Is that a good comparison? What exactly do you get that you can’t get from Apple car play?
OT: Stock and Investment Talk
- Thread starter RU-05
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At this moment, premium connectivity is more for convenience. Apple car play is not available on Tesla (maybe as a way to get people to pay for their service). But even is apple car play was available, it still requires connecting the phone, opening the app, etc. The browser, apps, games are very useful with kids, when waiting in the parking lot, etc. If they add more live services, then they can charge more.
Alphabet CEO 2022 compensation package was $226 million. WTF? How does a board allow this?
https://news.bloomberglaw.com/tech-...y-soars-to-226-million-on-massive-stock-award
https://news.bloomberglaw.com/tech-...y-soars-to-226-million-on-massive-stock-award
That’s free service in other car brands. Funny they don’t advertise that in the cost after savings.
you could make a great living doing the opposite of Cramer
Cleveland Fed's Mester sees rates above 5% amid 'too high and too stubborn' inflation
Fed officials continue to talk up the need for higher rates as inflation remains elevated and the most acute pressures from March's bank crisis show signs of easing.
Mester is a moron and doesn't understand that data. Thankfully she is just a rotating member. Goolsbee is the emerging leader of the Fed. Pay attention to what he says.
Cleveland Fed's Mester sees rates above 5% amid 'too high and too stubborn' inflation
Fed officials continue to talk up the need for higher rates as inflation remains elevated and the most acute pressures from March's bank crisis show signs of easing.finance.yahoo.com
Think they've made $60B in the last 12 months. The scale of these big businesses can be overwhelmin, perhaps disturbing, but I'm assuming that level of compensation is in line with those earnings.
Edit: Tim Cook took a paycut to a mere $49 mil. Nadella "only" made about $58m. So looks like Sundar is paid pretty well comparatively.
When you average out the stock-based compensation, it's not that out of line:
The pay package awarded to Alphabet Inc. Chief Executive Officer Sundar Pichai soared to $226 million in 2022, boosted by a triennial stock grant, making him one of the world’s highest-paid corporate leaders.
The stock award portion of his pay amounted to $218 million, according to a filing from the Google parent company Friday. He received a total of $6.3 million in compensation in 2021, when he didn’t receive the grant, and his salary has remained steady at $2 million the past three years.
AMZN has been an under performer relative to the other mega caps over 3 month, 6 month and 1 year time frame.
But I feel like it may be trying to make a move. This past week, even as the QQQ was in the red, AMZN was up. Maybe as people rotate out of recent big winners like META and TSLA.
But I feel like it may be trying to make a move. This past week, even as the QQQ was in the red, AMZN was up. Maybe as people rotate out of recent big winners like META and TSLA.
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Our advisor of the managed Roth IRA accounts added AMZN a few months ago. So far so good. He has the same breakout thesis.
FYI - I'm adding two semi's to my EV ETF.....NXPI and ON (for obvious reasons).
you guys are fking high as shit trying to defend that pay package
Perhaps oil prices are not heading up long-term:
www.foxbusiness.com
ExxonMobil unleashing 'much needed' affordable energy with industry’s biggest refinery expansion in 10 years
ExxonMobil Senior Vice President of Global Operations Janet Matsushita says the oil producer's new expansion project is providing the economy with "much needed" affordable energy.
You can now get a better rate just by owning the treasuries instead of the I bonds.
If you purchase I-Bonds before the end of April, you get 6.89% for the first six months. The rate will reset to the new % for the second six-month period; that rate should be around 4%. I-Bonds still are attractive, just not as attractive as they were at 9.62% . Having a mix of I-Bonds, TIPS, and Treasuries in the fixed rate portion of your portfolio is a solid approach.
So.....even the gov'ment is admitting that inflation is crashing hard. I-Bonds under 4% already. Hello Fed, you morons paying attention?
We bought more I-Bonds late last year to lock in the 9.62%. No reason to buy more this year.
There's always a reason to invest wisely and with diversity.
And this "Fed hate"? C'mon, man. They have a job to do. To borrow and paraphrase from Col. Jessup; "You want them on that wall. You need them on that wall...." LOL.
We need them to be smart. They screwed up in 2021 because they didn't understand CPI/PPI/PCE. Now they are making the same exact mistake with the inverse consequences. Will they ever learn?
But the stock price being off 80+% was already pricing in very bad results. Just a hope of it being better then terrible.
At last check the post earnings sell off hasn't resulted in a new low.
Interested to see what the option premiums will be on the backside of these earnings. Regional banks have been one of the few area's in the market with worthwhile volatility.
The bank is saying they are stabilized now, so perhaps this is a buying opportunity?
From Morningstar - 5 undervalued stocks for this earning season:
Please tell you didn’t waste your time reading it. Deep dive 😀.
For fund investors that like Buffett. My #1 growth fund is on the list (FDGRX).
www.morningstar.com
10 Funds That Buy Like Buffett in 2023
These mutual funds hold the same stocks as Warren Buffett’s Berkshire Hathaway.
FDGRX .86 % expense ratio. Kinda steep for a fund that concentrates 50% of holdings in 9 equities. Anyway... if fund investors "like" Buffett, they invest in Berkshire.For fund investors that like Buffett. My #1 growth fund is on the list (FDGRX).
10 Funds That Buy Like Buffett in 2023
These mutual funds hold the same stocks as Warren Buffett’s Berkshire Hathaway.
Money well spent! Even with the expense ratio, FDGRX has destroyed the market with Wymer at the helm (25 years and counting). And by the way, it has also crushed BRK.A w/divs.
😁
From Morningstar:
Manager Steve Wymer’s long-term track record remains outstanding. Since his start here in January 1997, the fund has gained 13.8% annualized, far outpacing the index’s 8.8% and average large-growth peer's 7.7%.
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Perhaps they’re late to the party but a lot of this was caused by free money from Trump/Biden and supply chain and employee supply issues in 2020-21. We need to deflate the stock market, real estate and employment bubbles in the short term.
First sentence is good. Second is bad. There is no stock market bubble, not even close. Real estate? Perhaps still in some markets. Employment? Nothing the Fed can do about the worker imbalance and they should be smart enough to not try. This imbalance is due to COVID consequences (early retirements, deaths, lack of immigration, etc.). This is the new normal.
Referencing a CNBC report.
The next few days are expected to be crucial for the fate of First Republic Bank (NYSE:FRC) after the bank on Monday reported net deposit outflows of $72 billion during the quarter. First Republic plunged 27%.
One scenario being considered is tocreate a special purpose entity with banks that supported First Republic (FRC) a month ago with $30 billion in deposits, to buy the bank's "underwater" loans on its balance sheet above where they would be marked, according to CNBC's David Faber, who cited people familiar. If this occurs. First Republic (FRC) may go out and raise new equity.
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