USA Stocks discussion - Part 3

[sumako]

I didn't. I not sure what is going on with TSLA and the US stocks, but looking back, now I can see that I'm too easily shaken off and jumping around too much between different stocks. But I think now the market is starting to believe in TSLA's autonomous taxi scaling up faster than Waymo, which was my original thesis.

K92 Mining outperforming AEM. Sadly, I already let go long time ago and never bought back due to the insane volatility.

this choppy market, who doesnt get chop. i almost becomes slice fish soup for the market maker.

 

[mooseolly]

Good companies buy liao and hold as long as you can until you need to cash out. So far works for me. But I also itchy hand sometimes.

 

[yslvlys]

K92 Mining outperforming AEM. Sadly, I already let go long time ago and never bought back due to the insane volatility.

Haha can't win everything. All the 3 counters I bought AEM, AU and HMY all still in the green I happy liao~ I didn't buy K92 cos it's listed in TSX and I wasn't too keen to change CAD dollars

 

[stanlawj]

Good companies buy liao and hold as long as you can until you need to cash out. So far works for me. But I also itchy hand sometimes.

Yeah... actually I realised now, long-term investing gives great returns with minimum trading action on my part.

But the fundamental analysis must be good, otherwise you'll get shaken out of good stock or baghold bad stocks. All of them start as innocent good-looking stocks.

 

[DevilPlate]

Yeah... actually I realised now, long-term investing is great, but the fundamental analysis must be good, or you'll get shaken out of good stock, or baghold bad stocks. All of them start as innocent good-looking stocks.

This post will eventually leads to DCA Msci world index fund

 

[mooseolly]

Yeah... actually I realised now, long-term investing is great, but the fundamental analysis must be good, or you'll get shaken out of good stock, or baghold bad stocks. All of them start as innocent good-looking stocks.

That’s why it is very important to do own research and calculate the intrinsic value on own. That way you will know what figures you have put in and can confidently hold the stocks if they fall below the intrinsic value.

In the long run stocks will almost certainly go back to their intrinsic value if their moat has not been deteriorated.

 

[stanlawj]

This post will eventually leads to DCA Msci world index fund

Only if I have ten million to hundreds million USD$.

 

[stanlawj]

This post will eventually leads to DCA Msci world index fund

For small account, not worth it. The returns are too low to be meaningful.

 

[yslvlys]

Good companies buy liao and hold as long as you can until you need to cash out. So far works for me. But I also itchy hand sometimes.

Must be very confident of own analysis to be very sure the good companies are really good companies. For me, I do some analysis but I think my analysis or view not 100% comprehensive and all knowing. So if price increase more than 100%, I will try to sell some.

 

[DevilPlate]

Only if I have ten million to hundreds million USD$.

Got 10M js spend and enjoy life liao lah

 

[limster]

Got 10M js spend and enjoy life liao lah

don't forget that 10M must include value of property....

If your house is worth 9m and you only have 1m liquid assets, you actually don't have much to spend and enjoy life

 

[elvintay07]

I got TSM but just sold ASML. Sibei shiok 1 time ASML becomes < $700. For a moment I thought system got problem. Just like that day Meta is $580. If this kind of baojiak maoshanwang always appear, just trade also can beat S&P500

TSM and ASML moat is godlike.

 

[highsulphur]

Only if I have ten million to hundreds million USD$.

not true. i have been DCA into global equities and the returns are decent over the last 8 years and with a lot less stress

 

[elvintay07]

not true. i have been DCA into global equities and the returns are decent over the last 8 years and with a lot less stress

I totally agree with this point. If parents start from children at age 1 and eventually children have the discipline to continue until age 60 till retirement, confirm huat big big.

(1) Most of the ppl will lose their pants. Parents rather buy useless toys, bring them to holiday and eventually invest in companies that lose money. I asked some friends whether they bought shares or etf for children. Most will reply no money but family can go Japan for holiday etc

(2) The other group I saw is some young folks that started working. I see them go 3-4 holidays a year to everyone and eat a meal that cost $15-20 every day. But they got no investment citing now money

(3) I have 1 classmate that everyday eat cai png and bring water bottle to drink. Knn! His stocks power. This include some of his mistakes in S shares and some companies,

I strongly believe what munger said. Staying in market and do nothing is sibei difficult. If today 1 person just put $200k in world index and get coma for 60 years and woke up, probably become tens of millions.

 

[stanlawj]

On my radar: UNH, VKTX, PACB

 

[stanlawj]

I think rotation out of semis may have started.

 

[mooseolly]

Don't read too much news, bad for health. Just remember how it is like when deepseek came out.

 

[mooseolly]

Accenture report nice earnings. Finally moving.

 

[elvintay07]

I think rotation out of semis may have started.

Remember China is the king of tuakang. A lot of hype but eventually still play 2nd fiddle

 

[yslvlys]

I think rotation out of semis may have started.

So ASML and TSMC are doomed?