Share Picks 2020

hottipper · 16-12-2020 09:07AM

So metromile are currently only available in 8 states so lots of room to expand and they have a partnership with ford also https://www.metromile.com/partners-ford/ It probably will be volatile for a while so i'm just gonna buy in chunks every so often.

Atlas_IRL · 16-12-2020 09:57AM

hottipper wrote: »

So metromile are currently only available in 8 states so lots of room to expand and they have a partnership with ford also https://www.metromile.com/partners-ford/ It probably will be volatile for a while so i'm just gonna buy in chunks every so often.

They will get about $300m from the merger but the state rollout timeline is actually quite good. Didnt know about the Ford partnership - good news.
The ride along app is a great idea, you use it and drive for 17 days and it will tell you what you will be saving by switching to them.

Poised to grow and scale rapidly nationwide
° 21 state footprint by end of 2021 and 49 states by end of 2022
° Omni-channel customer growth engine leverages digital, offline and partnerships
° Ride Along™ “try before you buy” app converting 20% of users into customers
° Expect to achieve $1 billion of insurance premium run-rate by year-end 2024

https://www.globenewswire.com/news-release/2020/11/24/2132624/0/en/Metromile-a-Leading-Digital-Insurance-Platform-to-Become-Public-Company.html

Shedite27 · 16-12-2020 11:26AM

Anyone follow Chris Perruna on Twitter (@cperruna)? He's a great stock picker for the type of stuff I'm into (long-term holds, tech-based growth stocks). Last year's list included Livongo, Zoom, SE, Shopify, Square, Crowdstrike, PayPal, Roku etc - pretty much all of them doubled over the year. This was definitely an exceptional year, but you can see his prior years lists on his pinned tweet

Anyway he releases his list this time every year so I'll post them up here as he releases them.
1. FUBO - life TV streaming for live sports, news and entertainment in US. Went public via SPAC this year - I actually bought a small position in this one a month ago.
2. QS - develops batteries for electric vehicles, Volkswagen have a stake so presumably ae interested in the technology. Seems to charge a lot faster than competitors. Again, only IPO'd a month ago.

UsBus · 16-12-2020 11:42AM

new2tri19 wrote: »

How do you stop beating yourself up over stocks you sold that you should have kept . I had 10k worth of Tesla in 2017 , each day it's painful . I had 5 stocks back then Tesla Google BP Ryanair and Berkshire .
I read too much about diversification and ended up getting into investment trusts . Costly error. I'm never selling again ðŸ˜…

I had Moderna a couple of years ago. It dropped as soon as I bought it so I sat on it for ages. When it spiked back in march I got rid for a small profit. To listen to z list celebs and newsreaders talk about moderna and biontech every day gives me the ######s. Vaccine stocks are bonkers now though, like Bulgarian property in 2007...))

UsBus · 16-12-2020 11:46AM

80s Child wrote: »

Cheers to all who got back about Degiro.

I will go back to the newbs corner

I had issues with transfers for ages with degiro. Just got sorted last week. I'm with Bank of Ireland and there are two IBANs with that account. Think it's from my time in college when I set it up donkeys years ago. Degiro said they had a lot of issues with BOI customers.
I changed the linked account I had with degiro and did a transfer to the flatex account then and it worked. Hope you get sorted, felt I was missing out on a lot of movement the last few months..

littlevillage · 16-12-2020 12:01PM

malistheman wrote: »

Have put a few euro into INAQ today. I prefer it to Lemonade. Don’t see why it can’t jump a good bit once the merger completes.

Any difference between INAQ and INAQU?

Atlas_IRL · 16-12-2020 01:51PM

littlevillage wrote: »

Any difference between INAQ and INAQU?

Just buy INAQ - there are units, warrants etc for spacs but its a whole different ball game. You can read here for more info on them https://justpaste.it/8ygja. You can make a lot of money with warrants but I find it hard to find any on a European exchange.

Supercell · 16-12-2020 02:51PM

BTC just smashed though $20K with a massive buy, talk about manipulation, going to sky rocket from here. Wouldn't be surprised to see some money leaving the market and getting onboard that train.

JoeBagga · 16-12-2020 03:11PM

Hold onto your bitcoin pants. I'm seeing a huge jump in crypto-related stocks today: CAN, MARA, MGI, SQ

hottipper · 16-12-2020 04:04PM

nice pop off drive shack
https://uk.finance.yahoo.com/quote/DS?p=DS&.tsrc=fin-srch
92% return in 3 weeks this market is ridiculous.

p to the e · 16-12-2020 04:41PM

Shedite27 wrote: »

Anyone follow Chris Perruna on Twitter (@cperruna)? He's a great stock picker for the type of stuff I'm into (long-term holds, tech-based growth stocks). Last year's list included Livongo, Zoom, SE, Shopify, Square, Crowdstrike, PayPal, Roku etc - pretty much all of them doubled over the year. This was definitely an exceptional year, but you can see his prior years lists on his pinned tweet

Anyway he releases his list this time every year so I'll post them up here as he releases them.
1. FUBO - life TV streaming for live sports, news and entertainment in US. Went public via SPAC this year - I actually bought a small position in this one a month ago.
2. QS - develops batteries for electric vehicles, Volkswagen have a stake so presumably ae interested in the technology. Seems to charge a lot faster than competitors. Again, only IPO'd a month ago.

I'd say make a thread on it so it doesn't get lost in here. I'd be interested to see that.

Similarly I'm going to watch Scott Galloway's predictions soon. He's pretty well informed and I'm currently reading his book "Post Corona - From Crisis to Opportunity" and it's very entertaining.

