我愛周杰倫 personal page - To The Moon

我愛周杰倫

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我愛周杰倫

2022-09-03

Good to see you here

我愛周杰倫

2023-02-24

Good idea $Hang Seng Index - Feb 2023(HSI2302)$

@Just Do It:Hang Seng probably bottom out soon after correction

我愛周杰倫

2023-02-22

Nice 👍 $Berkshire Hathaway(BRK.B)$

@Just Do It:Shall we put our retirement fund into BRK.B?

我愛周杰倫

2023-01-11

$Alibaba(09988)$ $Alibaba(BABA)$ $HSI(HSI)$ Take note

@Just Do It:Alibaba recent corporate news

我愛周杰倫

2022-12-27

$Apple(AAPL)$ [Cool]

我愛周杰倫

2022-12-27

$DJIA(.DJI)$ [Miser]

我愛周杰倫

2022-12-26

$Apple(AAPL)$ [Cool]

我愛周杰倫

2022-12-26

$DJIA(.DJI)$ [What]

我愛周杰倫

2022-12-13

@Crisis101 good

@Owen_Tradinghouse:What Could Trigger The Next Market Collapse? The $65 trillion debt bomb?

我愛周杰倫

2022-12-13

$Apple(AAPL)$ [What]

我愛周杰倫

2022-12-13

$DJIA(.DJI)$ [What]

我愛周杰倫

2022-12-13

Good to read $SZSE Comp(399001)$

@Just Do It:Thoughts of current rally of China market

我愛周杰倫

2022-12-13

$Apple(AAPL)$ [What]

我愛周杰倫

2022-12-13

$DJIA(.DJI)$ [Miser]

我愛周杰倫

2022-12-10

Great to read

@Just Do It:Central Banks in a Dilemma

我愛周杰倫

2022-12-06

$Apple(AAPL)$ [What]

我愛周杰倫

2022-12-06

$DJIA(.DJI)$ [What]

我愛周杰倫

2022-11-28

@Callum_Thomas:Long-term relative performance chart of value stocks vs growth stocks

我愛周杰倫

2022-11-28

$Apple(AAPL)$ [Anger]

我愛周杰倫

2022-11-28

$DJIA(.DJI)$ [Cool]

我愛周杰倫

2022-11-27

$Apple(AAPL)$ [Miser]

