JoannaDarwin
JoannaDarwin
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avatarJoannaDarwin
2022-03-24
$Starbucks(SBUX)$ Whatever you guys say about CEO change… every Starbucks around me is filled with people eager to spend money daily on their caffeine addiction.Lineups at the drive thru, and at the sit-in locations you have a very enjoyable cheap “office” space for laptop work with great internet & charging, quality music and friendly staff. Cleanliness and modern interior design.There I have a safe haven from the distractions at home so I can focus on my work, I can pay to satiate my caffeine dependency (imo their menu is great) while getting a built in work space with free electricity and internet.I see people doing the same at every single Starbucks I go to. This in combination with their relentless efforts to close low margin stores and open
avatarJoannaDarwin
2022-03-24

Starbucks: The Analyst says it is time to buy

Starbucksstock is off roughly 25% year to date, but Jefferies argues that the market has it wrong. Starbucks ($Starbucks(SBUX)$ ) faces a number of uncertainties in the near term, including employee efforts to unionize, concerns about thecoming departure of its CEO, and the pace of the recovery of its business in China. Those headwinds come amid a difficult time for the restaurant industry in general, given high commodity costs and concerns about consumer spending. Yet Jefferies analyst Andy Barish says these issues are largely temporary. In addition, selloffs in the stock of this nature “historically have resulted in strong outperformance in the year following, to the tune of 37% (versus 22% forS&P 500).” The analyst rates Starbucks stock Buy wi
Starbucks: The Analyst says it is time to buy
avatarJoannaDarwin
2022-03-23

Tencent May Possibly Be Forced To Take The Wrong Path

Summary Tencent's brilliant capital allocation business could be disrupted by regulations. The company recently sold its stakes in JD.com$JD.com(JD)$ and Sea Limited$Sea Ltd(SE)$ . Capital allocation is the biggest edge Tencent has over other big tech mega caps. In this analysis I will explain why Tencent Holdings ($(OTCPK:TCEHY)$$TENCENT(00700)$ ) might no longer be the company that it was a year ago. I've been following Tencent for over one and a half years now, and I decided to sell my 8% position because I see its capital allocation business being crippled going forward. Tencent had an extraordinary business with many wide m
Tencent May Possibly Be Forced To Take The Wrong Path
avatarJoannaDarwin
2022-03-18
$Walt Disney(DIS)$ is a sorry place to invest your money. No dividend, P/E of 76 and lots of issues. The parks have gotten so expensive the average family can't afford to go there. Disney + has to offer the option to have commercials to get more people signing up at a cheaper price. ESPN is in long term decline. Cruse ships are an up and down proposition.Stock is not performing. Down significantly YTD and no real indication that it will turn up.
avatarJoannaDarwin
2022-03-17

Does This Valuation Of Meituan Imply Overpaying?

In this article we are going to estimate the intrinsic value of Meituan ($(HKG:3690)$) by taking the forecast future cash flows of the company and discounting them back to today's value. One way to achieve this is by employing the Discounted Cash Flow (DCF) model. It may sound complicated, but actually it is quite simple! We would caution that there are many ways of valuing a company and, like the DCF, each technique has advantages and disadvantages in certain scenarios. Anyone interested in learning a bit more about intrinsic value should have a read of theSimply Wall St analysis model. Is Meituan fairly valued? We are going to use a two-stage DCF model, which, as the name states, takes into account two stages of growth. The first stage is gener
Does This Valuation Of Meituan Imply Overpaying?
avatarJoannaDarwin
2022-03-16
$Sea Ltd(SE)$ Just started my short position won’t be bullish for long time I believe
avatarJoannaDarwin
2022-03-11
I’m staying in $AMC Entertainment(AMC)$ come Hell or high water. I intend to buy mores d I intend to hold every share I have. Not day trading. The juvenile shills just strengthens my resolve. They are sooooo worried about my investment here. They need not be concerned. My balance sheet is going to be fine irrelevant of what happens to AMC. So, I’ll just throw a steak or two on the grill this weekend and wait for my Moon ride. Everything is going according to plan.
avatarJoannaDarwin
2022-03-11
$UNITED OVERSEAS BANK LIMITED(U11.SI)$ UOB will be Singapore 🇸🇬 no.1 bank . Support it!
avatarJoannaDarwin
2022-03-09

investing in Xiaomi (HKG:1810) three years ago is up 68%

Xiaomi Corporation ($XIAOMI-W(01810)) saw significant share price movement during recent months on the SEHK, rising to highs of HK$22.80 and falling to the lows of HK$16.48. Some share price movements can give investors a better opportunity to enter into the stock, and potentially buy at a lower price. A question to answer is whether Xiaomi's current trading price of HK$16.48 reflective of the actual value of the large-cap? Or is it currently undervalued, providing us with the opportunity to buy? Let’s take a look at Xiaomi’s outlook and value based on the most recent financial data to see if there are any catalysts for a price change. What is Xiaomi worth? The stock seems fairly valued at the moment according to my valuation model. It’s trading around 2.6% below my intrinsic value, which
investing in Xiaomi (HKG:1810) three years ago is up 68%
avatarJoannaDarwin
2022-03-09

investing in Xiaomi (HKG:1810) three years ago is up 68%

Xiaomi Corporation ($XIAOMI-W(01810)) saw significant share price movement during recent months on the SEHK, rising to highs of HK$22.80 and falling to the lows of HK$16.48. Some share price movements can give investors a better opportunity to enter into the stock, and potentially buy at a lower price. A question to answer is whether Xiaomi's current trading price of HK$16.48 reflective of the actual value of the large-cap? Or is it currently undervalued, providing us with the opportunity to buy? Let’s take a look at Xiaomi’s outlook and value based on the most recent financial data to see if there are any catalysts for a price change. What is Xiaomi worth? The stock seems fairly valued at the moment according to my valuation model. It’s trading around 2.6% below my intrinsic value, which
investing in Xiaomi (HKG:1810) three years ago is up 68%
avatarJoannaDarwin
2021-09-22
$AMC Entertainment(AMC)$ $AMC: SI increased 4% to 19.39% of FF. Avg age of shorts (not incl synthetics) is 69 days, putting them ~July 14 when AMC dropped from $38.80 to $33.43. This is a danger zone level for them. Drop to $33 (which would be short lived, if at all) would cause a hard bounce.

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