Brown4D
Brown4D
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avatarBrown4D
2022-08-29
Not surprise Netflix is a stock to avoid at the moment. Netflix has to spend big bucks to keep creating content and the switching cost to another competing platform like disney + is kind of low. On the other hand, it also lacks disney's huge library of IP. Heard netflix is gging into gaming ? That could be one way to grow its revenue. 
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avatarBrown4D
2022-12-06
I will go with Apple as I feel its more of a value buy than Tesla. Apple also has a more durable moat with her range of products. Tesla does has a moat in the EV business but her competitors are slowly catching up. Elon is no doubt a brilliant man, but I feel the constant media coverage on him is really distracting. Tbh, I also wouldn't choose Apple as I feel Apple seems to have lost abit of direction since Jobs passing. Apple is no doubt a money making machine but it seems to have lost abit of innovation. 
avatarBrown4D
2022-10-11
Own both Adobe and Disney. Hope figma can do what YouTube did to Google and not turn out to be a disaster. Not so sure abt Disney +. The entertainment business can be so fickle. Heard Disney+ lost quite a few subscriptions in india becox they lost the bid to secure rights for broadcasting cricket live matches.
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avatarBrown4D
2022-12-10
Any stock in Kathie Woods Ark Etfs are like Saudi Arabia. Beating Argentina is a fantastic achievement but the Saudis were still knocked out in the first round. It's like the stocks in Kathie Woods portfolio. Fantastic performance for a short period but in the end most of the stocks were not able to sustain the performance over a long period of time.
avatarBrown4D
2022-10-27
Invest more in the cloud business 
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avatarBrown4D
2022-10-25
Test
Options Traders Bet on More Volatility in a Bad Year for Tech Stocks
avatarBrown4D
2022-12-04
Good
Why Blackstone’s $69 Billion Property Fund Is Signaling Pain Ahead for Real Estate Industry
avatarBrown4D
2022-10-25
Test
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avatarBrown4D
2022-10-11
Own Google. As long as fundamentals intact and it's a product or service I can't live without, will invest. Can't imagine a digital world without google
Alphabet Stock: Long-Term Fundamentals Remain Intact
avatarBrown4D
2023-04-19
Things learned: 1) Do not pay too much attention to doom and gloom predictions. 2) Do not sell stocks on impulse or fear.  For 2, I regretted selling Nvidia when the stock tanked. Should have stayed calm and assess the situation before selling. Saving grace was that I didn't sell all my holdings.

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