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A rethink is in order!

Apr 05, 2022

Good morning!

Markets are all about the odds of a recession. Oh, and a brilliant CEO you might recognize … Elon Musk.

Here’s my playbook.

1 – Musk might make $TWTR worth buying

It was a quick scramble this morning when the news broke and the fabulous Maria Bartiromo asked for my take on Elon Musk’s latest moves. (Watch)

Which brings up an important point … one of the hallmarks of a successful investor or trader is the ability to be flexible. I was seriously considering shorting Twitter yesterday but will be rethinking that today now that he’s on the board!

2 – A sub $30,000 EV

I’ve said for more than a year that the first company to make and sell a sub $30,000 EV could take all the marbles. Now GM and Honda are going to team up to do just that! (Read)

I am not sure this is the right match. Honda never even got to the starting line with hybrids and GM is playing second fiddle to Ford.

3 – AMZN signs deal to launch internet satellites

Doesn’t move the needle for me even though Amazon signed the biggest commercial space contract yet … a $3 billion deal to launch as many as 83 Project Kuiper internet satellites. (Read)

Two reasons: 1) SpaceX has one heckuva lead and 2) there’s another low-orbit player I like a lot better with more upside!

The company I’ve recommended to the One Bar Ahead™ Family is already a leader in the “small sat” industry and has already deployed more than 100 satellites.

You don’t have to be a rocket scientist – sorry, I couldn’t resist the pun – in order to understand why going with a leader is key. I think the stock is at a turning point and savvy investors could make a buck or two buying in now. (Learn More)

4 – AT&T standalone doesn’t stand a chance

AT&T is spinning off WarnerMedia via what’s called a reverse Morris trust transaction with Discovery. The thinking is that it’ll unlock value but I don’t think that’ll be the case given such a long string of management stupidity over the years.

Streaming growth is slowing and has been for some time. (Read)

Probably a short and a half or at least worth a few puts. $15, if I’m being generous.

5 – Hertz at it again

What a story.

Hertz went from being a meme stock, declaring bankruptcy, going public again and lighting the internet ablaze with an order for 100,000 Teslas.

Now, they’re at it again with an order for 65,000 Polestar EVs. Polestar, if you didn’t know, is a subsidiary of Zhejiang Geely Group, the same folks that own Volvo.

Still not going touch Hertz stock BTW. (Read)