Discount The Obvious

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Pinterest, The Social Media Stock That’s Also A Social Good

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Pinterest has differentiated itself from the rest of social media - I invested in their stock the beginning of this year, and doubled my position during the COVID downturn. Premium members have seen these transactions in real time. By positioning themselves towards hobbies and passions, users are increasingly turning to Pinterest to start new projects or try new … [Read more...] about Pinterest, The Social Media Stock That’s Also A Social Good

Coronavirus Quandaries, Investing During a Crisis

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Uncertainty is abound due to the coronavirus, leading many investors to sit on the sidelines. Although waiting for the dust to settle helps psychologically, past crises show that you'll miss the boat if you wait for things to settle down. Insiders may not know about that, but they're investing anyways. While the masses are panicking, insiders are buying shares of their … [Read more...] about Coronavirus Quandaries, Investing During a Crisis

TSLA vs TSLAQ: Don’t Play Russian Roulette With a Loaded Gun

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TSLA vs TSLAQ keeps intensifying, with each side passionately betting against the other. For polarizing companies like Tesla, sometimes it's better to sit back and watch as an investor. What are the biggest rivalries in the world? Ohio State vs Michigan? Lakers vs Celtics? Israel vs Palestine? How about TSLA vs TSLAQ? These groups go together like nuclear power and … [Read more...] about TSLA vs TSLAQ: Don’t Play Russian Roulette With a Loaded Gun

IPO Investing – The Virtues of Patience Updated

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In August 2019, I wrote about Slack's direct listing and the virtues of patience for IPO investing. How would you have done if you took my advice and avoided this company? Quite well, it turns out. Over that time, Slack is down over 40%, while the S&P 500 is up nearly 10%, and the Nasdaq is up over 12%. Why is Slack down so much relative to the market? Simple, they … [Read more...] about IPO Investing – The Virtues of Patience Updated

What If iRobot Became the Apple of Robotics?

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iRobot stock is down over 66% since April 2019, primarily due to higher China tariffs and more copycats entering the robotic vacuum market. They're managing these problems by diversifying their supply chain and litigating their patent disputes against copycats. In the meantime, iRobot has over 70% global market share in robotic vacuums, a solid product pipeline, and over … [Read more...] about What If iRobot Became the Apple of Robotics?