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woodfill Private ID: 70942788
can i get my money in evergrande back
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    woodfill liked and commented on
    $Moderna (MRNA.US)$ At a White House press conference, Fauci said the person was vaccinated but is unclear if the patient had a COVID-19 booster shot.
    So, patient was vaccinated and is now in quarantine. I am confused, why are we mandating vaccinations? To stop what?
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    $Ford Motor (F.US)$ I have calls written against my shares at various strikes and dates, the strikes are from $17 to $25, just waiting for time premium to drain out on the the $17s. However, these aren't recommendations for anyone else. I was buying shares under $5/share, so these are the right sale prices for me, not necessarily anyone else.
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    woodfill liked and commented on
    $General Motors (GM.US)$ The main problem I have is the execution on their products. I know they can make a really good EV. But the Bolt was an uninspired effort. They then overcompensated with the Hummer. It sounds like an amazing truck, but at 10,000 lbs, over $100K, plus the Hummer name and it looks more like a circus stunt than anything. It doesn't sound like they will have the Silverado EV on the market until well into 2023.
    I'll be curious to see reviews of the Cadillac Lyriq. It looks like it has great value for a luxury segment vehicle. It looks affordable enough to be competing with the Model Y as much as the Model S. Maybe that is the vehicle that can positively define GM going forward.
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    $Zoom Video Communications (ZM.US)$ shares are dropping 3.5% to $203.94 as $Microsoft (MSFT.US)$ unveiled a standalone version of Teams for small businesses.
    Microsoft Team Essentials will cost $4 per user per month and get access to core features of Teams, without having to also subscribe to Office, The Verge notes.
    In comparison, Zoom has a small business plan that costs $19.99 per month per license. Zoom Pro, which the company says is "great for small teams," costs $14.99 per month per license.
    Small businesses previously had to pick a Microsoft 365 Business Basic plan, which cost $5 per month per user, or other platforms, such as Slack - owned by $Salesforce (CRM.US)$, Google Workspace $Alphabet-A (GOOGL.US)$, Workplace from $Meta Platforms (FB.US)$ or others.
    The standalone version of Microsoft Teams Essentials has a simpler chat interface and focuses on meetings and video calls, Jared Spataro, head of Microsoft 365, told the news outlet.
    Microsoft Teams Essentials has 10GB of OneDrive storage, whereas Business Basic has 1TB worth of storage. Essentials also does not have the ability to record meetings, provide transcripts, translation, separate rooms or channels and other functions that the more expensive plan has.
    Last month, Zoom's shares plunged after the company reported fiscal third-quarter results that disappointed Wall Street and acknowledged that it would face headwinds in 2022 as more employees return to offices around the globe.
    Zoom drops 3% as Microsoft unveils cheap standalone version of Teams
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    $Grab Holdings (GRAB.US)$ When it comes to food delivery, I wonder if any comparisons to China are entirely valid. So much of SEA's food tends to be home-cooked, often with gravies, which is a likely natural competitor to 'drier' foods preferred by Chinese customers, from fast food chains to their own cuisines.
    Going forward, isn't increased fuel costs a major headwind for Grab?
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    $Rivian Automotive (RIVN.US)$ One of the easiest shorts ever. Using money I can lose and if they pump this fomo crap higher I'll incrementally add. Mark that it will be either 90% lower or bankrupt some day in the near enough future. This market is full of these fomo short opps given all the gambling everyone is doing.
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    $Ford Motor (F.US)$ Dude, Ford goes through a crisis every ten years or so. Ford Treasury is very conservative and has been in the debt business for longer than we have been alive. They're very conservative and have been correct more often than not, often in times of crises. Not saying they are perfect but I would give them the benefit of the doubt specifically when it comes to bonds and debt. Just my 2 cents based on observing Ford since 1990.
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    My question is Will $Rivian Automotive (RIVN.US)$ and similar companies have maintenance networks like $Ford Motor (F.US)$ and $General Motors (GM.US)$? Where will owners get repairs?
    $Ford Motor (F.US)$ Valuation on Ford is still cheap, I love the product lineup, and speed in which they are moving in EVs. Plant shut downs due to chip shortages have been very quiet this month and Ford is number one in USA sales for 2 consecutive months for the first time in over 20 years. Will November make it 3 months in a row? I think it will.
    I would love to know Ford's restrictions on unloading their Rivian shares so we all need to pray that the EV bubble continues until Ford can unload their shares. I do not think Ford's stock is reflecting the Rivian windfall for Ford.
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    I think it is notable that $Ford Motor (F.US)$ announced the plan to pay off high interest debt in and around the time $Rivian Automotive (RIVN.US)$ was about to go public. I would also point that the cost of paying off that debt should be immediately tax deductible to Ford. So I'm wondering if there is an added factor of tax planning going on where Ford gets a one time $billion interest expense deduction on the payoff of the debt. At the same time they sell some of their Rivian stake for what is obviously a big taxable gain.
    Maybe I'm overthinking it or rationalizing. But I do think it likely Ford is wanting to have a tax plan on how to exit their Rivian stake. Ford has tax assets but I'm not sure those can all be used immediately or if Ford wants to use them all immediately.
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