Share Picks 2022

I think when you are buying shares, you have to ask yourself what can go wrong, as much as what can go right. When you do this, you become mindful of what a company is actually worth. If prices fall below what a company is worth, then it makes sense to buy more at the lower price. When you are buying just off a price curve, panic can really set in, when prices fall.

Way too many buying shares, especially with online access to do so, and no idea whatsoever what a company is actually worth in monetary terms.

How do you determine what a company is worth?

Product, IP, Management Team, Dynamic Capability/Potential, Competition, Moat, Market Size/Conditions/Trends. I think a lot of this gets overlooked, and too many get fixated on revenue, earnings and share price. I'm not suggesting you do, but it is a mistake I made early on for sure.

It's an odd one isn't it, currently about $51, offer price is $54. So a yes and shareholders get $54, a no they could be down to the $30's. Not much upside from here really

I bought Twitter at different stages, lowest at $26.45 and highest at $44.35. Musk knows he's getting a bargain at that price.

I am a bit more risk averse so will not dabble here, but I suspect a much higher than $54, in short term, if they accept.

Investors will interpret value based solely on Musk's interest and perceived Midas touch.

Trading halted.

How does it work now? Shares finished a fair bit down from $54.2. DeGiro's highest today was 52.29. Surely the price is set in stone now.

Share price will never be at 54.20 it will always carry a risk that the deal doesn't happen so basically you have a choice of waiting for the deal and getting the full price or cash out now but at a lower price to reflect the risk and the wait

It's the largest share of my portfolio, about 20% so I might just sit it out. Funny, but I was about to sell it all off before Musk shown interest.

Bought a google share Monday. Balls but bought to hold long term. When it was near 3k I was kicking myself not having more so cant complain too much on pull back

I always wonder too is regulatory impact overdone as threat. I think regulation helps big tech too as very hard for competitors to resource up for compliance. Also the threat of being broken up. Again I think some companies might be worth more broken up

Yep, have a look at GE share price over the years. Under Jack Welsh GE was the shining light of US business for years. It hit a high of $476 in 2000. Now trading at a paltry $80.

Nasdaq futures were -700 (about -5%) going to bed last night, back to +100 (+.8%) this morning. Sounds like looking through the numbers it's not as bad as expected. Google results were fine apart from advertising revenue. A lot of analysts think the first sign of companies struggling will be cutting advertising revenue, hence Googles advertising revenue is a canary in the coalmine. So while their results may be seen as a sign of a bigger problem, the impact on google isn't huge.