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Trevor absolutely a fraud. Didn’t need hindenburg report to know that..
 
To add to above, this post from another thread is why I always thought Nikola had to be a fraud.

Hydrogen cars are a complete waste power, as are gasoline powered cars. In both cases you could drive the same distance or more if you simply used the power it takes to generate the hydrogen or gasoline and wouldn't need the power in the hydrogen or gasoline at all.

the process of using electricity to extract hydrogen from water through electrolysis and then running the hydrogen through a fuel cell to generate electricity again loses over half of electricity you started with. So EVs are always going to be at least 2x as efficient as fuel cell cars.

2020 Toyota Miria fuel cell car gets 66 eMPG
2020 Tesla Model 3 gets gets 141eMPG

Toyota Miria rating ignores the energy lost producing the hydrogen, it's based on the energy potential of the hydrogen once it's generated.

It takes 55 kW of electricity to produce 1 KG of hydrogen (which has 40 kW of potential power) through electrolysis, put that resulting hydrogen in a Toyota Miria, run it through a fuel cell and use that to power the car and you get 62.4 miles of range.

Instead use that 55 kW of electricty to charge a Tesla Model 3 and you get 240 miles of range.

Alternatively, use the 15 kW of energy wasted generating the1 KG of hydrogen, and the Tesla model 3 has 62.5 miles of range.

Same thing happens if you compare an average vehicle to the tesla. It takes 8 kW of power to drill, transport an refine a gallon of gasoline. A Tesla model 3 can go 33.3 miles on that wasted power. The average new car gets 25.5 MPG.

After being refined, a gallon of gasoline has 36 KW of power. Add in the 8 it takes to produce it and it's 44 KW of power. Tesla model 3 can travel 183 miles on 44 KW of power.

It take more than 2x the source power per mile to travel by hydrogen vs a pure EV. Trevor kept claiming hydrogen fuel cell transportation was going to be cheaper on a per mile basis, which is impossible.

Some of his other claims also defied the laws of physics. Including:
- The refueling time and hydrogen volume he promised at the hydrogen pressure he claimed generates too much heat.
- There wasn't enough space to store the amount of hydrogen the truck required in the area the hydrogen tanks were supposed to be located.
 
Ok I am the residential Robinhood hater, but given the recent hacks I am just going to make an informational post in case people don’t have this information:

Robinhood made its living being a no commission brokerage and winning over smaller account traders. It had a genuinely very useful niche that made it a genuine trade off between the benefits of commission free trades and the drawbacks of using them.

for anyone who doesn’t know, Schwab, TD Ameritrade (which was just acquired by Schwab), Merrill edge, Fidelity, and many more brokerages are now offering Commission free trading. To me that pretty much eliminated the one advantage Robinhood has outside of cosmetic preferences.

robinhood has a litany of disadvantages though that can be portfolio and life changing.

a recent Bloomberg report had an internal source estimate that 2,000 accounts had been hacked:

Now you might be saying, surely Robinhood will make these people whole, right?! Well based on that article and this article it seems like they’re taking the “wasnt our fault” approach to it. To be determined if they end up actually making them whole but based on these statements... eh https://www.bloomberg.com/news/arti...oted-say-there-s-no-one-to-call?sref=B2JduoI5

Robinhood’s servers have performed pitifully this year at times when they were most needed (the most volatile trading days when people MOST wanted to access their accounts). You might be saying Moz, every brokerage has outages from time to time... and yeah, they do. But I have NEVER seen one span 2 days:

and this was not an isolated incident during the hugely volatile months. Robinhood had several outages

Robinhood also has been exploited, a lot, by people who really aren’t all that clever, to create infinite leverage scenarios and somehow they never have the systems in place to catch it:


this is not an isolated incident. Wallstreetbets has made a meme living exploiting their poorly controlled software. Will that necessarily affect you? Probably not, but it just kind of continues to drive home the point that it’s a budget brokerage and thats the experience they offer. The fact that a young buck who had next to no financial background was able to piece together an infinite leverage loop and not only did no one at Robinhood anticipate what really isn’t that clever of a scheme, but NO ONE caught what was going on until he lost a ton of money he never had

it’s a discount brokerage that performs like a discount brokerage in a time where the best in the business are offering the same commissions. Obviously if you prefer it have at it, but I wanted to make some of their issues as well as the prevelance of no commission trading known
 
Tesla beat estimates again, but bigger news than that is the limited beta release of full self driving that now follows routes, makes turns, handles roundabouts, etc, on city streets. In the clips, when the steering wheel is blue, the car is driving.

 
What do y'all think of NIO? I bought 600 shares at around 10 a share.
 
What do y'all think of NIO? I bought 600 shares at around 10 a share.

you did great, I had some shares at around 2.5, then sold them a few days later at the same price and have watched it shoot up ever since.
 
