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04-13

Leggo

@OptionsTutor:Three Strategies to Profit Big from TSMC's Earnings Report!

2023-07-09

$Alibaba(BABA)$ ath lets go

2022-12-19

nice

@OneGlanceTrader: Hedge Fund Manager Reveals WHY Retail Investors Lose: and How To Fix It. Do stop hunts exist and how do institutional traders ... From Youtube: https://www.youtube.com/watch?v=9k8l_Savgy0

2022-12-13

$Apple(AAPL)$ lfg

2022-12-12

$Apple(AAPL)$ lfg

2022-12-05

New bull market

2022-12-05

Lfg

2022-11-30

$Apple(AAPL)$ lfg

2022-11-29

$Ally(ALLY)$ ded

2022-11-28

$GameStop(GME)$ lfg

2022-11-28

$Apple(AAPL)$ leggo

2022-11-28

$XIAOMI-W(01810)$ leggo

2022-10-18

$Apple(AAPL)$hmm

2022-10-18

$ALLY 20221021 31.0 PUT$deep

2022-10-11

$Apple(AAPL)$lfg

2022-10-10

$ALLY 20221021 31.0 PUT$gg

2022-10-10

$Apple(AAPL)$lfg

2022-10-10

$Apple(AAPL)$hmm

2022-10-07

$XIAOMI-W(01810)$he

2022-10-07

$XIAOMI-W(01810)$leggo

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[OMG] Down by more than-100%! [OMG]","text":"It's over, it's over, it's over, it's over, it's over, it's over, it's over, it's over, it's over, it's over, it's over, it's over, it's over, it's over, it's over, it's over, it's over, it's over, it's over! [OMG] Down by more than-100%! [OMG]","html":"It's over, it's over, it's over, it's over, it's over, it's over, it's over, it's over, it's over, it's over, it's over, it's over, it's over, it's over, it's over, it's over, it's over, it's over, it's over! [OMG] Down by more than-100%! [OMG]"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9061989679,"gmtCreate":1651551346041,"gmtModify":1676534925780,"author":{"id":"3575499385722971","authorId":"3575499385722971","name":"bobbylim","avatar":"https://static.tigerbbs.com/1d9753dcafa04623c0e98c0bcaa291ae","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575499385722971","authorIdStr":"3575499385722971"},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061989679","repostId":"2232742796","repostType":4,"repost":{"id":"2232742796","pubTimestamp":1651547153,"share":"https://ttm.financial/m/news/2232742796?lang=&edition=fundamental","pubTime":"2022-05-03 11:05","market":"us","language":"en","title":"Alibaba Group: Munger Position Halved, How About Yours?","url":"https://stock-news.laohu8.com/highlight/detail?id=2232742796","media":"seekingalpha","summary":"SummaryFor investors who take Charlie Munger’s action into their consideration, his Alibaba holdings","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>For investors who take Charlie Munger’s action into their consideration, his Alibaba holdings now create some ambiguity.</li><li>He doubled his stake in Alibaba twice in 2021 Q3 and 2021 Q4, but then the position was reduced by about a half according to the recent Daily Journal&#39;s 13F.</li><li>To add to the ambiguity, he has given up his role as Chairman of the Daily Journal Corporation.</li><li>This article reengineers Munger’s thought process to gain insights into where Alibaba is headed next.</li><li>BABA is another textbook illustration of Munger’s wisdom of buying good businesses on the operating table, and I still hold this view after DJCO trimmed its position.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7f665544ee7146e737beb7abd9b9596c\" tg-width=\"750\" tg-height=\"403\" width=\"100%\" height=\"auto\"/><span>Eric Francis/Getty Images News</span></p><p><b>Thesis</b></p><p>Many investors in Alibaba Group (NYSE:BABA) (OTCPK:BABAF) probably included Charlie Munger’s actions as part of their investment decision. Indeed, the legendary billionaire doubled down on his BABA position twice in 2021 amid market concerns, and both times created a news splash and large stock price movements. But the most recent filing from the Daily Journal Corporation (DJCO) reported that his BABA position was reduced by about a half as you can see from the chart below. To add to the ambiguity, he has also announced that he has given up his role as Chairman of the Daily Journal Corporation, a position held since 1977. Going forward, Munger will remain a director and keep being involved in its securities portfolio.</p><p>This article is my attempt to interpret Munger’s thought process surrounding his BABA positions. As his role at DJCO winds down, we can no longer rely on his actions as guidance in our BABA decisions and we will have to rely on our own judgment more. By reengineering Munger’s thoughts, we can gain insights for ourselves not only on BABA but also on other investment opportunities.</p><p>You will see next that my view is that what has happened between 2021 Q3 and Q4 best illustrates Munger’s wisdom of buying good business on the operating table, and I still hold this view after DJCO trimmed the BABA position recently.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9660e48240f12c06602d9d01717c9f9a\" tg-width=\"640\" tg-height=\"259\" width=\"100%\" height=\"auto\"/><span>Source: dataroma.com</span></p><p><b>Munger and BABA</b></p><p>The following chart summarizes the key events that led to Munger’s actions. As you can see from the chart below, he started buying BABA shares in 2021 Q1, after a large correction in its share price caused by the cancelation of the highly anticipated Ant Group IPO. He then doubled down his stake in Alibaba twice: first in 2021 Q3 and then again in 2021 Q4.</p><p>There are certainly good reasons for Munger’s decision. As mentioned above, the market reacted too quickly based on perception (based on the information available at that time). As a result, even though BABA’s core business is intact, its valuation became too compressed when Munger pulled the trigger to double down his bets. It is a textbook reflection of his wisdom of buying a good business on the operating table. At the prices he bought into BABA, it was valued as a terminally cheap and stagnating business, while its core fundamentals not only remain intact but also well-positioned for growth, as elaborated in the next section immediately below.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c9aab2ae2ddd5b74d6ef33ed6ea3682\" tg-width=\"640\" tg-height=\"283\" width=\"100%\" height=\"auto\"/><span>Yahoo Finance and Author</span></p><p><b>BABA’s core business remains intact</b></p><p>Firstly, my view is that many of the ongoing uncertainties as shown above (the Russian-Ukraine war, COVID interruptions, and the delisting fear) are only temporary and have little long-term relevance to BABA&#39;s existing core retail business. Secondly, the China government has expressed commitment to stabilizing the market and stimulating the economy. And key players like BABA will directly benefit from the government support, as reflected in the large share price rallies shortly after such announcements.</p><p>Under the above background, now let&#39;s look at BABA’s core retail business. BABA reported a total of 1.28 billion Annual Active Consumers Globally for the twelve months ended December 31, 2021. It is an increase of approximately 43 million from the twelve months ended September 30, 2021. This includes 979 million consumers in China and 301 million consumers overseas, representing a quarterly net increase of over 26 million (2.6%) and 16 million (about 5%), respectively. Such growth rates may be lower than its faster pace in the past. However, they are still very healthy growth rates at BABA’s scale. And again, the market overaction has compressed its valuation so much so that it is now viewed as a terminally cheap and stagnating business. But the reality is the opposite.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e09f58f155de8d774911dedd2de0f281\" tg-width=\"640\" tg-height=\"338\" width=\"100%\" height=\"auto\"/><span>BABA Earnings report</span></p><p>Looking forward, I see the business well-positioned for future growth and the fear overblown for a few key considerations. As aforementioned, upon rational examination, many recent developments are not only temporary but also irrelevant or even positive for BABA. For example, in Sept 2021, BABA made a pledge of 100 billion RMB (or about $15.5B or $3.1B per year) to the Chinese common prosperity fund. To me, this is a positive sign because it shows that the Chinese government is working out a path forward for BABA and hints at what a “new norm” could be for BABA. And also the recent separation of its China retail and international retail is also a positive development in my view. it compartmentalized the regulatory complications and risks for its core business. BABA is now well-positioned to capture the international market. Cainiao continues to expand its global infrastructure by strengthening its end-to-end logistics capabilities, including ehubs, line-haul, sorting centers, and last-mile network.