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

' ,||||||` \||| ||| || ||| ||||||| age $$$ ;, | || \\ \ `|, | || | t r e .+ '', \ ||` \\ \\ ||` | || s t l e + ;: ;' || ,| \ ||| | || s e s i b u ' `+ ' + || || | \' | ||___ p v t b u l :# '` ;; ' /'. || | \+ / ||___+ i n e r o a ;+ ';+ ;, // || | `|'' || ` t i b a d v ,# '+ `+ || || | '|| |' / / / / / / .++`,+' /./ + || | '| || | ' .` \\____/ |||' ||+ | |||||||| letters Edited by jack@zyne.com ---ADvert------------------------- GET THE FAMOUS ZYNE LETTERS -> http://zyne.com/stock/subscribe TIPS, value investing, long bets, arbitrage , double 'yo money$$ weekly ---ADvert------------------------- 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.