In this video I am sharing with you my thoughts about what's next for our favorite tech and growth stocks this year and what will be my strategy for the rest of 2021, and how I am going to rotate my own portfolio without forcing my way into FOMO stocks.
Please note that as with ANY post or video I make this is NOT financial advice and strictly my opinion and may be totally wrong. Do your own research please.
Note that past performance is not a guarantee of future results. Don't assume an investment will continue to do well in the future simply because it's done well in the past.
This is strictly my opinion, so do your own research and make up your own mind. This is not financial advice, just entertainment, so be careful!
👏👏👏 Big shout out to our growing list of Patreons. For those of you want (and can) support our channel, here is how you can help: https://www.patreon.com/user?u=13016082
Please note that as with ANY post or video I make this is NOT financial advice and strictly my opinion and may be totally wrong. Do your own research please.
Note that past performance is not a guarantee of future results. Don't assume an investment will continue to do well in the future simply because it's done well in the past.
This is strictly my opinion, so do your own research and make up your own mind. This is not financial advice, just entertainment, so be careful!
👏👏👏 Big shout out to our growing list of Patreons. For those of you want (and can) support our channel, here is how you can help: https://www.patreon.com/user?u=13016082
Tom, considering expected rising rates for the next couple years, are you going to be selling any of your PLTR shares? Jks.. what about growth stocks in general?
What’s the symbol
I feel like the accepted theory behind inflation/ rates and cashflow is oxymoronic. Yes higher rates will dampen the economy but isnt it only proportional to inflation? If anything prices are still going to go up and up so the crazy selloff 9f high growth stocks STILL eludes me.
What are your thoughts that Amazon& Disney have issued a massive amount of CBonds with a 2030/2040 expiration date? What if institutional investors move towards these “green” bonds vs company stocks?
Adidas 😀
I value your opinion Tom but I think you are wrong on disney. Considering next year ebitda it is highly over valued, forecast already including full park openings and still pe is 100. I would rather invest in real future like Tesla
I watch a lot of YouTube videos and see a lot of traders earning massively and then I start to wonder what I could possibly be doing wrong because I’ve been trading for a couple of months and every trading attempt seems to be red, never have I seen a green day. It is really frustrating seeing loses without any profit. So, I decided to work a bit more on myself and then opened a demo account, do my analysis, then take the opposite of what I would normally take and get the same result. I'm starting to feel hopeless, any advice for a struggling trader?
with your thoughts on amazon… are there any other ecommerce that you would recommend for a lower $ portfolio?
Id like your opinion on the company called Hello Pal. Love your work! Keep it up!
Tom, love your show. Did you say $DHIL? I can’t find their top 10 holdings
Great info Tom👍 Thanks
Possibly the best and simplest explanation I have seen on how increasing interest rates affects DCF on growth stocks.
I am not 100% sure we will get a fluid great re-opening – perhaps during the summer but WINTER IS COMING and even with the vaccine I bet social distancing and facemasks will be around this December.
We are happily interested to hear more from your grandpa.
Thanks Tom! 🙏🏻
"We make plans, and God laughs." Lol!
This is painful down $28k in 2 weeks when will the bleeding stop
You better make that video talking about your grandpa after a few drinks on Sunday lol
Hey Tom, I really appreciate your channel and overall insights. I have a question: you point at tech/growth/innovation stocks will have a lower real value. This is as you put it, due to future cashflows from new relases that will have to be discounted at a higher rate. For example: if TESLA release their grid operations capturing what we can estimate to be 20% of an USD 800 Bn market, this is USD 160 Bn in 10 years let's say. You then apply a DCF and say that increased rates will mean it is valued at much less. I believe, and please correct me if I've missed something, this idea disregards the fact that TESLA in this case still holds full pricing power and will only have to increase their pricing of the products. My understanding of economics is that most commodities will probably feel a similar inflation. Do I have a point or am I wrong?
I prefer working at an office, going to the gym, cinemas, restaurants. Being at home is not for me.
Jeez. I don't know. I need to get out of the house. I don't want to be doing everything in my home (work , exercise, gaming). But I'm probably in the minority.
Nice jersey my man
Are we talking about investing or trading here? If you are investing long term why worry about rotation?
Tom I was watching your video and my mom walked by and started whispering because she thought you were my professor on zoom