</p><p><b>BABA’s other high-growth opportunities</b></p><p>Besides its core bread-and-butter business, BABA is also well-positioned to capitalize on its investments in other high-growth and high-margin opportunities both domestically and internationally. It is in a key strategic position to capitalize on its local and cross-border supply and global infrastructure in many key areas.</p><p>Its cloud segment is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the highlights. The cloud market in China is projected to grow from RMB 0.2 Trillion in 2020 to RMB 1.0 Trillion in 2025, a 5x growth in 5 years. BABA’s cloud computing revenue grew by 50% year-on-year in its last fiscal year (which ended on 31 March 2021) despite losing a major customer in the March quarter. Since then, its cloud segment grew by another 20% year-over-year to RMB19.5B million (US$3.1B million) in the most recent quarter. At the same time, its cloud revenue is also becoming more diversified. The revenue sources used to be dominated by the internet industry (about 60%). As of the last quarter, the share of the revenue from the internet industry has decreased to about 48%. The solid 20% year-over-year growth reflected robust growth from other key sectors such as the financial and telecommunication industries.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3115a0e3831d1e821d9bf124fb342f5\" tg-width=\"640\" tg-height=\"358\" width=\"100%\" height=\"auto\"/><span>BABA earnings report</span></p><p><b>Valuation too cheap to ignore</b></p><p>Munger bought BABA shares on the operating table when it was valued as a terminally cheap business. The valuation is still too cheap to ignore. BABA remains deeply undervalued in terms of all the metrics, net earnings, free cash flow, and assets. As seen from the chart below, it’s current valued at about 12x FW PE. And according to consensus estimates, its valuation at the current price will be in the single-digit range starting in 2025 and at about only 6x by 2028.</p><p>At the same time, there is a large cash position on its balance sheet, making the valuation even more compressed than on the surface. Currently, about one-third of its market cap is in its current assets, and more than a half in its current assets, properties, and equity investments. With its China commerce raking in more than $90B of sales per year, the current valuation is equivalent to A) purchasing its equity at book value, B) paying for its China commerce operation at about 1.6x sales (Amazon is valued at about 3.5x sales in contrast), and C) getting all its other operations for free.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e840aa8a60cc3895b5046c5d64b48e23\" tg-width=\"640\" tg-height=\"281\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha</span></p><p><b>Conclusions and risks</b></p><p>This article attempts to reengineer Munger’s thought process surrounding his BABA positions. My view is that what has happened between 2021 Q3 and Q4 is another textbook illustration of his wisdom of buying good business on the operating table. And I still hold this view after DJCO trimmed the BABA position recently. In particular,</p><ul><li>My view is that as his role at DJCO winds down, the trim does not reflect his view anymore. At this point, BABA’s core businesses remain intact and are well-positioned for many high-growth areas especially its cloud computing and CAINIAO logistic infrastructure.</li><li>Many current fears (listed below) are overblown or irrelevant to the business fundamentals in the long term. On the opposite, in the nearer term, BABA investment is further protected at this point by its large share repurchase plan and the Chinese government to stabilize the market and its economy. Its $25B share repurchase plan will shrink the share count by almost 9% at its current price. Given its current undervaluation, it will be highly accreditive to boost shareholder returns.</li></ul><p>Finally, BABA investment does involve considerable risks and is definitely not suitable for all investment styles. The key risks as I see are elaborated below.</p><ul><li>First, large price volatilities. its stock price has recently become dominated by market sentiment and disconnected from fundamentals. Its stock prices easily fluctuated 30%+ in a few days or even a single day recently in response to news and sentiments that may or may not have direct relevance to its business fundamentals.</li><li>Second, the VIE structure risk could lead to a 100% loss. The Chinese government could confiscate foreign investments in BABA if they decide foreign investments made in BABA under the VEI structure are illegal according to Chinese law.</li><li>Third, the delisting risk could also lead to a substantial loss. It led to a 20%+ loss following the next few days in the recent DiDi delisting example.</li><li>Lastly, given the above large uncertainties, potential investors may consider a long call option to limit total exposure risks. As detailed in my earlier article, I think the market’s perception of its price variation is too conservative, resulting in a mispricing of its implied volatility.</li></ul></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Group: Munger Position Halved, How About Yours?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Group: Munger Position Halved, How About Yours?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-03 11:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4505816-alibaba-group-munger-position-halved-how-about-yours><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryFor investors who take Charlie Munger’s action into their consideration, his Alibaba holdings now create some ambiguity.He doubled his stake in Alibaba twice in 2021 Q3 and 2021 Q4, but then ...</p>\n\n<a href=\"https://seekingalpha.com/article/4505816-alibaba-group-munger-position-halved-how-about-yours\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://seekingalpha.com/article/4505816-alibaba-group-munger-position-halved-how-about-yours","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2232742796","content_text":"SummaryFor investors who take Charlie Munger’s action into their consideration, his Alibaba holdings now create some ambiguity.He doubled his stake in Alibaba twice in 2021 Q3 and 2021 Q4, but then the position was reduced by about a half according to the recent Daily Journal's 13F.To add to the ambiguity, he has given up his role as Chairman of the Daily Journal Corporation.This article reengineers Munger’s thought process to gain insights into where Alibaba is headed next.BABA is another textbook illustration of Munger’s wisdom of buying good businesses on the operating table, and I still hold this view after DJCO trimmed its position.Eric Francis/Getty Images NewsThesisMany investors in Alibaba Group (NYSE:BABA) (OTCPK:BABAF) probably included Charlie Munger’s actions as part of their investment decision. Indeed, the legendary billionaire doubled down on his BABA position twice in 2021 amid market concerns, and both times created a news splash and large stock price movements. But the most recent filing from the Daily Journal Corporation (DJCO) reported that his BABA position was reduced by about a half as you can see from the chart below. To add to the ambiguity, he has also announced that he has given up his role as Chairman of the Daily Journal Corporation, a position held since 1977. Going forward, Munger will remain a director and keep being involved in its securities portfolio.This article is my attempt to interpret Munger’s thought process surrounding his BABA positions. As his role at DJCO winds down, we can no longer rely on his actions as guidance in our BABA decisions and we will have to rely on our own judgment more. By reengineering Munger’s thoughts, we can gain insights for ourselves not only on BABA but also on other investment opportunities.You will see next that my view is that what has happened between 2021 Q3 and Q4 best illustrates Munger’s wisdom of buying good business on the operating table, and I still hold this view after DJCO trimmed the BABA position recently.Source: dataroma.comMunger and BABAThe following chart summarizes the key events that led to Munger’s actions. As you can see from the chart below, he started buying BABA shares in 2021 Q1, after a large correction in its share price caused by the cancelation of the highly anticipated Ant Group IPO. He then doubled down his stake in Alibaba twice: first in 2021 Q3 and then again in 2021 Q4.There are certainly good reasons for Munger’s decision. As mentioned above, the market reacted too quickly based on perception (based on the information available at that time). As a result, even though BABA’s core business is intact, its valuation became too compressed when Munger pulled the trigger to double down his bets. It is a textbook reflection of his wisdom