Do you think SOFI is actually manipulating its accounting, or is Muddy Waters Research trying to profit from a drop in the stock?
Personally, I think Muddy Waters Research just wants to profit from a decline in the price of $SOFI, which is why their report was so strongly negative. SoFi is a regulated bank overseen by US authorities, including the Fed, so the scope for major... Read more
Agreed. Also, there is strong support around $15, and if the allegations aren't proven, there would be significant upside potential.
The decline in SOFI's share price was caused by other factors long before Muddy Waters' short report.
If the accounting manipulation is proven true, the problem won't be limited to SoFi alone but will also implicate the regulators responsible for oversight (the Fed/OCC).
I chose the trader route and take profits. I also trade options, which are a useful tool for limiting losses and hedging the portfolio. For investors who invest regularly via DCA it probably doesn’t change anything. Taking some profits now and then isn’t necessarily a bad thing. Adding stock-picking to passive investing can work too. And sensible diversification as well.
Musk over the weekend officially announced Terafab – a joint project of Tesla $TSLA, SpaceX and xAI estimated at $20–25 billion, which is set to build chip factories in Austin the likes of which the world has not yet seen. One line will produce chips for Tesla cars, robotaxis and Optimus robots, the other will make specially hardened chips for SpaceX’s satellite data center in... Read more
The valuation is interesting and I think it’s already worth buying. These companies are going to be extremely important now in an environment of conflicts and AI.
🎰 VICI Properties: Quality REIT with a 6% dividend $VICI
If we look at the real estate sector, VICI Properties is among the most interesting companies you can find in the US. For those who don’t know the firm, it’s a REIT that owns the land and buildings of the most famous casinos in Las Vegas, such as Caesars Palace, MGM Grand, and The Venetian. It’s important to understand... Read more
I sold the shares of these companies some time ago and moved the money into growth stocks. However, if interest rates continue to fall, those REITs could see solid growth.
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Do you think SOFI is actually manipulating its accounting, or is Muddy Waters Research trying to profit from a drop in the stock?
Personally, I think Muddy Waters Research just wants to profit from a decline in the price of $SOFI, which is why their report was so strongly negative. SoFi is a regulated bank overseen by US authorities, including the Fed, so the scope for major...
Read more
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Agreed. Also, there is strong support around $15, and if the allegations aren't proven, there would be significant upside potential.
The decline in SOFI's share price was caused by other factors long before Muddy Waters' short report.
If the accounting manipulation is proven true, the problem won't be limited to SoFi alone but will also implicate the regulators responsible for oversight (the Fed/OCC).
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I chose the trader route and take profits. I also trade options, which are a useful tool for limiting losses and hedging the portfolio. For investors who invest regularly via DCA it probably doesn’t change anything. Taking some profits now and then isn’t necessarily a bad thing. Adding stock-picking to passive investing can work too. And sensible diversification as well.
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Musk over the weekend officially announced Terafab – a joint project of Tesla $TSLA, SpaceX and xAI estimated at $20–25 billion, which is set to build chip factories in Austin the likes of which the world has not yet seen. One line will produce chips for Tesla cars, robotaxis and Optimus robots, the other will make specially hardened chips for SpaceX’s satellite data center in...
Read more
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That's just Elon.
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The valuation is interesting and I think it’s already worth buying. These companies are going to be extremely important now in an environment of conflicts and AI.
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🎰 VICI Properties: Quality REIT with a 6% dividend $VICI
If we look at the real estate sector, VICI Properties is among the most interesting companies you can find in the US. For those who don’t know the firm, it’s a REIT that owns the land and buildings of the most famous casinos in Las Vegas, such as Caesars Palace, MGM Grand, and The Venetian. It’s important to understand...
Read more
Zobrazit další komentáře
I sold the shares of these companies some time ago and moved the money into growth stocks. However, if interest rates continue to fall, those REITs could see solid growth.
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Tanker title with 24% undervaluation, a clean balance sheet and room for further growth