Reddit Posts
I think Trump is Getting Ready to Fire Musk - But #teslatakedown Continues
Seriously, we should station sentries at airports for Boeing
Boeing (BA): Atlas Air's Boeing cargo plane makes emergency landing after engine malfunction
Apple and Tesla may no longer be ‘safe investments’ as China’s troubles grow
We should station sentries at airports as Boeing put alarms
YOLO Alert: Boeing on the Brink – Why WSB Traders Should Short the Skies
Alaska Energy Metals Announces Assays From Surface Rock Sampling and Geophysical Surveys at the Canwell Property, Nikolai Nickel Project, Alaska (TSX-V: AEMC, OTCQB: AKEMF)
Alaska Energy Metals Announces Assays From Surface Rock Sampling and Geophysical Surveys at the Canwell Property, Nikolai Nickel Project, Alaska (TSX-V: AEMC, OTCQB: AKEMF)
Alaska Energy Metals Announces Final Drill Results From 2023 Exploration Program (TSX-V: AEMC, OTCQB: AKEMF)
How is $GE going to reject me on a FRIDAY 10 Pm night, guess what company I’m buying puts for.
IGT - International Gaming Technology Potential Sale
Why the outrage over US Steel being bought by Nippon is dumb- just the dumbest politicians trying to rile up their xenophobic supporters
Alaska Energy Metals Announces Final Drill Results From 2023 Exploration Program (TSX-V: AEMC, OTCQB: AKEMF)
Alaska Energy Metals Intersects 317.2 Meters Grading 0.34% Nickel Equivalent, Confirming Mineralization Along 860 Meters of Strike Length at the Nikolai Nickel Project, Alaska (TSX-V: AEMC, OTCQB: AKEMF)
Alaska Energy Metals Intersects 317.2 Meters Grading 0.34% Nickel Equivalent, Confirming Mineralization Along 860 Meters of Strike Length at the Nikolai Nickel Project, Alaska (TSX-V: AEMC, OTCQB: AKEMF)
$FLNC - High Growth Battery / Energy Storage Stock Trading At A Low Growth-Based Valuation
Alaska Energy Metals Announces Final Drill Results From 2023 Exploration Program (TSX-V: AEMC, OTCQB: AKEMF)
How do y’all feel about General Electric (GE)?
Lindy effect in investing? - I analyzed the performance of 73 companies that were more than 100 years old and benchmarked it against S&P 500
Lindy effect in investing? - I analyzed the performance of 73 companies that were more than 100 years old and benchmarked it against S&P 500
Alaska Energy Metals Intersects 317.2 Meters Grading 0.34% Nickel Equivalent, Confirming Mineralization Along 860 Meters of Strike Length at the Nikolai Nickel Project, Alaska (TSX-V: AEMC, OTCQB: AKEMF)
MBH CORPORATION ANNOUNCES NEW BOARD MEMBERS IAN ELSEY, KEVIN HANBURY, PETER LAWRENCE & SIMON MARTIN
The future of manufacturing is additive manufacturing.
I have read all your concerns about NEGG. Only 2 valid points. NEGG is Chinese owned. and NEGG risk of reverse split. They need to be addressed
I read All warren BUFFUD comment on NEGG
Dumb question on Leverage trading regulat stocks or derivatives (not option)
Most Important Stock Market Earnings from Today - (10/24/2023)
Has this been the blockbuster Tuesday y’all been waiting for? What earnings report are you excited for?
TSLA is a conglomerate not a auto company. Stop trying to analyze/value it like one.
I believe that GE stock will crash in the coming months
Can we talk about GE (Haier) completely imploding the washer dryer market forever.
Demystifying AI in healthcare in India (CSE:PMED, OTCQB:PMEDF, FRA:3QP)
Anything I should be doing to be more aggressive with my VOO/VT portfolio?
The Discovery of the Century - How to make money off it
What app/program/platform do you prefer to trade with?
