WTFinance
ChannelHit Rate
N/A
0 hits, 0 misses
Total Predictions
0
Avg Return
N/A
If you'd followed the call
Pending
0
Awaiting resolution
Unverifiable
0
No target or deadline
Theses over time (3)
Grouped by ticker, most-recent thesis first. Reads as the evolution of WTFinance's view on each asset — earlier entries show where they started, later ones show where they landed.
SPY1 narrative
Strongly BearishDecade Long Asset Bubble to Burst? with Mark SpiegelMar 1, 2023
Mark Spiegel believes the S&P 500 will grind significantly lower throughout 2023 and into 2024 due to the reversal from a decade of zero interest rates and money printing to 5% rates and quantitative tightening. He sees the market as still very expensive despite recent declines, with earnings deteriorating and profit margins compressing.
STLA1 narrative
BullishDecade Long Asset Bubble to Burst? with Mark SpiegelMar 1, 2023
Mark Spiegel is bullish on Stellantis, viewing it as extremely undervalued at 2.5x free cash flow with strong fundamentals. He sees it as a value play in contrast to overvalued Tesla, representing the traditional automakers that will benefit from the EV transition.
VWAGY1 narrative
BullishDecade Long Asset Bubble to Burst? with Mark SpiegelMar 1, 2023
Mark Spiegel sees exceptional value in Volkswagen, arguing that after netting out its Porsche ownership, investors get the entire rest of the company essentially for free. He views it as extremely undervalued at 4.5x earnings with valuable brand portfolio.
All Predictions (0)
No predictions yet.