KennethLong
KennethLong
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avatarKennethLong
2023-01-03
Worse than CVNA or TDOC. All Chinese share selling business. Watch your steps to $2-3 like anything Chinese.                                                                            Their apps being banned everywhere. Yes, everywhere to sell Chinese junks. PDD is is in the same boat. Short both.$Sea Ltd(SE)$
avatarKennethLong
2022-12-08
Algos and naked shorts are trying badly to keep the stock price down thats why you see an increase of volume due to buying pressure and shorts trying to sell more shares to keep the price down until it is not sustainable anymore and they have no choice other than go long and pump it up, they are playing both side dont make mistake, Manipulation in the stock market is insane$Affirm Holdings, Inc.(AFRM)$
avatarKennethLong
2023-01-09
Based on the success of AMC’s ATM program, its operating performance to date, and its effective cash management efforts, AMC’s liquidity position (cash, cash equivalents and undrawn revolving credit facility capacity) as of December 31, 2022, is currently estimated to be between $725 and $825 million, after debt repurchases and including $211.2 million of undrawn capacity under the Company’s revolving credit facility, subject to operating performance during the remainder of the holiday period in 2022 and the timing of landlord concessions. This implies an improvement in the net decrease in cash and cash equivalents and restricted cash of between $110 million and $210 million compared to the third quarter of 2022.$AMC Entertainment(AMC)$
avatarKennethLong
2023-03-13

Sea Limited: Sea Monster Turned Cash Cow

Sea Limited: Sea Monster Turned Cash Cownikkusha/iStock via Getty ImagesThesis Summary$Sea Ltd(SE)$ (NYSE:SE) hasexplodedby over 20% following surprisingly goodQ4 results. The company has shown great growth and profitability in its e-commerce segment, but the same can't be said ofits two other segments.All in all, SE is well-positioned to benefit from improving demographics and accelerated digitalization in SE Asia. This is a potential multi-bagger.Recent ResultsSea Limited has surprised investors, beating on bothrevenue and earningsfor the fourth quarter. Let's have a look at the financials below:Operating Income and EBITDA (Investor Presentation)SE operates in three main segments: Digital Entertainment ("DE"), E-commerce, and Digital Financial Ser
Sea Limited: Sea Monster Turned Cash Cow
$XPeng Inc.(XPEV)$ $Tesla Motors(TSLA)$ Tesla is cutting down on staff, and Xpeng is hiring 4000 people. Tesla has put the Model 2 on hold, Xpeng is launching their cheap car this month. Model Y is the best selling car in Europe right now and G6 is same size, better quality, more range and will be cheaper. Not to mentiom the flying cars, still very bullish. Buying more.. hold to 2026.
avatarKennethLong
2023-03-16
$AMC Entertainment Preferred(APE)$ $AMC Entertainment(AMC)$ Thinking about the class action and I suspect the lawsuit has no merit because there is no clear harm here. It was filed 2/20. Based on the prior day closing prices (5.24 and 2.40) Allegheny could have at no additional cost sold their shares of AMC and bought APE shares with the proceeds thereby increasing their share of ownership in the company and their share of voting rights by 13.7%. Any claim of harm that the creation of APEs undermined voting interests of AMC shareholders or hurt them some other way is clearly false as there was nothing stopping Allegheny from selling their AMC shares and buying APE shares. If their argument is that their
avatarKennethLong
2022-03-24

