Charlie Munger: This market is 'even crazier' than the dot-com bust — here are 3 contrarian stocks to help you sidestep the herd

MoneyWise2021-12-13

Berkshire Hathaway Vice Chairman Charlie Munger tends to be much more direct with his warnings and criticisms than his business partner, Warren Buffett. Munger didn’t mince words when he said earlier ...

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精彩评论

Chihyong
2021-12-13
Chihyong
Cool
HWChua1961
2021-12-13
HWChua1961
Wisdom from season investor
SanWangtikup
2021-12-13
SanWangtikup
Good
robot1234
2021-12-13
robot1234
The irrational exuberance is mainly caused by both President Trump and President Biden in massive printing of USD and ultra loose monetary policy. Trump has printed a record $6.7 trillion, increasing US debt by 33%. Biden wants to print $6 trillion to ensure he gets enough support from his election sponsors. But such massive QE has pushed US inflation to record 40-year high
LimLS
2021-12-13
LimLS
MA, V, SQ or PYPL are all good choices. They are hit hard recently and currently looks attractive. They should continue to do well as more and more people are moving their buying online.
FionaWu
2021-12-13
FionaWu
Good

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He praised China’s crackdown on crypto and said he wished the technology “had never been invented.”\nOne way to avoid both crypto and getting burned by an overvalued market is to look at companies with stock that has dropped but seems poised for a rebound.\nHere are three stocks with some bruises that fit that category. You might even be able to include some undervalued stocks in your portfolio with a little spare change.\nWalt Disney Co. (DIS)\nAFM Visuals/Shutterstock\nDisney’s stock got hammered in the pandemic’s early days, shedding about 38% of its value in the month ending March 20, 2020. After rallying for much of last year, it’s down almost 15% since the beginning of 2021. Disney’s earnings in the fiscal fourth quarter, which ended Oct. 2, came in about $200 million short of expectations. Its theme parks are still operating at reduced capacity, so Q4’s results could have been much worse.\nStreaming platform Disney+ is up to 118.1 million subscribers, and the company projects that figure will grow to more than 230 million by 2024. While the company says Disney+ subscriber growth slowed, revenue from subscriptions across Disney+, ESPN+ and Hulu was $4.6 billion in Q4 — 38% higher than a year before.\nDisney remains a beloved global brand and says it expects international visitors to parks to pick up later in 2022 as restrictions ease. JPMorgan Chase predicts a full economic rebound from COVID-19 in 2022, and if that’s true, Disney’s theme parks could once again be packed.\nMastercard (MA)\ngarmoncheg/Shutterstock\nMastercard’s stock has been mostly trending downward since July, and it recently hit the skids, shrinking by 17% from Nov. 16 through Dec. 1. However, it’s trending upward over the last week or so, recovering most of that recent loss.\nThe sell-off of Mastercard’s stock doesn’t appear to have anything to do with the company’s performance. Q3 net revenue was $5 billion, a year-over-year increase of 30%. Purchase volume was up 23% over the same period.\nMastercard’s in a tricky position. Buy now, pay later apps are doing their best to disrupt the credit card space, and the company doesn’t currently seem to have an answer that will help increase the company’s cache with younger users.\nBut that could be more of a long-term issue. In the short-term, inflation-jacked prices mean customers are paying more, and a rebound in tourism and credit card spending should have the company’s users — there’s almost a billion of them — ringing up purchases left and right.\nAT&T (T)\nJonathan Weiss/Shutterstock\nAT&T’s stock has been on a downward tumble for a while now. Its share price is 45% lower than it was five years ago, and is down more than 22% this year alone.\nAT&T has taken some big swings that haven’t paid off. Its purchase of DirecTV and Time Warner in 2015 and 2018, respectively, added more than $130 billion in debt to the company’s balance sheet. Last year, T-Mobile replaced AT&T as America’s second-largest wireless carrier.\nNone of that sounds particularly enticing, but the company knows changes need to be made. It divested a number of its smaller businesses and some of its real estate holdings and sold 30% of DirecTV to streamline operations and free up capital for the expansion of its 5G network, which could be huge.\nAT&T is still a risky buy with its stumbles this year, but if you believe in the turnaround plan, the anxiety might be worthwhile. Big picture, AT&T continues to boast the scale advantages required to compete in the high-growth wireless space long term.\nIf your faith in the market is flagging …\nMartinLueke/Shutterstock\nWith elite investors like Charlie Munger, Michael Burry and Jeremy Grantham all saying the market is due for a correction, it might be worth looking into investments other than stocks.