Inderes' Coffee Room (Part 1)

Yeah, I also considered deleting it, but I thought that observation might be useful to someone else, so I just edited it (even though I found it myself).

I’m not giving any buy recommendation, but I intend to return the lightened portion as soon as the decline ends, the movements in that genre are just enormous sometimes.

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I don’t really post about those price things much, but I’d like to discuss them sometimes, so is it the energy chain or should it be something else, since at least for me, things have gone pretty smoothly a few times.
For example, in that particular stock, we rose from mid-May to early July from 11 to about 42 with a few Hyundai news items.

Now we’re at 18.56…

Mainly these are in hydrogen stocks for me.

Make the title: Impact coating for hard and good quality fuel cell technology.

For example, @jaska1 can correct me if I’m wrong in my claims about the energy thread, but the energy thread doesn’t deal with price behavior (the energy thread is more dedicated to general sector-related news or similar). Dealing with price movements is always a bit of a gray area anyway, because it depends a bit on whether you’re looking for a TA perspective or a possible fundamental catalyst as an explanation for the rise/fall, so the thread is a bit different in the aforementioned cases.

If you’re looking for an explanation from a TA perspective, the correct thread is Kyselyt ja vastaukset firman X tilanteesta TA:n näkökulmasta - Sijoittaminen - Inderes forum, and if you’re looking for a fundamental perspective, Energia-alan ja vetysektorin Q&A - Sijoittaminen - Inderes forum might sometimes be suitable, but primarily these things can also be posted in the coffee room (I would always prefer the coffee room for such price-based discussions), especially if the question is in a gray area regarding the aforementioned perspectives.

@Verneri_Pulkkinen can comment with his opinion after this, but I’ll repeat: If you write in the coffee room, there’s inherently the smallest probability that anything will go wrong :slight_smile: :coffee:

I won’t answer directly, but I’ve been pondering Viljo’s point. Companies’ own threads have been intended to be “factual and clean,” which means the opposite of, for example, a typical fervent Facebook investment group where posts are like “omg lol it’s taking off now :rocket::rocket::rocket: what’s happening” “I’m buying everything now​:rocket::trophy::rocket: I’ll be rich soon” “:rocket::rocket::money_with_wings::money_with_wings::money_with_wings::1st_place_medal::1st_place_medal: should I buy 1000 or sell 10000 eos lol.”
In company-specific groups, then, there should be factual messages and, if possible, justifications, references (links, etc.), and good argumentation in a factual, non-frenzied manner.

Of course, there’s probably room for common-sense “I bought/sold” style comments alongside other factual content, but if a thread is reasonably well-followed, it’s not very rewarding if everyone just comments “I bought then and then and I’ll sell now and now” without offering anything else.
Pure speculation announcements don’t add much value, and that’s why they should be kept to a minimum in factual threads. It’s good to think about the contribution and factual basis. Additionally, it would be good to practice using the forum’s search functions and bother to check there to see if answers to questions already exist, or even if there’s a good thread where asking/presenting certain matters is more favorable.

For example, the energy thread is perhaps even more difficult in the above-mentioned respects because it concerns several companies. In my opinion, this makes it a very bad place for individual speculation and price shouting, because presumably there are many followers and several companies are being discussed, so the thread will get jammed if everyone who wants to starts writing in a chat-like manner too lightly.

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Yeah, no intention of flooding the energy thread. Maybe the coffee room then. In my example, a 400% rise and a 50-60% drop from that is, in my opinion, quite exceptional.

In which case, during the rise, one looks for fundamentals, and for buying again, fundamentals and technicals, or I don’t master them myself, so I’ll presumably just wait for it to turn.

Well, that’s enough for now.

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Inderes is looking for a Life Science equity analyst. Equity investing has really taken me over in the last couple of years, so if I had more economics studies (now only 15 ECTS minor studies read for my own pleasure), I would almost feel like leaving my medical career (graduating in 2 years) and applying for a job at Inderes, as natural sciences have been quite close to my heart for years already :smiley:

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I understand how you feel. :slight_smile:

Fortunately, you can pursue investing alongside your main job, the other way around would be difficult. Or at least I personally prefer to listen to a doctor’s views on investing (e.g. in the Life science sector) than an economist’s views on heart diseases. Especially when there’s skin in the game. Although, based on the Wuhan thread, nothing qualifies one for epidemiology better than economics. :smiley:

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Hopefully our new leader doesn’t read your comment. She’s just starting medical school in Swedish, and it’s one of the easiest places to jump ship and join Inderes :slight_smile:

Uncle Masse, FA, would be a tough nut to crack in Life Science, but the age limits are probably bursting and that’s a good thing :blush: :blush: :blush:

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The Silenced Mr. Index

Verphu this morning. “Reminder: stock picking is normally a difficult sport if you want to beat the index.” Indeed!