Go to Tiger App to see more news

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Instead, investors can focus on their favorite stocks at this stage. As I think there will be strong support for the Hong Kong stock market when it reaches 20,000 points. Currently, the Hang Seng Index (HSI) is on the verge of reaching this level. What is my strategy? I currently hold stocks, mainly those I bought last year. However, I sold two-thirds of my remaining stocks earlier. Therefore, I have a lot of cash to absorb my favorite stocks. My remaining stocks are mainly Tencent and HKEX. My strategy is to continue to hold them and not to increase my position. I will use a small amount of buying put options as a hedge. Because I have already sold two-thirds of my holdings in t","listText":"I believe that the Hong Kong stock market has reached the bottom and there is no need to panic and sell stocks. Instead, investors can focus on their favorite stocks at this stage. As I think there will be strong support for the Hong Kong stock market when it reaches 20,000 points. Currently, the Hang Seng Index (HSI) is on the verge of reaching this level. What is my strategy? I currently hold stocks, mainly those I bought last year. However, I sold two-thirds of my remaining stocks earlier. Therefore, I have a lot of cash to absorb my favorite stocks. My remaining stocks are mainly Tencent and HKEX. My strategy is to continue to hold them and not to increase my position. I will use a small amount of buying put options as a hedge. Because I have already sold two-thirds of my holdings in t","text":"I believe that the Hong Kong stock market has reached the bottom and there is no need to panic and sell stocks. Instead, investors can focus on their favorite stocks at this stage. As I think there will be strong support for the Hong Kong stock market when it reaches 20,000 points. Currently, the Hang Seng Index (HSI) is on the verge of reaching this level. What is my strategy? I currently hold stocks, mainly those I bought last year. However, I sold two-thirds of my remaining stocks earlier. Therefore, I have a lot of cash to absorb my favorite stocks. My remaining stocks are mainly Tencent and HKEX. My strategy is to continue to hold them and not to increase my position. I will use a small amount of buying put options as a hedge. Because I have already sold two-thirds of my holdings in t","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957611964","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957341129,"gmtCreate":1677039126662,"gmtModify":1677039129660,"author":{"id":"4125242622542012","authorId":"4125242622542012","name":"我愛周杰倫","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"Nice 👍 <a href=\"https://ttm.financial/S/BRK.B\">$Berkshire Hathaway(BRK.B)$&nbsp;</a>","listText":"Nice 👍 <a href=\"https://ttm.financial/S/BRK.B\">$Berkshire Hathaway(BRK.B)$&nbsp;</a>","text":"Nice 👍 $Berkshire Hathaway(BRK.B)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957341129","repostId":"9957931230","repostType":1,"repost":{"id":9957931230,"gmtCreate":1676874470522,"gmtModify":1676874480872,"author":{"id":"4105602698459250","authorId":"4105602698459250","name":"Just Do It","avatar":"https://community-static.tradeup.com/news/0065856d6ff52bb9d60767d0a25af22c","crmLevel":5,"crmLevelSwitch":1},"themes":[],"title":"Shall we put our retirement fund into BRK.B?","htmlText":"Today, I am more curious about what value Apple has given to BRK that made Buffett keep buying it, to the point where 40% of his investment portfolio is composed of Apple stocks. Let's not discuss why Buffett spent 4.1 billion buying TSMC in Q3, but then decided to withdraw 3.8 billion in Q4 (earning a profit of more than 8 million). In 2016 Q1, Buffett bought Apple for the first time: at that time, Apple had 22.18 billion shares outstanding, and today it has 15.82 billion shares, with nearly 28% of the shares bought back over the past seven years. Therefore, even if Apple's EPS has not grown (revenue has not grown) for seven years, the eliminated 28% of the shares can make the remaining shares' EPS grow by 39% per share (1/0.72=1.39). Just eliminating 28% of the shares through the buyback","listText":"Today, I am more curious about what value Apple has given to BRK that made Buffett keep buying it, to the point where 40% of his investment portfolio is composed of Apple stocks. Let's not discuss why Buffett spent 4.1 billion buying TSMC in Q3, but then decided to withdraw 3.8 billion in Q4 (earning a profit of more than 8 million). In 2016 Q1, Buffett bought Apple for the first time: at that time, Apple had 22.18 billion shares outstanding, and today it has 15.82 billion shares, with nearly 28% of the shares bought back over the past seven years. Therefore, even if Apple's EPS has not grown (revenue has not grown) for seven years, the eliminated 28% of the shares can make the remaining shares' EPS grow by 39% per share (1/0.72=1.39). Just eliminating 28% of the shares through the buyback","text":"Today, I am more curious about what value Apple has given to BRK that made Buffett keep buying it, to the point where 40% of his investment portfolio is composed of Apple stocks. Let's not discuss why Buffett spent 4.1 billion buying TSMC in Q3, but then decided to withdraw 3.8 billion in Q4 (earning a profit of more than 8 million). In 2016 Q1, Buffett bought Apple for the first time: at that time, Apple had 22.18 billion shares outstanding, and today it has 15.82 billion shares, with nearly 28% of the shares bought back over the past seven years. Therefore, even if Apple's EPS has not grown (revenue has not grown) for seven years, the eliminated 28% of the shares can make the remaining shares' EPS grow by 39% per share (1/0.72=1.39). Just eliminating 28% of the shares through the buyback","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957931230","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951184022,"gmtCreate":1673425024967,"gmtModify":1676538834472,"author":{"id":"4125242622542012","authorId":"4125242622542012","name":"我愛周杰倫","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$&nbsp;</a> <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a> <a href=\"https://ttm.financial/S/HSI\">$HSI(HSI)$&nbsp;</a> Take note&nbsp;","listText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$&nbsp;</a> <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a> <a href=\"https://ttm.financial/S/HSI\">$HSI(HSI)$&nbsp;</a> Take note&nbsp;","text":"$Alibaba(09988)$ $Alibaba(BABA)$ $HSI(HSI)$ Take note","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951184022","repostId":"9951109788","repostType":1,"repost":{"id":9951109788,"gmtCreate":1673410181145,"gmtModify":1676538832400,"author":{"id":"4105602698459250","authorId":"4105602698459250","name":"Just Do It","avatar":"https://community-static.tradeup.com/news/0065856d6ff52bb9d60767d0a25af22c","crmLevel":5,"crmLevelSwitch":1},"themes":[],"title":"Alibaba recent corporate news ","htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a>stock has seen 6 straight upward moves. Alibaba is currently valued at the lowest level among its peers, with a current FY23 valuation of 9.2x P/E and 8.9x P/OCF when excluding