BleuNovember
BleuNovember
Not investment advice. PDYOR.
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avatarBleuNovember
2021-11-18
$Sea Ltd(SE)$this analyst was the one who downgraded SEA. And this is his track record. Do your own DD as to how useful his analysis is pertaining to SEA. a -21.4% average return and a 25% success rate sounds like if you follow his advice, it is the noind leading the blind and both will fall into a ditch
avatarBleuNovember
2021-12-11
$Grab Holdings(GRAB)$when governments come together to press these businesses like Uber, Deliveroo, Grab, to bear additional costs, Grab will sink further with losses. Heavy laden, in the end, it will fall to a point where PE will come attempt to take it private at a cheap price. Bagholders will be in tears.
avatarBleuNovember
2021-11-13
$Rivian Automotive, Inc.(RIVN)$why this stock price will correct sooner than later? It is in the math. They confirmed it themselves. ARK calculated that in 2030, there will be ~1.3 trillion in enterprise value attributable to the vehicle manufacturing layer of the value chain on ~80 million unitsRivian is *hoping* to get to ~1% share by 2030. The market tries to front run the price and price in the future.  However, based on its current value, the noob investor who is FOMOing is buying at a value today at ~10% of that possible market cap. That makes no sense at all. $TESLA is calculated to win 25% entire automotive market. And the market is pricing that in appropriately. $Rivian is completely off. To make headway in this
avatarBleuNovember
2021-12-10
$Grab Holdings(GRAB)$you guys have no idea how much the short sellers are making from the downward price action for Grab. Some folks have taken home double to triple amounts!
avatarBleuNovember
2021-12-19
$Palantir Technologies Inc.(PLTR)$for some reason, I'm not buying into this stock. I've read up about its capabilities but the TAM seems to be effy and on a niche need-basis. A lot of G projects. Corporate wise, still growing. Moat? Scalability? Yes on moat. But market is not as big as it would seem. Its positioning as an expert in finding the data needle in the haystack and making sense of the complexity behind data provided makes it seem that only spy agencies, intelligence and, espionage, and military ops would want it. Corporate wise, there could be applications no doubt. But I have doubts on its scaling. Given that each approach is tailored. Stickability? Yes and no. A customer can return to ask for something else. But c
avatarBleuNovember
2021-12-10
$Grab Holdings(GRAB)$I repeat - the business itself is hemorrhaging cash. Without the backing, it was destined to fail. If you're an investor and judge the stock price on the back of a Fed taper AND an interest rate hike which will affect businesses that take on debt, you will discount this several times to about $3 or less to make it sensible to buy the stock. 
avatarBleuNovember
2022-02-21
I caught the video of Cathie Wood and her explanation on traditional stocks - automakers like Ford, energy and financials being in their all time highs even though they are technically slow growing in nature - and that the valuations of these stocks are in bubble territory. For those of you who have not watched that video yet, I highly encourage you to watch it. Some of you may be dissing Cathie and saying all sorts of nasty things about ARK ETFs at the moment but quite a number of you who bet against innovation at this juncture are going to be in for a rude awakening. And before you go on saying that I am an avid supporter, let me caveat that I drill down to fundamentals and go by rationale of what establishes the best potential for the future and likely gains that can be accrued. Fi
avatarBleuNovember
2021-11-21
$Rivian Automotive, Inc.(RIVN)$ Shorted Rivian not once, not twice, not thrice but SIX TIMES over two nights. A tight maneuver to execute as I was aware of MMs on the side that might come in to buy up and lead to a reversal, so the shorts were short and sharp. In, plunder, out. It was a very sad day for many much younger and financially unsavvy folks. Some wrote to me and asked what they could do as they were enticed by friends to join in the frenzy to take the stock to the moon. When I saw the opening price action, from IPO day, and then how it carried through, reaching such a valuation as to surpass VW, along with its business fundamentals, I knew trouble was brewing. Three nights ago, I informed those whom I am closer to that I was
avatarBleuNovember
2021-11-28
In a tapering, liquidity comes out from the system. It will usually hit growth stocks first. As you can tell, many growth stocks have been hit. More than 4 in 10 NASDAQ 100 stocks are trading below 200 DMA. This is only the beginning. Here is how I plan to make money through this. The correction is not over and the loftiest stocks have not experienced the full decline or entered into complete valuation reset. I believe that there is room for further correction and will apply shorts on tech heavy areas like ETFs/funds. These are most vulnerable. Now with the African variant in, this will accelerate the downtrend. Don't follow the moonboys and crazy folks saying to "buy dips" or "hodl". Better to know why you are buying or holding. Don't be the bag holder. That is not a smart inves

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