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Pestle

    • PestlePestle
      ·2021-07-21
      Buying if there is a big dip. Their breadth and depth of content... No one else comes close, except Disney. Although I must say, being a subscriber and shareholder of both companies, I find myself consuming more of Netflix's content as compared to Disney. 

      Netflix Slides After Subscriber Guidance Misses Estimates

      Recent earnings reports from streaming giant $Netflix$ have been a mixed bag: the stock tumbled three quarters ago when the company reported earnings for its first full "post Corona" quarter and warned that"growth is slowing",before againplunging three quarters agowhen the company reported a huge miss in both EPS and new subs, which at 2.2 million was tied for the worst quarter in the past five years, while also reporting a worse than expected outlook for the current quarter. This reversedtwo qu
      Netflix Slides After Subscriber Guidance Misses Estimates
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    • PestlePestle
      ·2021-07-13
      Nowadays AI seems to be the new sexy thing. Last time it's cloud and now it's AI. P/E of 300-400, P/S of ~33... too rich a valuation? upside might already been baked in while downside is wide open
      Sorry, this post has been deleted
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    • PestlePestle
      ·2021-07-12
      Quite an informative article. Like.
      Sorry, this post has been deleted
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    • PestlePestle
      ·2021-07-07
      I think up till a certain point the 'punishment' of these companies would stop before it spooks every investors and make them wary of any and all Chinese stocks, which is definitely not what the regulators and officials want. 
      Sorry, this post has been deleted
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    • PestlePestle
      ·2021-07-01
      So is Tesla a SWAN ? stock? 
      Sorry, this post has been deleted
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    • PestlePestle
      ·2021-06-30
      They will say "this time it's different...". But is it really different? Only time will tell. But if time and history are telling the truth, then one can already deduce the answer...

      Housing Prices Are Going Up. Must They Crash?

      There are many reports of homebuyers getting into bidding wars and many cities where home prices hav
      Housing Prices Are Going Up. Must They Crash?
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    • PestlePestle
      ·2021-06-28
      No good...really not good especially to those who are left holding the bags when the musical chairs ends...
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    • PestlePestle
      ·2021-06-27
      Conclusion on Ford: EV sales as percentage of vehicle sales is increasing...but then vote goes to Nio...I guess because Nio is the sexier bet

      Ford Or NIO? The Final Verdict

      I am comparing Ford against NIO in different categories.The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.NIO is growing a lot faster than Ford and the high valuation may be justified.With Ford launching a major offensive in the market for electric vehicles, Chinese EV maker NIO will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based
      Ford Or NIO? The Final Verdict
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    • PestlePestle
      ·2021-06-25
      The froth is building up again...
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    • PestlePestle
      ·2021-06-24
      Just another reason to print more money..

      Yellen warns Congress of 'unthinkable' U.S. default risk without debt limit hike

      WASHINGTON (Reuters) -U.S. Treasury Secretary Janet Yellen on Wednesday warned Congress that the Uni
      Yellen warns Congress of 'unthinkable' U.S. default risk without debt limit hike
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