“GE Stock Surges: A Promising Turnaround Signals Bright Future for the Aerospace Giant”
“GE Stock Surges: A Promising Turnaround Signals Bright Future for the Aerospace Giant”
“GE Stock Surges: A Promising Turnaround Signals Bright Future for the Aerospace Giant”
“GE Stock Surges: A Promising Turnaround Signals Bright Future for the Aerospace Giant”
“GE Stock Surges: A Promising Turnaround Signals Bright Future for the Aerospace Giant”
[Quick Take] Mid-Year House Views: Understanding Current Market Conditions and Implications
Profiting off the potential power grid failure. Overall thoughts and discussion.
I asked ChatGPT how to profit off of a power grid failure.
I asked ChatGPT how to profit off of a power grid failure.
NNOX is still bullshit - and now it pumped - big opportunity for REGARDED BEARS
Thinking about buying stock in General Electric ($GE), Bitfarms ($BITF), Palantir Technologies ($PLTR), BigBear.ai ($BBAI), or eMagin ($EMAN)?
GE HealthCare stock falls despite Q1 beat (NASDAQ:GEHC)
GE rises after reporting positive cash flow on demand for jet engines (NYSE:GE)
Stria Lithium reports best result to date, winter drilling at Pontax Property
Don't overlook these 3 upcoming earnings reports.
$BFLY Gaining Momentum as Cathie Wood Scoops Up 2 Million Shares for ARKK
What’s your favorite mega cap industrial right now? E.g. Danaher, Honeywell, GE, etc.
Stria Lithium Reports Positive Assay Results at Pontax-Central
$HUBC - The Cybersecurity Underdog, Fumble Recovery
$HUBC - The Cybersecurity Underdog, Fumble Recovery
GE climbs to top industrial gainer, Kanzhun sees No. 1 loser tag in tough week
General Electric defies weekly slump in industrial stocks (NYSE:GE)
Why Did Stocks Drop On Tuesday And What’s Moving Markets This Week?
Daily U.S. Stock Market News Flash (Thursday, March 9)
General Electric coverage resumed with Neutral rating at JPMorgan (NYSE:GE)
Bodyguards Follow Elon Musk Everywhere at Twitter HQ, Even to Restroom, Says Engineer
2023 CTRM Update | Debt ReFi | Pure Play Tanker Business Spin-Off |
Second time presenting DD on here! First time gave yall GFAI when it was around 8 before running to 22 (respective to reverse split prices) Might be wrong here but like last time just sharing and looking for any bear cases before doubling down lol
GE HealthCare and Sinopharm to form joint venture in China (NASDAQ:GEHC)
Stria Lithium reports Promising Assays from 1st at-depth Drilling on Quebec Pontax Property
FDA classifies recall of certain GE HealthCare Nuclear Medicine Systems as most serious
GE Healthcare acquires AI group Caption Health
Bear Market Buy Why Boeing Stock Looks Attractive
GE ordered to double payments to Siemens Gamesa in wind-turbine lawsuit: Reuters (NYSE:GE)
Mawson Infrastructure Group Inc Announces Board Appointment
Mawson Infrastructure Group Inc Announces Board Appointment
Mentions
They're trying to rip off people thats all. GE even made an announcement to not sell to potemkin
Where were you when $GE was kill
According to their pre IPO package, Fjet doesn't have rockets. They fly supersonic jets and launch low earth statalites. They recently completed a hypersonic engine test for GE. They fly out of Kennedy Space Center.
SO Duke ET Williams Chevron GE KMI DNUT NFE
The Natrium plants in the Meta deal are being developed jointly by TerraPower and GE Vernova (GEV) as it’s based off the GE PRISM design. The leading advanced reactor developers are all privately held (TerraPower, Kairos Power, and X-energy). These companies are the closest to commercial deployment. Kairos Power has two construction permits from the NRC and is actively [building their plants](https://kairospower.com/internal_updates/clean-electricity-tennessee-valley/). TerraPower should receive their construction permit this year. X-energy’s construction permit application is currently under review. GE Vernova is also building their BWRX-300 in Canada and have a construction permit application in review with the NRC as well. Best litmus test right now for advanced reactor developers are licensing progress (construction permit applications require submittal of a preliminary safety analysis report that is available to the public and shows a level of maturity of reactor design) and hardware/construction progress (Kairos and TerraPower are the leaders here, with Kairos already having [operated](https://kairospower.com/internal_updates/license-to-build-progress-on-hermes-and-the-etu-series/) a non-nuclear version of their reactor). Will be interesting to see if the public companies can compete with the privately held ones. Best publicly available options are likely GEV, who are developing Natrium and their own BWRX-300, and BWXT, who are looking to be a fuel fabricator for advanced reactors and are the leaders in microreactor development.
