ZBRA
Zebra Technologies Corporation
stock NASDAQ

"Or people's thoughts generally on robotics as a long term investment opportunity"
It's something that I think is worthwhile for a small amount. I'm long ABB and will wait for next year's spin-off of the Robotics division. Also long Kraken.
I do think that it's a theme where people have to really consider the business and whether the business is sustainable/there's any sort of moat.
Ocado has been around for many years and their robot warehouses are incredibly neat looking but the business is still losing money and Kroger's plans for more Ocado warehouses has been curtailed in recent years after I think there was too much belief that everyone was going to shop online post covid. The stock is down 85% from the covid high. Autostore is a similar name also about 85% off the high.
I'm starting to see inventory bots occasionally in stores (ZBRA), but in terms of retail and robotics/automation, how much is retail growing? Not that much. How much is retail wanting to make big investments? Maybe some, but doesn't feel like enough especially once you go beyond the major names.
So yeah, I do think that there is something to the idea of investing in robotics but not at this point enough to make it a significant allocation.

"Or people's thoughts generally on robotics as a long term investment opportunity"
It's something that I think is worthwhile for a small amount. I'm long ABB and will wait for next year's spin-off of the Robotics division. Also long Kraken.
I do think that it's a theme where people have to really consider the business and whether the business is sustainable/there's any sort of moat.
Ocado has been around for many years and their robot warehouses are incredibly neat looking but the business is still losing money and Kroger's plans for more Ocado warehouses has been curtailed in recent years after I think there was too much belief that everyone was going to shop online post covid. The stock is down 85% from the covid high. Autostore is a similar name also about 85% off the high.
I'm starting to see inventory bots occasionally in stores (ZBRA), but in terms of retail and robotics/automation, how much is retail growing? Not that much. How much is retail wanting to make big investments? Maybe some, but doesn't feel like enough especially once you go beyond the major names.
So yeah, I do think that there is something to the idea of investing in robotics but not at this point enough to make it a significant allocation.

Some tremendous buys and outperformance from holds recently, PAYC ($180), ZBRA (sold $405, bought $240), AMTM ($18), CACI ($360), WWW (bought $11, sold $23, bought $12), INBK (bought $10, sold $40, bought $20).
Here's what I keep buying, market fear translates to great returns: buys UNH, IQV, TECH, BRKR, MRK, XBI. Healthcare is in the biggest downturn since 2008.