For anyone interested here is his 2020 predictions. Obviously some sort of virus impacted some of these.
https://www.profgalloway.com/2020-predictions/

Shedite27 · 16-12-2020 05:23PM

Anyone see the report on Robinhood (US Degiro equivalent) out today. One lad managed to make 12,700 trades in 6 months.

That's an average of 100 trades a day or 15 per trading hour

cronos · 16-12-2020 05:27PM

Shedite27 wrote: »

Anyone see the report on Robinhood (US Degiro equivalent) out today. One lad managed to make 12,700 trades in 6 months.

That's an average of 100 trades a day or 15 per trading hour

Why is that news? How much did he make? Is it just because the trades were free? It's not hard to make trades, it's hard to make money and avoid fees.

hottipper · 16-12-2020 05:50PM

Shedite27 wrote: »

Anyone see the report on Robinhood (US Degiro equivalent) out today. One lad managed to make 12,700 trades in 6 months.

That's an average of 100 trades a day or 15 per trading hour

He's probably running a trading bot

Liamo_mu · 16-12-2020 06:58PM

Sold my Shopify near its height today. Now have a decent amount sitting there waiting for a new move.

Was hoping it would have been AirBNB as I expected it to keep dropping but see it has recovered a bit today.

beertons · 16-12-2020 08:57PM

PLS down near 20% today. Killer, as there have been good gains the past few weeks.

UsBus · 16-12-2020 09:45PM

beertons wrote: »

PLS down near 20% today. Killer, as there have been good gains the past few weeks.

Due to their takeover of Altura and the share entitlement offer for holders.
It's looking very promising for Pilbara, the contracts they've signed with Posco etc and the overall move towards electric could see this take off.

Thargor · 16-12-2020 09:48PM

Yeah feeling good about them now, might even take up my entitlement if Degiro let me, even though I swore never to give another cent to dodgy ASX endless dilution scumbag management. It was only down about 8% btw, there was massive buying at the end.

16-12-2020 09:57PM

Thargor wrote: »

Yeah feeling good about them now, might even take up my entitlement if Degiro let me, even though I swore never to give another cent to dodgy ASX endless dilution scumbag management. It was only down about 8% btw, there was massive buying at the end.

I'd take up the offer myself but you need to have an Australian or NZ address

UsBus · 16-12-2020 10:04PM

Thargor wrote: »

Yeah feeling good about them now, might even take up my entitlement if Degiro let me, even though I swore never to give another cent to dodgy ASX endless dilution scumbag management. It was only down about 8% btw, there was massive buying at the end.

I bought them on the Frankfurt exchange through degiro. At the time I think it was just for similar trading hours. Long time holder now so hoping things pick up next year. The entitlement shares are listed on my degiro already. 1 for 7.6 approx. I think they become available to purchase in a couple of weeks.

Thargor · 16-12-2020 10:05PM

Deleted User wrote: »

I'd take up the offer myself but you need to have an Australian or NZ address

We thought that about the free Tawana shares aswell when they said that was the rule but it turned out Degiro and other brokers had Australian addresses for trading on the ASX anyway so we still qualified, Id say the same will apply here.

Thargor · 16-12-2020 10:19PM

UsBus wrote: »

I bought them on the Frankfurt exchange through degiro. At the time I think it was just for similar trading hours. Long time holder now so hoping things pick up next year. The entitlement shares are listed on my degiro already. 1 for 7.6 approx. I think they become available to purchase in a couple of weeks.

Oh yeah I see mine aswell, nice thanks.

Timmaay · 16-12-2020 10:22PM

Mindmed back to 3.28, no surprise there, is it too soon to get into if all the momentum killed? Great day for solar/renewable stocks, and bitcoin, man why did I stop dollar averaging into it lol.

16-12-2020 10:28PM

Thargor wrote: »

We thought that about the free Tawana shares aswell when they said that was the rule but it turned out Degiro and other brokers had Australian addresses for trading on the ASX anyway so we still qualified, Id say the same will apply here.

Nice one, will buy a few more so and average down. Looks like Lithium has bottomed out so onwards and upwards

Bob Harris · 16-12-2020 10:57PM

Timmaay wrote: »

Mindmed back to 3.28, no surprise there, is it too soon to get into if all the momentum killed? Great day for solar/renewable stocks, and bitcoin, man why did I stop dollar averaging into it lol.

I bought into bitcoin last week through an etf on the Xetra. The fund is physically backed by bitcoin and comes with a 2% management fee. Deliberated a few too many months it seems but I feel in 5/10 years $20k will seem cheap.

Thargor · 16-12-2020 10:59PM

Its not that hard to buy the coins yourself and avoid that fee tbh, 2% is horrible.

One More Toy · 16-12-2020 10:59PM

Bob Harris wrote: »

I bought into bitcoin last week through an etf on the Xetra. The fund is physically backed by bitcoin and comes with a 2% management fee. Deliberated a few too many months it seems but I feel in 5/10 years $20k will seem cheap.

Get yourself a hardware wallet and buy bitcoin for yourself instead of paying the management fee

Shedite27 · 16-12-2020 11:09PM

cronos wrote: »

Why is that news? How much did he make? Is it just because the trades were free? It's not hard to make trades, it's hard to make money and avoid fees.

Its news becuase he's trading 15 times an hour for the past 6 months. Nobody's supposed to be doing that much. That's gambling addict behaviour

Bob Harris · 16-12-2020 11:11PM

I have coinbase set up but the account is still under review, It's taking an age, about two weeks and still not operative.

One More Toy · 16-12-2020 11:17PM

Out of curiosity, how are people pronouncing Tontine?

Share Picks 2020

Comments