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re: Diving Deeper on Origin Materials?

Posted on 1/6/23 at 11:43 am to
Posted by AUHighPlainsDrifter
South Carolina
Member since Sep 2017
3126 posts
Posted on 1/6/23 at 11:43 am to
General, have you done any research into Recyclico (AMYZF) or Electra (ELBM)?
Posted by GeneralLee
Member since Aug 2004
13112 posts
Posted on 1/6/23 at 11:46 am to
Nope I have not researched those. My main plays are SpaceX and ORGN and I devote hundreds of hours per year to keeping up to them. I really don't have time for more than 3 or 4 holdings max. Most of the rest of my investment dollars are in Fidelity money market accounts. I have a "barbell" portfolio with a safe core in money markets and then risky plays in SpaceX/ORGN.

Probably 95%+ of speculative plays out there are going to zero long term, have to be very careful.
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