Plug Power Archives - Market Mad House

daniel June 2, 2015March 13, 2016 Alibaba, Amazon, American Express, AMZN, Apple Pay, BABA, China opening to American ecommerce, EBAY, eBay Inc., Mr. Market, Mr. Money Mustache, PayPal, Plug Power, Value Investing, Venmo, Wal-Mart, Warren Buffett, WMT, YAHOF, YAHOO, Yahoo Japan, YHOO

Beijing’s New Open Door Bodes Well for Alibaba and Other Online Retailers

Other organizations that could benefit could be Netflix, Etsy (NASDAQ: ETSY), Sears (NYSE: SHLD), Staples (NASDAQ: SPLS), Best Buy (NYSE: BB) and Walmart (NYSE: WMT). All of these retailers could get access to the $404 billion Chinese market through alliances with Alibaba and stores on Tmall. Walmart, which already has a presence in China and a working relationship with Alibaba, could be in a great position here.

Long Ideas

daniel January 17, 2015January 17, 2015 Disruptive Technology, Electric Cars, Elon Musk, F, Ford, General Motor, Giga Factory, GM, GOOG, Google, Lyft, New Source of Electricity, Plug Power, Sidecar, Super Chargers, Tesla, Tesla Motors, Toyota, TSLA, Uber, Warren Buffett

GM’s Chevy Bolt the First Car Built for Ride Sharing

That means GM will have to get the base price of an electric vehicle down to around $25,000 to be competitive in the ridesharing market. If it did that, General Motors could become the market leader based on fuel economy alone.

Long Ideas

daniel December 20, 2014June 3, 2016 Family Dollar, KR, Kroger, Mr. Market, Mr. Money Mustache, New Source of Electricity, PayPal, Plug Power, Toyota, TSLA, Value Investing, Visa, Warren Buffett

Is Musk Ignoring Important Revenue Streams at the Tesla Superchargers?

The Superchargers seem to violate one of the basic rules of business and investment as outlined by Benjamin Graham: Don’t lose money! Graham, as value investors know, once famously said that “don’t lose money” was Rule #1 for investors; Rule #2 was see Rule #1. The Superchargers don’t make money—they cost money—and the disturbing thing is that they could make money.

Politics

daniel December 10, 2014April 20, 2016 Bank of America, Benjamin Graham, Berkshire Hathaway, Gold, GOOG, homeless, housing shortage, New Source of Electricity, Plug Power, Value Investing, walgreen, Warren Buffett

America’s Shortage of Multifamily Housing a Growing Crisis

It looks as if we have a housing crisis in the United States; the most affluent nation in the world can no longer meet some of its citizens’ basic needs. Unfortunately, our political and business leaders don’t seem to be willing to address the situation.

Long Ideas Market Insanity

daniel December 10, 2014March 9, 2016 COST, Costco, Electric Car, Fuel Cell Car, KR, Kroger, New Source of Electricity, Plug Power, Tesla, Toyota, TSLA, Value Investing, Warren Buffett

Questions Musk Needs to Answer about the Tesla Superchargers

Mr. Musk has some real explaining to do about the Superchargers. How is constructing infrastructure that does not seem to generate any revenue and costs money to operate supposed to help his company? Investors deserve some answers here, Elon.

My Thoughts

daniel December 5, 2014December 5, 2014 AAPL, ABX, American Express, Apple Pay, Apple Stock, Bank of America, Berkshire Hathaway, Green Dot, Mr. Market, Mr. Money Mustache, New Source of Electricity, Obamacare, PayPal, Plug Power, Prosper, Square, Wal-Mart, walgreen, Warren Buffett, XOOM

Are Digital Wallets a Threat to Banks?

The threat to banks is best shown by PayPal’s growth rate. PayPal’s mobile payment volume increased by 72% between the third quarters of 2013 and 2014, growing to $12 billion. Mobile payments now make up 20% of PayPal’s payments. Venmo, a mobile payment App offered by PayPal subsidiary Braintree, saw its payment volume grow by 50% between the third quarters of 2013 and 2014.

You Missed It

daniel December 4, 2014April 6, 2016 AAPL, American Express, Apple Pay, Berkshire Hathaway, Big Retail, COST, Costco, Diesel Fuel, ExxonMobil, Gasoline, KR, Kroger, Natural Gas, New Source of Electricity, PayPal, Plug Power, Target, TSLA, Value Investing, Visa, WAG, Wal-Mart, Warren Buffett, XOM

How Lower Gasoline Prices Could Affect Big Retail

Energy is not the only industry that would be disrupted by falling oil and gas prices. The effect of cheaper gasoline on big retail could be just as profound and wide ranging.

Long Ideas

daniel November 23, 2014November 23, 2014 Elon Musk, Fuel Cell Car, Fuel Cells, Honda, PLUG, Plug Power, Tesla, TM, Toyota Fuel Cell Car, Toyota Mirai, Toyota Motors, TSLA

Toyota Is Close to Mass Marketing Zero Emission Fuel Cell Vehicle

To add another nail to Tesla’s coffin, Toyota’s fuel cell technology is demonstrating some superior performance to Tesla’s Model S. The Tesla website indicates that the range of the Model S series on a charge of electricity is 275 miles; the range of the Mirai on a tank of hydrogen is 300 miles, according to Toyota’s claims.

My Thoughts

daniel November 20, 2014 Bank of America, Blackhawk Network Holdings, Chesapeake Energy, Kroger, Plug Power, Value Investing, Warren Buffett

Stocks I Own

Bank of America Corp (NYSE: BAC) – I agree with Uncle Warren on this one. BAC is cheap, and it has a bright future. It’s also a bargain; when I see a company with a TTM revenue of $87.01 million that’s trading for less than $15 a share, I buy. If they can fix their problems, BOA’s share price could shoot up like a rocket.

Long Ideas

daniel October 21, 2014February 24, 2016 Better Than the Bloom Box, CHK, Disruptive Technology, DVN, Energy Server, EOG, Fuel Cell Energy, Fuel Cells, Green Energy, New Source of Electricity, Plug Power, SCTY, Solar City, The Cube

Improved Fuel Cell Technology Could Boost Chesapeake Energy and Hurt Solar City

A new fuel cell technology from a privately held company called Redox Power Systems LLC could make the future a lot brighter for natural gas producers like Chesapeake Energy (CHK), Devon Energy (DVN), and EOG Resources (EOG). The same technology could spell big trouble for solar panel companies such as SolarCity (SCTY).