Also a part of my portofolio is with EquityZen in a few IPO''s . As far as Spac mergers, C. Palihapitiya’s has had a few good ones, B. Ackman also.
Don't buy too many toys !! Always reinvest it.

Q- Anyone invests in digital coins ? I personally stay faaar away from it, but i'm very familiar with the blockchain world .
 
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ChezCheese:) said:
I'm quite confused as to why you have your money in oil. I look at the charts and they've all lost share price during every time segment I can compare (day, week, month, 3 Mos, 1yer, 5yrs). Why would you keep your money there?
Click to expand...

Same opinion here. And soon, US will also ban ICE car sales after 2030 ,maybe earlier ; oil will be less then 5$/barrel. I've opened in summer a postion in Stlhf, Cbat . Missed QS , but can't catch all of them.

carpart.com.au

Car Part | 14 Countries Banning Fossil Fuel Vehicles: Norway Leads in 2025

Several countries around the world are encouraging their citizens to move away from gasoline-powered vehicles. The following countries have also announced plans to ban diesel and petrol cars in the future.
carpart.com.au carpart.com.au
 
What is stlhf?

You haven't missed QS. It's still there, and it is still going up. I know that we all want to get in early to make the most gain the quickest, because it's like winning the lottery - - or how I imagine winning the lottery might be, never having gotten even close to winning a free lotto ticket. But if a company is worth betting on, it's worth sitting on. Often when I buy a stock, it immediately goes down. (Just like when I get into an immigration line at an airport, it immediately becomes the slow line 😛...) But I'm not a day trader. I'm trying to find places to park my money that will do better than the mattress or a savings acct. It's encouraging when a stock goes up 6, 8, 11% in a day, but if a stock just creeps up 1% a day for a while, it accomplishes the same.
 
Anyone else still read Zero Hedge? This is about a month old, but it fit my confirmation biase .

ZeroHedge

ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero
www.zerohedge.com www.zerohedge.com
 
I usually look things up on my Robinhood app, and it is not on there. I did find it on Fidelity. I wonder why it is not on Robinhood?

I had been thinking investing in ebikes would be a good thing, but the only thing I see is Shimano, which, while it is doing very nicely in the pandemic, and may be leveling off. I thought about buying some Giant stock, but it is only available on the Taiwan stock exchange, and I am not sure how easy that is.
 
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