The first reactors to put electrons on the grid will likely either be from [Kairos Power](https://kairospower.com/internal_updates/clean-electricity-tennessee-valley/) or TerraPower. No other companies are as far along as they are in construction, licensing with the NRC, and both companies have been building and testing hardware for nearly a decade now to build up manufacturing, assembly, and operational knowledge. Will be interesting to see if any of the publicly traded advanced reactor developers can compete with the privately funded ones. Best bets are likely BWXT and GE Vernova (Natrium is a joint project between GE Vernova and TerraPower).
SMRs are supposed to address the slow USA permitting problem. But it fails to address more serious problems. Once-thru nuclear plants (most, not all, SMR designs) will use the entire planets supply of uranium materials in a century or two. \~50% of enrichment capacity is in Russia - so geo-political problems. Waste disposal remains an unsolved (but solvable) political problem. No SMR design has yet been deployed at scale - so actual costs remain unknown and IMO are likely to be much higher than the rosy projections. There are a bunch of SMR companies and several appear to me to be 80% hype and 20% tech. Even serious players like Hitachi-GE & RollsRoyce have limited probability of success. This means that stock in uranium mining & refining are dependent on plants that may or may not appear in the next decade. Thorium, fast-breeder and/or accelerator plants are needed in the long-run. Once-thru U-235 plants are foolish. Lots of space here for speculators, not much for investors. Energy = yes; but turbines, transformers, switching station, copper, power-engineering companies. If/whensome tradeable Western company gets a permit for a thorium plant - wake me up.
Darlington GS here in southern Ontario are building out SMRs using Hitachi/GE units.
Not my best, but I truly appreciate how it just consistently gains value, slowly and surely. We probably bought around the same time. RocketLab, $SATS, and unfortunately Palantir are my top three. Rolls Royce has plenty of momentum to run long and hard though. Glad to hear other people paid attention and are profiting though. My cost basis on the top 3 I mentioned is zero. Anytime a stocks exceeds a few hundred percent I sell to a $0.00 cost basis. I really believe Rolls is THE player in both jet engines and SMR’s. Obviously the latter has more growth potential but, I’m also pretty heavy in turbine motors outside of GE because they effectively have Boeing as their only serious/scalable customer.
Boeing orders taking a shit will stop GE aero engines leveraging new plane finance deals from GE finance to buy GE engines. Which is nice, as they cooked Pratt & Whitney with that little maneuver.
Maybe in the US but GE has SMRs deployed in Canada and Romania(?) I believe
I’m glad you know to respect other people’s money. I’ve seen people almost force others to buy certain stocks because they believe in them that much regardless of how risky or speculative they are. To answer your questions I would say either all VOO or some combo of tech, healthcare, and an industrial (NVDA, NVO, and GE for example). Best of luck.
In NATO the top 3 are Raytheon, GE and Boeing...
In September 2008, Uncle Warren invested $5B in Goldman for preferred shares that paid a 10% annual dividend plus warrant to buy common stock at a later date…firmed up Goldmans capitalization and was highly profitable for Berkshire… October 2008, UW provided $3B cash infusion to GE on similar terms to Goldman…. Berkshire participate in a private placement of convertible notes for wallboard manufacturer, USG to help keep them afloat during the downturn… Berkshire stock had a significant drop in 2008 like many stocks, but the strategic investments it made in 2008 generated billions in profit during the market recovery…. Currently holding approximately $380B in cash…so while not a market hedge in a downturn, a stellar opportunity as a long term investment as the cash pile can be used to buy good companies in a downturn when they can be bought at a discount….just saying
This is the RuneScape GE of wallstreet
I bought quite a few stocks (GE, INTL, ASML, EADSY, CAT, VLO) on 11/14/24 and 1/7/25 . The latter lots became LT today. I didn't want to risk the massive gains and sold today collectively for a 49% net gain. I am insane not stupid lol.