of buying a good business on the operating table. At the prices he bought into BABA, it was valued as a terminally cheap and stagnating business, while its core fundamentals not only remain intact but also well-positioned for growth, as elaborated in the next section immediately below.Yahoo Finance and AuthorBABA’s core business remains intactFirstly, my view is that many of the ongoing uncertainties as shown above (the Russian-Ukraine war, COVID interruptions, and the delisting fear) are only temporary and have little long-term relevance to BABA's existing core retail business. Secondly, the China government has expressed commitment to stabilizing the market and stimulating the economy. And key players like BABA will directly benefit from the government support, as reflected in the large share price rallies shortly after such announcements.Under the above background, now let's look at BABA’s core retail business. BABA reported a total of 1.28 billion Annual Active Consumers Globally for the twelve months ended December 31, 2021. It is an increase of approximately 43 million from the twelve months ended September 30, 2021. This includes 979 million consumers in China and 301 million consumers overseas, representing a quarterly net increase of over 26 million (2.6%) and 16 million (about 5%), respectively. Such growth rates may be lower than its faster pace in the past. However, they are still very healthy growth rates at BABA’s scale. And again, the market overaction has compressed its valuation so much so that it is now viewed as a terminally cheap and stagnating business. But the reality is the opposite.BABA Earnings reportLooking forward, I see the business well-positioned for future growth and the fear overblown for a few key considerations. As aforementioned, upon rational examination, many recent developments are not only temporary but also irrelevant or even positive for BABA. For example, in Sept 2021, BABA made a pledge of 100 billion RMB (or about $15.5B or $3.1B per year) to the Chinese common prosperity fund. To me, this is a positive sign because it shows that the Chinese government is working out a path forward for BABA and hints at what a “new norm” could be for BABA. And also the recent separation of its China retail and international retail is also a positive development in my view. it compartmentalized the regulatory complications and risks for its core business. BABA is now well-positioned to capture the international market. Cainiao continues to expand its global infrastructure by strengthening its end-to-end logistics capabilities, including ehubs, line-haul, sorting centers, and last-mile network.BABA’s other high-growth opportunitiesBesides its core bread-and-butter business, BABA is also well-positioned to capitalize on its investments in other high-growth and high-margin opportunities both domestically and internationally. It is in a key strategic position to capitalize on its local and cross-border supply and global infrastructure in many key areas.Its cloud segment is one of the highlights. The cloud market in China is projected to grow from RMB 0.2 Trillion in 2020 to RMB 1.0 Trillion in 2025, a 5x growth in 5 years. BABA’s cloud computing revenue grew by 50% year-on-year in its last fiscal year (which ended on 31 March 2021) despite losing a major customer in the March quarter. Since then, its cloud segment grew by another 20% year-over-year to RMB19.5B million (US$3.1B million) in the most recent quarter. At the same time, its cloud revenue is also becoming more diversified. The revenue sources used to be dominated by the internet industry (about 60%). As of the last quarter, the share of the revenue from the internet industry has decreased to about 48%. The solid 20% year-over-year growth reflected robust growth from other key sectors such as the financial and telecommunication industries.BABA earnings reportValuation too cheap to ignoreMunger bought BABA shares on the operating table when it was valued as a terminally cheap business. The valuation is still too cheap to ignore. BABA remains deeply undervalued in terms of all the metrics, net earnings, free cash flow, and assets. As seen from the chart below, it’s current valued at about 12x FW PE. And according to consensus estimates, its valuation at the current price will be in the single-digit range starting in 2025 and at about only 6x by 2028.At the same time, there is a large cash position on its balance sheet, making the valuation even more compressed than on the surface. Currently, about one-third of its market cap is in its current assets, and more than a half in its current assets, properties, and equity investments. With its China commerce raking in more than $90B of sales per year, the current valuation is equivalent to A) purchasing its equity at book value, B) paying for its China commerce operation at about 1.6x sales (Amazon is valued at about 3.5x sales in contrast), and C) getting all its other operations for free.Seeking AlphaConclusions and risksThis article attempts to reengineer Munger’s thought process surrounding his BABA positions. My view is that what has happened between 2021 Q3 and Q4 is another textbook illustration of his wisdom of buying good business on the operating table. And I still hold this view after DJCO trimmed the BABA position recently. In particular,My view is that as his role at DJCO winds down, the trim does not reflect his view anymore. At this point, BABA’s core businesses remain intact and are well-positioned for many high-growth areas especially its cloud computing and CAINIAO logistic infrastructure.Many current fears (listed below) are overblown or irrelevant to the business fundamentals in the long term. On the opposite, in the nearer term, BABA investment is further protected at this point by its large share repurchase plan and the Chinese government to stabilize the market and its economy. Its $25B share repurchase plan will shrink the share count by almost 9% at its current price. Given its current undervaluation, it will be highly accreditive to boost shareholder returns.Finally, BABA investment does involve considerable risks and is definitely not suitable for all investment styles. The key risks as I see are elaborated below.First, large price volatilities. its stock price has recently become dominated by market sentiment and disconnected from fundamentals. Its stock prices easily fluctuated 30%+ in a few days or even a single day recently in response to news and sentiments that may or may not have direct relevance to its business fundamentals.Second, the VIE structure risk could lead to a 100% loss. The Chinese government could confiscate foreign investments in BABA if they decide foreign investments made in BABA under the VEI structure are illegal according to Chinese law.Third, the delisting risk could also lead to a substantial loss. It led to a 20%+ loss following the next few days in the recent DiDi delisting example.Lastly, given the above large uncertainties, potential investors may consider a long call option to limit total exposure risks. As detailed in my earlier article, I think the market’s perception of its price variation is too conservative, resulting in a mispricing of its implied volatility.","news_type":1},"isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9083198467,"gmtCreate":1650076942545,"gmtModify":1676534642613,"author":{"id":"3575499385722971","authorId":"3575499385722971","name":"bobbylim","avatar":"https://static.tigerbbs.com/1d9753dcafa04623c0e98c0bcaa291ae","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575499385722971","authorIdStr":"3575499385722971"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TQQQ\">$ProShares UltraPro QQQ(TQQQ)$</a>leys go","listText":"<a href=\"https://ttm.financial/S/TQQQ\">$ProShares UltraPro QQQ(TQQQ)$</a>leys go","text":"$ProShares UltraPro QQQ(TQQQ)$leys go","images":[{"img":"https://community-static.tradeup.com/news/219ca19fb086ec12c611d803e60bd3d0","width":"1080","height":"2191"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083198467","isVote":1,"tweetType":1,"viewCount":515,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9040770074,"gmtCreate":1655710405598,"gmtModify":1676535691063,"author":{"id":"3575499385722971","authorId":"3575499385722971","name":"bobbylim","avatar":"https://static.tigerbbs.com/1d9753dcafa04623c0e98c0bcaa291ae","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575499385722971","authorIdStr":"3575499385722971"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/G07.SI\">$GREAT EASTERN HLDGS LTD(G07.SI)$</a>lets go","listText":"<a href=\"https://ttm.financial/S/G07.SI\">$GREAT EASTERN HLDGS LTD(G07.SI)$</a>lets go","text":"$GREAT EASTERN HLDGS LTD(G07.SI)$lets