Why We Are Long Enovix Corporation

Why We Are Long Enovix Corporation | Marc Cohodes |

Рет қаралды 15,165

Жыл бұрын

Marc Cohodes is a well-known Marc Cohodes is a well-known investor and short-seller known for his successful bets against companies. He gained fame for his research and analysis, particularly in exposing fraud and wrongdoing. He called the crashws of FTX and SIVB.
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investor and short-seller known for his successful bets against companies. He gained fame for his research and analysis, particularly in exposing fraud and wrongdoing. He called the crashws of FTX and SIVB.
Value Investing Book Recommendations
Stocks That Return 100-to-1 and How to Find Them: amzn.to/3JoIPUm
The Big Secret for the Small Investor amzn.to/3ZN9IIK
100 to 1 in the Stock Market: amzn.to/3Lp1Hp9
The Psychology of Money: amzn.to/3mVbyJ7
How the World's Greatest Investors Win in Markets and Life: amzn.to/402w20O
The Little Book That Still Beats the Market: amzn.to/3ZOTgYs
Share this video with a friend if you find it useful! Consider subscribing to the channel for videos about investing, business, stock market, managing money, building wealth, passive income, and other finance-related content!

Пікірлер: 45

@user-bv9wt4wn7x Жыл бұрын

Agree with the overall assessment that this is a generational stock. But, Marc overlooks that founder Harrold Rust and his team INVENTED the design from thin air. Batteries are REALLY HARD to design, and it took some amazing imagination and engineering to get it to the production stage. Now they have the production and manufacturing team and place, and I think this thing will soar. In short, if this was easy and obvious, then anyone could have done it, but no one did until Harrold Rust came along. Full disclosure: he's my former classmate from Stanford and roommate, and I've seen the company since its founding some 15 years ago.

@larryschofield2042 Жыл бұрын

Well said.

@jbl2117 11 ай бұрын

9:36

@OVOChatgpt 11 ай бұрын

Company is a unicorn

@OVOChatgpt 3 ай бұрын

I sold at the top, couldn't care less@@Daiyve.... whats recent news tho? I haven't paid attention. I feel like AI might make them obsolete given breakthroughs on the horizon.

@guidedbygreen1480 Ай бұрын

@@OVOChatgptAI is exactly why enovix will do well.

@johnreed5056 11 ай бұрын

Been holding this from last 2 years. I saw it growing from 6$ to 32$ only to get back down. I've been dollar cost averaging since then and my current average is $16 but way more stocks now then I originally started. I buy on each major milestone/positive news more recently with military contract.

@GEB-yy3ud Ай бұрын

Happy days for you bro, up over 50% the last few days. Spewing I'm not holding, still think I will.

@satiskumarshanmugam5571 10 ай бұрын

Enovix is the future!

@cbz3237 Жыл бұрын

Im in baby!

@mjregan88 Жыл бұрын

Don’t feel like chasing now. But it’s a worthy buy for those taking the risk

@matthewcrump7255 Жыл бұрын

There's no chasing here. This thing is going to 100+. You will look back and kick urself for not buying at 18-19

@DrNeedles54 11 ай бұрын

@@matthewcrump7255why?

@rockwildr69 Ай бұрын

Cheap now lol under $9 its a solid buy!

@mark11967AD 11 ай бұрын

I read about Enovix back in January and looked at all the available information. Yes it’s probably going to make money, but to say it’s going to be the next Nvidia?? And I mean I have made some serious money on the stock and am staying long, but right now it’s hope they can produce and become profitable sooner than later and get to $30-60 a share. Unless they can expand this technology to EVs and home storage then yes it could turn into a truly dynamic mega cap but we’re a long way from there.

@susanr3108 Жыл бұрын

ENVX to the moon

@JeffersonMartinSynfluent 8 ай бұрын

Three sounds high to me. Penny stock is closer to reality.

@HomelessHomeowner617 Жыл бұрын

First company I found when I started investing last year, why isnt this a bigger train?

@bart_seavey Жыл бұрын

previous management failed to deliver on time and the January presentation scared people.

@lionheart93 Жыл бұрын

@@bart_seavey when did tj Rodgers take over??

@guidedbygreen1480 Жыл бұрын

@@bart_seaveythe January presentation was what gave me conviction!

@bart_seavey Жыл бұрын

@@lionheart93 TJ Rogers was appointed executive chairman of the board in 2022. He had been personally trying trying to drag the then (2022) management by the collar to deliver, but eventually fired them and put in operational guys experienced in the semiconductor industry. No disrespect to the founders who invented this stuff in the first place - but research, development, and idea generation is a different skill to what's needed during the execution phase. They should be very proud of their accomplishments and enjoy the fruits of the labor while the new guys scale it to market to make profits. @guidedbygreen1480 I agree that presentation was solid from a technical perspective. I admired his grit. But in the investment world with so much on the line, most people don't buy into the turnaround Rocky narrative of making a plan, working super hard, and fighting against all odds. Also, Rocky didn't win. It could have been better communicated. All the better tho. Those of us who appreciated it bought in early and big (I'm one of them!) in the fist quarter of 2023.

@zerotwo2157 Жыл бұрын

@@bart_seavey what do you think about pig farmer capital research that has been published recently?

@CapeFear1 11 ай бұрын

I've got 1000 shares at 12 a share.

@CapeFear1 3 ай бұрын

@PierFlies No unfortunately

@ask_why000 9 ай бұрын

Is it solar? Rechargeable?

@guidedbygreen1480 Ай бұрын

Consumer electronics

@JohnHobitakis Жыл бұрын

Picked up $40 1/17/2025 call at $3.20, let's see if this ages well. 😂

@directedbyMax Жыл бұрын

😂😂

@nanonerd99 Жыл бұрын

I bought 2025 $25 calls at $3.40 last week but i still think your calls might age well too

@directedbyMax Жыл бұрын

@@nanonerd99 why do you guys think it's going to do so well? My friend bought long calls on it also I'm thinking about it too.

@zerotwo2157 Жыл бұрын

@@directedbyMax what do you think about pig farmer capital research report?

@timmalloy7337 11 ай бұрын

“Some Elon Musk thing?” A Tesla?

@FactsYall 11 ай бұрын

A magnetic external battery pack? That's the innovation? Doesn't this already exist?

@allprofits3092 11 ай бұрын

its the technology for the battery look it up

@OVOChatgpt 11 ай бұрын

Nope…

@llbecchino 11 ай бұрын

I thought it was an ashtray on a motorcycle?

@guidedbygreen1480 Ай бұрын

It's a battery that will go inside of a phone.

@nonamell2009 2 ай бұрын

As time has progressed and time has elapsed, based on this presentation it’s no longer a 10 bagger, but a 20 bagger I’m not knocking the technology (I’m a fan) nor Cohodes (impressive research) yet in hindsight this was painfully hypey

@llbecchino 11 ай бұрын

Since when did raising money to buy otm calls workout? Marc lost any goodwill he had from Silvergate. This is so cringy “Real good” production in Malaysia!!!!

@alphainvestminds 11 ай бұрын

25% up since ur comment

@llbecchino 11 ай бұрын

On July 12 the stock was trading at 20.04 and today its trading at 19.75 😂. The company invented an ashtray on a motorcycle. Good luck with this one babe 😘

@llbecchino 10 ай бұрын

@@alphainvestminds babe are you doing okay over there? Pls respond we are all concerned about you.