What the fuck happened to my $GE?!
Does $GE count as a defence contractor? Asking for a v concerned friend
BRK.A is the obvious choice. Off the top of my head after that: MSFT, MCD, XOM, GE, KO
Thank you, I did grab Palantir at 50 so there is that, also United Airlines at 40, GE at 160, Reddit at 110 and so on, only thing is nothing comes close to my Novavax sale in amount left on the table.
He's talking about gev GE did a 3 way split into GE, GEV, and GEH. If you were a shareholder of GE, you got all 3.
Vernova, GE used to be the mag 7, I have apple calls and I'm worried
I thought GE split into two companies? And GEV is the energy part? While GE builds airplanes.
Energy is a tricky one cuz there arent any good stocks (please share if you think otherwise lol). GE seems to be the best but I personally have no faith in those small, modular nuclear reactor companies (all of those have seen massive gains lately but there’s been no real investment or profit yet….) Energy is where the next bottle neck is for sure though and is why China is probably gonna win but we’ll see
Might be a tiny bit late. GE is up 89% on their 1Y
Huh, look at that. After twenty years of flushing money down the toilet on solar panels they want to talk about nukes finally. I guess better late than never. IMO forget about the fuel. You need to be looking at the companies that design and build plants. Westinghouse APR1000 reactors like the ones just completed at Vogtle in Georgia and the Small Modular Reactor design currently being built in Ontario CA with GE Veronica/Hitachi units. Depending on footprint and capacity requirements these are modern reactors and each offers pros and cons around scalability, fueling, output, etc. Tickers: BAM CCJ GEV These thirsty AI data centers require lots of power and they don’t ramp up and ramp down on a load curve that could be met with solar or wind. Always on means base load generation is needed. Nukes are the main technology that’s “green” that can support that. Politicians will work across the aisle to get these types of projects federal approval and funding.
I keep feeling like I missed the boat on GE but it just keeps going up.
Google, Amazon, Microsoft, NVIDIA, Broadcom, Meta, Apple, TSMC, ASML, AMD, Micron, AppLovin, Eli Lilly, JPM, Berkshire, Visa, Walmart, Exxon Mobil, GE Aerospace, GE Vernova, RTX, Palantir, Uber, Amphenol, CrowdStrike, Johnson & Johnson, Arista Networks, Lam Research, Cisco, KLA Tencor, TJX, Procter & Gamble, Coca Cola, McDonald’s, FirstSolar, Albemarle, Credo, NextEra, Constellation, Shopify, SalesForce, UNH, Abbott, McKesson, Thermo Fisher, Novo, Intuitive Surgical, Applied Materials, Analog Devices, MP Materials, Linde, Williams Co., Marathon, Chevron, Shell, ConocoPhillips
Longtime RKLB homder here. I think and hope I'm early on a few stocks: TRT - Just did a 2 for 1 split today. Chip play. Interesting fundamentals. AIRJ - Chip adjacent. Nobel prize tech, deals with GE, insider buying. MYO - Not great fundamentals, interesting tech with international presence. I don't have much confidence in this in the near term though. I just want to know how they do in a few years.
NRC is currently finalizing the review process for something like 15 more reactors. Theres 4 alone at the Fermi hypergrid project. All of these data centers have to provide their own power. GE has a SMR being green lit
I like watching PayPal and wondering if it will ever jump out of the dumpster fire. We see that kind of thing does happen. Sofi, pltr, GE, GOOGL, NFLX, META and others, they get such a universally negative sentiment to where you can’t picture them ever recovering... until they do. Could PYPL? Doesn’t seem like it today, but those other names had bad sentiment too.
Vistra is a bet on US AI data centers and domestic nuclear power. My GE is a bet on the global re-industrialization and the specific reconstruction of south american infrastructure
I've been getting into GE, great company. I sell it while the market is getting really volatile to hop in on other opportunities, but its in the same boat as google for me where I really could just buy in and leave it for years and trust it was a good move.
