Happy New Year! The fact that this week’s portfolio moves included a little stop loss selling and some nibbles in asset management, insurance and music royalties probably tells you all you need to know about how cautious I feel to start this year… though, as always, I try not to have my personal sentiment drive […]
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In case you’ve been living under a rock, the hot IPO news this year is that both Lyft and Uber will be going public very soon — Lyft, in fact, should hit the public markets for the first time on Friday after setting a price for the IPO tomorrow, and their larger competitor will be […]
Newsletter copywriters are no different from other marketers: they will do whatever it takes to get attention by playing off of something or someone that has celebrity or notoriety. In the past that’s meant implying that some big celebrity investor has a connection to a “secret” stock or technique, or that someone high up in […]
The second day of the Value Investing Congress resulted in mostly headlines about David Einhorn shorting Chipotle (CWG), since that was the only thing he shared that seemed new and sexy, but he and several other presenters also shared some interesting thoughts that stood out for me about a few of the victims/villains of the […]
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KGC is a good choice with a low 6.2 p/e and an ASIC of $987/oz. BTG is another option (I own it), p/e is a little high...
Wondering about the passivity in discussions around Chinese EVs! GM is in connection with Wuling (WLMTF), NIO and XPEV ...
For Tesla? Manufacturing capacity and distribution/service networks, mostly. GM builds about 6X as many cars as Tesla p...
When something really works, the big guys either snap it up or it gets buried; a tiny company is no threat until it is, ...
$FYI - EV Company News For The Month Of July 2020 by Matt Bohlsen @SA - Includes: AUDVF, BABA, BABAF, BAMXF, BCCM...
This service is awesome. In my first two trades (SNAP and GM) I make much more money back than the cost of the service. ...
$FYI - EV Company News For The Month Of May 2020 by Matt Bohlsen @SA - Includes: AUDVF, BAMXF, BCCMY, BMCLF, BMWY...
$FYI - GM EV Batteries Will Last For 1 Million Miles & Have 600 Mile Range "Grewe adds that GM is already pushing...
$FYI - EV Company News For The Month Of April 2020 by Matt Bohlsen - Includes: AUDVF, BAMXF, BCCMY, BMCLF, BMWYY,...
$FYI - EV Company News For The Month Of March 2020 by Matt Bohlsen @SA - Includes: AUDVF, BAMXF, BCCMY, BMCLF, B...
An article on GM and EV's from Seeking Alpha 3/16/20.... https://seekingalpha.com/article/4332233-gms-ev-day-and-electr...
CTEQF ---Long .... Down some today : ( Is this the reason ?. GM Battery uses 70% less cobalt... https://www.carand...
$FYI - EV Company News For The Month Of February 2020 by Matt Bohlsen @SA - Includes: AUDVF, BAMXF, BCCMY, BMCL...
The Current Warren Buffet Car https://www.newtraderu.com/2020/01/24/the-current-warren-buffett-car/ https://www.new...
$FYI - EV Company News For The Month Of December 2019 by Matt Bohlsen - Includes: AUDVF, BCCMY, BMWYY, BYDDF, BY...
$FYI - What To Expect For Electric Car Sales In 2020 by Matt Bohlsen - Includes: BCCMY, BMWYY, DDAIF, F, GELYY, G...
$FYI - EV Company News For The Month Of November 2019 by Matt Bohlsen @SA - Includes: AUDVF, BCCMY, BMWYY, BYDDF,...
$FYI - EV Company News For The Month Of October 2019 by Matt Bohlsen @SA - Includes: AUDVF, BCCMY, BMWYY, BYDDF, ...
I wonder if MF is any better than "the dart fund" of the front runners of the day? I believe IBD advocates this philoso...
$FYI - EV Company News For The Month Of September 2019 by Matt Bohlsen @SA - Includes: AUDVF, BCCMY, BMWYY, BYDD...
$FYI - A Look At The Top 5 Lithium-Ion Battery Manufacturers In 2019 by Matt Bohlsen @SA - Includes: BMWYY, BYDDF,...
$FYI - EV Company News For The Month Of August 2019 by Matt Bohlsen @SA - Includes: AUDVF, BCCMY, BMWYY, BYDDF, B...
$FYI - EV Company News For The Month Of July 2019 by Matt Bohlsen @SA - Includes: AUDVF, BCCMY, BMWYY, BYDDF, BYD...
Also Ford and GM...
Yes, Lyft has been pretty liquid for a while and has a bunch of backers who might benefit now, though IEP has a lot of l...
$FYI - EV Company News For The Month Of February 2019 by Matt Bohlsen @SA - Includes: AUDVF, BCCMY, BMWYY, BYDDF,...
Interesting, though none of those are down at that “1/1,000th the size of GM” level, at least by market cap — most...
Travis I admire your moral compass also, but was wondering if Vaughn owns any motor vehicle stocks ( F, GM, Tesla...just...
I sent Exro's presentation to a friend of mine who is a mechanical engineer. His comment was that they left out how muc...