I made this post on another forum in response to someone being 100% in Amazon and thought I’d share it here as it’s something that talking with a lot of people I’ve noticed isn’t often considered:

I think people piling into the FAANGs now are ignoring a pretty basic concept of there is a finite amount of money and credit at any time that can be deployed into the market. A stock can go up by either capturing a larger portion of the overall pie or the pie itself growing while that company doesn’t lose its portion of the pie.

The pie this year (Wilshire 5000) has grown a whopping 4.5%. The overall market has had a pretty ho-hum year of adding to the overall pie. What HAS happened is that the portions of that pie have massively changed in the direction of FANG-MAN. Every time in history this has happened, it has reverted back from being so top heavy. Amazon can continue to grow revenue at their outstanding rates, but at a certain point how much more of the pie can you reasonably expect them to take? Apple at its peak got to around 6% of the TOTAL US STOCK MARKET. That’s a lot of damn pie.

Really think about what it would mean for Amazon to double or triple from here over the next few years. Either that pie is going to have to grow massively or Amazon is going to be jockeying for 10% of the total US stock market’s market share. How many 10%’s are going to be handed out amongst these guys taking more pie now? A dollar invested in Amazon is a dollar that can’t be invested in Apple.

Amazon is a great company that doubles as being one of the premier cloud plays so many people are scanning much smaller companies for. But to expect even somewhat similar returns to what we saw the last decade from a 1.5T company in a 34T US stock market is pretty much impossible. Not saying that guy is expecting that, but I’ve talked to a lot of people who say things like “if it was 500% over the last X years, why couldn’t it do it again!” Which ignores the basic principle that the bigger you get the harder that is to do due to many things, not the least of which being scarcity of resources
 
Anyone have election thoughts?

Biden would likely be very strong for solar I would believe. Not entirely sure on that if they can't win the senate which looks highly unlikely as of now.

Anyone else want to drop some strong Dem sectors?
 
Great question - I am curious what the answer is as well. Also am curious about NIO. Will Biden mean that trade with China will improve and will this stock be the budget Tesla ?
 
Great question - I am curious what the answer is as well. Also am curious about NIO. Will Biden mean that trade with China will improve and will this stock be the budget Tesla ?
I'm not plugged into the market. My rule of thumb is that, unless I feel I have unique expertise, I stay out of specific stocks because the value of anything I know is already baked into the price of the company.

I think Biden repeals Trump's tariff, which means lower prices for Americans. If there were Chinese companies hurt by losing access to the American market due to tariffs, then their prospects should return to where they were previously.

I wouldn't bet on NIO because I don't think they can be the market leader in the way Tesla is. But, again, I'm not informed on the market and that's just my off-the-hip opinion. I've missed plenty of boats, but the few I've picked have always been winners.
 
Great question - I am curious what the answer is as well. Also am curious about NIO. Will Biden mean that trade with China will improve and will this stock be the budget Tesla ?
It’s barely a budget anything at this point at 56B market cap

I don’t think Biden winning means much of anything for it. People have been saying varying degrees of “get out of BABA for the last 4 years and it still posted 323% returns
 
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one of my best strategies I’ve used since June is fading vaccine news. Pfizer’s news is for sure the best there has been, but it’s also corresponded to the most violent swing in months from stay at home to reopening

and I actually do currently have a good portion of reopening which I will mostly shed this week. The airlines particularly have range traded since July and I’ve just been grabbing at the low end and writing covered calls on any spikes since the implied vol is so high

Now is the time where everyone starts pretending that Zoom didn’t just have 355% YoY revenue growth and that it will seamlessly disappear somehow when the vaccine comes out, the airlines and cruiselines didn’t just take on crippling levels of debt to survive, everyone is going to throw away their Peloton bikes and sprint back the the gym etc

My best active strategy has been buying reopening dips and selling the rips. Long term I’ll gladly add to my “stay at home” stash on dips. I think business communication has permanently changed. I know my company plans on keeping 40% of our workforce remote full time, over double The amount we had pre pandemic. And we aren’t going to be traveling for business anytime soon

one corollary to this though is I’m expecting this to be more like the beginning of June than the last few headfakes which lasted like 3 days max. I think a lot of people are about to FOMO into a lot of garbage companies and leave some actually outstanding companies that have huge runways behind them

I know Zoom is valued richly, but Id Wager that anyone selling Zoom for an airline today will look back in 5 years and say what the fuck was I doing
 
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Funny. I was thinking of a couple of your points two hours ago.
The airlines, travel and lodging, oil & gas, retail, and others that needed to take out more debt (and the banks that are financing this crap debt) are going to bounce big today.

But the Zooms, Docusigns, Teslas of the world are still going to be great companies,
I'll take some money off the table today.
 
Marijuana has been very strong since Biden has been named President elect by the media. It's interesting because you can reasonably see it getting to a level similar to some beer/brewery levels of market share.

However I've always been rather tepid because Marijuana companies have had a hard time posting profits.
 

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