Sharing for no reason whatsoever... Five popular, heavily owned names, some of which I've even seen called "must own", that I have absolutely zero interest in owning. Nothing against those who do, but I don't want them. $META - Amazingly profitable today, but I don't think the company's story ends well. $PLTR - If I can't trust the company, I don't want to own the stock. $SPCX / $TSLA - Elon has full say over corporate governance & I don't trust his judgement. Covered-Call ETFs - Fees are too high & I don't like having my gains capped.
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16 Comments
ETF Go@etf.go · 14d
Whether we agree or disagree- having an opinion backed by reason is important. 👍
Satwinder Singh@thevalueinvestor · 14dEdited
I own Meta so I’ll share my perspective. I first bought it in 2018 and added a second position in early 2022 (not at the bottom unfortunately). I always viewed meta as a fantastic business because of its strong margins and profitability (the ethics of the business is a separate debate). Lately though, I’ve started to rethink my thesis. The company’s massive AI spending has me questioning whether going all in on AI is the right move. I’m still sitting on healthy gains helped by both the stock’s return and the usd/cad exchange rate (my average is 1 usd = 1.21 cad)
zamy @zamy123 · 14d
Seems more than reasonable
Lamar @aleitheia712 · 7dEdited
I own $META because it was too cheap not to buy at the time, but honestly, I don't like the company or Mark Zuckerberg I own Palantir because, well, it delivers. They have amazing fundamentals, but god, Alex Karp is an absolutely unhinged individual, and what they do doesn't make me feel at ease, but I'm up 200%. Not an argument at all, I definitely agree with you. If you can't trust the company, it's better not to invest, I only know what works for me.
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