沃伦老巴
沃伦老巴
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avatar沃伦老巴
02-01 18:11
Fucking poor delivery 
Xpeng delivers 20,011 cars in Jan, down 34.07% year-on-year
Wishing 2026 will be a great year ahead with BABA TENCENT & newly pickup stock BYD 
Thank you. Wats ur baba avg px
@沃伦老巴:$BABA-W(09988)$ Alibaba ! Average cost @ 83 Hkd. Value investing works
$XPENG-W(09868)$  sales for q4 is poor, have to wait for Q1 26 sales to see if forecast guidance make sense of 550k vehicles make some sense.
Good news. Undervalued
GRIFFITHS Ian Keith Acquires Additional 28,500 Shares of LINK REIT (00823) at HK$35.06 Per Share
$BABA-W(09988)$ Alibaba ! Average cost @ 83 Hkd. Value investing works
$XPENG-W(09868)$  poor december delivery. Maybe many are waiting for the 2026 q1 models. 
avatar沃伦老巴
2025-12-16
Compounding
avatar沃伦老巴
2025-12-08
$BABA-W(09988)$ be nice to me. 
avatar沃伦老巴
2025-12-02
$XPENG-W(09868)$ wtf. From 110 to 78
avatar沃伦老巴
2025-11-27
Is joe tsai, not daniel zhang.
XPeng Inc. Chairman of Alibaba's Board Daniel Zhang Test Drives XPeng X9 Super Range Extender and Praises Its Features
avatar沃伦老巴
2025-11-25
$GEELY AUTO(00175)$ continue to drop. Puzzled. 
avatar沃伦老巴
2025-11-24
$BABA-W(09988)$ wish me luck
avatar沃伦老巴
2025-11-17
$BABA-W(09988)$ not a good time to add, i expect a 10% drop in the next 1 month. However i am not selling due to the fact that BABA is a long term play for the next 5 to 7 years. 
avatar沃伦老巴
2025-11-17
avatar沃伦老巴
2025-11-17
I am not afraid, unvalued Company. SALE is soaring. I believe Q3 result will turn out beating expectation
avatar沃伦老巴
2025-11-16
Amazing
Alibaba Reports Strong 11.11 Festival Sales Growth on Taobao and Tmall
avatar沃伦老巴
2025-11-15
$GEELY AUTO(00175)$  pe 10x. P/s 0.6x. Valuation is cheaper than xpeng, nio, li. Doesnt make sense at all. Robotics n swap doesnt even make money. Geely has so much competive advantage compared to these three. Should worth at least 15x pe and 1x sale. Jsut wait for valuation to rebound. 
avatar沃伦老巴
2025-11-15
Haha. Nonsense...buy low when you have the chance to buy ALIBABA
White House Says Alibaba Is Helping Chinese Military Target US, FT Reports

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