equity investments. The announcement of a shareholding restructuring by Ant Group (link), where Jack Ma is no longer the sole beneficial owner, has led to a more bullish outlook for Alibaba and a recent streak of big gains. Ali will actively fulfill its social responsibility, take the opportunity to help build Hangzhou as a digital city, deeply implement the three strategies of cloud computing, consumption and globalization, help create jobs, participate in international competition, resonate and deepen cooperation with Hangzhou in increasing investment","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a>stock has seen 6 straight upward moves. Alibaba is currently valued at the lowest level among its peers, with a current FY23 valuation of 9.2x P/E and 8.9x P/OCF when excluding equity investments. The announcement of a shareholding restructuring by Ant Group (link), where Jack Ma is no longer the sole beneficial owner, has led to a more bullish outlook for Alibaba and a recent streak of big gains. Ali will actively fulfill its social responsibility, take the opportunity to help build Hangzhou as a digital city, deeply implement the three strategies of cloud computing, consumption and globalization, help create jobs, participate in international competition, resonate and deepen cooperation with Hangzhou in increasing investment","text":"$Alibaba(BABA)$ stock has seen 6 straight upward moves. Alibaba is currently valued at the lowest level among its peers, with a current FY23 valuation of 9.2x P/E and 8.9x P/OCF when excluding equity investments. The announcement of a shareholding restructuring by Ant Group (link), where Jack Ma is no longer the sole beneficial owner, has led to a more bullish outlook for Alibaba and a recent streak of big gains. Ali will actively fulfill its social responsibility, take the opportunity to help build Hangzhou as a digital city, deeply implement the three strategies of cloud computing, consumption and globalization, help create jobs, participate in international competition, resonate and deepen cooperation with Hangzhou in increasing investment","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951109788","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925759889,"gmtCreate":1672114923842,"gmtModify":1676538636719,"author":{"id":"4125242622542012","authorId":"4125242622542012","name":"我愛周杰倫","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a>[Cool]&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a>[Cool]&nbsp;","text":"$Apple(AAPL)$ [Cool]","images":[{"img":"https://community-static.tradeup.com/news/ab542ce8ff1bde74a0fa72b16517535e","width":"750","height":"1174"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9925759889","isVote":1,"tweetType":1,"viewCount":288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9925759957,"gmtCreate":1672114911080,"gmtModify":1676538636710,"author":{"id":"4125242622542012","authorId":"4125242622542012","name":"我愛周杰倫","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.DJI\">$DJIA(.DJI)$&nbsp;</a>[Miser]&nbsp;","listText":"<a href=\"https://ttm.financial/S/.DJI\">$DJIA(.DJI)$&nbsp;</a>[Miser]&nbsp;","text":"$DJIA(.DJI)$ [Miser]","images":[{"img":"https://community-static.tradeup.com/news/98735de9d8c16b170bf489f359c5c888","width":"750","height":"1456"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9925759957","isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9925849969,"gmtCreate":1671992061152,"gmtModify":1676538619436,"author":{"id":"4125242622542012","authorId":"4125242622542012","name":"我愛周杰倫","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a>[Cool]&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a>[Cool]&nbsp;","text":"$Apple(AAPL)$ [Cool]","images":[{"img":"https://community-static.tradeup.com/news/ab542ce8ff1bde74a0fa72b16517535e","width":"750","height":"1174"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9925849969","isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9925849016,"gmtCreate":1671992049435,"gmtModify":1676538619432,"author":{"id":"4125242622542012","authorId":"4125242622542012","name":"我愛周杰倫","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.DJI\">$DJIA(.DJI)$&nbsp;</a>[What]&nbsp;","listText":"<a href=\"https://ttm.financial/S/.DJI\">$DJIA(.DJI)$&nbsp;</a>[What]&nbsp;","text":"$DJIA(.DJI)$ [What]","images":[{"img":"https://community-static.tradeup.com/news/58f14c5db875213bf267e3d5b27ad440","width":"750","height":"1456"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9925849016","isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9923795422,"gmtCreate":1670903786567,"gmtModify":1676538457633,"author":{"id":"4125242622542012","authorId":"4125242622542012","name":"我愛周杰倫","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/U/4105602698459250\">@Crisis101&nbsp;</a>good&nbsp;","listText":"<a href=\"https://ttm.financial/U/4105602698459250\">@Crisis101&nbsp;</a>good&nbsp;","text":"@Crisis101 good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923795422","repostId":"9920209665","repostType":1,"repost":{"id":9920209665,"gmtCreate":1670492619857,"gmtModify":1676538379573,"author":{"id":"3491416357875149","authorId":"3491416357875149","name":"Owen_Tradinghouse","avatar":"https://static.tigerbbs.com/e18f8a3a764631dcc921c6316d840259","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"What Could Trigger The Next Market Collapse? The $65 trillion debt bomb?","htmlText":"The liquidity crisis of US bond&nbsp;is probably underestimated, but this seemingly dangerous problem has just become a chain that the Fed can't let go of.The market was frightened. the BIS released a terrible number:As of June this year, the market value of unrecorded invisible US dollar bonds on the balance sheets of non-US banks and global shadow banks has reached 65 trillion!The so-called shadow banking usually refers to insurance companies, fund companies, mutual funds, trusts, wealth management, etc., and financial or fund intermediary institutions that lend funds in ways that are difficult to record and track.This announcement of the BIS is actually telling the whole world that a large amount of global funds already hold US dollar bonds or US dollar assets in various forms. This amo","listText":"The liquidity crisis of US bond&nbsp;is probably underestimated, but this seemingly dangerous problem has just become a chain that the Fed can't let go of.The market was frightened. the BIS released a terrible number:As of June this year, the market value of unrecorded invisible US dollar bonds on the balance sheets of non-US banks and global shadow banks has reached 65 trillion!The so-called shadow banking usually refers to insurance companies, fund companies, mutual funds, trusts, wealth management, etc., and financial or fund intermediary institutions that lend funds in ways that are difficult to record and track.This announcement of the BIS is actually telling the whole world that a large amount of global funds already hold US dollar bonds or US dollar assets in various forms. This amo","text":"The liquidity crisis of US bond is probably underestimated, but this seemingly dangerous problem has just become a chain that the Fed can't let go of.The market was frightened. the BIS