\nThere’s no shortage of unique alternative assets you can invest in that have little correlation with the stock market, including luxury vehicles, commercial real estate, blue-chip artworks or even marine finance.\nTraditionally, many alternative asset classes have only been available to millionaires because of the enormous costs involved. But a new platform is making these opportunities available to retail investors too.\nThis article provides information only and should not be construed as advice. It is provided without warranty of any kind.","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":604676331,"gmtCreate":1639395181385,"gmtModify":1639395181678,"author":{"id":"3583038013988308","authorId":"3583038013988308","name":"Chihyong","avatar":"https://static.tigerbbs.com/b8345100cc574b68844750cc9debaa37","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604676331","repostId":2191708046,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":604871651,"gmtCreate":1639377756323,"gmtModify":1639377756556,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"HWChua1961","avatar":"https://static.tigerbbs.com/c5727cfe181ab086ab906c710c081d8b","vip":1,"crmLevel":6,"crmLevelSwitch":0},"htmlText":"Wisdom from season investor","listText":"Wisdom from season investor","text":"Wisdom from season investor","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604871651","repostId":2191708046,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":604846687,"gmtCreate":1639376167287,"gmtModify":1639376178997,"author":{"id":"4087452914358580","authorId":"4087452914358580","name":"SanWangtikup","avatar":"https://static.tigerbbs.com/c7f061d50a9f915d0ce8e8c879871960","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604846687","repostId":2191708046,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":604858190,"gmtCreate":1639374513745,"gmtModify":1639376217002,"author":{"id":"3561596430587504","authorId":"3561596430587504","name":"robot1234","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":6,"crmLevelSwitch":0},"htmlText":"The irrational exuberance is mainly&nbsp;caused by both President&nbsp;Trump and President&nbsp;Biden in massive printing of USD and ultra loose monetary policy. Trump has printed&nbsp;a record $6.7 trillion, increasing US debt by 33%. Biden wants&nbsp;to print $6 trillion to ensure he gets enough support from his election sponsors. But such massive QE has pushed US inflation to record 40-year high","listText":"The irrational exuberance is mainly&nbsp;caused by both President&nbsp;Trump and President&nbsp;Biden in massive printing of USD and ultra loose monetary policy. Trump has printed&nbsp;a record $6.7 trillion, increasing US debt by 33%. Biden wants&nbsp;to print $6 trillion to ensure he gets enough support from his election sponsors. But such massive QE has pushed US inflation to record 40-year high","text":"The irrational exuberance is mainly caused by both President Trump and President Biden in massive printing of USD and ultra loose monetary policy. Trump has printed a record $6.7 trillion, increasing US debt by 33%. Biden wants to print $6 trillion to ensure he gets enough support from his election sponsors. But such massive QE has pushed US inflation to record 40-year high","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604858190","repostId":2191708046,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":604826450,"gmtCreate":1639373107961,"gmtModify":1639373109046,"author":{"id":"3572923586954779","authorId":"3572923586954779","name":"LimLS","avatar":"https://static.tigerbbs.com/217b03b0c4808fb537070ba4e8f9d83f","vip":1,"crmLevel":5,"crmLevelSwitch":0},"htmlText":"MA, V, SQ or PYPL are all good choices. They are hit hard recently and currently looks attractive. They should continue to do well as more and more people are moving their buying online.","listText":"MA, V, SQ or PYPL are all good choices. They are hit hard recently and currently looks attractive. They should continue to do well as more and more people are moving their buying online.","text":"MA, V, SQ or PYPL are all good choices. They are hit hard recently and currently looks attractive. They should continue to do well as more and more people are moving their buying online.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604826450","repostId":2191708046,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":604823369,"gmtCreate":1639372577805,"gmtModify":1639372577945,"author":{"id":"3581596161625106","authorId":"3581596161625106","name":"FionaWu","avatar":"https://static.tigerbbs.com/ba6944876d9dee6f571c2a0d4403719a","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604823369","repostId":2191708046,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":247,"commentSize":29,"repostSize":0,"favoriteSize":4,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2191708046"}