저자: 미상 · 외국인
요약 보기
페이스북은 광고 의존도가 100%라 성장 한계가 있어 더 이상 긍정적으로 보지 않는다 테슬라는 현금 소진과 과도한 기대(hype)가 주가에 이미 반영돼 있어 개인 투자 대상으로는 보지 않는다 전기차 경쟁은 대형 완성차 업체 진입으로 역대급으로 치열해질 전망이다 시장 조정과 변동성은 건강한 신호이며, 20% 하락한 종목은 드문 매수 기회다 현금은 거의 없고 조정 이후 모두 투자했으며 추가 자금이 생기면 전부 투자할 계획이다 드롭박스와 스포티파이 IPO는 단일 제품 기업이라 관심이 없고, 경영진과 다각화 여부를 보고 판단하라고 조언한다 금리 상승은 경제가 좋다는 긍정 신호이며 장기 투자하면 괜찮을 것이라 본다
다듬은 글
hello there welcome to another video on investing on the stock market coming at you with the most interesting background I could find in my apartment and a brand new series this is just gonna be videos where I give my quick thoughts on the big stories in the news in the stock market because I get a lot of questions in the comments you know what I think about different things going on and I'm not a trader you know I don't really pay attention to the news that much I'm just a long-term investor but a lot of you want to know my opinion on things going on so this is a new series let me know what you think about the format's so the big stories I'm going to be covering today are Facebook and Tesla struggling the stocks and the companies the market correction we've been having for about two months now all the volatility and as well as the Dropbox and Spotify IPOs so quite a lot of interesting things going on concerning Facebook are used to be very positive about the stock I'm not anymore and I haven't been for a while as I've touched on in previous videos Facebook makes all their money from Facebook calm more or less and all their money are made from ads so they are 100% reliance on this one platform a little bit of Instagram and Facebook I think has run its course for the most part it's not gonna be the big thing in the future some new social media is gonna come along and people are not too crazy about Facebook anymore and there's a lot of bad press about social media and especially Facebook and what it does to people so I actually don't think the kids of today are gonna sub is signing up for Facebook so I don't see the platform growing a lot therefore I don't see the company growing a lot unless they find new revenue sources now about the whole controversy about privacy I have no comment on that and now as far as Tesla struggling some really bad news now it's no surprise Tesla burning through cash and they're struggling with getting all the capital and investors have been very positive about Tesla till now and they do make great advertisement great events a lot of hype and great cars that's the most important thing and Elon Musk is obviously the CEO but the company has been struggling financially right even though they have a strong brand and strong products I've never been a believer in the Tesla stock I think it's all hype more or less the stock it's all promises and while the company might be able to realize those promises I think all of it it's baked into the stock I think every single good thing is in the stock already it's down a lot now so this is a great up buying opportunity I guess for those who've been looking at the company for a while I have nothing against Tesla personally it's probably a good company but I don't consider it an investment for me and of course all other car companies like massive companies way bigger than Tesla are getting in to the electric car game and they have made cars for a long time they know what they're doing so the competition in the electric car market is gonna be second to none it's basically but gonna be the toughest competition anywhere in the world so you have to ask yourself is Tesla worth the buy right now now in terms of the stock market correction and all the volatility I think this is very interesting it's very good it's a healthy sign that we have a bit a little bit of a pullback and all this volatility makes for great buying opportunities and selling opportunities so this is good for traders and longtime investors because if you've been looking at some stocks lately and whether it's big or small companies European or US stocks everything is down so this is a great opportunity to buy some stocks are down as much as 20% and that's not a discount you get very often so great buying opportunity don't sell your just buy more buy as much as possible and I think we're all gonna do great and remember volatility is good because again it gives you more opportunities to be smart and make good buys and sells if you're into that in terms of what I'm buying I don't have a lot of money right now a cash I've invested all of it and the little I had I invested after this correction and if I add more I would invest all of it in terms of the small tech IPO so we got coming up Dropbox and Spotify I'm not interested in any of them they are just one app or one program like one software and I'm never going to invest in a one-trick company you know a company that only makes money from one single thing Spotify the only PC software program sponsor Phi's just a website that said I'm sure they're good companies and if you want to invest in these companies I don't but you might want to I will look at like the leadership I would say that's the most important thing because these companies they have one live one product and in order to survive they're probably gonna have to diversify they're gonna they're gonna need to do something new they go in debates by smaller companies make more products right hire more people and the most important thing in that process is the management so if you like the CEOs if you like the the pipeline invest but I'm not interested whatsoever you know I want a diversified more established company but that's just me though so these are the big things in in the news I don't really have any comments on interest rates or the trade war or you know the debt ceiling or anything like that these are all big economic fighter macro things and I'm not a an economics expert so I don't have any education in finance or business so I don't really I can't really break down to numbers I'm not worried at all although rising interest rates is a good sign and yeah the economy is doing well so just invest and you'll be fine and as always I'll see you guys in my next video see
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