Doubling down. GE was one such gem. It was 20331/2022 and they hadn't split. After the morons (jet following his official jet Jeff ceo), this guy Larry Culp had come on. I read up on everything I could bout him, analyzed the heck out of GE. At that point the decision was clear to just invest in it since Culp was doing all the right things (paying down debt, selling some stuff, focussing GE back on track, getting steps in place to split it etc) Couple this with the fact that GE cash cow products need (eg aircraft engines) couldn't really suffer permanently from a disappearing market plus the fact that post COVID would logically lead to revenge travel and just normalization of travel, I was as sure as can be it was coming back up Of course the market thought otherwise and tried to make me sh. bricks. I remember there was some crazy short paper that got released that said GE was a fraud. I'd gone through all the 10q and 10k and knew there was no way the current GE under Culp was doing bad stuff. Instead they were trying to come out of the shady stuff those 2 doofuses had some earlier. But this paper made the price drop even further. So, dou led down and then tripled down as it kept falling. My friends started to sing the coffin song when they saw me. Anyways it all worked out. Got rid of it for a nice profit plus free shares of the split companies. If you have done your research and it is based on facts and you know the CEO is capable, honest, price drops are a blessing.
GE has always been a safe haven.
They split the business into GE (GE Aerospace), GEV (GE Vernova), and GEHC (GE Healthcare).
I haven't kept up with GE for years, but WTF did they do to make a come back like this. All I remember was reverse splits.
Brb, gonna go run to be Venezuela’s new President on the promise of eliminating the GE tax. Wish me luck!
The next wave is robotics, the AI story is really about robotics and automation. AGI is a fantasy that has allowed companies to raise money but the truth is that it isn’t necessary and likely will never happen. What matters is how companies can use “AI” to do tasks that are dangerous/tedious/repetitive. Think underwater welding or some shit like that and throw in robo-taxis that can handle significant volume at peak travel times in major cities. Don’t have to think too hard, ITM LEAPS on Amazon, Google, Apple, Nvidia, AMD, GE etc. don’t look at your portfolio unless you have to rebalance your trades and ignore any major news story. Shit is going up, $SPY $800 by 2027.
Idle chat: Venezuela has fallen. Iran will be next. Cuba won’t last either. I speculate that Putin will betray Xi and Kim sooner than later. #endweek01 1. MH-47G Chinook • Role: Heavy Assault / Transport (Likely used for the extraction/capture of high-value targets). • Airframe Maker: Boeing (Defense, Space & Security) • Engine Maker: Honeywell Aerospace • Engine Model: 2 × Honeywell T55-GA-714A turboshaft engines. 2. MH-60M Black Hawk (Likely) • Role: Direct Action / Assault / Escort. (Reported as likely accompanying the Chinooks in "Little Bird" or assault configurations, standard for 160th SOAR operations). • Airframe Maker: Sikorsky (a Lockheed Martin company) • Engine Maker: General Electric Aviation • Engine Model: 2 × General Electric T700-GE-701D turboshaft engines. 3. F-35B Lightning II • Role: Air Superiority / Close Air Support / Electronic Warfare. • Airframe Maker: Lockheed Martin • Engine Maker: Pratt & Whitney • Engine Model: 1 × Pratt & Whitney F135-PW-600 afterburning turbofan (STOVL variant with a Rolls-Royce LiftSystem).
Pretty interesting. Learned about how jet engines are being retrofitted to work as turbines for LNG power and now there is talks about using old navy reactors for data centers. >Texas developer HGP proposes repurposing decommissioned Navy reactors for Oak Ridge data center, targeting 450-520MW by 2029. Cost: $1M-4M/MW vs new build, requiring $1.8B-2.1B infrastructure capital plus DOE loan guarantee. Navy carriers/subs use dual A4W (Westinghouse) or S8G (GE) reactors. Unproven regulatory path but addresses baseload gap faster than new nuclear or gas plants.