go","images":[{"img":"https://community-static.tradeup.com/news/31fc17afcbcced5b567214de6c9ae74c","width":"1080","height":"2104"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9040770074","isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9916743995,"gmtCreate":1664687504517,"gmtModify":1676537494583,"author":{"id":"3575499385722971","authorId":"3575499385722971","name":"bobbylim","avatar":"https://static.tigerbbs.com/1d9753dcafa04623c0e98c0bcaa291ae","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575499385722971","authorIdStr":"3575499385722971"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9916743995","repostId":"1157459217","repostType":4,"repost":{"id":"1157459217","pubTimestamp":1664676789,"share":"https://ttm.financial/m/news/1157459217?lang=&edition=fundamental","pubTime":"2022-10-02 10:13","market":"hk","language":"en","title":"Alibaba Stock: Attractive Valuation Despite Mid-Term Headwinds","url":"https://stock-news.laohu8.com/highlight/detail?id=1157459217","media":"TipRanks","summary":"Over the mid term,Alibaba’s share price has had a habit of moving in step with earnings revisions but during the past 3 months, this relationship has weakened.During the period, Alibaba’s forecast for adj EPS in FY2024 has been cut by 4%, yet the share price has dropped by 34%.Moving forward, how can this be corrected?","content":"<div>\n<p>Over the mid term, Alibaba’s (BABA)share price has had a habit of moving in step with earnings revisions but during the past 3 months, this relationship has weakened.During the period, Alibaba’s ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/alibaba-stock-attractive-valuation-despite-mid-term-headwinds\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Stock: Attractive Valuation Despite Mid-Term Headwinds</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Stock: Attractive Valuation Despite Mid-Term Headwinds\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-02 10:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/alibaba-stock-attractive-valuation-despite-mid-term-headwinds><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Over the mid term, Alibaba’s (BABA)share price has had a habit of moving in step with earnings revisions but during the past 3 months, this relationship has weakened.During the period, Alibaba’s ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/alibaba-stock-attractive-valuation-despite-mid-term-headwinds\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://www.tipranks.com/news/article/alibaba-stock-attractive-valuation-despite-mid-term-headwinds","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157459217","content_text":"Over the mid term, Alibaba’s (BABA)share price has had a habit of moving in step with earnings revisions but during the past 3 months, this relationship has weakened.During the period, Alibaba’s forecast for adj EPS in FY2024 has been cut by 4%, yet the share price has dropped by 34%.Moving forward, how can this be corrected? J.P. Morgan’sAlex Yao has an idea. The analyst believes “sentiment-driven fund flow is the current key share price driver and revenue recovery is the key determinant of market sentiment.”That is a bit of problem, then. Because Yao expects weak China consumption in the September quarter (F2Q23) to impact the revenue outlook.Since late August, Covid has once again been a disruptive force in a host of cities across China, and as such, Yao expects “limited improvement” in Alibaba’s core-core CMR (customer-management revenue) compared to the June quarter.The analyst sees the September quarter’s CMR falling by 4% from the same period last year, hardly any better than the June quarter’s 5% drop. On account of “low visibility of consumer sentiment improvement” or any relaxion of the Covid policies, the decline will continue in the December quarter, albeit at a slower pace (Yao expects a 2% year-over-year decline vs. anticipation of a positive turn previously).In contrast, given Alibaba’s firm commitment to cost-cutting and efficiency-improving measures, Yao sees “potential upside to consensus bottom-line projections.”However, that might not have enough of a positive effect right now. “Alibaba’s weakening revenue outlook in the near term could continue to weigh on the share price despite an unchanged, or even potentially better, profit outlook,” the analyst said, before summing up, “Nonetheless, we believe Alibaba’s share price is attractive on a 12-month view on 1) profit growth recovery to 20%+ in FY2024, 2) current consensus FY2024 PE of only 9x.”To this end, Yao rates BABA shares an Overweight (i.e., Buy) along with a $135 price target. This figure leaves room for 12-month share appreciation of ~69%. Yao’s rating stays an Overweight (i.e., Buy).Overall, Wall Street takes a bullish stance on Alibaba shares. 17 Buys and 1 Sell issued over the previous three months, making the stock a Strong Buy. Meanwhile, the $149.06 average price target suggests ~86% upside from current levels.","news_type":1},"isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913143179,"gmtCreate":1663944125491,"gmtModify":1676537368145,"author":{"id":"3575499385722971","authorId":"3575499385722971","name":"bobbylim","avatar":"https://static.tigerbbs.com/1d9753dcafa04623c0e98c0bcaa291ae","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575499385722971","authorIdStr":"3575499385722971"},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9913143179","repostId":"1188811179","repostType":4,"repost":{"id":"1188811179","pubTimestamp":1663946362,"share":"https://ttm.financial/m/news/1188811179?lang=&edition=fundamental","pubTime":"2022-09-23 23:19","market":"us","language":"en","title":"Downbeat Forecast Paints a Dismal Picture for PLTR Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1188811179","media":"InvestorPlace","summary":"The CEO of Palantir Technologies(PLTR) acknowledged that its government-awarded contracts can be unp","content":"<html><head></head><body><ul><li>The CEO of <b>Palantir Technologies</b>(<b><u>PLTR</u></b>) acknowledged that its government-awarded contracts can be unpredictable.</li><li>Moreover, Palantir&#39;s downbeat forward guidance will be off-putting to many financial market traders.</li><li>Investors should take a highly cautious, hands-off stance when it comes to PLTR stock.</li></ul><p>When a company’s CEO is frustrated, that’s probably not a good sign for investors. Today’s case in point is <b>Palantir Technologies</b> (NYSE:<b><u>PLTR</u></b>) stock, which seems to be having difficulty with some government contracts as their timing can be problematic.</p><p>Furthermore, Palantir’s disappointing forward guidance could easily be a deal-breaker for prospective PLTR stock investors.</p><p>Don’t get the wrong message here. Palantir Technologies seemed to hold a great deal of promise at one time. The company, which offers data analytics tools to government entities as well as commercial clients, looked like a surefire winner in the digital age.</p><p>Lately, though, some folks are starting to poke holes in the bullish thesis for Palantir. They worry about whether the company is over-reliant on government awards. Just maybe, Palantir Technologies’ business model is far from ideal, and Palantir’s own projections point to a company that’s definitely not in growth mode.</p><p><b>What’s Happening with PLTR Stock?</b></p><p>From hyped-up to horrendous, PLTR is the poster child of pop-and-drops in the early 2020s. The shares topped out at around $40 during the meme-stock craze of early 2021, only to slide below $8 recently.</p><p>Really, those shares were never actually worth $40 or even $20. Sometimes, traders just get into euphoria mode as they seek out the next meme stock. They probably never considered that Palantir, with its too-heavy reliance on government contracts, could run into serious problems.</p><p>We’re not revealing any secrets here, as Palantir’s own CEO, Alex Karp, acknowledged the challenges of depending on government awards. By Karp’s admission, the U.S. government “has some of our largest contracts, and they have been pushed out.”</p><p>“Pushed out” could mean a delay, or even a costly cancellation. “Sometimes, they are put off. Sometimes, they take too long for us to get them,” Karp clarified.</p><p>The CEO called the uncertainty surrounding Palantir’s government contracts “frustrating.” Without a doubt, many of the company’s long-term stakeholders are quite frustrated, as well.</p><p><b>Soft Guidance Casts a Shadow on Palantir Technologies</b></p><p>Could these “pushed out” government contracts take a toll on Palantir’s top-line results? It’s certainly possible, and the company’s own guidance suggests that Palantir Technologies may be preparing its stakeholders for financial problems.