GBA's "2021 Stock Phantasma"

stonedinvestor said:
SPAC Gores Holdings VI jumps after CNBC commentator pitches

  • SPAC Gores Holdings VI (GHVI), which is combining with Matterport, advanced 15% after CNBC commentator Josh Brown pitched it as a longidea on CNBC.

So I guess my question for Josh or Van is this.

YES millennials are becoming an important new buyers club for homes.

ONLY millennials would buy a home without seeing it in person.

BUT yes they are doing that. Unbelievably.

So 63% of buyers using Redfin <--? I guess a real estate web sit 63% MADE AN OFFER WITHOUT SEEING THE HOME!!! AND YES THEY USED 3D WALK ABOUTS!

MONTHLY VIEWERS AT REDFIN 3D WALK-THROUGHS ARE UP 500%!!! WHY DO THEY NEED GORES HOLDINGS? REDFIN IS USING ONE OF THE 25 OR SO OTHER COMPANIES DOING THE EXACT SAME THING....

As a homeowner I can tell you this buying sight unseen fad will fade quickly. A couple Winter's burst pipes and ruined roofs... I can already tell you from a hipster perspective... those folks that left Brooklyn for upstate NY are REALLY REGRETTING IT! I've spoken to a bunch of them the hidden costs the isolation and the nasty weather they are all looking to come back to NYC.

Having run into a ton of hidden costs they will NOT be buying site unseen. These folks would be in their mid 30's STILL THE MOST Important Age for home buying... A lot of millennials rent.
More...

ok, so i've only done the smallest bit of reading on this, but I'm not so sure this stock is a real estate play. for a long time, futurists have predicted that we will be living in a world where our downloaded consciousnesses will interact in a virtual world. we can bash the desirability and/or plausibility of that, but matterport looks like strides towards this. the ability to simply create a virtual environment seems like a big thing, with many practical uses nevermind the futurist utopia.

Ray Kurweil predicting that we will live forever virtually:
https://www.psychologytoday.com/us/articles/200001/live-forever
 
Something to think about. Did Aliens warn us about technology?

I have researched thousands of UFO cases. The one in Africa with the schoolchildren really happened. All of these kids saw the same thing; they all ran inside crying, the all drew pictures of what they saw for the police and they all saw a flying saucer with an alien. They are still affected by this.. but the really interesting part is many of the children received an ESP message from the Alien and the message was constant-- Beware Technology.

 
Could an item fall from the sky and bury itself 30 feet deep in the earth and be recovered with sand and soil and earth.? I suppose it's possible. A mysterious item has to be explained that way it must be from a satellite or some aircraft.... because it's aluminum based and Man has only used that element for 200 years...

But the damn thing was found with bones 10,000- 80,000 years old....





In 1973, builders working on the shores of the Mures River not far from the central Romanian town of Aiud found three objects 10 metres (33 feet) under the ground.

They appeared to be unusual and very old, and archaeologists were bought in who immediately identified two of them as being fossils.

The third looked like a piece of man-made metal, although very light, and it was suspected that it might be the end of an axe.

All three were sent together with the others for further analysis to Cluj, the main city of the Romanian region of Transylvania.

It was quickly determined that the two large bones belonged to a large extinct mammal that died 10,000-80,000 years ago, but experts were stunned to find out that the third object was a piece of very lightweight metal, and appeared to have been manufactured.

How was this item laying underground with ancient bones?
 
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janes said:
ok, so i've only done the smallest bit of reading on this, but I'm not so sure this stock is a real estate play. for a long time, futurists have predicted that we will be living in a world where our downloaded consciousnesses will interact in a virtual world. we can bash the desirability and/or plausibility of that, but matterport looks like strides towards this. the ability to simply create a virtual environment seems like a big thing, with many practical uses nevermind the futurist utopia.

Ray Kurweil predicting that we will live forever virtually:
https://www.psychologytoday.com/us/articles/200001/live-forever
More...


So in the future if things Don't work out with the virus and a new strain comes that ruins all the progress we have made and nobody ever travels again and we dream of vacations we might have taken... we can use Matterport software to transition 3D versions of ourselves on a virtual vacation. That babe rubbing oil on you back she'll look entirely like Yulia because you will have programmed that...

The next generation i phone also is going to have 3D immersive tech.

This is all going back to Soilent Green... When you are ready to die in this futuristic world they show you al the pictures of the way earth used to be rolling wheat fields etc.. endless clean oceans and you cry and then you die.

All the while you have been existing due to soylent green which of course turns out to be PEOPLE!! Today's Soylent Green is the mix they make you drink Shakeology at Beach Body!!


 
I wanted to follow up on some of the recent stocks posted about here on Stoney's thread.'
First off CTVA. Below is presentation by Starwood Value.

upload_2021-2-20_11-29-3.png


http://www.starboardvalue.com/wp-co...it-Corteva-Inc-and-ON-Semiconductor-Corp..pdf
 
Trends-- I've seen a few. Would you believe I go back to rollerblading? Yup I had an investment for that back in the day. I've seen the internet come and go. Car phones- I saw one of the first ones.. Fax machines invented on my watch. But what of now.?

What Trends are around the corner. Perhaps this would be a good discussion for the board.

Smart Glasses is one but it's scope is limited.

This move to electric cars is it real? I half believe it's not.

High Fashion comeback- People are going to be in the mood to spend to make themselves feel better Next GDP will be close to 8%--this roaring 20's it starts with anew colorful outifit.

3D Printing. For sure.

People are farming more than ever = seed shortage....

China is about to shut off it's Rare Earth exports-- rare earths?

Lithium for batteries.
 
Also a few new ones that look interesting. First is a regional commercial REIT. These guys operate in my area.
MDRR ($2.61)
Book value of $2.87
Div Yield of 19.16%
 
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