DBS Group: Worth Holding, But Is No Longer Cheap

Summary South East Asia's largest bank delivered another record net profit in 2021. Potential further growth is higher interest income and a larger foot print. From a price to net tangible value perspective the bank is no longer cheap, but so is their price to earnings. ClaudineVM/iStock Editorial via Getty Images DBS Logo (NYSEARCA:DBS) Investment thesis When I initiated coverage of DBS Group (OTCPK:DBSDF) back in June of 2019, I bravely called it thebest bank in the world. It was an accolade bestowed upon them by Global Finance the year before. In the summer of 2019, even a monkey throwing darts could pick great stocks. One of my darts landed on DBS that summer. To be fair, I had done my homework. The choice was not just an arbitrary choice. It was based on what Ben Graham meant when
DBS Group: Worth Holding, But Is No Longer Cheap
avatarKennethLong
2022-12-06
A lot of people purchased around 312 on the 2nd of December and around 305/306 at the end of November/start of December... if we break through the former level considerably, both rounds of buyers might start selling and this castle of paper may unwind quite fast... otherwise, very skimpy buying trying to create new levels of resistance. This smells like a deep, deep correction might come soon.$Netflix(NFLX)$
avatarKennethLong
2023-04-03

I think Coinbase is heading lower.

I think $Coinbase Global, Inc.(COIN)$ is heading lower.Mar 23Will update this periodically. Originally I was long, but now there is some evidence I will put together for you guys.Mar 23Comment:So I didnt know about the wells notice when I sold this stock, But I knew that insiders are having a hayday with this thing. I have found their signature in the charts and have learned from it.Brain Armstrong has been nothing but a pain in the ass for shareholders. The guy had a 30% short float and didn't even attempt to squeeze them for us when we were at 88 bucks. That tells me there will be no opposition to shorting this shitcoin to 45 dollars, MINIMUM.Bald man does not have what it takes to stop it.Mar 24Comment:Bitcoin at 28k while coin at 67 makes no s
I think Coinbase is heading lower.
avatarKennethLong
2022-12-30
Read this new preprint "Comparative effectiveness of four COVID-19 vaccines, BNT162b2 mRNA, mRNA-1273, ChAdOx1 nCov-19 and NVX-CoV2373 against SARS-CoV-2 B.1.1.529 (Omicron) infection". It's clear that mRNA vaccine helps to reduce asymptomatic infections although the efficacy numbers are not impressive across the board. It's also plausible to assume that viral load at the mucosal region is reduced anyway for the vaccinated. I'm speculating that if the data is more quantitative and not just reported as a simply above a certain background threshold, we'll again see that vaccination is helpful to reduce the burden of this covid outbreak. ps: And note that the background numbers is for pfizer vaccinated folks. So the numbers are in fact more impressive than they look.
avatarKennethLong
2022-11-28
Let’s hope the buffoons running this company into the ground can meet EPS expectations in Q4.                     Maybe show a little progress in company outlook. If not hopefully Karp the conman will finally let someone else try to get this company moving for investors.$Palantir Technologies Inc.(PLTR)$
$Taiwan Semiconductor Manufacturing(TSM)$ TSM>  Meta to "accelerate infrastructure investments" for AI, raises Capex to $35bn-$40bn. Zuckerberg said Meta "should invest significantly more over the coming years" in AI.   hmmmm..  I wonder who’s building their custom AI chip for them?  Meta is going further down the road with their custom AI chip rollout for their major platform shift centered around AI.  Google, Microsoft, and Amazon are on similar paths.  Whether Nvidia or AMD chips are effected by this dynamic doesn’t matter because at the end of the day TSMC is building these high value custom AI chips for ALL of the above.  Qualcomm and Intel are also going to add more of a ca
avatarKennethLong
2021-08-30

