July 27, 2021

13 thoughts on “Tech Stocks at All-Time-High – (Part 1) Bust Soon? or Can We Still Buy Now?

  1. Hi Rolf,

    What growth do u see in these companies? Increasing no. E commerce users?? For Amazon??

    I be honest that I didn't look at them in depth, but I do think if the growth drivers are intact, there are justifications for buy.

    My gut feel is that people.haa written off 2020 for most companies and looking at what they could do at 2021, so companies that dun race to the bottom already doing very well. So companies that might flourish in such environment say tech stocks definitely will be sexy.

    I would think the devil is in the details, and in your part 2 or part 3, if u could, tell us how the macro trends could possibly translate into higher numbers??

    Btw. I am looking at valutronics and studying it for a while after u out it on bloggeeshpere radar.

    Maybe I will.blog about it and we can exchange pointers

    1. Hi SI,
      Since we know each other well. Dun mind me saying that “we don’t know what we don’t know and will always like to think of things as what we know only.”

      Most will think Amazon as an E-commerce company. The have so many subsidiaries of billions worth selling and manufacturing so many things. Movies, video games, ebooks publishing, comics, audio, build cameras, electronics, smart doorbells, smart robots like Alexa, electronic healthcare, own logisitic competing with Fedex n DHl, their own drones, Helicopters, own super market, Huge in India and even produce their own satellites. The list goes on and on.

      You should go do some research, before my part 2 or part 3 posts.

      I did a post on Valuetronics earlier and own shares.

      https://www.rolfsuey.com/2020/06/finding-value-in-valuetronics-bn2si.html?m=1

      But frankly Valuetronics biz are old mfg biz but Vietnam is good.

    2. Hi rolf,

      yup, we can go without the sugarcoating definitely. Ya… Was looking at AMazon years ago when I try to understand the e-commerce better, and I just zoom into 1 particular part, it was mainly to understand the e commerce business and there and then I was looking at SIngpost.

      I am still researching on valuetronics, the old manufacturing business that is easier to understand (Understand does not mean able to see growth treads)

      The problem with these big companies like you say, is I have problem understanding the part, dun talk about amazon, when I look at Singtel, I also "blur", different segments and different geographies, etc, not to talk about the subsidaries and SIngtel is like a baby compared to the FAANG

      Hence, awaiting your post, maybe it will allow me to know a bit more to want to find out more

    3. Amazon via Amazon Web Services is the largest cloud service company in the world.

      Eg Netflix uses AWS for nearly all its computing and storage needs, including databases, analytics, recommendation engines, video transcoding, and more—hundreds of functions that in total use more than 100,000 server instances on AWS.

      Many many other big companies like Unilever, GE Oil and Gas, Shell, Kellogg’s are all using Amazon Web Services…

      And you have to read into Jeff Bezos and his way of managing and visionarized the company… They own their own transport and logistic companies, have their own trucks, planes and drones…

      They also owned super markets, their own Data Centres, and own satellites!

      Amazon had so many subsidiaries that you will be shocked how big each of these subsidiaries are.. including manufacturing electronics and all sorts of stuffs.
      they also have their own Media company.
      Basically almost any co under the sun is their competitors

  2. Yes, to me it is all about 2021 and beyond, the poor earning are anticipated, most will do badly.I think by the time i read your 2nd part and etc,, nasdaq will be at 11K.I am lucky enough to start buying in beginning of April. I am blessed. God bless u .

    1. Nasdaq is already 10.8k. 11k is not too far!
      Yes, God bless u as well. Glad u got in, in April.
      Needs to look beyond 2021 also. Long term holding normally yield higher return for stocks of the future. 🙂

  3. morning Brolf,
    any thoughts on buying QQQ (tech etf) instead of the individual tech stocks? i didnt compare the constituents of it, but i know it invest broadly on the nasdaq components.
    of coz, returns cannot be compared to buying individual stocks, which can run up to double digit ROI.
    *waiting for part 2*

    1. Hehe, Brolf is my new name! QQQ is ok. But I prefer to invest in individual stock like Amazon, and Alibaba (HK). I am sure these two companies will continue to grow into the future and will be unstoppable unless the internet stopped one day.

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