Uncle Masse created the concept of the Silenced Mr. Index (probably found under the magnifying glass with search terms) on the forum a long time ago, and fortunately Verphu, not Uncle, brought this always relevant theme back into discussion. Uncle doesn’t want to go back to the cellar as a “doomsayer” …

In short, the point is that for the vast majority of us, picking and monitoring stocks, and buying-selling-buying-selling, is a completely pointless endeavor: the end result is about Mr. Index, and this also applies to Uncle Masse :slight_smile: Once you realize this, you put your money into the Index and start doing something completely different. However, old Uncle doesn’t go into the Index because playing with stocks is a pastime and ENTERTAINMENT!

Uncle Masse, FA, this probably shocked many younger stock believers, but “truth does not burn in fire either,” say those wiser than us :face_with_monocle:

PS. There used to be its own thread for this: The Silenced Mr. Index. It’s worth reading through, it’s not too long, because hardly anyone wanted to chat about it with Uncle :slight_smile:

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As a medical student, I can relate to this very well. I also only became interested in stock analysis during my studies, and through that, the financial side has started to interest me more.
The Inderes job opportunity also piqued my interest, but my studies are still so early that I probably wouldn’t have enough expertise for the position yet.

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Now we’re at +8 and in the other impact +12% :smiley: ! That’s how instincts work.

Today’s source of joy, besides the lead desk, even if it’s probably the first flag in the coffee room, but tomorrow it could be the same amount in the minus.

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Nice to hear that there are colleagues with similar thoughts :slight_smile: Have you studied economics at university or just on your own through the interwebs? I myself studied the basics of economics, a special course in macroeconomics, and courses on economic crises at the University of Helsinki during the spring/summer. It was quite nice when universities all over Finland offered free studies through an open pathway due to the corona pandemic.

In addition to medical school, I also have some studies in physics, and before starting medical school, I read quite a lot about natural sciences in general (some of Stephen Hawking’s works are on my shelf). I should read a bit more about accounting (although I’ve already studied this independently), and then I would be quite competent! I’m sure I could gain a deeper understanding of the world of balance sheets quite quickly if medical studies weren’t taking up so much time.

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In this morning’s review, Verneri referred to keeping an eye on the road…

was there some deeper meaning here…

Verphu isn’t fishing for the Swedish wonder (SmartEye) for his portfolio, is he…

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I recall them mentioning in some podcast that they have been secretly recruiting for a long time for someone to lead the monitoring of companies in that sector. That bio + finance combo is just devilishly hard to fill. Doctors have money and an interest in the stock market, but they usually end up in ‘nicer’ jobs in their own field and can negotiate excellent employment terms for themselves. Chemistry/biology is a female-dominated, relatively low-paid field where people are rarely interested in the stock market. I suspect that if they haven’t already found a suitable candidate, Inderes will have to make compromises. Perhaps they will then take someone with a strong bio background and minimal stock market experience and put them through an intensive stock market training, or alternatively, someone with a strong technology + finance background and push them to study “Life Science” while researching companies for an extensive report.

How many software analysts can code a single line of code? I dare say that for an analyst, it’s enough to be able to broadly search and process pre-produced information and combine it with valuation. Nowadays, there is often even too much information, and in that job, the requirements are, in my opinion, more about managing overall entities than deep, precise expertise. As long as you know how to search, you’ll always find some expert on specific details who is willing to share their views on any given topic.

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Uncle Masse’s confessions, part 8:

Uncle’s economics lessons were learned just by hanging out on the forum (deep confession: hanging out in the coffee room)! And it has gone well: Mr. Index has hardly been lost to (but not won against either, he’s a tough competitor, editor’s note) :slight_smile:

Uncle Masse, FA, study, educate yourselves, do real work, so Uncle Masses will have a secure old age and good doctors to help them :smiling_face_with_three_hearts: :smiling_face_with_three_hearts: :smiling_face_with_three_hearts:

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I think you’re on the right track regarding the energy chain, and @NEA complemented it well.

The energy chain contains a wide range of information about various projects and companies that don’t have their own thread, so it would be desirable for it to remain tidy and factual.

I think the best place for messages of that type is this Inderes coffee room.

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I haven’t (yet) had the chance to study economics through university, but I’ll definitely be grabbing these courses as electives. I’m really interested in investing and economics, but right now my knowledge is mainly based on a few books I’ve read, Inderes, and other websites. So my skill level probably wouldn’t be enough for that job, but it’s an interesting position from my perspective! :grin:

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Innofactor updated its dividend distribution policy. This news caused a small bump, what next?

Can someone enlighten me as to why today is such an euphoric stock market day? Trump took the lead in the polls?

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