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zyne: Zyne Issue 2: Brazil market drops while Jack turns into a master day trader!

    watsapp


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                                            Edited by jack@zyne.com

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5/24/2017  ZYNE Issue 2  -  Brazil drops while Jack Dorsey turns into a master day trader! 
Link: http://zyne.com/letters/2

---Greetings :-D ---------
from Queens, New York.  Welcome all new readers!!!   
It is my pleasure to analyze , review , separate wheat from chaff, anchor truths and shoot 

 da shit in the investment world. Our letters are distributed every week on tuesday or wednesday, 

two or three times a month,  Facts anchors investments, Price gives us stuff to invest. If Price  

 does not move we will also skip a week.

Hope you enjoy this week's letter! Make more money!
    Jack Meister


---General <><  -- Brazil drops big!
Brazil stock market IBOVESPA dropped 16% to 61,673, From a traders point of view, this just 

 dropped a few months of consolidation and steady uptrend, From a long term investing point of view. 

Bird yappin in a coal mine. Could be a start of a downtrend globally, It has to start from somewhere! 

From our last Issue Zyne 1 , S&P500 has been clearly on the 52 week upside, this is not the place 

to be investing. A Brazil 16% drop can trigger a few cash collection , the cash collection triggers a 
 
few defaults, the defaults triggers a lot more around the world.  


---Growth $_$ ----- twitter growing steady, still in growth mode!
Twitter (TWTR) ( $18.43 USD 05/23/2017)

	    2014            2015           2016
Revenue	1,403,000,000   2,218,000,000   2,529,000,000
Growth%                 58%             14%  


Twitter while dropping from $40(2015 prices) down to $18 (2017 prices)  , Its still a growth company,  

Jack Dorsey bought a few pitiful amount this year , amounting to 1 million shares  in 2017 @ 16 , $16 million total.  

 Jack Dorsey also sold a lot of shares in 2015 @ $40   

SourceLink: http://www.sec.gov/cgi-bin/own-disp?action=getowner&CIK=0001590945
D	2015-02-06	 	TWITTER, INC.	4	S-Sale	--I	23701.0000	21824886.0000	3	0001418091	Common Stock
D	2015-02-06	 	TWITTER, INC.	4	S-Sale	--I	12100.0000	21888416.0000	1	0001418091	Common Stock
D	2015-02-06	 	TWITTER, INC.	4	S-Sale	--I	39829.0000	21848587.0000	2	0001418091	Common Stock
D	2015-02-04	 	TWITTER, INC.	4	S-Sale	--I	151.0000	21900516.0000	2	0001418091	Common Stock
D	2015-02-03	 	TWITTER, INC.	4	S-Sale	--I	50266.0000	21900667.0000	1	0001418091	Common Stock
D	2015-01-26	 	TWITTER, INC.	4	S-Sale	--I	41217.0000	21950933.0000	2	0001418091	Common Stock
D	2015-01-23	 	TWITTER, INC.	4	S-Sale	--I	9200.0000	21992150.0000	1	0001418091	Common Stock
D	2015-01-09	 	TWITTER, INC.	4	S-Sale	--I	151251.0000	22001350.0000	1	0001418091	Common Stock

Total shares: 327,715  
Price sold: $42 average
Total amount:  $13,764,030 USD 


Pretty cool in my opinion!  Jack Dorsey has turned into a master day trader :) I'm quite sure Mr. Dorsey  

 is sitting in his twitter offices checking out Yahoo! Finance, taking his sold share count from 327,715 and   

tripling it to 1,000,000   while also retaining 21,824,886 shares. To be honest, very cool. Good job Jack,  
 
You don't see many buy low sell high CEOs , Lot of CEOs these days take their company excess cashflow and  

 buy high and even higher! When the stock price drops, Corporate executives just blame it on the general market.  

 Jack on the other hand is sell high buy low. This guy is smart. Full Stop.

Twitter shares @ $16-18 is a good deal , Its a growth stock, add some into the IRA at $14 is sweetness.

---Growth $_$ -----   Ford and Volkswagen Autonomous cars

When we think of Autonomous, first thing that pops in mind is Tesla and Google's Waymo, Tesla has a AutoPilot  

 which follows white lines and sorts, although someone using it while watching harry potter did ram himself   

into a truck, SourceLink: http://www.latimes.com/business/autos/la-fi-hy-tesla-autopilot-20170119-story.html    

None of it Tesla's AutoPilot fault though , Harry potter was up to some wizardry playing tricks on drivers.    

Apple is also coming out with Autonomous driving car. 

Who reigns supreme for autonomous? Volume
 
           2018              2017         2016 
Tesla       500,000(est)     100,000      80,000
Volkswagen  11,000,000(est)  10,300,000   10,000,000
Ford        6,500,000(est)   6,390,000    5,960,000 
Apple       ? (est)          2            0
GoogleWaymo 500+             100          10      // Jury-rigged Chrysler/Toyota Prius 
     

Google's Waymo self driving technology is superior, but self driving software isn't rocket science,   

If the car can automate itself like a Boeing airplane, self flying itself for the past 20 years,   

the autonomous manufacturer is the winner , not the software.  The manufacturer who can take autonomous software   

and plug it into their wide sales volume reigns supreme.    


I'd say ford, Volkswagen , GM seems like a decent buy for the future 2020-2030, Tesla (not bad)  Elon is one hell of  

 a goal setter, He estimates 1M production cars in 2020?  That goal will probably be hit.  We definitely have to  

give credit to Google Waymo for spearheading this technology.  



Tesla Sourcelink: https://en.wikipedia.org/wiki/Tesla,_Inc.
Tesla 2018 est Sourcelink: http://www.euronews.com/2017/02/23/tesla-says-on-track-to-volume-production-of-model-3-electric-car
Volkswagen SourceLink: https://en.wikipedia.org/wiki/Volkswagen
Ford Sourcelink: https://www.statista.com/statistics/198873/motor-vehicle-production-of-ford-worldwide-since-1999/
Google Sourcelink: http://www.nasdaq.com/article/waymo-testing-selfdriving-car-ride-service-in-arizona-20170425-00153
 

---Ask Me Anything ?_? jack@zyne.com --

How do I calculate value for a stock?
- Jen

Value is subjective, Simple hedge fund way is 
Company value = 5x Yearly Operating income + Cash&cash equiv 
Stock value = Company value / outstanding shares
Yeah, sounds simple to me =D


Until next week or the week after... Zyne Letters.

Close : 18.70
As of Sun 07/23/2017
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