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Help me put together a Based portfolio...public companies that are not woke
Posted on 8/5/20 at 10:13 pm
Posted on 8/5/20 at 10:13 pm
And conversely, help me put together a Woke portfolio to short. I want to really put the Get Woke, Go Broke mantra to the test.
I'll keep track here:
Based:
Woke:
Nike
Target
I'll keep track here:
Based:
Woke:
Nike
Target
Posted on 8/5/20 at 10:21 pm to PrivatePublic
This should be moved to the poli-board. My advice would be to go to the poli-board to get your list of non-woke companies and then come back for financial discussions on that list of companies.
Just my $0.02 but none of my accounts have a breakdwon of dollars gained from woke vs. non-woke companies.
Just my $0.02 but none of my accounts have a breakdwon of dollars gained from woke vs. non-woke companies.
Posted on 8/5/20 at 10:23 pm to bod312
I don't care about financials and breakdowns. This test is simple: do woke companies really go broke or nah, and conversely, do companies not woke quietly go up?
Posted on 8/5/20 at 10:26 pm to PrivatePublic
Define "woke."
Aren't all these tech companies driving the market "woke"?
Aren't all these tech companies driving the market "woke"?
Posted on 8/5/20 at 10:35 pm to PrivatePublic
Ah, I misunderstood your post. I thought you wanted to build a successful portfolio of non-woke stocks. There is generally plenty of discussions regarding stocks on this board. You are not interested in that. You simply want a list of companies that are woke without any actual review beyond wokeness. This is definitely the wrong board.
Posted on 8/6/20 at 6:01 am to PrivatePublic
quote:
This test is simple: do woke companies really go broke or nah, and conversely, do companies not woke quietly go up?
Who in the hell put that in your head?
Posted on 8/6/20 at 6:20 am to lsusteve1
quote:is Red Bull publicly traded?
Red Bull
Posted on 8/6/20 at 6:52 am to southernelite
quote:
Red Bull has fired two top executives in the US who had lobbied for more diversity in the company and were blamed for the leak of a letter that criticized its 'public silence' on Black Lives Matter.
quote:
While Red Bull employees in the US have been pressing for the company to be more vocal about racism, Red Bull's billionaire CEO Dietrich Mateschitz is a Donald Trump admirer who has spoken out against 'political correctness'.
I’d think anyone who is a Trump supporter and against political correctness is under the not woke category
Posted on 8/6/20 at 6:53 am to PrivatePublic
In the spiriting of ending this discussion:
No. Why not you ask? Because this is a gigantic waste of time. But I bet the poliboard would love such a pointless discussion. You should try it.
No. Why not you ask? Because this is a gigantic waste of time. But I bet the poliboard would love such a pointless discussion. You should try it.
Posted on 8/6/20 at 6:54 am to PrivatePublic
Woke: Apple
Go right ahead and short that one
Go right ahead and short that one
Posted on 8/6/20 at 6:56 am to AA7
GLD - never has a political affiliation
Posted on 8/6/20 at 1:30 pm to PrivatePublic
quote:
I don't care about financials and breakdowns. This test is simple: do woke companies really go broke or nah, and conversely, do companies not woke quietly go up?
The answer: Absolutely not.
One of the biggest myths that is spread on this board, and throughout the conservative south is, "get woke, go broke."
These companies are run by extraordinarily smart and talented people who are, for the most part, very analytically driven. Companies, especially public companies, have a fiduciary duty to generate high earnings to continue to drive dividends/shareholder value at a very specific rate of growth. They only do things with this in mind - this I promise you.
I generally laugh when people perpetuate this idea. If every person in Alabama, Mississippi, and Louisiana, formed their own state - they'd have ~12.5 million people combined. If you combined Houston & San Antonio, Los Angeles & Sacramento, Atlanta & Charlotte, or any mix of a T-10 market with a mid-sized city, you'd have a population mix bigger than all 3 states combined. What you hear is what has been self-selected by the region for which is surrounded.
Equity research reports written by analysts at Credit Suisse who cover the company like Dennis Rodman in a game 7 have detailed explicitly the uptick in business and company profile since their partnership with Kaepernick and BLM.
In the short-term, you often see small ratings dips in sports. But at the end of the day, virtually any company that has openly "gone woke," invested in diversity, etc... has generally done well.
Don't let emotions and personal feelings get in the way of you making money. The alpha on your proposed portfolio is gonna be dogshit.
Posted on 8/6/20 at 3:20 pm to ATLabama
quote:
Don't let emotions and personal feelings get in the way of you making money.
10x
Whether it’s politically based or some other factor, when your investing becomes emotion based, it’s just a matter of time before you fail at investing. It’s the very definition of money in a weak hand.
Posted on 8/6/20 at 5:00 pm to Jag_Warrior
quote:
Whether it’s politically based or some other factor, when your investing becomes emotion based, it’s just a matter of time before you fail at investing. It’s the very definition of money in a weak hand.
There are a lot of pension funds that black list stock purchases from companies that don’t support the Paris Climate Treaty, climate change legislation, include LBGT friendly language in corporate work place discrimination rules, openly push for affirmative action promotion practices etc.
Not picking sides, but “Emotion” based investing decisions is probably more of an issue with those that describe themselves as “left / liberal” leaning. Radical left extremist are much more effective at boycotts. I mean Chick-fil-A only managed to keep a restaurant open like a week in London.
Posted on 8/7/20 at 11:38 am to Ramblin Wreck
quote:
Not picking sides, but “Emotion” based investing decisions is probably more of an issue with those that describe themselves as “left / liberal” leaning. Radical left extremist are much more effective at boycotts. I mean Chick-fil-A only managed to keep a restaurant open like a week in London.
I wouldn’t disagree at all with your overall point. But I’d say that any “professional investor”, while maybe having ESG as a component when making investment decisions, will still primarily rely on financially based fundamentals. Also, I have noticed that some talk the talk, but when you dig deep into their investments, a lot of this do-gooder stuff is just superficial window dressing. Just like with most all politicians, you tell the people what they want to hear and they’ll smile and nod in your favor.
But I guess what I’m looking more at are individual investors who make knee jerk decisions based on emotion (not just based on politics). You see it here, and on other boards, every single day. And at least early on, I’ve had to fight that human tendency within myself too.
Because my trading is primarily restricted to options now, I’ve had to train myself to be almost entirely mechanical in the way I do things. It’s hard - you have to constantly catch yourself. But to be successful, the emotion has to be set aside.
Posted on 8/7/20 at 9:38 pm to Jag_Warrior
It’s funny, was looking on Nike golf apparel site today, crazy how things can change from somewhat normal way to the extreme other.
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