I hope you aren’t buying anything with tencent, baidu and alibaba in them either as China is one of Israel’s main investors and these companies all invest heavily there… And then we have: IBM, Intel, Microsoft, HP, Cisco, GE, Siemens, VMware, Redhat, Apple, Facebook and Amazon… Just on top of my hat… it’s quite impressive how much companies Israel attracts but they have an excellent workforce and massive investments into tech.
Do you know what the most valuable company was before apple? Exxon Mobile in 2011. And before that, GE in 2004. Just because a company is on top today doesn't mean they will be there for long.
ITA doesn’t seem good if you believe the Defense industry will boom. Major players, Lockheed and Northrop are underrepresented comparing to Boeing and GE which together contribute to 30% of the index. My personal preference is XAR. Its holdings are more equally weighted.
Did you pick apple and are you rich then? What if you picked GE (largest company in the world at one point in the 2000s) or Exxon Mobil (largest company in the mid 2000s). Or maybe you were an upstart investor in the 1980s who invested in 3 of the biggest innovators in the country and decided to buy Kodak, Xerox, and IBM. Surely you you be sitting pretty right?
I'm personally looking at LLY and GE. good ole leaps
GE and GEV. War and AI infrastructure.
Or you could just buy Parker Hannifin and GE and other companies that will get lots of space related business but also will do great no matter what…
GE in the 90s had a completely different business strategy than Apple does today. Apple's innovation has certainly slowed but they are still trying and not actively cutting and running in favor of the C-suite over the company's longterm health.
Lol that's like saying the iPhone isn't going anywhere soon until people stop using it. Apple is like GE in the 1990s at this point, no innovation, just flush with cash
Hitachi (also offers exposure to GE’s nuclear business)
Congrats on going to cash for October. I didn't and got burned. Only thing I see missing from your portfolio is GE... If you can stand high beta, SOFI and RKLB are sure to give you a ride...
Balls deep in Hood, JPm, brkb, ETHA, Amazon, GE Am I cooked?
Old school Honeywell is the legacy, but fairly valued, company that is in all the hype spaces. Aerospace, robotics, & quantum and with their spinoffs next year I think the more focused companies could perform how the GE spinoffs have.
If GE and JPM hit ATH in same day I’m gonna 💦
GE and JPM I like the stocks
I’m mostly aware of this because 30 Rock constantly roasted GE’s meddling.
GE is a sure play You need electricity for all this Ai
People have their own agendas. People want to only hear agendas that agree with theirs. The smart people look at situations from all six sides. People who think the world is going to end, look for people who think the world is going to end. Your father thought the stock market was going to crash, he then heard on TV the stock market was crashing. AHA!!! I was right. Did he try to see why the stock corrected? No. Did GE or AT&T just pay a dividend, which makes the stock go down? Dad did not check. Whereas, Mom bought quality stocks and held on.
He’s right though. Gas is generally the easiest to build and bring online but right now, GE has a ~5 year lead time on turbines due to demand. We quite literally cannot maintain the grid we have let alone account for future data centers.
In alphabetical order: 1) Alphabet- GOOG 2) ASTS Spacemobile- ASTS 3) Broadcom- AVGO 4) Eli Lilly- LLY 5) GE Aerospace- GE 6) GE Vernova- GEV 7) Palantir- PLTR 8) Vertiv Holdings- VRT Bonus 2: 9) Lam Research- LRCX 10) Micron Technologies- MU
USA USA USA USA. Hope you never hop on any airplane that isn't a GE powered Boeing either.
Thank you. I’m surprised yours was the first comment I saw along these lines. As a data scientist, I’m highly suspicious of that p value. I’d like to know where they got their data and how they did their calculations. As a RS3 player, I think this is all bs because bonds can be bought with real world money. The more real world money is being spent on bonds, the more should be circulating on the GE, therefore the price should go down.
RS3 does not have an api or give out access for GE data, even the reflected price on the ge is nearly never accurate(+/-10%). I appreciate the weaponized autism, but you brought a knife to a gunfight and I have over a year of playtime. This is either an excellent shitpost, or a waste of time based off fake data from an AI. 10/10 would read again
Almost every bull market is led by innovation. Tech has been generally where that innovation occurred during the last two bull runs. There is no guarantee that today's tech companies will be the innovators of the future. I think it's likely that a few of them will remain the titans that they are today, but a few will likely fall behind like GE.
