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2023 stock picking challenge thread
Posted on 12/30/22 at 8:19 am
Posted on 12/30/22 at 8:19 am
Not sure who won the 2022 thread, probably someone who picked an energy stock.
But, anyways, submit your pick by market open on 1/3/23 for next year's contest for the stock you think will go up the most by 12/31/23. I'll go with ORGN.
But, anyways, submit your pick by market open on 1/3/23 for next year's contest for the stock you think will go up the most by 12/31/23. I'll go with ORGN.
This post was edited on 1/1/23 at 7:28 pm
34
Posted on 12/30/22 at 8:48 am to GeneralLee
2022 or someone who shorted
DWAC and Tesla ??
DWAC and Tesla ??
Posted on 12/30/22 at 9:28 am to GeneralLee
Verizon, VZ
It is dogcrap.
It is dogcrap.
Posted on 12/30/22 at 10:01 am to GeneralLee
NEE
Posted on 12/30/22 at 10:15 am to GeneralLee
I’m gonna say Michael burrys jail stock
They gonna get that big fema camp contract
They gonna get that big fema camp contract
Posted on 12/30/22 at 11:12 am to GeneralLee
I'll play . . . ZS
Posted on 12/30/22 at 12:01 pm to GeneralLee
Constellation Energy Corp. (CEG)
Posted on 12/30/22 at 1:30 pm to GeneralLee
quote:
Not sure who won the 2022 thread, probably someone who picked an energy stock.
Whoever picked HAL. My RIG pick is gonna come up just short. I'm gonna wait and see where we close today for my 2023 pick. Watching ORGN closely.
Posted on 12/30/22 at 2:13 pm to GeneralLee
Quantumscape
Just passed A0 milestone for 24 layer cells.
Next milestone is prototype for testing in VW cars.
Just passed A0 milestone for 24 layer cells.
Next milestone is prototype for testing in VW cars.
Posted on 12/30/22 at 2:17 pm to GeneralLee
LTHM maybe not 2023 but whenever lithium starts to heat up i think this will be a front runner.
Posted on 12/30/22 at 2:38 pm to damnlambert
lyft
Posted on 12/30/22 at 3:06 pm to damnlambert
I’m no longer bullish on lithium and think electric cars aren’t the future and by 2030 we gonna be like France where everybody drives a 20 year old car except plutocrats
Posted on 12/30/22 at 3:23 pm to GeneralLee
FSR (since ORGN is taken)
This post was edited on 12/30/22 at 3:24 pm
Posted on 12/30/22 at 4:05 pm to GeneralLee
RMAX
Posted on 12/30/22 at 4:14 pm to GeneralLee
HTGM
Posted on 12/30/22 at 4:49 pm to Hussss
ARKK
Posted on 12/30/22 at 4:54 pm to SmackoverHawg
quote:
Watching ORGN closely.
I think late Q2 into Q3 is when it moves big time once O1 plant is up and producing revenues.
Scary selloff we had this week but it's gotten some of that back.
If S&P craters before O1 plant goes live (April), then it could go under $4 and then I'm really gonna pucker up.
Once they can prove that their tech scales, the sky is the limit with licensing deals, government financing, etc. Just counting down the days until it isn't a pre-revenue stock anymore. Once they prove the tech works and is cost competitive with oil (i.e. no green premium, in fact a green discount), you can bet that majors like BASF or BP are going to make buyout offers to them.
I've run a detailed DCF for it and I think ~$20/share is fair value at the moment (in the scenario where tech scales) with a fairly conservative set of assumptions (20% cost of capital, no cost share from governments or tax incentives, single train plants, etc.). If they run dual train plants, more like $30/share fair value.
This post was edited on 12/30/22 at 4:56 pm
Posted on 12/30/22 at 9:28 pm to GeneralLee
I'll roll the dice on Dollar Tree. They might benefit from stagflation.
Posted on 12/30/22 at 11:15 pm to GeneralLee
SLI
Posted on 12/31/22 at 3:16 am to GeneralLee
Snap
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