released a terrible number:As of June this year, the market value of unrecorded invisible US dollar bonds on the balance sheets of non-US banks and global shadow banks has reached 65 trillion!The so-called shadow banking usually refers to insurance companies, fund companies, mutual funds, trusts, wealth management, etc., and financial or fund intermediary institutions that lend funds in ways that are difficult to record and track.This announcement of the BIS is actually telling the whole world that a large amount of global funds already hold US dollar bonds or US dollar assets in various forms. This amo","images":[{"img":"https://static.tigerbbs.com/8bc4d9d86dcc962bde75f99a9aa75420","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/a4d3083281b5818fc2565071fc0925a1","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/96035912fa6dca6e807bec89884e2806","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920209665","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923795088,"gmtCreate":1670903602044,"gmtModify":1676538457617,"author":{"id":"4125242622542012","authorId":"4125242622542012","name":"我愛周杰倫","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a>[What]&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a>[What]&nbsp;","text":"$Apple(AAPL)$ [What]","images":[{"img":"https://community-static.tradeup.com/news/ed361fcdeeabf8cba4ba8d4c618a4f3c","width":"750","height":"1174"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923795088","isVote":1,"tweetType":1,"viewCount":365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9923792544,"gmtCreate":1670903582189,"gmtModify":1676538457610,"author":{"id":"4125242622542012","authorId":"4125242622542012","name":"我愛周杰倫","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.DJI\">$DJIA(.DJI)$&nbsp;</a>[What]&nbsp;","listText":"<a href=\"https://ttm.financial/S/.DJI\">$DJIA(.DJI)$&nbsp;</a>[What]&nbsp;","text":"$DJIA(.DJI)$ [What]","images":[{"img":"https://community-static.tradeup.com/news/83ad7385d30818159b1eecdc5d6569df","width":"750","height":"1456"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923792544","isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9923264907,"gmtCreate":1670864944109,"gmtModify":1676538449231,"author":{"id":"4125242622542012","authorId":"4125242622542012","name":"我愛周杰倫","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"Good to read <a href=\"https://ttm.financial/S/399001\">$SZSE Comp(399001)$&nbsp;</a>","listText":"Good to read <a href=\"https://ttm.financial/S/399001\">$SZSE Comp(399001)$&nbsp;</a>","text":"Good to read $SZSE Comp(399001)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923264907","repostId":"9923842281","repostType":1,"repost":{"id":9923842281,"gmtCreate":1670835783644,"gmtModify":1676538442914,"author":{"id":"4105602698459250","authorId":"4105602698459250","name":"Just Do It","avatar":"https://community-static.tradeup.com/news/0065856d6ff52bb9d60767d0a25af22c","crmLevel":5,"crmLevelSwitch":1},"themes":[],"title":"Thoughts of current rally of China market ","htmlText":"The logic of the current round of rally in China is mainly based on the following aspects. Favorable policies: The top management of the country has repeatedly emphasized \"supporting the standardized and healthy development of the platform economy and issuing green light investment cases\", and at the level of Sino-US relations, the signing of the audit cooperation agreement between the PCAOB and the SFC has allowed both sides to continue to push forward the resolution of the problem of Chinese stocks. Long-term capital allocation may return. Control optimization: Since many Chinese companies appear to be Internet technology companies, but are essentially consumer companies, it is expected that control optimization will lead to a rebound in economic activity, which will help boost adverti","listText":"The logic of the current round of rally in China is mainly based on the following aspects. Favorable policies: The top management of the country has repeatedly emphasized \"supporting the standardized and healthy development of the platform economy and issuing green light investment cases\", and at the level of Sino-US relations, the signing of the audit cooperation agreement between the PCAOB and the SFC has allowed both sides to continue to push forward the resolution of the problem of Chinese stocks. Long-term capital allocation may return. Control optimization: Since many Chinese companies appear to be Internet technology companies, but are essentially consumer companies, it is expected that control optimization will lead to a rebound in economic activity, which will help boost adverti","text":"The logic of the current round of rally in China is mainly based on the following aspects. Favorable policies: The top management of the country has repeatedly emphasized \"supporting the standardized and healthy development of the platform economy and issuing green light investment cases\", and at the level of Sino-US relations, the signing of the audit cooperation agreement between the PCAOB and the SFC has allowed both sides to continue to push forward the resolution of the problem of Chinese stocks. Long-term capital allocation may return. Control optimization: Since many Chinese companies appear to be Internet technology companies, but are essentially consumer companies, it is expected that control optimization will lead to a rebound in economic activity, which will help boost adverti","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923842281","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923265650,"gmtCreate":1670864803971,"gmtModify":1676538449216,"author":{"id":"4125242622542012","authorId":"4125242622542012","name":"我愛周杰倫","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a>[What]&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a>[What]&nbsp;","text":"$Apple(AAPL)$ [What]","images":[{"img":"https://community-static.tradeup.com/news/de805f002740e7cbdaa1300b68d988fb","width":"750","height":"1174"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923265650","isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9923265199,"gmtCreate":1670864775612,"gmtModify":1676538449208,"author":{"id":"4125242622542012","authorId":"4125242622542012","name":"我愛周杰倫","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.DJI\">$DJIA(.DJI)$&nbsp;</a>[Miser]&nbsp;","listText":"<a href=\"https://ttm.financial/S/.DJI\">$DJIA(.DJI)$&nbsp;</a>[Miser]&nbsp;","text":"$DJIA(.DJI)$ [Miser]","images":[{"img":"https://community-static.tradeup.com/news/6a9b97acc1b00e7b662dc58ee5ec3307","width":"750","height":"1456"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923265199","isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9929663549,"gmtCreate":1670650870081,"gmtModify":1676538412896,"author":{"id":"4125242622542012","authorId":"4125242622542012","name":"我愛周杰倫","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"Great to read&nbsp;","listText":"Great to read&nbsp;","text":"Great to read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9929663549","repostId":"9920560737","repostType":1,"repost":{"id":9920560737,"gmtCreate":1670517674730,"gmtModify":1676538385102,"author":{"id":"4105602698459250","authorId":"4105602698459250","name":"Just