The List of stocks for July 14 – July 20, 2021
See historical performance
Switching things up a bit
After a bit of reflection and discussion with a few subscribers, I’m going to switch this weekly newsletter to a monthly newsletter.
The reason for this is that I currently feel that a weekly newsletter is in a weird spot; it is too slow for active traders and it is too frequent for long-term investors. So neither group was being well-served and it was taking a lot of work.
If you want to get more real-time news & article sharing, you can follow Spare Ventures on Twitter.
If I see a sudden buyingopportunity, then I’ll do a special email dedicated just to that stock when it happens.
Otherwise, I’ll package up the best news & resources into a monthly newsletter to focus more on long-term investments.
All feedback on this plan is welcome, just reply to the email or comment below.
For this week, I’ll just include a few 1-sentence summaries with links instead of the full writeup.
Apple is breaking out while some of their suppliers underperform, is this sustainable?
Many of the current inflation concerns such as transports, energy & raw materials won’t impact the tech giants such as Apple, Microsoft & Google who are on fire.
Goldman Sachs & Apple team up to offer ‘Buy now, Pay later’ service and Affirm tanks as a result.
Goldman Sachs crushes earnings but is selling a lot of their stock positions, leading to some speculation that they believe the market might crash.
The CEO of Goldman Sachs talks about earnings, the market, inflation and why their liquidation of equities is more about restructuring their business.
Lemonade was being shorted for a while but they still have a lot of cash on hand & customer growth is strong ahead of launching car insurance.
The economic recovery stocks were too hot and have pulled back while the indices hit all-time highs so watch for opportunities to get back in at better prices.
See you in a few weeks.
-B
I believe in Win & Help Win.
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