This week's casual valuation is HelloFresh. I've received many requests to cover it as it is one of the largest positions in my portfolio (13.5%).
In this post, I'll share everything that there's to share from my side, but please do not treat this as financial/investment advice. If you want to make any decision, please do your homework.
The post will be divided into the following segments:
- Introduction
Trading at the same levels this time of year in 2023 as 2020 and yet the YTD deliveries though July deliveries are up over 4x (75,023 July 2023 vs 17,702 July 2020). Cumulative delivers are up by over 7x (364,579 vs 49,615) comparing the same periods. Definite increase in capacity and demand that rose from 2 EV models in 2020 to 8 in 2023. And battery swap, a serious competitive advantage due to convenience and lower price entry via subscription, is taking off w
Hi everyone
I have a questions regarding IRA Contributions, gains and associated taxes. I read that any contributions I make are withdrawable tax-free at any time. Any gains I make in that account are withdrawable tax-free only after I have owned the account for 5 years AND after I am over 59.5 years old
Main question: are any gains non-taxable after the criteria are met? If I kept depositing 1k a year from age 30, but my account value at age 60 is
My grandfather has been trading for decades, using a strategy that involves a lot of data points. The main issue is, he inputs all the data by hand and it really limits how many companies he can keep track of at once.
I want to help him expand his strategy and automate his system a bit, and while I could build an excel to do it, I would prefer to find a simpler way that he could handle on his own and wouldn’t require much maintenance from me.
I’v
I've looked into the CMBS ETF but it is super low volume and the options chain has almost no volume whatsoever. I also looking into the contents of the ETF on Fidelity and it seems to contain non-Commercial mortgages as well as Commercial.
Anyone have any pointers on what to short in this regard? Any help is appreciated, thanks!
I remember there was this news about wanting to stop them from receiving certain commissions, or stop them from charging consumers a certain type of fees, but I can’t find it. I’m asking because I’m looking at brokerage stocks such as FUTU, UPST, Robinhood, SCHW and Ibroker. Appreciate if someone can help!
Paypals New CEO could be Max Levchin & could help the stock go parabolic, this is why.
---Levchin is Co Founder of Paypal- the original Paypal Mafia, Founder and CEO of Affirm & Paypals Former CTO.
---Paypals new CEO will have a mega opportunity to turn things around at record lows with a major incentive with options and major bonuses with over $5 billion in FCF. This money is going to share buybacks at record low prices this year.
P
Nvidia will be posting their q2 in the next couple weeks I think and I know they been a hot topic lately, particularly around valuation. but to tangent away
How do you guys think the numbers will play out?
They did give guidance for 11 bil rev
Analysts expecting around the same
Consensus eps is around 2
I think they will miss on rev, but beat on eps
So maybe 10 bil rev, with eps of 2.5
During the earnings call, if
I am from Israel and we have a political fiasco which made the market really fall, imo fall way to much wandering if any of you guys know about other countries that you feel are underpriced.
Btw if anyone is curious I bought a few stocks in ta35 at around 1800 the market today is at 1870 I still think it can reach 2050 pretty easily when this all thing is done
Since as far as I know ETFs can’t be freely converted to the underlying shares what causes them to move in lockstep with the rest of the market? Surely there would be a supply/demand discrepancy that would widen over time? Or am I not understanding something?