Do It","avatar":"https://community-static.tradeup.com/news/0065856d6ff52bb9d60767d0a25af22c","crmLevel":5,"crmLevelSwitch":1},"themes":[],"title":"Central Banks in a Dilemma","htmlText":"Almost all central banks in the world are facing a dilemma. Some countries with large economies are also on the verge of collapse. I think the centerpiece of this storm may be the sovereign debt crisis, which is not at the same level as the previous Lehman Brothers collapse. CDS are soaring because investors are buying insurance against the uncertainty of default.However, on the other hand, the world's major central banks are trying to deal with the inflation crisis by raising interest rates, and to put it mildly, I think they are actually digging a hole for themselves, but it is a hole they designed in the past. In the current situation of increasing interest rates, their debts will become more difficult to repay! And speaking of tapering, the world's major central banks are now trying to","listText":"Almost all central banks in the world are facing a dilemma. Some countries with large economies are also on the verge of collapse. I think the centerpiece of this storm may be the sovereign debt crisis, which is not at the same level as the previous Lehman Brothers collapse. CDS are soaring because investors are buying insurance against the uncertainty of default.However, on the other hand, the world's major central banks are trying to deal with the inflation crisis by raising interest rates, and to put it mildly, I think they are actually digging a hole for themselves, but it is a hole they designed in the past. In the current situation of increasing interest rates, their debts will become more difficult to repay! And speaking of tapering, the world's major central banks are now trying to","text":"Almost all central banks in the world are facing a dilemma. Some countries with large economies are also on the verge of collapse. I think the centerpiece of this storm may be the sovereign debt crisis, which is not at the same level as the previous Lehman Brothers collapse. CDS are soaring because investors are buying insurance against the uncertainty of default.However, on the other hand, the world's major central banks are trying to deal with the inflation crisis by raising interest rates, and to put it mildly, I think they are actually digging a hole for themselves, but it is a hole they designed in the past. In the current situation of increasing interest rates, their debts will become more difficult to repay! And speaking of tapering, the world's major central banks are now trying to","images":[{"img":"https://community-static.tradeup.com/news/9d2c34c3d06898c8e209be08bb83fa4f","width":"900","height":"680"},{"img":"https://community-static.tradeup.com/news/580997fdb4464e11a56d9db553501510","width":"900","height":"562"},{"img":"https://community-static.tradeup.com/news/de3258e7f92a11e5d2cd31b2a6c55b32","width":"781","height":"469"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920560737","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967644274,"gmtCreate":1670325062298,"gmtModify":1676538344346,"author":{"id":"4125242622542012","authorId":"4125242622542012","name":"我愛周杰倫","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a>[What]&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a>[What]&nbsp;","text":"$Apple(AAPL)$ [What]","images":[{"img":"https://community-static.tradeup.com/news/46a190144ddac5c5c173ca419cce182e","width":"750","height":"1174"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967644274","isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9967644339,"gmtCreate":1670325026422,"gmtModify":1676538344333,"author":{"id":"4125242622542012","authorId":"4125242622542012","name":"我愛周杰倫","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.DJI\">$DJIA(.DJI)$&nbsp;</a>[What]&nbsp;","listText":"<a href=\"https://ttm.financial/S/.DJI\">$DJIA(.DJI)$&nbsp;</a>[What]&nbsp;","text":"$DJIA(.DJI)$ [What]","images":[{"img":"https://community-static.tradeup.com/news/c9256c1df8606edaf3b5665d9eb00f1c","width":"750","height":"1456"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967644339","isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9966709326,"gmtCreate":1669632953766,"gmtModify":1676538216254,"author":{"id":"4125242622542012","authorId":"4125242622542012","name":"我愛周杰倫","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/U/4105602698459250\">@Crisis101&nbsp;</a>","listText":"<a href=\"https://ttm.financial/U/4105602698459250\">@Crisis101&nbsp;</a>","text":"@Crisis101","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9966709326","repostId":"9966520242","repostType":1,"repost":{"id":9966520242,"gmtCreate":1669596149486,"gmtModify":1676538210483,"author":{"id":"4119585774197632","authorId":"4119585774197632","name":"Callum_Thomas","avatar":"https://community-static.tradeup.com/news/330631c73153df9dd9d6476ce73081b8","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Long-term relative performance chart of value stocks vs growth stocks","htmlText":"Value vs Growth:markets have a habit of stampeding in one direction, only to turnaround and run just as furiously in the opposite direction. It’s reflective of macro/financial cycles, and social/crowd-psychology cycles.One of the best illustrations of this is the long-term relative performance chart of value stocks vs growth stocks.In this chart I have shown the total return view (i.e. inclusive of dividends reinvested) because the price-only view overstates the underperformance of value stocks (given growth stocks historically generated most of their returns from capital growth rather than dividends as such).But back onto the line of thought from before. We can see several episodes where the line in this chart stretched far from the long-term average, for instance during the dot-com bubbl","listText":"Value vs Growth:markets have a habit of stampeding in one direction, only to turnaround and run just as furiously in the opposite direction. It’s reflective of macro/financial cycles, and social/crowd-psychology cycles.One of the best illustrations of this is the long-term relative performance chart of value stocks vs growth stocks.In this chart I have shown the total return view (i.e. inclusive of dividends reinvested) because the price-only view overstates the underperformance of value stocks (given growth stocks historically generated most of their returns from capital growth rather than dividends as such).But back onto the line of thought from before. We can see several episodes where the line in this chart stretched far from the long-term average, for instance during the dot-com bubbl","text":"Value vs Growth:markets have a habit of stampeding in one direction, only to turnaround and run just as furiously in the opposite direction. It’s reflective of macro/financial cycles, and social/crowd-psychology cycles.One of the best illustrations of this is the long-term relative performance chart of value stocks vs growth stocks.In this chart I have shown the total return view (i.e. inclusive of dividends reinvested) because the price-only view overstates the underperformance of value stocks (given growth