$Tesla Motors(TSLA)$I love Tesla. Unfortunately, Ihave parted away 70% and keep just 30%. Reason: 30% is the amount I can lose but I still loves my hard earned money, awaiting for better timing. The outlook and daily news suggest the mother of all Crisis is around the corner. An unprecedented events, all at once. I guess we will go into the history book as the "mother of all generation crisis". We will survive, eventually, there will be an equilibrium of things making sense. But when? Most says 12-18 months of continuous downturn.Let's stay strong together. This too shall pass. Cheers :)
$SATS LTD.(S58.SI)$In my opinion, buying SATS is no brainer. Though they may have missed Q1 numbers. The rest should be a hit with opening of routes. Just pay a visit to Changi Airport, I think we have reason to feel optimistic. NFA. Just purely based on my observation.
$Sea Ltd(SE)$Just my personal opinion, NFA.I believe we are exiting the bear market. This weekclosure for equity market is crucial. If it's positive, this should be the start of a positive market ahead. Supply chain issue seemed to have eased from china. But oil prices remain stubbornly high but if all is good, we are on a good run for equity market. Cheer up and time to be a little positive again.
$Sea Ltd(SE)$I like buying stuff at shopee, especially small items and their coupons Stacking. Don't get me wrong. Take this time as the only chance After every 10-13 years and wait for the right entry. Anticipating a drop to $30-$35 before a continuous rally later. I believe it's a fair value by then. When? Can't tell as the Marco environment is just too bad and negative. All time high inflation, war, china not opening up, food supply, high oil prices and many other Do nothing, build your reserve. Then, go in hard once you see lesser negative news data output on mainstream media, positive tweets, lower oil prices.
$Tesla Motors(TSLA)$I got into Tesla because of Chicken Genius. Yesterday, finally he tweeted. As usual, I follow his advice. In short, do nothing and hold cash during this uncertain period. If really must, probably deploy 30/30/40 if you wanna time the market. Building my reserves now for action later. Invest safe.
$Alibaba(BABA)$For Charlie to sell half of his holdings is not a good signals. Though a great company, we cannot ignore these movements. Probably, idle a little longer before committing. Deploy your capital in tranches if you must buy. 30-30-40 approach
$Sea Ltd(SE)$Before a company goes IPO, they usually illustrate great growth and potential addressable market In their presentation. After IPO and listed, when question on performance and road to profitability, answers given are usually questionable. Epitome of Capitalism.
$Alibaba(BABA)$Ecommerce was a great play 5 years ago. Love the company and convenience it has brought. However, in today's world of investing, if you want growth, it is better to stay ahead by Investing in companies that could shape the world towards a better future, for example, blockchain, multiverse related, green energy focused companies. It's good being a consumer but as investor, it remains grey due to multitude risks that is uncontrollable, e.g political risk.
$Sea Ltd(SE)$It’s always good to be in the marketinstead of timing the market. Invest in company with good proof of concept and potential good profitability but not on industries like Ecommerce that is already saturated with little to no margin. Moreover, to double down on E-commerce translate to massive money burning. If you have time, speak to any Ecommerce employees out there, seek for their opinion, how do they grow their GMV? How do they sustain their growth? How do they curate a $0.01, $0.09 or $0.99 deal? What is the road to profitability? You will be surprised by this no brainer “strategy”. This applies to all Ecommerce companies out there, not just SEA.&nbs
$Sea Ltd(SE)$I love shopee!!!! Got many free items during this 9.9. sales. Apply coupon and free shipping!!! Checkout, payable $0. No wonder, 1.8million items “sold” in 2 minutes. Another $8Billion to burn! Loving it.
As much as I love SEA, there is a growing similar platform out there. Ecommerce is a math game. Putting aside UI and UX, smart consumers are moving everywhere. I foresee great showdown between Shoppee vs Coupang vs Grab vs Lazada. Another 3-5 years of massive money burning. Even with digital bank, Grab will not rest.
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