Nanalyze

Tesla stock crash. $80 billion evaporates. Tesla is in trouble. Read all about it. These sensationalist headlines are largely leveled by people with an axe to grind. Elon Musk went from industry darling to Satan's spawn in just several years. Getting an objective picture of Tesla's latest earnings call seems impossible, so we put together this earnings analysis which looks at what matters. Tesla expects production volumes to not grow as much this year as they did last year as they ramp up the new production platform needed to produce cheaper vehicles to compete with the likes of BSD. That's it in a nutshell, but this video contains a lot more than that. Whether or not you think (in the words of a notable tech journalist) Elon Musk is the opposite of progress, or you're honest with yourself and acknowledge his good points and bad points, this is a video not to miss.

VICI Properties stock attracts a lot of attention from retail investors who are attracted to their stable clients, mainly two large casinos which happen to constitute over 70% of the REIT's annualized cash rent. That number is decreasing as VICI expands into other projects that - while help diversify income streams - also deviate from the original value proposition of the REIT. Credit rating agencies provide some great commentary on VICI stock, a REIT we wouldn't consider investing in until they have a much longer track record than presently. There are also better REITs to invest in. Just consider Realty Income vs VICI and it's easy to see which one is less risky and offers a better promise of future dividend increase, which is what dividend growth investors are after to begin with. We'd pass on $VICI stock in favor of much better REITs out there.

One of the biggest mistakes ETF investors make is to try and compare two ETFs - like VTO and VTI - using basic past performance measures. The place to start is expense ratios, and both VTI ETF and VOO ETF have the same expenses - just 3 basis points. Where the difference between these two ETFs lies is in the size of the stocks they hold. This begs the question, does VTI outperform given it holds mid / small / micro stocks? The answer is more complex, and a look at past performance over 66 years shows that these two ETFs offer almost the same performance profiles. So which ETF would we hold? Maybe neither of them, and that's where the conversation goes into the domestic bias problem. It's one of two problems most ETF investors make, and you'll need to watch the video to learn about the other two.

Some investors are touting SMCI stock as the next NVIDIA, while others are classifying it in the same category as AI chip stocks. That's entirely wrong. Super Micro Computer or SMCI is a hardware retailer with a shady past that most investors probably don't know about. We cracked open the SMCI 10-K to learn more about this company that's seen some rather stellar revenues growth on the back of demand for NVIDIA GPUs. Unfortunately, that demand may dissipate once the supply problem is rectified and this 30-year old company will go back to doing what they've always been doing - but hopefully none of those widespread irregular accounting practices the SEC fined them for. That's a showstopper for us, not that we would have invested in $SMCI stock anyway. If you want a pick-and-shovel play on AI and the growth of big data, there are much more appealing AI stocks out there to choose from.

Chinese EV stocks attract lots of attention from investors, most of whom don't know the trap they're falling into. You see, China's most popular EV stocks trade as VIE structures which give you about the same ownership rights as ICOs. In other words, eff all. So Li Auto, Xpeng, and NIO are all big no-nos for us which leaves the largest automakers in China, mainly the State's "big four" and BYD. That brings us to the Chinese EV investing thesis which is equal parts China, electric vehicles, and global auto dominance. We've been increasingly seeing BYD's cheap electric vehicles as a gateway drug for emerging market heavy-mileage vehicle operators to significantly reduce total cost of ownership because BYD's vehicles are now cheaper. Simply put, this video is a must-watch if you're looking to invest in EVs or electric cars as the grownups call them. And if you're here to start clamoring on about how sexist that picture is of Thai go-go dancers, the joke's on you. They're AI generated.

11 Bitcoin ETFs are finally here. But what does that even mean? Our video on bitcoin ETFs explained will walk you through the reason we bought some bitcoin, the reasons you should buy a bitcoin ETF (or not), and of course we list out the 11 bitcoin ETFs investors have to choose from. The best bitcoin ETF is quite simply the one that charges the lowest fees. That Grayscale rubbish needs to be kicked to the curb (it is) while the Bitwise ETF should be avoided like the plague because that company is having legal problems. You can't go wrong by choosing the Blackrock bitcoin ETF (the iShares bitcoin ETF) while the Fidelity bitcoin ETF is also seeing solid inflows because of their great brand. We're leaning towards the ARK bitcoin ETF because they command a lot of attention from institutional investors and have the second-lowest fees. Ignore introductory expense ratio discounts and look at what they eventually will be. And if you're wondering whether it makes sense to just buy bitcoin using Coinbase instead of using a bitcoin ETF, we answer that question too.

Grab stock hasn't treated investors very well which is great news. That means investors can buy shares of Grab at a reasonable valuation, would they want to? Grab promises a value proposition that's part Uber, part WeChat, and a potential superapp for SouthEast Asia. We only invest in leaders, and Grab appears to be leading in both food delivery and ride hailing in multiple countries. Before investing in $GRAB stock it's important to know the potential opportunity, and Grab's only penetrated about 11% of the smartphone population in SouthEast Asia. If we compare Grab vs Uber, the former distinguishes itself by trying to address the 70% of underbanked people in SouthEast Asia. A cursory look at Grab shows an appealing company, but there's a lot more to explore coming up in a second video (or article) on this interesting company. Stay tuned.

SPY vs IVV vs VOO - these three ETFs happen to the be largest ETFs in the world, and all track the S&P 500 index from S&P 500 which happens to operate the largest ETF in the world which happens to to be the largest S&P 500 ETF but not the best. Got it? Good. While most people want to know which S&P 500 ETF is the best, maybe they ought to be asking why they should be investing in the S&P 500 in the first place. We look at how the S&P 500 compares to other indices such as MSCI USA and MSCI World. We also look at fee structures, the most important indicator of performance, and talk about how tracking errors are used to measure the performance of passive investment managers who manage these ETFs. Lastly, we talk about how investors might want to consider investing beyond just America, but that's a topic for a coming video.

Palantir picked more than 20 SPACs to invest in and failed miserably. Almost a third of these companies are bankrupt, and the portfolio is down 87%. While PLTR has now exited this mess, one wonders why they couldn't have done a better job picking partners that could actually thrive. Then again, the entire universe of 110 SPACs we covered since they debuted shows similar pathetic performance. Retail investors were screwed over royally with more than 80% of these SPACs losing 50% or more of their value. While bag holders lick their wounds, investors on the sidelines who heeded our warnings may be looking for some value to be had in the remaining names. Indeed, there are some companies worth taking a closer look, and you'll just have to watch the video to see which ones they are. And if you're one of the ontology people who constantly sings the praises of Palantir and you're upset we said something bad about your sacred cow, here's what you do. Write down your complaint on a piece of paper, then crumple it up, throw it into the circular filing cabinet, and take the list of bullish bullet points you're getting ready to post somewhere else. We know Palantir cures cancer. We get that. We're here to talk about SPACs. Thanks in advance for your understanding.

Dividend stocks aren't created the same, and a cursory look at yield tells you nothing. Stock the growth dividends consistently over time - dividend growth stocks - enjoy the performance profile of both equities and bonds. The increasing income helps offset inflation, and your quality of life goes up over time. Our tenured dividend growth investing strategy, Quantigence, has identified 5 dividend growth stocks for 2024 and we're going to pull the trigger on one of them. At the top of the list is Caterpillar CAT, then there's a handful of other names to consider including an interesting railroad company. If you're looking for some interesting dividend growth stocks, and you want them selected using an objective proven method that focuses on quality and dividend growth, then you'll want to give this video a watch.