Rickie Reeve

You may have noticed that last week Volkswagen revealed a concept of the new ID. CODE? This model, which will be produced for China, has a rather bold design - I like it a lot.
What do you think of it?

I would like to share with you an interesting picture showing the financial cost of maintenance for each car brand. Asian and American brands seem to be the more economical choice compared to European ones.

Does anyone have $LULUloaded ? I'd love to hear your thoughts.
I am unable to evaluate the long-term sustainability of their competitive advantage, which is supposedly all about customer loyalty due to the company's strategy of building a positive relationship with their customers through various workshops, sports lessons, etc. Their site has a very fast turnover of offers,…

Yesterday, we were finally notified of the day the streaming service Max (from $WBD)will be entering Europe. That day will be May 21, and we can look forward to, for example, streaming the Olympic Games in Paris. Game of Thrones fans might enjoy the second season of House of the Dragon.
Europe is an important region in the streaming business. So I'm curious to see the numbers.

D…

Yesterday, $BTI provided more details of its plan to sell part of its stake in ITC Ltd and use the proceeds to buy back its own shares.

They intend to sell the shares, representing up to a 3.5% stake in ITC. They will therefore continue to hold a 25.5% stake.

From this sale, the company is expected to raise over $2 billion, which they will use to buy back their own shares over…

$BTI released results today. 👇

Comparison of capital inflows/outflows into Chinese ETFs. Foreign investors are still shying away from investing in China, yet capital inflows were record high in 2023.

Macro data from China. Month-on-month CPI rose for the first time in 3 months, but slower than expected. This was mainly due to increased spending on travel and shopping during the holiday season. However, overall discretionary spending remains weak due to higher unemployment and concerns about the economy. Despite monetary stimulus from the People's Bank of China, there is no…

Does anyone use a put-call ratio when timing their inputs/outputs? I'm trying to find out how reliable an indicator it is. In principle, it should correlate with the market in some way.

- Investors buy more puts than calls => bearish sentiment
- Investors buy more calls than puts => bullish sentiment

I'm looking at Upwork $UPWK. It is a platform for freelancers.

I'm trying to evaluate Upwork's moat. I see the main advantage as half the fees compared to competitor Fiverr, 10% X 20% on sales.
That fixed 10% is a new format beginning in 2024, which should boost Upwork's profits considerably. I fear, however, that Fiverr will respond to this move by lowering fees and moat will…

Local sentiment survey - what % of your portfolio is now in cash? 💸

Personally, I've been selling a lot over the last month and it's now ~32%...
I have it in a savings account at both my bank and Revolut with a decent return.

Volkswagen, Audi, Porsche and Scout Motors today announced plans to implement the NACS charging standard for future vehicles in North America starting in 2025 - unlike most other companies that will have access to superchargers as early as 2024.
The transition will be gradual and not all vehicles will be equipped with NACS ports starting in 2025, only brand new models.
$VWAP$VWAP.BR

Less than two months ago, we had extreme fear... Like a roller coaster! 📈

I would like to ask if anyone here is applying eliott wave theory in either short or long term projections.
Alternatively, what is your experience with it - is it worth using this tool?

Are you familiar with the $JEPI ETF?

Which of these car companies will provide the best return for investors over the next 12 months? (appreciation + dividend) - let's discuss!

Does anyone here have $CSCO in their portfolio?

I came across some interesting information about PayPal opening many new positions in Mexico. $PYPL
PayPal is currently number one in online payments in Mexico.
Various sources predict very high growth of the e-commerce segment in Mexico over the next few years.

https://x.com/Kross_Roads/status/1717915586250862634?s=20

Interesting observation, after yesterday's Altria $MO results:
Philip Morris sells more cigarettes in Indonesia than in the US (Altria).

It's one piece to the puzzle that shows how important emerging markets are in the cigarette business. In Indonesia, for example, almost 30% of the population over 15 years of age smoke.

https://x.com/tobaccoinsider/status/1717815293060472995?s=2…

$VOW3 is reaching the psychological threshold of €100. 🔴
We are slowly approaching covid price levels.
It is thus at 3 times forward PE, although at that level of debt this indicator can be misleading. EV/EBITDA 3.5. Thursday earnings!

Who's in? 😁
$VWAP$VWAP.BR, $VWA.BR