</p><p>Before delving into that, it should be noted that Palantir has a widening profitability gap. During 2022’s second quarter, Palantir Technologies sustained a $179.33 million net earnings loss. That’s certainly worse than the $138.58 million loss from the year-earlier quarter.</p><p>What seemed to bother the trading community the most, though, was Palantir’s soft third-quarter revenue guidance. Apparently, the company foresees current-quarter revenue of $474 million to $475 million, while the analysts’ consensus estimate had called for $500 million.</p><p>Understandably, some analysts slashed their price targets on PLTR stock after observing Palantir’s earnings weakness and unambitious revenue expectations. Deutsche Bank’s Brad Zelnick changed from $11 to $8, with a “sell” rating. Citigroup analyst Tyler Radke changed from $7 to $6, with a “sell” rating, and Morgan Stanley analyst Keith Weiss switched from $13 to $11, with an “equal weight” rating.</p><p><b>The Verdict: PLTR Stock Is a No-Go</b></p><p>The CEO’s frustration shouldn’t provide any comfort to Palantir Technologies’ struggling shareholders. As multiple analysts reduce their price targets on PLTR stock, the hope for a turnaround only continues to diminish.</p><p>It’s a shame, really, that a tech business that came to Wall Street with such high hopes, should disappoint so many stakeholders now. So, as Palantir’s government contracts get “pushed out” and the company’s financial hole deepens, it’s perfectly fine to find another business to bet on.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Downbeat Forecast Paints a Dismal Picture for PLTR Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDownbeat Forecast Paints a Dismal Picture for PLTR Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-23 23:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/market360/2022/09/downbeat-forecast-paints-a-dismal-picture-for-pltr-stock/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The CEO of Palantir Technologies(PLTR) acknowledged that its government-awarded contracts can be unpredictable.Moreover, Palantir's downbeat forward guidance will be off-putting to many financial ...</p>\n\n<a href=\"https://investorplace.com/market360/2022/09/downbeat-forecast-paints-a-dismal-picture-for-pltr-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://investorplace.com/market360/2022/09/downbeat-forecast-paints-a-dismal-picture-for-pltr-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188811179","content_text":"The CEO of Palantir Technologies(PLTR) acknowledged that its government-awarded contracts can be unpredictable.Moreover, Palantir's downbeat forward guidance will be off-putting to many financial market traders.Investors should take a highly cautious, hands-off stance when it comes to PLTR stock.When a company’s CEO is frustrated, that’s probably not a good sign for investors. Today’s case in point is Palantir Technologies (NYSE:PLTR) stock, which seems to be having difficulty with some government contracts as their timing can be problematic.Furthermore, Palantir’s disappointing forward guidance could easily be a deal-breaker for prospective PLTR stock investors.Don’t get the wrong message here. Palantir Technologies seemed to hold a great deal of promise at one time. The company, which offers data analytics tools to government entities as well as commercial clients, looked like a surefire winner in the digital age.Lately, though, some folks are starting to poke holes in the bullish thesis for Palantir. They worry about whether the company is over-reliant on government awards. Just maybe, Palantir Technologies’ business model is far from ideal, and Palantir’s own projections point to a company that’s definitely not in growth mode.What’s Happening with PLTR Stock?From hyped-up to horrendous, PLTR is the poster child of pop-and-drops in the early 2020s. The shares topped out at around $40 during the meme-stock craze of early 2021, only to slide below $8 recently.Really, those shares were never actually worth $40 or even $20. Sometimes, traders just get into euphoria mode as they seek out the next meme stock. They probably never considered that Palantir, with its too-heavy reliance on government contracts, could run into serious problems.We’re not revealing any secrets here, as Palantir’s own CEO, Alex Karp, acknowledged the challenges of depending on government awards. By Karp’s admission, the U.S. government “has some of our largest contracts, and they have been pushed out.”“Pushed out” could mean a delay, or even a costly cancellation. “Sometimes, they are put off. Sometimes, they take too long for us to get them,” Karp clarified.The CEO called the uncertainty surrounding Palantir’s government contracts “frustrating.” Without a doubt, many of the company’s long-term stakeholders are quite frustrated, as well.Soft Guidance Casts a Shadow on Palantir TechnologiesCould these “pushed out” government contracts take a toll on Palantir’s top-line results? It’s certainly possible, and the company’s own guidance suggests that Palantir Technologies may be preparing its stakeholders for financial problems.Before delving into that, it should be noted that Palantir has a widening profitability gap. During 2022’s second quarter, Palantir Technologies sustained a $179.33 million net earnings loss. That’s certainly worse than the $138.58 million loss from the year-earlier quarter.What seemed to bother the trading community the most, though, was Palantir’s soft third-quarter revenue guidance. Apparently, the company foresees current-quarter revenue of $474 million to $475 million, while the analysts’ consensus estimate had called for $500 million.Understandably, some analysts slashed their price targets on PLTR stock after observing Palantir’s earnings weakness and unambitious revenue expectations. Deutsche Bank’s Brad Zelnick changed from $11 to $8, with a “sell” rating. Citigroup analyst Tyler Radke changed from $7 to $6, with a “sell” rating, and Morgan Stanley analyst Keith Weiss switched from $13 to $11, with an “equal weight” rating.The Verdict: PLTR Stock Is a No-GoThe CEO’s frustration shouldn’t provide any comfort to Palantir Technologies’ struggling shareholders. As multiple analysts reduce their price targets on PLTR stock, the hope for a turnaround only continues to diminish.It’s a shame, really, that a tech business that came to Wall Street with such high hopes, should disappoint so many stakeholders now. So, as Palantir’s government contracts get “pushed out” and the company’s financial hole deepens, it’s perfectly fine to find another business to bet on.","news_type":1},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937407188,"gmtCreate":1663474812844,"gmtModify":1676537276363,"author":{"id":"3575499385722971","authorId":"3575499385722971","name":"bobbylim","avatar":"https://static.tigerbbs.com/1d9753dcafa04623c0e98c0bcaa291ae","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575499385722971","authorIdStr":"3575499385722971"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9937407188","repostId":"1175700857","repostType":4,"repost":{"id":"1175700857","pubTimestamp":1663468218,"share":"https://ttm.financial/m/news/1175700857?lang=&edition=fundamental","pubTime":"2022-09-18 10:30","market":"us","language":"en","title":"This Bear Market Advice Can Be Very Effective If You Do It In the Right Way","url":"https://stock-news.laohu8.com/highlight/detail?id=1175700857","media":"RealMoney","summary":"Folks that watch the market very closely have a bias toward action. They become bored and restless a","content":"<html><head></head><body><p>Folks that watch the market very closely have a bias toward action. They become bored and restless and want to do something even when conditions are not favorable. This inclination leads to the most common advice in a bear market: to build positions by averaging into them.</p><p>In theory, this is a great idea. No one can time the market with great precision, so a good way to build a position is to make smaller buys over a more extended period of time and hopefully end up with a pretty good average entry price.</p><p>There is no disputing the wisdom of entering positions incrementally, especially in a poor market, but executing this strategy can be challenging. The most common mistake is to average into a position too big and fast. When positions are too large in a poor market, there is an increased risk of panic selling.</p><p>The problem is that market participants tend to have a very strong tendency toward premature action. They want to act, and they also want to try to time the exact lows, and the combination of the two tendencies is that they act too early.