And it's interesting that GE has more room to grow
YTD 59% Best stocks: PLTR, RDDT, GE, GEV, UAL, RKLB, DIS among others
GE also still exists. If you had bought GE when it was dominant in the early 1900s then you'd be fine. By the time it went old you'd be old, dead, spent it all, and/or gave it to your kids to worry about. GE which split into GEHC, GE, and GEV are still a better investment than INTC.
If you’re going to argue you a point with examples, make sure the examples fit. GE is damn near the worst example you could have picked and completely voids the argument. Nice work einstein
GE literally spun off into 3 different companies and folded several of their subsidiaries. Each of the spinoffs is doing much better than when it was a conglomerate. Heard GEV work culture isn’t great tho so I guess they kept that from the old GE
GE famously didn't keep their business model and changed a looot of things which killed them.
It works until it doesn’t, GE and AT&T I’m looking at you.
I already in GEV as I brought a lot of GE @ $6 (pre reverse split) so I am sitting comfortably. Before the spin-out, I thought I was going to sell power and reinvest back into aerospace. Happy I did not.
Nothing. I have learned all the wrong lessons. I'm a long term value investor BUT I actively seek out drama, because that drives prices well into my "zone of safety". 2025 - UNH and KVUE. (Donald) 2024 - UBER (robots) 2023 - RTX and WFC.(Bank panic, turbine failures) 2022 - GE (Split) and BASFY (Ukraine) 2021 - LMT (Funding cuts) 2020 - HAL, NCLH, BRK (March madness) I have no crystal balls but when people start screaming is when I get most interested. Catching the bottom is hard but I don't really need to to make money. I just need to correctly assess whether this is a short term solvable problem or a long term unsolvable problem.
Business school... and wikipedia/chatgpt. Most of these financial metrics are either outdated or misleading if you don't understanding the quirky accounting behind them or both. At GE, you sell a aircraft engine. A liability is created, you have to deliver the engine, and an account receiveable asset is created. They deliver the engine, you pay net 30. If you have way more engines to deliver and no account receiveable paying for them, that's a bad thing. At Oracle, or any subscription company, they sell ERP or CRM SaaS, they get paid up front and they have to deliver over time. That payment up front is an asset but because it is tied to contract delivery it isn't considered unrestricted cash so it doesn't count as an asset on the quick ratio. Quick ratio says you have all these services you need to deliver... and you don't have any accounts receiveable paying for them. You're going broke. You're not going broke. It is actually a good thing as you were paid ahead of time. Shareholder's equity is outdated. If you ran a railroad in 1890, the initial investors put in money, the railroad used their profits to buy more railroad assets minus an insignificant amount of dividends. All of that stuff is counted as an asset, minus liabilities = equity. Shareholder equity doesn't count IP as an asset in the equity calculation. Kind of an oversight for a software company like Oracle where software IP is their largest asset. Equity also assumes that the shares outstanding are more or less constant. Buybacks used to be illegal. Oracle has bought back $150 billion worth of their own stock over the last 10 years. That takes cash (an asset) out of Oracle which is bad for equity. It is good for EPS. It is good if you are a shareholder, all other things being equal, because one share of Oracle is now owns a greater share of the company.
Arent you supposed to be buying GE
GE did a $200 billion write down on gas turbine generator tech.
GE did a $200B write down on gas turbine power generation. Realizing that clean tech was the future and gas turbine was a dead end.
> VHT with just an individual stock, say Pfizer, I would far rather say a broader index than one of the worst managed large pharmas whose stock is flat since the late 1990's. PFE is the Immelt-era GE of pharma and needs a reinvention on the same level that GE has enjoyed under former Danaher CEO Culp. Until then I don't see anything that would suggest that the next 10 years for PFE are going to be much different than the last 10.
