Yohoho
Yohoho
Profile:baby step in value investment
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avatarYohoho
2021-08-24
$Pro Medicus Ltd(PME.AU)$ This is always my top 3 stock of all time. I waited for a year and the shares never undervalue according to my own valuation. Half a year ago, I decided to open a very small position and prepared to average down for 10 times. The stock rise slowly and steadily, never hit my gtc to average down.Lesson of the story:1. Superb stock will never be cheap. Why they should? There is no reason for such a powerful company to sell at discounted rate. 2. Richly valued stock will continue to get more "overvalue" as their fundamental continue to improve. 3. For high conviction stock, i should not be too Conservative. 
avatarYohoho
2021-05-13
$Tattooed Chef, Inc(TTCF)$ $Beyond Meat, Inc.(BYND)$$THE VERY GOOD FOOD CO INC(VRYYF)$After reading the earning transcript, I decided to add on my position tonight.The result is just amazing!Several hightlight that make me feel excited!1. Company revenue is better than company expected.2. Company raise the full year guidance from 222m to the range of 235m - 242m3. Merger and acquisition of 2 private company to expand their food variety into Mexico's cuisine (which is another billions dollar market)4. Increase of stores and distribution plan on track as proposed by management previous quarter.5. Target announce that tatties chef products is the most successful frozen
avatarYohoho
2021-07-03
Always invested but not all in. Never time the market when will it crash. 
Suze Orman worries about a market crash — here's what you should do
avatarYohoho
2021-05-06
$Fastly, Inc.(FSLY)$From earning calls transcript, i like the result overall to be honest. I don't really care what analyst estimates, instead should focus on that guidance provided by company. And yes, they manage to achieved what they promised last year. CEO gave the guidance of flat for Q1 to Q2, expecting no much growth on revenue between quarter due to their customer nature(not spending on devices much during Q2)But they raised the full year guidance! Why? As they enter 2021, management are more confident on their business outlook, as their customer are growing, strong demand of their service continue post covid, acquire new customers, etc. It could be CEO and CFO too optimistic, but we will know in the future. One thing I al
avatarYohoho
2021-04-19
$Tattooed Chef, Inc(TTCF)$The products of this company is too hot! If we follow their fb and investors group tightly, consumer are crazy.. Goods are sold out so quickly. However, as an investor we need to verify the truth, it could be due to supply problem and management of company. In order to verify it, we chat with the management investor relation via email and verified that there is no problems with the supply chain. The products is real deal! Hope to see amazing result for coming quarters! To the moon! 
avatarYohoho
2021-04-18
$Tattooed Chef, Inc(TTCF)$This product in on CNN commercial! Just as what management had planned for year 2021. The products are hot cakes and they don't have production/supply chain issues. Looking forward to their earnings and if meet the projections by company I will sure add in more position. 
avatarYohoho
2021-04-06
$Unity Software Inc.(U)$Long term bullish in this stock. Been averaging down from 120 with current average of 100+. The business model is just so powerful, it makes me recall the story of Gold rush in 1849, where the real winners are the tools provider for gold mining. Waited for months for my first deploy since last year and continue to perform dca on this stock. 
avatarYohoho
2021-03-25
$Sea Ltd(SE)$It is unbelievable when the person around me starting to purchase something from online platform, from the earlier taobao to lazada, 11 Street etc, and now, all the parcels received at my workplace are labelled with shoppe,my friends starting to shake shoppee coins as a team, my gf sign in daily to keep her commitment in shoppee game for some extra coins. ??Obviously e-commerse had became a new norm in the country and our daily life, among all, shoppee is the top choice.  No matter how the share price fluctuation, I will only sell this company when we no longer use the platform. Otherwise, earn more cash, deploy as dollar cost averaging! 
avatarYohoho
2021-05-05
Lol. Good to know ?
This Day In Market History: Panic Of 1893 Crashes Stock Market
avatarYohoho
2021-04-13
$Sea Ltd(SE)$Crazy! Sea limited e wallet is now available almost everywhere! riding on the trend of "buy now pay later", shopee allows users to perform installment, provide microloans and currently with a lot of promotions to attract users. Shopee food has been launched in Indonesia as well. In a long run, we can foresea a huge "SEA" ecosystem and user stickiness around its services. Drop more pls let me buy more ?
avatarYohoho
2021-03-10
$Opendoor Technologies Inc(OPEN)$The power of conviction and average down! Never all in, buy in tranches! a paper loss of > 30% on last Friday night, I average down to get an average price 22+. Didnt expect to be so soon, but today I break even and erase all the losses. Wow! 
avatarYohoho
2021-04-17
Don't invest options with margin, we will be ok
$544 Billion In Options Expire Today: Here's What Will Move
avatarYohoho
2021-03-18
$Trip.com Group Limited(TCOM)$Why this company can up so much? Dual listing at hkex, will change a company valuation? 
avatarYohoho
2021-04-10
The encertainty erased, i am more comfortable to invest in baba now
BRIEF-Alibaba to hold conference call on Monday to dicuss $2.75 bln China regulatory fine
avatarYohoho
2021-03-20
$JNBY Design Ltd.(03306)$Been invested in the stock early of May 2020, when the hk roit hit the shareprice and pandemic hit the business temporarily. It is been a suprise for me that the company is doing way better than expected. So far is almost 100% return already. What a rally! 
avatarYohoho
2021-04-06
The lesson of the story, never do leverage in stock market
Opinion: Financial crises get triggered about every 10 years — Archegos might be right on time
avatarYohoho
2021-03-08
$Opendoor Technologies Inc(OPEN)$Average down at 18.00usd last Friday. Average price 22+.What an amazing business with great discount. Ignore the noises, will buy more as it drop more! 
avatarYohoho
2021-03-24
$Huya Inc.(HUYA)$Is basically a cash making machine. Every yuan they make is literally become free cash flow. It is already undervalue if based on dcf model and with the drop after earning, the share price is having a great discount. Market sentiments really gave me a lot of opportunities. 
avatarYohoho
2021-03-02
$Pro Medicus Ltd(PME.AU)$One of the best stock I would like to hold long term?
avatarYohoho
2021-03-23
$Lemonade, Inc.(LMND)$Great company! I like this business model very much, by eliminating the needs for agent, it is a win-win situation for both company and user. However, great company doesn't mean now is a great investment. I am looking closely its expansion to other country and insurance coverage. Waiting a good timing to grab my position! 

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