stocks historically generated most of their returns from capital growth rather than dividends as such).But back onto the line of thought from before. We can see several episodes where the line in this chart stretched far from the long-term average, for instance during the dot-com bubbl","images":[{"img":"https://community-static.tradeup.com/news/59595e144ce33eab706a2b0d02235b30","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9966520242","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966700570,"gmtCreate":1669632894191,"gmtModify":1676538216227,"author":{"id":"4125242622542012","authorId":"4125242622542012","name":"我愛周杰倫","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a>[Anger]&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a>[Anger]&nbsp;","text":"$Apple(AAPL)$ [Anger]","images":[{"img":"https://community-static.tradeup.com/news/69687fec3970360d4d223b870049262f","width":"750","height":"1174"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9966700570","isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9966700219,"gmtCreate":1669632878432,"gmtModify":1676538216227,"author":{"id":"4125242622542012","authorId":"4125242622542012","name":"我愛周杰倫","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.DJI\">$DJIA(.DJI)$&nbsp;</a>[Cool]&nbsp;","listText":"<a href=\"https://ttm.financial/S/.DJI\">$DJIA(.DJI)$&nbsp;</a>[Cool]&nbsp;","text":"$DJIA(.DJI)$ [Cool]","images":[{"img":"https://community-static.tradeup.com/news/606e3a7b7e3ef0d302e00e7d08715bea","width":"750","height":"1456"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9966700219","isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9966213484,"gmtCreate":1669550212049,"gmtModify":1676538206634,"author":{"id":"4125242622542012","authorId":"4125242622542012","name":"我愛周杰倫","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a>[Miser]&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a>[Miser]&nbsp;","text":"$Apple(AAPL)$ [Miser]","images":[{"img":"https://community-static.tradeup.com/news/c01cafde3703592a7ed492830cee72ad","width":"750","height":"1174"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9966213484","isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":9937964186,"gmtCreate":1663343302945,"gmtModify":1676537256592,"author":{"id":"4125242622542012","authorId":"4125242622542012","name":"我愛周杰倫","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"good&nbsp;<a href=\"https://ttm.financial/S/EGY\">$VAALCO Energy Inc(EGY)$</a>","listText":"good&nbsp;<a href=\"https://ttm.financial/S/EGY\">$VAALCO Energy Inc(EGY)$</a>","text":"good $VAALCO Energy Inc(EGY)$","images":[{"img":"https://community-static.tradeup.com/news/1354fc28c4bd2b76ac8b3e77fd5c77bf","width":"720","height":"1278"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9937964186","isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9984425820,"gmtCreate":1667713102160,"gmtModify":1676537955450,"author":{"id":"4125242622542012","authorId":"4125242622542012","name":"我愛周杰倫","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>[Anger]&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>[Anger]&nbsp;","text":"$Apple(AAPL)$[Anger]","images":[{"img":"https://community-static.tradeup.com/news/ca7f67270ce5b6ba3df6e9be52876238","width":"750","height":"1174"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9984425820","isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9984340508,"gmtCreate":1667544326104,"gmtModify":1676537935357,"author":{"id":"4125242622542012","authorId":"4125242622542012","name":"我愛周杰倫","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>[Tongue]&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>[Tongue]&nbsp;","text":"$Apple(AAPL)$[Tongue]","images":[{"img":"https://community-static.tradeup.com/news/b13322f310cc9754474a5ba611be8ffe","width":"750","height":"1174"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9984340508","isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9911019148,"gmtCreate":1664084668984,"gmtModify":1676537388774,"author":{"id":"4125242622542012","authorId":"4125242622542012","name":"我愛周杰倫","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a><v-v data-views=\"1\"></v-v>","text":"$Apple(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9911019148","isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913272664,"gmtCreate":1664001835358,"gmtModify":1676537378423,"author":{"id":"4125242622542012","authorId":"4125242622542012","name":"我愛周杰倫","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a><v-v data-views=\"0\"></v-v>","text":"$NVIDIA Corp(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9913272664","isVote":1,"tweetType":1,"viewCount":21,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911866335,"gmtCreate":1664174557627,"gmtModify":1676537403021,"author":{"id":"4125242622542012","authorId":"4125242622542012","name":"我愛周杰倫","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a><v-v data-views=\"0\"></v-v>","text":"$Apple(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9911866335","isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9939556927,"gmtCreate":1662139708269,"gmtModify":1676537006160,"author":{"id":"4125242622542012","authorId":"4125242622542012","name":"我愛周杰倫","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"Good to see you here","listText":"Good to see you here","text":"Good to see you here","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9939556927","isVote":1,"tweetType":1,"viewCount":393,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957341129,"gmtCreate":1677039126662,"gmtModify":1677039129660,"author":{"id":"4125242622542012","authorId":"4125242622542012","name":"我愛周杰倫","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"Nice 👍 <a href=\"https://ttm.financial/S/BRK.B\">$Berkshire Hathaway(BRK.B)$&nbsp;</a>","listText":"Nice 👍 <a href=\"https://ttm.financial/S/BRK.B\">$Berkshire Hathaway(BRK.B)$&nbsp;</a>","text":"Nice 👍 $Berkshire Hathaway(BRK.B)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957341129","repostId":"9957931230","repostType":1,"repost":{"id":9957931230,"gmtCreate":1676874470522,"gmtModify":1676874480872,"author":{"id":"4105602698459250","authorId":"4105602698459250","name":"Just Do It","avatar":"https://community-static.tradeup.com/news/0065856d6ff52bb9d60767d0a25af22c","crmLevel":5,"crmLevelSwitch":1},"themes":[],"title":"Shall we put our retirement fund into BRK.B?","htmlText":"Today, I am more curious about what value Apple has given to BRK that made Buffett keep buying it, to the point where 40% of his investment portfolio is composed of Apple stocks. Let's not discuss why Buffett spent 4.1 billion buying TSMC in Q3, but then decided to withdraw 3.8 billion in Q4 (earning a profit of more than 8 million). In 2016 Q1, Buffett bought Apple for the first time: at that time, Apple had 22.18 billion shares outstanding, and today it has 15.82 billion shares, with nearly 28% of the shares bought back over the past seven years. Therefore, even if Apple's EPS has not grown (revenue has not grown) for seven years, the eliminated 28% of the shares can make the remaining shares' EPS grow by 39% per share (1/0.72=1.39). Just eliminating 28% of the shares through the buyback","listText":"Today, I