HON spun off Solstice Advanced Materials, SOLS. HON is trying to go the way of GE, GE spunoff GEHC and GEV. Sort of ironic, Jack Welch and GE made a play for HON in 2000, 2001.
What strategy would have been better during that time? Some popular stocks in 2001 and 2008 were down 90%+ during each crash. Amazon, Cisco, Yahoo, Nokia, GM, Ford, GE, Bank of America, Citigroup, American Express, Boeing etc. Also if you DCA from 2000 to 2010, you would be 20% up versus lump sum would be 20% down.
I don't think this does as well as GE and its spin-offs did, but I think it gradually gets more attention in the coming year and OP's price targets aren't unrealistic. It's not the kind of thing that's going to get any interest in a market like this (value? chart that isn't "line go up" over the last 1/5 years?) but if successful I do think it could do nicely over the next year.
GE, GEV, eventually BA, probably AMZN, GOOGL may end up losing advertising revenue to AI because nobody is going to scroll anymore, Uber if they manage to win self driving, Blackrock because they seem to know what's up, Visa, MasterCard, jpm, Dell, Disney, rocket lab maybe, Planter, Lilly. Apple if they get AI onboard and do it well, I can keep going
GE Vernova ganged up with Hitachi Nuclear and stole Nuscale’s lunch money.
Is it Momentum investing when I have held hundreds of PLTR shares for over an year? Is it Momentum investing when I have held hundreds of GE shares for over an year? ANSWER MY QUESTION
I mean, yeah, 40 years? Hell our entire society has changed in that time. I'm sure the people holding La-Z-Boy, Olin and Avnet in 1975 didn't do too well either if they held forever. I'm not even sure where you got that list. The list I saw was: IBM ExxonMobil GE Philip Morris GM Amoco Shell But at any rate... Active is a relative term. What would the returns be if you had realigned once every 5 years to the current top 7 stocks? I wouldn't call that "active" but I'd say it's reasonably lazy. Let's see what changes. By 1990, GM and Amoco are out and Bristol Meyers Squibb is in along with Merck. 1995 we lose IBM, and Bristol Meyers Squibb but gain Coca Cola and AT&T. In 2000 the shift gets bigger. We lose newcomer Coca Cola as well as Merck, Philip Morris and Shell but gain Pfizer, Cisco, Citi, Walmart and a little company called Microsoft. 2005 brings P&G, BoA and J&J as Cisco, Citi, Pfizer and Walmart drop out. I could go on, but you get the idea. You don't have to be an "active trader" to do well, but prudence says you should at least check in occasionally and readjust.
We don’t have to wonder. These are total returns. Portfolio Performance: A $1,000 investment grows to $3,583, a 258% cumulative gain (3.5% annualized). This lags the market due to drags from GM’s bankruptcy (near-total loss) and underperformance in legacy industrials/chemicals (e.g., DD and GE faced restructuring challenges). Strong performers like IBM (+1,292% cumulative) and XOM (+1,284%) offset some losses, but not enough. S&P 500 Comparison: Grows to $9,381, an 838% cumulative gain (11.71% annualized). This benchmark benefited from broad diversification, tech growth, and compounding dividends. The portfolio underperforms by ~580 percentage points cumulatively.
My son went to college on his GE stock we started buying in 2008
GE was one of the great stocks of all-time it's until 2008 credit crisis, if not earlier Buying top 5 SPX stocks has been death until AAPL, MSFT, NVDA
>ATandT which went through an antitrust breakup and trades well below its ATH. AT&T is up 350% since 1985, plus it paid a ton of dividends in that time. You'd have done great if you bought AT&T then and never sold. Dupont is up 671% in that time and paid dividends as well... GE is up 3800% since 1985.
Respectfully, you have no idea what you're talking about. GE, Dupont, and AT&T were all massively innovative companies. So much of the modern world (and the innovations we see today from current leading companies) has been built on the backs of their discoveries that I could expend multiple max length reddit comments talking about just one of them, their innovations, and the impacts that their innovations still have on modern society today. Shit, just go look up Bell labs. Entire books have been written on discoveries and innovations from this single subsidiary of just one of those companies.