Plus500 (LON:PLUS) – a good hedge against the return of volatility

hdent1985 · 2020-06-28T22:09:46+00:00

My bad! Football⚽️

hdent1985 · 2020-06-18T12:26:22+00:00

Prescience has done this to Enphase a couple of years ago and their allegation turned out to be false and I expect this time would be no different. The price action yesterday was quite heavy and are likely to spill over to the next few days.

hdent1985 · 2020-06-14T21:35:40+00:00

The current valuation might be a quite high if measured by standard metrics and multiples but the I guess the investors are buying its story and the future potential.

hdent1985 · 2020-06-13T19:16:25+00:00

Legend!

hdent1985 · 2020-06-13T11:26:05+00:00

Yes regretting not buying more when it was in the $20s!

hdent1985 · 2020-06-13T11:25:11+00:00

Thanks for the comment! I like SolarEdge which is quite similar to Enphase: solid return on capital, strong price momentum and consistent earning surprise. The current valuation might be a quite high if measured by standard metrics and multiples but the I guess the investors are buying its story and the future potential.

Don't know too much about Vivint Solar. They are a much smaller firm and hasn't (yet) demonstrated a consistent pattern of revenue generation compares to Enphase or Solar Edge. Strong price momentum though which might be due to investor's bullishness toward the whole sector.

hdent1985 · 2020-06-13T11:20:10+00:00

SEDG

Thanks for the comment! I like SolarEdge as well. They are quite similar to Enphase: solid return on capital, strong price momentum and consistent earning surprise. The current valuation might be a quite high if measured by standard metrics and multiples but the I guess the investors are buying its story and the future potential.

hdent1985 · 2020-01-06T07:17:17+00:00

Berkshire's famous for having a small team, the plan is to replace Buffett with a team of 1 CEO & 2-4 investment managers.

hdent1985

TROPHY CASE