Where is $TSLA headed from here, following recent price cuts? Steven Glass of @PellaFunds thinks the #EV maker is "grossly overvalued" at current levels. @WillKoulouris@TanvirGill2
The recent decline in headline #inflation is entirely due to goods, while services inflation remains stubbornly elevated. Pella believes this will compel the Fed to hold interest rates higher for longer than what the Market is currently pricing.
All the enthusiasm about the US's decelerating Dec-22 CPI print is missing that 'Services less rent of shelter' inflation remained too high and ACCELETERATED M/M; and that is what matters. Read more in Pella's 4Q22 Quarterly report. https://t.co/sbs1gAkkYM
Florida's efforts to eliminate #ESG considerations from investment decisions will hurt financial returns, reduce choice for investors, and is an attack on free markets, not to mention being harmful to the planet, society and future generations.
#Tesla was the poster child for total disregard of valuation during the tech bubble of 20/21. There is nothing fundamentally wrong with the company. Only that it was US$700bn too expensive. The market in all its wisdom has now corrected this anomaly. Time to take a closer look.
#Tesla’s investment case painted a picture of 50% market share, humanoid robots to do our chores, fully autonomous production and driving. Market has demonstrated, again, that it pays to be sensible and remember to invest in cash flows not wishful thinking.
Supply problems, slowing demand, rising inflation, not to mention growing resentment over App store charges. Are the odds stacked against $AAPL or can @tim_cook prevail? Watch our #streetfight Wednesday at 10:30 SIN/HK and decide. @willkoulouris@tanvirgill2
Today in the race to CNBC Stock #WorldCup#SemiFinals, two multinational giants #Softbank & $JPM take on each other. Can tech beat finance? Jordan Cvetanovski of Pella funds decides.
@WillKoulouris@TanvirGill2
Follow the CNBC Stock World Cup here: https://t.co/hOpYHWjudW
For @CNBCPro subscribers: Join us as CNBC’s @WillKoulouris quizzes Pella Funds Management’s Jordan Cvetanovski on how to invest during the market turmoil. 📈 Watch live at 1:30pm SGT/ 6:30am BST / 1:30am ET on Wednesday, May 11. ➡ Submit questions here: https://t.co/u0RrPmwd6G
Smaller retailers like $DG and $DLTR will benefit more from consumer trends compared to giants like $WMT, says Jordan Cvetanovski of @PellaFunds. Do you agree? @WillKoulouris@TanvirGill2#retail
At @PellaFunds, our policy is and has always been to exclude investments in companies with exposure to gambling activities. We understand the toll gambling can take on families.
https://t.co/UCNlbKyYvE
Pella’s Investment Analyst Steven Glass will be on @CNBCi today, Monday 31st October at 12pm EST. Steven will discuss opportunities Pella is finding within the German automotive industry and highlights reasons why China is starting to look attractive based on valuations.
Chinese tech shares continue to sell off. Jordan Cvetanovski, Pella Funds explains why he's taking a wait and see attitude with this sector. #chinatech@tanvirgill2@willkoulouris
Pella’s CIO, Jordan Cvetanovski will be on @CNBC Asia today, Monday 24th October at 1:00pm - 1:20pm EST. Jordan will share his insights on how previously expensive and crowded growth stocks have fallen and the optimal buying opportunities that have arisen.