</p><p><b>Buying Later Rather Than Early Is Better</b></p><p>In previous columns, I have discussed my view that buying later rather than early is better. If you buy after a low has occurred, there are precise support levels, and there is more likely to be sustained upside momentum. When you buy into the teeth of a decline, you have to hope that the downside momentum is about to stop and reverse. When the market is oversold, there can be some good countertrend bounces, but it is extremely hard to predict market lows prospectively.</p><p>Averaging into positions in a bear market probably causes more significant damage to accounts than anything else. The big danger is that the timing is wrong, and the position becomes uncomfortably large and refuses to bounce. This evokes strong emotions and causes panic reactions.</p><p>It is also essential to recognize that there is a risk that maybe you are betting on the wrong stock. Not every stock that sinks in a bear market will rebound when conditions improve. If you keep adding as it goes lower, you are setting yourself up for a major loss. This is another reason why it is important to look for some strength before you add to a position.</p><p>I am a big fan of an incremental approach to trading and investing, but far too many people do it wrong. They are too focused on buying weakness and trying to time the bottom. You have to be willing to add into strength and not just on weakness. People tend to want to buy weakness because there is the illusion that they are getting a bargain, but in investing, you make the big money not by buying the low but by buying a sustained uptrend.</p><p>This is a critical point that most market participants overlook. Just because a stock has found a low doesn&#39;t mean it will go up very much. Buying low isn&#39;t a great strategy if there isn&#39;t any significant high to sell in a reasonably short time frame.</p><p>I highly recommend using the &#39;average in&#39; strategy, but I would amend it in two ways. First, use short-term volatility to trade the position. If you catch a bounce, then reduce the position and look to rebuy as conditions improve. Second, look to build the core position on strength rather than weakness. Don&#39;t just endlessly buy as the price goes lower. Make the stock prove that it has some relative strength before you trust it.</p><p>Averaging into a position is standard bear market advice, but it has to be done right to be effective.</p></body></html>","source":"lsy1619508253632","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This Bear Market Advice Can Be Very Effective If You Do It In the Right Way</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThis Bear Market Advice Can Be Very Effective If You Do It In the Right Way\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-18 10:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://realmoney.thestreet.com/investing/this-bear-market-advice-can-be-very-effective-if-you-do-it-in-the-right-way-16100208><strong>RealMoney</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Folks that watch the market very closely have a bias toward action. They become bored and restless and want to do something even when conditions are not favorable. This inclination leads to the most ...</p>\n\n<a href=\"https://realmoney.thestreet.com/investing/this-bear-market-advice-can-be-very-effective-if-you-do-it-in-the-right-way-16100208\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://realmoney.thestreet.com/investing/this-bear-market-advice-can-be-very-effective-if-you-do-it-in-the-right-way-16100208","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175700857","content_text":"Folks that watch the market very closely have a bias toward action. They become bored and restless and want to do something even when conditions are not favorable. This inclination leads to the most common advice in a bear market: to build positions by averaging into them.In theory, this is a great idea. No one can time the market with great precision, so a good way to build a position is to make smaller buys over a more extended period of time and hopefully end up with a pretty good average entry price.There is no disputing the wisdom of entering positions incrementally, especially in a poor market, but executing this strategy can be challenging. The most common mistake is to average into a position too big and fast. When positions are too large in a poor market, there is an increased risk of panic selling.The problem is that market participants tend to have a very strong tendency toward premature action. They want to act, and they also want to try to time the exact lows, and the combination of the two tendencies is that they act too early.Buying Later Rather Than Early Is BetterIn previous columns, I have discussed my view that buying later rather than early is better. If you buy after a low has occurred, there are precise support levels, and there is more likely to be sustained upside momentum. When you buy into the teeth of a decline, you have to hope that the downside momentum is about to stop and reverse. When the market is oversold, there can be some good countertrend bounces, but it is extremely hard to predict market lows prospectively.Averaging into positions in a bear market probably causes more significant damage to accounts than anything else. The big danger is that the timing is wrong, and the position becomes uncomfortably large and refuses to bounce. This evokes strong emotions and causes panic reactions.It is also essential to recognize that there is a risk that maybe you are betting on the wrong stock. Not every stock that sinks in a bear market will rebound when conditions improve. If you keep adding as it goes lower, you are setting yourself up for a major loss. This is another reason why it is important to look for some strength before you add to a position.I am a big fan of an incremental approach to trading and investing, but far too many people do it wrong. They are too focused on buying weakness and trying to time the bottom. You have to be willing to add into strength and not just on weakness. People tend to want to buy weakness because there is the illusion that they are getting a bargain, but in investing, you make the big money not by buying the low but by buying a sustained uptrend.This is a critical point that most market participants overlook. Just because a stock has found a low doesn't mean it will go up very much. Buying low isn't a great strategy if there isn't any significant high to sell in a reasonably short time frame.I highly recommend using the 'average in' strategy, but I would amend it in two ways. First, use short-term volatility to trade the position. If you catch a bounce, then reduce the position and look to rebuy as conditions improve. Second, look to build the core position on strength rather than weakness. Don't just endlessly buy as the price goes lower. Make the stock prove that it has some relative strength before you trust it.Averaging into a position is standard bear market advice, but it has to be done right to be effective.","news_type":1},"isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9051986208,"gmtCreate":1654637976804,"gmtModify":1676535480679,"author":{"id":"3575499385722971","authorId":"3575499385722971","name":"bobbylim","avatar":"https://static.tigerbbs.com/1d9753dcafa04623c0e98c0bcaa291ae","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575499385722971","authorIdStr":"3575499385722971"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TAL\">$TAL Education Group(TAL)$</a>lets go","listText":"<a href=\"https://ttm.financial/S/TAL\">$TAL Education Group(TAL)$</a>lets go","text":"$TAL Education Group(TAL)$lets go","images":[{"img":"https://community-static.tradeup.com/news/75de0f8169a188f973705ad280e39be7","width":"1080","height":"2191"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9051986208","isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9939739720,"gmtCreate":1662166870960,"gmtModify":1676537010459,"author":{"id":"3575499385722971","authorId":"3575499385722971","name":"bobbylim","avatar":"https://static.tigerbbs.com/1d9753dcafa04623c0e98c0bcaa291ae","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575499385722971","authorIdStr":"3575499385722971"},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9939739720","repostId":"1118605744","repostType":4,"repost":{"id":"1118605744","pubTimestamp":1662163935,"share":"https://ttm.financial/m/news/1118605744?lang=&edition=fundamental","pubTime":"2022-09-03 08:12","market":"us","language":"en","title":"Can Disney and the Cybertruck Transform TSLA Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=1118605744","media":"InvestorPlace","summary":"Disney’snewShe-Hulk series has mentioned the Tesla(TSLA) Cybertruck.The episode shows no actual foot","content":"<html><head></head><body><ul><li><b>Disney’s</b>new<i>She-Hulk</i> series has mentioned the <b>Tesla</b>(<b><u>TSLA</u></b>) Cybertruck.</li><li>The episode shows no actual footage of the vehicle, though.