$Reddit(RDDT)$ Reddit has been my best investment so far! I have been DCA-ing into it. It still have a lot of room for growth. Beyond the US, it's largely under penetrated. As such, it's DAU is growing at 47% YoY.
$Nu Holdings Ltd.(NU)$ The proposed income tax reform in Brazil, which aims to exempt individuals earning up to BRL 5,000 monthly, is likely to boost consumer spending among Nubank’s target consumers, who often fall within this income bracket. This reform is designed to alleviate the tax burden on lower-income citizens, potentially increasing disposable income and stimulating consumption. Additionally, the broader consumption tax reform seeks to simplify the tax structure and reduce costs for consumers, further supporting increased spending in the economy.
$General Motors(GM)$ While GM report all time best quarterly revenue numbers in Q4 2022, it's actual gross margin and net margin is below that of Q3 2022! It's extremely worrisome for me... that just means GM is not in a good financial position moving forward... profit margins are likely to continue going down... andgiven the price war from Tesla and Ford... GMdoes not stand a chance as its profit margin was already very low compared to the other two... I predict it's GM Q1 2023 gross margin and net margin is going to be lower than Q4 2022, and stock price is going to drop from its current 40ish to 36.
$Ford(F)$You think Ford is bad? Look at GM, it has the longest projection to transit to 100% EV, and it has one of the higheat debtratio. I think GM is gonna take the largest hit.
$Tesla Motors(TSLA)$ This is the only company that continues to show at least 50% YOY growth, and with ridiculous profitability! Invest while the stock is low!
$SentinelOne, Inc(S)$ It's a Strong Buy time Their P/S ratio with latest earning fell from 14 to 10.7 which is basically below the industry average of 11.72 now… which doesn’t make sense for a 30% YOY growing company.
$General Motors(GM)$ United Auto Workers (UAW) union is going on strike soon... predicted to be one of the worst strike. The last strike in 2019, brought the shares price down 17% in the span of 1-2 weeks. https://www.reuters.com/business/autos-transportation/uaw-president-says-union-prepared-strike-detroit-three-2023-07-11/