I'm definitely a general 'theme-based' investor and when the dust settles, I agree that investors will come back in and look more carefully at where they stick there money. The most obvious stocks to buy into will be BEV related. The demand and growth trends are too strong to ignore. Even with supply and logistical challenges for car manufacturers to contend with, they will prioritise BEVs. Higher sales prices and larger margins, plus it will match the market demand and their short/mid term goals of transitioning from ICE to BEV.
In summary, I'm holding on tight and avoiding the capital gains tax as long as I can
$20 IN 2022 Party Thread, page-62
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