</li><li>Tesla has not issued any new updates, although the mention has sparked social media interest.</li></ul><p>Fans awaiting news of the <b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>) Cybertruck didn’t get any company updates this week. The futuristic electric vehicle has sparked plenty of discussion today, though. It received an unexpected mention from the new <b>Disney</b>(NYSE:<b><u>DIS</u></b>) series <i>She-Hulk: Attorney at Law</i>. In the third episode of the first season, an attorney takes a call from a client who mentions his Cybertruck being towed. While Tesla is not explicitly mentioned, Cybertruck is a name coined and owned by Tesla. This news hasn’t affected TSLA stock, but it has set the internet buzzing. Fans are still anxiously speculating what the mention means for the Cybertruck release.</p><p>TSLA stock has been trending downward all day but that is due to broad market forces. The <b>Nasdaq Composite</b> closed down 1% and many EV stocks are also struggling. Both <b>Lucid</b>(NASDAQ:<b><u>LCID</u></b>) and <b>Rivian</b>(NASDAQ:<b><u>RIVN</u></b>) struggled as the sector struggles against negative market momentum.</p><p>However, previous Cybertruck updates have helped TSLA stock rise in the past. Let’s take a look at what this could mean for the company.</p><p><b>TSLA Stock in a Post-Cybertruck World</b></p><p>It’s no secret that the Cybertruck has amassed an impressive following before even hitting the road. Its popularity is a testament to the influence and power of Elon Musk. In early 2022, it ranked alongside the Tesla Roadster as one of the most widely searched EVs in the world.</p><p>If that preorder rally keeps rising, Tesla could profit even more.</p><p>Of course, there’s always the question of supply keeping pace with demand. But Tesla has been working hard to prove that it won’t be held back by supply chain constraints or by labor shortages. In June 2022, TSLA stock rose on news that the company had purchased a large scale Giga Press, which Musk confirmed would be used to build the Cybertruck. In a tweet, the company highlighted the device’s power and size:</p><blockquote>World’s biggest die casting machinepic.twitter.com/MegnFPKQfh</blockquote><blockquote>— Tesla (@Tesla)February 5, 2021</blockquote><p>It seems that Tesla is well-equipped to meet the growing demand for the Cybertruck. Additionally, the company seems committed to keeping its promise and releasing the Cybertruck in 2023. Recently, a Tesla fan blog reported seeing a Cybertruck prototype being tested in California.</p><p><b>What Comes Next</b></p><p>The bottom line regarding the Cybertruck is that is has become a cultural icon without even being released. Its mention on<i>She-Hulk</i>proves that. It’s likely that other media outlets may follow Disney’s lead and mention the Cybertruck, as it clearly delighted fans. All this positive momentum will only help boost TSLA stock as the company moves closer to actually debuting the Cybertruck, a catalyst that promises to send it soaring.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Can Disney and the Cybertruck Transform TSLA Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCan Disney and the Cybertruck Transform TSLA Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-03 08:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/09/can-disney-and-the-cybertruck-transform-tsla-stock/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Disney’snewShe-Hulk series has mentioned the Tesla(TSLA) Cybertruck.The episode shows no actual footage of the vehicle, though.Tesla has not issued any new updates, although the mention has sparked ...</p>\n\n<a href=\"https://investorplace.com/2022/09/can-disney-and-the-cybertruck-transform-tsla-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","DIS":"迪士尼"},"source_url":"https://investorplace.com/2022/09/can-disney-and-the-cybertruck-transform-tsla-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118605744","content_text":"Disney’snewShe-Hulk series has mentioned the Tesla(TSLA) Cybertruck.The episode shows no actual footage of the vehicle, though.Tesla has not issued any new updates, although the mention has sparked social media interest.Fans awaiting news of the Tesla(NASDAQ:TSLA) Cybertruck didn’t get any company updates this week. The futuristic electric vehicle has sparked plenty of discussion today, though. It received an unexpected mention from the new Disney(NYSE:DIS) series She-Hulk: Attorney at Law. In the third episode of the first season, an attorney takes a call from a client who mentions his Cybertruck being towed. While Tesla is not explicitly mentioned, Cybertruck is a name coined and owned by Tesla. This news hasn’t affected TSLA stock, but it has set the internet buzzing. Fans are still anxiously speculating what the mention means for the Cybertruck release.TSLA stock has been trending downward all day but that is due to broad market forces. The Nasdaq Composite closed down 1% and many EV stocks are also struggling. Both Lucid(NASDAQ:LCID) and Rivian(NASDAQ:RIVN) struggled as the sector struggles against negative market momentum.However, previous Cybertruck updates have helped TSLA stock rise in the past. Let’s take a look at what this could mean for the company.TSLA Stock in a Post-Cybertruck WorldIt’s no secret that the Cybertruck has amassed an impressive following before even hitting the road. Its popularity is a testament to the influence and power of Elon Musk. In early 2022, it ranked alongside the Tesla Roadster as one of the most widely searched EVs in the world.If that preorder rally keeps rising, Tesla could profit even more.Of course, there’s always the question of supply keeping pace with demand. But Tesla has been working hard to prove that it won’t be held back by supply chain constraints or by labor shortages. In June 2022, TSLA stock rose on news that the company had purchased a large scale Giga Press, which Musk confirmed would be used to build the Cybertruck. In a tweet, the company highlighted the device’s power and size:World’s biggest die casting machinepic.twitter.com/MegnFPKQfh— Tesla (@Tesla)February 5, 2021It seems that Tesla is well-equipped to meet the growing demand for the Cybertruck. Additionally, the company seems committed to keeping its promise and releasing the Cybertruck in 2023. Recently, a Tesla fan blog reported seeing a Cybertruck prototype being tested in California.What Comes NextThe bottom line regarding the Cybertruck is that is has become a cultural icon without even being released. Its mention onShe-Hulkproves that. It’s likely that other media outlets may follow Disney’s lead and mention the Cybertruck, as it clearly delighted fans. All this positive momentum will only help boost TSLA stock as the company moves closer to actually debuting the Cybertruck, a catalyst that promises to send it soaring.","news_type":1},"isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9994384989,"gmtCreate":1661565277142,"gmtModify":1676536542486,"author":{"id":"3575499385722971","authorId":"3575499385722971","name":"bobbylim","avatar":"https://static.tigerbbs.com/1d9753dcafa04623c0e98c0bcaa291ae","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575499385722971","authorIdStr":"3575499385722971"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SPLG\">$SPDR Portfolio S&amp;P 500 ETF(SPLG)$</a>hmm","listText":"<a href=\"https://ttm.financial/S/SPLG\">$SPDR Portfolio S&amp;P 500 ETF(SPLG)$</a>hmm","text":"$SPDR Portfolio S&P 500 ETF(SPLG)$hmm","images":[{"img":"https://community-static.tradeup.com/news/0cbefa1ff1a9b7564763cc29b7ef39cc","width":"1080","height":"2133"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9994384989","isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9998314739,"gmtCreate":1660946682923,"gmtModify":1676536426066,"author":{"id":"3575499385722971","authorId":"3575499385722971","name":"bobbylim","avatar":"https://static.tigerbbs.com/1d9753dcafa04623c0e98c0bcaa291ae","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575499385722971","authorIdStr":"3575499385722971"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SPLG\">$SPDR Portfolio S&amp;P 500 ETF(SPLG)$</a>hmm","listText":"<a href=\"https://ttm.financial/S/SPLG\">$SPDR Portfolio S&amp;P 500 ETF(SPLG)$</a>hmm","text":"$SPDR Portfolio S&P 500 ETF(SPLG)$hmm","images":[{"img":"https://community-static.tradeup.com/news/76753d768d38d8275c612b38cdac7344","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998314739","isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9040828529,"gmtCreate":1655643536661,"gmtModify":1676535676902,"author":{"id":"3575499385722971","authorId":"3575499385722971","name":"bobbylim","avatar":"https://static.tigerbbs.com/1d9753dcafa04623c0e98c0bcaa291ae","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575499385722971","authorIdStr":"3575499385722971"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9040828529","repostId":"2244310166","repostType":4,"repost":{"id":"2244310166","pubTimestamp":1655601203,"share":"https://ttm.financial/m/news/2244310166?lang=&edition=fundamental","pubTime":"2022-06-19 09:13","market":"us","language":"en","title":"Warren Buffett Broke up with Most of His Beloved Banks — Why Is He Still Swooning over This One?","url":"https://stock-news.laohu8.com/highlight/detail?id=2244310166","media":"MoneyWise","summary":"The Oracle of Omaha has had a busy quarter.According to his latest 13F filing, Warren Buffett has de","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/f5fdbbf7bf2ac89ca7dd14ac79c64797\" referrerpolicy=\"no-referrer\"/></p><p>The Oracle of Omaha has had a busy quarter.