why another squeeze on GME is IMPOSSIBLE

$GameStop(GME)$ why another squeeze on GME is IMPOSSIBLE:  1) as of 8/13/2021 short interest in GME is a scant 11.98%. An extreme difference from the legendary 150% shorts in January. In spite of the repetitive & obnoxious lies by the many internet shills, relatively speaking, shorts ARE fully covered 2) the 2020 Dec $14 stock price with a $1 billion market cap can be manipulated 15X easier than a $200 stock price and a $15 billion market cap. Apes can't manipulate GME at these lofty levels cuz their financial assets are relatively extremely insignificant. 3) GME has issued 5 million new shares in 2021, substantially diluting share holder value. Double-trouble of reducing share holder value and fully insulating GME from any chance of a second
why another squeeze on GME is IMPOSSIBLE
avatarKennethLong
2022-11-23
Netflix at $280...Such a example of over valued..This is a perfect example of whats wrong with the valuation of some of these company's. Regulators need to clean this mess up...Other than broker's hyping this stock...There is nothing there other than another movie streaming company...Just no Equity$Netflix(NFLX)$
avatarKennethLong
2022-12-29
$24 to $4 in a year. If there was ANYTHING and I mean ANYTHING special, unique, disruptive about this stock it wouldn't be trading at $4, even in this Market.                                                             The Market knows this is just another hyped up SPAC stock in huge trouble.$SoFi Technologies Inc.(SOFI)$
avatarKennethLong
2022-11-30
GMV was USD 5.080 billion, an increase of 26% compared with USD 4.038 billion in the same period last year. If the influence of exchange rate is excluded, the year-on-year growth will be 32%.The revenue was 382 million US dollars, a record high, up 143% compared with 157 million US dollars in the same period last year. If the influence of exchange rate is excluded, the year-on-year growth will be 156%. By contrast, Wall Street analysts' average forecast was $337 million.$Grab Holdings(GRAB)$
avatarKennethLong
2023-03-16
$AMC Entertainment(AMC)$Bringing sports events to AMC theatres will be the catalyst that launches the Moass, announcement coming soon.Negotiations with the NHL, NBA, MLB, MLS, and NFL are near completion. What a brilliant idea , allowing sports events to be viewed at the theatre , provides opportunity for lower income audiences to feel like they are at a live game. How exciting to watch Hockey,Basketball, Baseball,Soccer and Hockey on the big screen, with other fans next to you cheering on their team, enjoying popcorn and hot dogs in a nice warm theatre, It is a brilliant idea.This brilliant proposal Adam Aron presented to these sports conglomerates has been in negotiations for the last 2 years. This is exactly why Citi, Goldman and Credit Suisse,
avatarKennethLong
2023-03-27

JD.com Backs Its Merchants With $1.5 Billion, But Investors Aren't Buying It

JD.com Backs Its Merchants With $1.5 Billion, But Investors Aren't Buying ItSummaryJD.com’s adjusted net profit jumped 64% last year, as it launched a final dividend that is relatively rare among Chinese tech stocks.The e-commerce company’s revenue growth may decline in the first quarter of this year, and consumer sentiment may not pick up significantly until the second half.The post-earnings sell-off, coupled with the final dividend, may attract some investors back to JD’s stock when markets settle after recent turbulence.Andrew BurtonChina’s No. 2 e-commerce company launched a 10 billion yuan subsidy plan for its merchants, as it eyes improving consumer sentiment in the second half of this year.After promising to boost its third-party merchant partners througha 10 billion yuan ($1.45 bil
JD.com Backs Its Merchants With $1.5 Billion, But Investors Aren't Buying It
avatarKennethLong
2023-06-22
$Unity Software Inc.(U)$Unity Software Inc. (U) is a highly volatile stock that experienced a significant drop from $100 to $30 in just six weeks. However, this does not mean that it cannot go back up to $100. The stock market is unpredictable, and prices can rise or fall rapidly due to a variety of factors, including economic conditions, industry trends, and investor sentiment. Therefore, it is important to conduct thorough research and analysis before making any investment decisions. While there is no guarantee that U will reach $100 again, it is possible that the company's growth potential and market position could lead to a price increase in the future. As with any investment, it is important to consider the risks and potential rewards before mak
avatarKennethLong
2022-12-02
I was looking at the Net Income of Netflix per annum since 2017. It is being almost doubled every year ever since. And now they introduced cheaper Ad-Version, which will increase customer base to people who couldn't pay more earlier, but now can also enjoy Netflix at a lower cost with compromise of having to watch Ads.Subtitles: STRONG BUY !!!!$Netflix(NFLX)$

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