am more curious about what value Apple has given to BRK that made Buffett keep buying it, to the point where 40% of his investment portfolio is composed of Apple stocks. Let's not discuss why Buffett spent 4.1 billion buying TSMC in Q3, but then decided to withdraw 3.8 billion in Q4 (earning a profit of more than 8 million). In 2016 Q1, Buffett bought Apple for the first time: at that time, Apple had 22.18 billion shares outstanding, and today it has 15.82 billion shares, with nearly 28% of the shares bought back over the past seven years. Therefore, even if Apple's EPS has not grown (revenue has not grown) for seven years, the eliminated 28% of the shares can make the remaining shares' EPS grow by 39% per share (1/0.72=1.39). Just eliminating 28% of the shares through the buyback","text":"Today, I am more curious about what value Apple has given to BRK that made Buffett keep buying it, to the point where 40% of his investment portfolio is composed of Apple stocks. Let's not discuss why Buffett spent 4.1 billion buying TSMC in Q3, but then decided to withdraw 3.8 billion in Q4 (earning a profit of more than 8 million). In 2016 Q1, Buffett bought Apple for the first time: at that time, Apple had 22.18 billion shares outstanding, and today it has 15.82 billion shares, with nearly 28% of the shares bought back over the past seven years. Therefore, even if Apple's EPS has not grown (revenue has not grown) for seven years, the eliminated 28% of the shares can make the remaining shares' EPS grow by 39% per share (1/0.72=1.39). Just eliminating 28% of the shares through the buyback","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957931230","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925849969,"gmtCreate":1671992061152,"gmtModify":1676538619436,"author":{"id":"4125242622542012","authorId":"4125242622542012","name":"我愛周杰倫","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a>[Cool]&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a>[Cool]&nbsp;","text":"$Apple(AAPL)$ [Cool]","images":[{"img":"https://community-static.tradeup.com/news/ab542ce8ff1bde74a0fa72b16517535e","width":"750","height":"1174"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9925849969","isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9987465828,"gmtCreate":1667966379964,"gmtModify":1676537991999,"author":{"id":"4125242622542012","authorId":"4125242622542012","name":"我愛周杰倫","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ADBE\">$Adobe(ADBE)$</a>[Cool]&nbsp;","listText":"<a href=\"https://ttm.financial/S/ADBE\">$Adobe(ADBE)$</a>[Cool]&nbsp;","text":"$Adobe(ADBE)$[Cool]","images":[{"img":"https://community-static.tradeup.com/news/d61612334b107bad525ce9a42725c450","width":"750","height":"2380"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987465828","isVote":1,"tweetType":1,"viewCount":61,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9982271904,"gmtCreate":1667196816808,"gmtModify":1676537875373,"author":{"id":"4125242622542012","authorId":"4125242622542012","name":"我愛周杰倫","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>[Great]&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>[Great]&nbsp;","text":"$Apple(AAPL)$[Great]","images":[{"img":"https://community-static.tradeup.com/news/705d3b5b6c3e422853081dc3c7cc8e03","width":"750","height":"1174"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9982271904","isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9981139596,"gmtCreate":1666412346415,"gmtModify":1676537754278,"author":{"id":"4125242622542012","authorId":"4125242622542012","name":"我愛周杰倫","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>[Shy]&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>[Shy]&nbsp;","text":"$Apple(AAPL)$[Shy]","images":[{"img":"https://community-static.tradeup.com/news/6802eab85f33ab2030a7d66c4b2f5ef8","width":"750","height":"1174"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9981139596","isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9983380232,"gmtCreate":1666150502626,"gmtModify":1676537714584,"author":{"id":"4125242622542012","authorId":"4125242622542012","name":"我愛周杰倫","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>[What]&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>[What]&nbsp;","text":"$Apple(AAPL)$[What]","images":[{"img":"https://community-static.tradeup.com/news/fe5faf4341833d606cc603ec7dc222ac","width":"750","height":"1174"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9983380232","isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9917890117,"gmtCreate":1665463309039,"gmtModify":1676537611175,"author":{"id":"4125242622542012","authorId":"4125242622542012","name":"我愛周杰倫","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ADBE\">$Adobe(ADBE)$</a>[Shy]&nbsp;","listText":"<a href=\"https://ttm.financial/S/ADBE\">$Adobe(ADBE)$</a>[Shy]&nbsp;","text":"$Adobe(ADBE)$[Shy]","images":[{"img":"https://community-static.tradeup.com/news/d52481b6a9d15a3fba3261824d608483","width":"750","height":"1687"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9917890117","isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9914007039,"gmtCreate":1665120623121,"gmtModify":1676537561104,"author":{"id":"4125242622542012","authorId":"4125242622542012","name":"我愛周杰倫","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>[Cry]&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>[Cry]&nbsp;","text":"$Apple(AAPL)$[Cry]","images":[{"img":"https://community-static.tradeup.com/news/89dd065bec178bc261906e3e31144369","width":"750","height":"1174"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9914007039","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9957615383,"gmtCreate":1677212747644,"gmtModify":1677212750295,"author":{"id":"4125242622542012","authorId":"4125242622542012","name":"我愛周杰倫","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"Good idea&nbsp; <a href=\"https://ttm.financial/FUT/HSI2302\">$Hang Seng Index - Feb 2023(HSI2302)$&nbsp;</a>","listText":"Good idea&nbsp; <a href=\"https://ttm.financial/FUT/HSI2302\">$Hang Seng Index - Feb 2023(HSI2302)$&nbsp;</a>","text":"Good idea $Hang Seng Index - Feb 2023(HSI2302)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957615383","repostId":"9957611964","repostType":1,"repost":{"id":9957611964,"gmtCreate":1677210980259,"gmtModify":1677211550852,"author":{"id":"4105602698459250","authorId":"4105602698459250","name":"Just Do It","avatar":"https://community-static.tradeup.com/news/0065856d6ff52bb9d60767d0a25af22c","crmLevel":5,"crmLevelSwitch":1},"themes":[],"title":"Hang Seng probably bottom out soon after correction","htmlText":"I believe that the Hong Kong stock market has reached the bottom and there is no need to panic and sell stocks. Instead, investors can focus on their favorite stocks at this stage. As I think there will be strong support for the Hong Kong stock market when it reaches 20,000 points. Currently, the Hang Seng Index (HSI) is on the verge of reaching this level. What is my strategy? I currently hold stocks, mainly those I bought last year. However, I sold two-thirds of my remaining stocks earlier. Therefore, I have a lot of cash to absorb my favorite stocks. My remaining stocks are mainly Tencent and HKEX. My strategy