NEW AND UPDATED TARGET PRICE CHART!
🕑 Added 2021-11-14 09:37:57 +0000 UTCWe finally completed full DD on every company in the list to update the target prices to today. Also added a column telling which of these I am still holding and which not.
Comments
Lars H
Thanks Bobby, I will follow the lead
Bobby Yang
If you're interested in next gen batteries, one stock to follow is enovix. They are in the pilot line ramp so the manufacturability question will be answered in Q1. TJ Rodgers of cypress, sunpower, and enphase fame is backing them. Founders are from semiconductor industry.
Lars H
Thanks Bobby, that settles the case for me.
Bobby Yang
Basically, it's not a financial analysis at this point as there's no data. You're just making a technical judgement call on whether this team can operationalize an idea
Bobby Yang
JB interview: https://youtu.be/aWR5-mo8f1g
Bobby Yang
Hey Lars, I'm not Tom but Quantum scape is a lab experiment at this time. They got onto the media landscape because ex Tesla CTO JB straubel visited them and said good things about the technology. But he has done subsequent interviews saying they are nowhere near commercialization and haven't proven they can make it cost effectively.
Brandon Henry
Be nice to see CLOV PT... They have been crushing their last two earnings. sounds like Biden is about to increase Medicare premiums too.
Generico Fakero
Will add
Lars H
Tom, what do you think about QuantumScape solid state Lithium-Metal batteries? Will be used in everything from EV to Submarines.
Richard McKeon
Pinterest missing...?
Char Striker
LOL I was referring to Open Door my bad for assuming you could mind read!
Generico Fakero
After todayโs video
Generico Fakero
Which stock
BumbleBee
This is very helpful, dear Tom. Hearty thanks.
Ani Papa
Hi Tom can you look into C3ai
Char Striker
Hi Tom, given that your new target price is $15, does this mean you see no potential upside? What was the reason for the update in outlook from it being a stock with upside to one being with downside?
Craig Ephraim
Thanks! Am I missing SOFI in here?
John Malecki
Yes please. I was also curious about zoom
Generico Fakero
Will add
Generico Fakero
Will add
Ali Dadfar
Awesome! Thanks! I cant find Zoom stock on the list?
Thomas Puzak
This is great. Surprised not to see Vale mining on the sheet. Thanks for posting.
Generico Fakero
Random order
Bryor Moritz
Love it!
BBindelay
Great Update Are the companies in any other depending on your bullishness on them?
luc Henckens
Thanks Tom, i like thรฉ update.
John Martini
Thank you, still not like Airbnb?
Joao Custodio
Good stuff Tom
Dean Jacobs
Thanks Tom, very interesting ๐๐ป
Georgi Ganchevski
Thank you Tom!
Shane Bingley
Thanks Tom!
Ovidiu
Simply great! Thanks.
Generico Fakero
https://docs.google.com/spreadsheets/d/1bR4KloyKmRXqY-Eh2nG-fs4-yRqDpfnkTpCYIgh1Q3E/edit?usp=sharing