Ernest Semmes
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$PayPal (PYPL.US)$ Short term pain for long term gains. These guys are not going away anytime soon, if ever ( although one must always be careful with words like forever & ever ).
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Ernest Semmes
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$Disney (DIS.US)$ Bob Iger was one of the Best CEO Ever and I hope that continues with Bob Chapek. Post Covid 19, Disney will be running on all cylinders parks, movies, streaming etc. Disney will be $200 again. Never underestimate the mouse.
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Ernest Semmes
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$BioNTech (BNTX.US)$ but we got rid of trump and gave dems an entire congress. How is covid still around? why isn't biden doing anything about it? why are we building back better when we can't even exit our house without dying
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Ernest Semmes
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$Ford Motor (F.US)$ Hackett was a disaster and "robbed" the company with his compensation.
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Ernest Semmes
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$Berkshire Hathaway-A (BRK.A.US)$ should be sold to $Blackrock (BLK.US)$ or someone that knows what they are doing.
Berkshire sells OOTM Calls on their stock for income.
It's a different world today.
Berkshire sells OOTM Calls on their stock for income.
It's a different world today.
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Ernest Semmes
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$American Airlines (AAL.US)$ $Airbnb (ABNB.US)$ $TripAdvisor (TRIP.US)$ These travel companies better take a stand against government global tyranny or they will go bankrupt. They have lost much power and capital since February 2020 but they can still band together and refuse to comply with malicious and evil attacks on their civil liberties and existence. Covid restrictions especially affect lower income people who the people on cnn seem gleeful and desperate to CRUSH
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Ernest Semmes
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$Microsoft (MSFT.US)$ Corporate governance is a total joke nowadays. If every founder/mgmt team rigs the share count so that they maintain voting power no matter what, the incentives are totally misaligned.
Put up or shut up. If you don’t deliver for the shareholder base, they should be able to fire your a** or change management.
And what’s with the share count here? How did that even happen? 4.6 billion? Dear God why? This may be a great business I really have no idea but good luck moving a stock consistently with a float that big.
Put up or shut up. If you don’t deliver for the shareholder base, they should be able to fire your a** or change management.
And what’s with the share count here? How did that even happen? 4.6 billion? Dear God why? This may be a great business I really have no idea but good luck moving a stock consistently with a float that big.
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$Sunnova Energy International (NOVA.US)$ $Dow Jones Industrial Average (.DJI.US)$ As I watch solar farms sprawling up around me I can only think it is time to rethink what they are doing. I am seeing some of our most productive real farms being taken permanently out of service all the while more and more people are food insecure. Why can't they strategically place the solar panels on elevated poles at varying heights in a straight row so that they do not permanently block the sunlight and the tractors can still get up and down the rows between them?
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Ernest Semmes
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$Salesforce (CRM.US)$ Cannot stand the CEO- paid 27 billion for slack- which contributed 270 million in revenue- ? This last quarter?
I think most customers of CRM would rather do business elsewhere.
I think most customers of CRM would rather do business elsewhere.
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Ernest Semmes
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$PG&E Corp (PCG.US)$ Green names are very overvalued like most things. Electricity prices are very high too, in most places. Green energy is inflationary. China and a few others broke some coal production records too. Balance is necessary.
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Ernest Semmes Mikalov1 : Good luck for you too.