is to continue to hold them and not to increase my position. I will use a small amount of buying put options as a hedge. Because I have already sold two-thirds of my holdings in t","listText":"I believe that the Hong Kong stock market has reached the bottom and there is no need to panic and sell stocks. Instead, investors can focus on their favorite stocks at this stage. As I think there will be strong support for the Hong Kong stock market when it reaches 20,000 points. Currently, the Hang Seng Index (HSI) is on the verge of reaching this level. What is my strategy? I currently hold stocks, mainly those I bought last year. However, I sold two-thirds of my remaining stocks earlier. Therefore, I have a lot of cash to absorb my favorite stocks. My remaining stocks are mainly Tencent and HKEX. My strategy is to continue to hold them and not to increase my position. I will use a small amount of buying put options as a hedge. Because I have already sold two-thirds of my holdings in t","text":"I believe that the Hong Kong stock market has reached the bottom and there is no need to panic and sell stocks. Instead, investors can focus on their favorite stocks at this stage. As I think there will be strong support for the Hong Kong stock market when it reaches 20,000 points. Currently, the Hang Seng Index (HSI) is on the verge of reaching this level. What is my strategy? I currently hold stocks, mainly those I bought last year. However, I sold two-thirds of my remaining stocks earlier. Therefore, I have a lot of cash to absorb my favorite stocks. My remaining stocks are mainly Tencent and HKEX. My strategy is to continue to hold them and not to increase my position. I will use a small amount of buying put options as a hedge. Because I have already sold two-thirds of my holdings in t","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957611964","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951184022,"gmtCreate":1673425024967,"gmtModify":1676538834472,"author":{"id":"4125242622542012","authorId":"4125242622542012","name":"我愛周杰倫","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$&nbsp;</a> <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a> <a href=\"https://ttm.financial/S/HSI\">$HSI(HSI)$&nbsp;</a> Take note&nbsp;","listText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$&nbsp;</a> <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a> <a href=\"https://ttm.financial/S/HSI\">$HSI(HSI)$&nbsp;</a> Take note&nbsp;","text":"$Alibaba(09988)$ $Alibaba(BABA)$ $HSI(HSI)$ Take note","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951184022","repostId":"9951109788","repostType":1,"repost":{"id":9951109788,"gmtCreate":1673410181145,"gmtModify":1676538832400,"author":{"id":"4105602698459250","authorId":"4105602698459250","name":"Just Do It","avatar":"https://community-static.tradeup.com/news/0065856d6ff52bb9d60767d0a25af22c","crmLevel":5,"crmLevelSwitch":1},"themes":[],"title":"Alibaba recent corporate news ","htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a>stock has seen 6 straight upward moves. Alibaba is currently valued at the lowest level among its peers, with a current FY23 valuation of 9.2x P/E and 8.9x P/OCF when excluding equity investments. The announcement of a shareholding restructuring by Ant Group (link), where Jack Ma is no longer the sole beneficial owner, has led to a more bullish outlook for Alibaba and a recent streak of big gains. Ali will actively fulfill its social responsibility, take the opportunity to help build Hangzhou as a digital city, deeply implement the three strategies of cloud computing, consumption and globalization, help create jobs, participate in international competition, resonate and deepen cooperation with Hangzhou in increasing investment","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a>stock has seen 6 straight upward moves. Alibaba is currently valued at the lowest level among its peers, with a current FY23 valuation of 9.2x P/E and 8.9x P/OCF when excluding equity investments. The announcement of a shareholding restructuring by Ant Group (link), where Jack Ma is no longer the sole beneficial owner, has led to a more bullish outlook for Alibaba and a recent streak of big gains. Ali will actively fulfill its social responsibility, take the opportunity to help build Hangzhou as a digital city, deeply implement the three strategies of cloud computing, consumption and globalization, help create jobs, participate in international competition, resonate and deepen cooperation with Hangzhou in increasing investment","text":"$Alibaba(BABA)$ stock has seen 6 straight upward moves. Alibaba is currently valued at the lowest level among its peers, with a current FY23 valuation of 9.2x P/E and 8.9x P/OCF when excluding equity investments. The announcement of a shareholding restructuring by Ant Group (link), where Jack Ma is no longer the sole beneficial owner, has led to a more bullish outlook for Alibaba and a recent streak of big gains. Ali will actively fulfill its social responsibility, take the opportunity to help build Hangzhou as a digital city, deeply implement the three strategies of cloud computing, consumption and globalization, help create jobs, participate in international competition, resonate and deepen cooperation with Hangzhou in increasing investment","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951109788","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925759889,"gmtCreate":1672114923842,"gmtModify":1676538636719,"author":{"id":"4125242622542012","authorId":"4125242622542012","name":"我愛周杰倫","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a>[Cool]&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a>[Cool]&nbsp;","text":"$Apple(AAPL)$ [Cool]","images":[{"img":"https://community-static.tradeup.com/news/ab542ce8ff1bde74a0fa72b16517535e","width":"750","height":"1174"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9925759889","isVote":1,"tweetType":1,"viewCount":288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9925759957,"gmtCreate":1672114911080,"gmtModify":1676538636710,"author":{"id":"4125242622542012","authorId":"4125242622542012","name":"我愛周杰倫","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.DJI\">$DJIA(.DJI)$&nbsp;</a>[Miser]&nbsp;","listText":"<a href=\"https://ttm.financial/S/.DJI\">$DJIA(.DJI)$&nbsp;</a>[Miser]&nbsp;","text":"$DJIA(.DJI)$ [Miser]","images":[{"img":"https://community-static.tradeup.com/news/98735de9d8c16b170bf489f359c5c888","width":"750","height":"1456"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9925759957","isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9925849016,"gmtCreate":1671992049435,"gmtModify":1676538619432,"author":{"id":"4125242622542012","authorId":"4125242622542012","name":"我愛周杰倫","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.DJI\">$DJIA(.DJI)$&nbsp;</a>[What]&nbsp;","listText":"<a href=\"https://ttm.financial/S/.DJI\">$DJIA(.DJI)$&nbsp;</a>[What]&nbsp;","text":"$DJIA(.DJI)$ [What]","images":[{"img":"https://community-static.tradeup.com/news/58f14c5db875213bf267e3d5b27ad440","width":"750","height":"1456"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9925849016","isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}