</p><p>According to his latest 13F filing, Warren Buffett has deployed roughly <a href=\"https://laohu8.com/S/AONE.U\">one</a>-third of his cash into new investments during the first three months of the year.</p><p>As always, Buffett’s biggest swings are noteworthy. However, his decision to sell most bank stocks while adding Citigroup (C) to Berkshire Hathaway’s (BRK) portfolio is puzzling Wall Street.</p><p>Here’s why this contradiction has caught so much attention.</p><h2>Buffett loves banks</h2><p>Buffett is deeply familiar with banking and financial services. He believes the business is relatively straightforward and can be extremely lucrative if managed well.</p><p>“If you can just stay away from following the fads, and really making a lot of bad loans, banking has been a remarkably good business in this country,” he told Berkshire Hathaway investors in 2003.</p><p>What about the 2008 Global Financial Crisis? Buffett went on a shopping spree during that time, picking up stakes in JP Morgan (JPM) and Goldman Sachs (GS).</p><p>For several years, major banks have been the biggest holdings in the Berkshire portfolio. In 2009, he even said Wells Fargo (WFC) was his highest-conviction investment.</p><p>“If I had to put all my net worth in one stock, that would’ve been the stock,” he told Berkshire shareholders.</p><h2>Catching Buffett on the rebound</h2><p>This year, Buffett has completely exited all these investments. Only a few banks remain in the portfolio.</p><p>That doesn’t mean the love affair with financial services is over.</p><p>In fact, Buffett added a new bank to his collection this year: Citigroup. During the first quarter of 2022, he added 55 million shares of Citigroup to the Berkshire portfolio.</p><p>The stake is now worth $2.5 billion, making it the 16th largest holding in the basket.</p><p>The bet seems to be predicated on a turnaround story.</p><h2>Citigroup’s transformation</h2><p>Citigroup has lagged behind its peers. Over the past five years, the stock is down over 28%.</p><p>Compare that to Bank of America’s 37% return over the same period. Even the SPDR S&amp;P Bank <a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF|ETF</a> (KBE) is up 1.9%.</p><p>The company is now attempting a turnaround to catch up. Last year, Citigroup’s board appointed Jane Fraser as the new CEO — making her the first female leader of a major U.S. bank.</p><p>Fraser&#39;s strategy involves focusing on the more profitable segments of the business. Citigroup is selling or shutting down operations in Mexico, Australia, Philippines, South Korea and elsewhere.</p><p>Citi stock hasn’t fully reflected this new strategy.</p><h2>An undervalued opportunity?</h2><p>Citigroup stock currently trades at a price-to-earnings ratio of 5.6. Its price-to-book ratio is 0.52. That’s significantly lower than the industry average of 9.45 and 1.12 respectively.</p><p>Put simply, the stock is cheap.</p><p>If the new management team can streamline operations and boost profitability, the bank’s valuation could catch up with peers.</p><p>Meanwhile, a rising interest rate environment should provide another tailwind.</p></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Warren Buffett Broke up with Most of His Beloved Banks — Why Is He Still Swooning over This One?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWarren Buffett Broke up with Most of His Beloved Banks — Why Is He Still Swooning over This One?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-19 09:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/warren-buffett-broke-most-beloved-130000046.html><strong>MoneyWise</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Oracle of Omaha has had a busy quarter.According to his latest 13F filing, Warren Buffett has deployed roughly one-third of his cash into new investments during the first three months of the year....</p>\n\n<a href=\"https://finance.yahoo.com/news/warren-buffett-broke-most-beloved-130000046.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4127":"投资银行业与经纪业","BK4501":"段永平概念","ZION":"齐昂银行","JPM":"摩根大通","KBE":"银行指数ETF-SPDR KBW","BK4566":"资本集团","BK4176":"多领域控股","BK4559":"巴菲特持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BRK.B":"伯克希尔B","GS":"高盛","BK4552":"Archegos爆仓风波概念","BRK.A":"伯克希尔","WFC":"富国银行","BK4207":"综合性银行","BK4534":"瑞士信贷持仓","C":"花旗","BK4504":"桥水持仓","BK4581":"高盛持仓"},"source_url":"https://finance.yahoo.com/news/warren-buffett-broke-most-beloved-130000046.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2244310166","content_text":"The Oracle of Omaha has had a busy quarter.According to his latest 13F filing, Warren Buffett has deployed roughly one-third of his cash into new investments during the first three months of the year.As always, Buffett’s biggest swings are noteworthy. However, his decision to sell most bank stocks while adding Citigroup (C) to Berkshire Hathaway’s (BRK) portfolio is puzzling Wall Street.Here’s why this contradiction has caught so much attention.Buffett loves banksBuffett is deeply familiar with banking and financial services. He believes the business is relatively straightforward and can be extremely lucrative if managed well.“If you can just stay away from following the fads, and really making a lot of bad loans, banking has been a remarkably good business in this country,” he told Berkshire Hathaway investors in 2003.What about the 2008 Global Financial Crisis? Buffett went on a shopping spree during that time, picking up stakes in JP Morgan (JPM) and Goldman Sachs (GS).For several years, major banks have been the biggest holdings in the Berkshire portfolio. In 2009, he even said Wells Fargo (WFC) was his highest-conviction investment.“If I had to put all my net worth in one stock, that would’ve been the stock,” he told Berkshire shareholders.Catching Buffett on the reboundThis year, Buffett has completely exited all these investments. Only a few banks remain in the portfolio.That doesn’t mean the love affair with financial services is over.In fact, Buffett added a new bank to his collection this year: Citigroup. During the first quarter of 2022, he added 55 million shares of Citigroup to the Berkshire portfolio.The stake is now worth $2.5 billion, making it the 16th largest holding in the basket.The bet seems to be predicated on a turnaround story.Citigroup’s transformationCitigroup has lagged behind its peers. Over the past five years, the stock is down over 28%.Compare that to Bank of America’s 37% return over the same period. Even the SPDR S&P Bank Pacer Swan SOS Fund of Funds ETF|ETF (KBE) is up 1.9%.The company is now attempting a turnaround to catch up. Last year, Citigroup’s board appointed Jane Fraser as the new CEO — making her the first female leader of a major U.S. bank.Fraser's strategy involves focusing on the more profitable segments of the business. Citigroup is selling or shutting down operations in Mexico, Australia, Philippines, South Korea and elsewhere.Citi stock hasn’t fully reflected this new strategy.An undervalued opportunity?Citigroup stock currently trades at a price-to-earnings ratio of 5.6. Its price-to-book ratio is 0.52. That’s significantly lower than the industry average of 9.45 and 1.12 respectively.Put simply, the stock is cheap.If the new management team can streamline operations and boost profitability, the bank’s valuation could catch up with peers.Meanwhile, a rising interest rate environment should provide another tailwind.","news_type":1},"isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966563126,"gmtCreate":1669595118666,"gmtModify":1676538210257,"author":{"id":"3575499385722971","authorId":"3575499385722971","name":"bobbylim","avatar":"https://static.tigerbbs.com/1d9753dcafa04623c0e98c0bcaa291ae","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575499385722971","authorIdStr":"3575499385722971"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$ &nbsp;</a>leggo","listText":"<a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$ 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