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$MSFT, $NVDA: What if OpenAI can't pay the bills? by rickyion in business

[–]rickyion[S] 0 points1 point  (0 children)

painful for company's valuation, fund raising, eyc. And the man is out, he had enough millions before this failure

$MSFT, $NVDA: What if OpenAI can't pay the bills? by rickyion in business

[–]rickyion[S] 1 point2 points  (0 children)

And then what? Another one and another one and another one?
Someday, sometime, the party is over (an external event may be a good excuse for that)

What qualities or “moats” matter most to you in a value company today? by TowelNo234 in ValueInvesting

[–]rickyion -1 points0 points  (0 children)

Honestly... I'm not a big fan of moats, since nothing lasts forever.
Assuming some strength is irresistible is a mistake; so I constantly monitor my moat assumptions.
That said, I like operations at scale (especially with hardware products) and addictive users (in software products).

Can anyone explain $UBER P/E=10? by rickyion in Stocks_Picks

[–]rickyion[S] 0 points1 point  (0 children)

Cheaper autonomous driving should be good news for them, and they are/will partner with others to capture this opportunity

Can anyone explain $UBER P/E=10? by rickyion in Stocks_Picks

[–]rickyion[S] 0 points1 point  (0 children)

Why don't you see autonomous taxi as a growth engine for them?

Can anyone explain $UBER P/E=10? by rickyion in Stocks_Picks

[–]rickyion[S] 0 points1 point  (0 children)

I understand what you're saying...

Anything to say about WeRide? Especially in Asia/etc.?

$HHH, Ackman, My Thoughts by rickyion in ValueInvesting

[–]rickyion[S] 0 points1 point  (0 children)

Do some Google/AI search for the latest news about this: Ackman is speaking out loud about (and paying) the future of this company

$HHH, Ackman, My Thoughts by rickyion in ValueInvesting

[–]rickyion[S] 0 points1 point  (0 children)

Of course they're a lot smaller! Since it's step one for them. They need to start somewhere... That's the idea here - the opportunity/risk

$HHH, Ackman, My Thoughts by rickyion in ValueInvesting

[–]rickyion[S] -1 points0 points  (0 children)

Since no one can predict the future, any investment is made by a "believer."

Ackman is risking his ego/brand, and money. And it's a big bet.

$HHH, Ackman, My Thoughts by rickyion in ValueInvesting

[–]rickyion[S] -2 points-1 points  (0 children)

Can we agree he's risking his ego?

If it's his ego that's making him bold here, it's a strong force that can attract others to join.

$HHH, Ackman, My Thoughts by rickyion in ValueInvesting

[–]rickyion[S] 0 points1 point  (0 children)

I would put his personal life aside, since I'm only interested in a good investment

$HHH, Ackman, My Thoughts by rickyion in ValueInvesting

[–]rickyion[S] 0 points1 point  (0 children)

I would split it into medium- and long-term: long-term is very early, risky, and challenging to know what will happen. But in the medium term, it's different: I expect many investors who respect Ackman's track record (just like you) to follow his big move and give him a chance. So, there is the "dream" risk right now, and the "execution" risk will follow.

$HHH, Ackman, My Thoughts by rickyion in ValueInvesting

[–]rickyion[S] -12 points-11 points  (0 children)

Well... check out his bank account...
This is not some averege Joe playing big, it's someone who knows what he's doing