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- PumpAndPumpPumpAndPump
  ·2022-05-05
  Nice
  Why Is SoFi Stock Heating Up Today?
  Investors in SoFi Technologies are finally seeing some needed buying pressure on news of a new partn
  Why Is SoFi Stock Heating Up Today?
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- PumpAndPumpPumpAndPump
  ·2022-05-03
  I bought Charlie shares. Thanks Charlie.
  Alibaba Group: Munger Position Halved, How About Yours?
  SummaryFor investors who take Charlie Munger’s action into their consideration, his Alibaba holdings
  Alibaba Group: Munger Position Halved, How About Yours?
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- PumpAndPumpPumpAndPump
  ·2022-04-21
  $MALAYSIA SMELTING CORP BHD(NPW.SI)$This is not just a smelting company. This is a part of sustainable future
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- PumpAndPumpPumpAndPump
  ·2022-04-19
  Just Pump and dont dump$SoFi Technologies Inc.(SOFI)$
  It’s Risky to Not Own Shares of SoFi Technologies
  Stadium rights have made SoFi Technologies (NASDAQ:SOFI) a fixture in Los Angeles. But today, regard
  It’s Risky to Not Own Shares of SoFi Technologies
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Today, SOFI stock has surged 11% on a rather important day in financial markets.</p><p>However, zooming out on the company’s stock chart, SoFi has been on the downtrend for some time. On a year-to-date basis alone, this stock is down more than 55%. And that’s after today’s rise.</p><p>Interestingly, much of the reason for this decline has to do with a risk-off environment. Investors have been selling stocks heavily ahead of today’s Federal Open Market Committee (FOMC) meeting. However, with the Federal Reserve hiking as expected and seemingly taking a 75-basis-point hike off the table for next meeting, investors appear to want to add some risk back into their portfolios.</p><p>That said, this isn’t the only core catalyst driving SOFI stock higher today. Let’s dive into the big catalyst investors are talking about with this fintech stock.</p><p><b>Why Is SOFI Stock Soaring Today?</b></p><p>In addition to the aforementioned macro catalyst, there’s a company-specific driver that’s sending SOFI stock higher. Today’s increase started in earlier trading and has accelerated this afternoon.</p><p>This catalyst is around SoFi’s Galileo subsidiary. Today, Galileoannouncedit would be partnering with <a href=\"https://laohu8.com/S/MA\">Mastercard</a> to accelerate digital transformation in Latin America.</p><p>Specifically, this partnership is aimed at improving Mastercard’s market share in Latin America, while promoting SoFi’s fintech platform to reach many underbanked customers. It’s a win-win for both parties, which are up on the news.</p><p>Financial inclusion appears to be an altruistic goal most investors can get behind. I remain bullish on SoFi’s long-term growth prospects, despite currently bearish market conditions. Indeed, perhaps today’s catalyst will result in a flurry of interest. Whether it’s sustained or not is the real question investors need to ask.</p><p>For now, I think the market is correctly assuming a bearish stance. However, should a soft landing be achieved, SOFI stock is one that could be a winner over the medium term as we come out of this economic mess.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Is SoFi Stock Heating Up Today?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Is SoFi Stock Heating Up Today?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-05 10:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/05/why-is-sofi-sofi-stock-heating-up-today/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors in SoFi Technologies are finally seeing some needed buying pressure on news of a new partnership. Today, SOFI stock has surged 11% on a rather important day in financial markets.However, ...</p>\n\n<a href=\"https://investorplace.com/2022/05/why-is-sofi-sofi-stock-heating-up-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOFI":"SoFi Technologies Inc."},"source_url":"https://investorplace.com/2022/05/why-is-sofi-sofi-stock-heating-up-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133217767","content_text":"Investors in SoFi Technologies are finally seeing some needed buying pressure on news of a new partnership. Today, SOFI stock has surged 11% on a rather important day in financial markets.However, zooming out on the company’s stock chart, SoFi has been on the downtrend for some time. On a year-to-date basis alone, this stock is down more than 55%. And that’s after today’s rise.Interestingly, much of the reason for this decline has to do with a risk-off environment. Investors have been selling stocks heavily ahead of today’s Federal Open Market Committee (FOMC) meeting. However, with the Federal Reserve hiking as expected and seemingly taking a 75-basis-point hike off the table for next meeting, investors appear to want to add some risk back into their portfolios.That said, this isn’t the only core catalyst driving SOFI stock higher today. Let’s dive into the big catalyst investors are talking about with this fintech stock.Why Is SOFI Stock Soaring Today?In addition to the aforementioned macro catalyst, there’s a company-specific driver that’s sending SOFI stock higher. Today’s increase started in earlier trading and has accelerated this afternoon.This catalyst is around SoFi’s Galileo subsidiary. Today, Galileoannouncedit would be partnering with Mastercard to accelerate digital transformation in Latin America.Specifically, this partnership is aimed at improving Mastercard’s market share in Latin America, while promoting SoFi’s fintech platform to reach many underbanked customers. It’s a win-win for both parties, which are up on the news.Financial inclusion appears to be an altruistic goal most investors can get behind. I remain bullish on SoFi’s long-term growth prospects, despite currently bearish market conditions. Indeed, perhaps today’s catalyst will result in a flurry of interest. Whether it’s sustained or not is the real question investors need to ask.For now, I think the market is correctly assuming a bearish stance. However, should a soft landing be achieved, SOFI stock is one that could be a winner over the medium term as we come out of this economic mess.","news_type":1},"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9061964011,"gmtCreate":1651553714957,"gmtModify":1676534926142,"author":{"id":"3563786797046226","authorId":"3563786797046226","name":"PumpAndPump","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3563786797046226","authorIdStr":"3563786797046226"},"themes":[],"htmlText":"I bought Charlie shares. Thanks Charlie.","listText":"I bought Charlie shares. Thanks Charlie.","text":"I bought Charlie shares. Thanks Charlie.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061964011","repostId":"2232742796","repostType":2,"repost":{"id":"2232742796","kind":"news","pubTimestamp":1651547153,"share":"https://ttm.financial/m/news/2232742796?lang=&edition=fundamental","pubTime":"2022-05-03 11:05","market":"us","language":"en","title":"Alibaba Group: Munger Position Halved, How About Yours?","url":"https://stock-news.laohu8.com/highlight/detail?id=2232742796","media":"seekingalpha","summary":"SummaryFor investors who take Charlie Munger’s action into their consideration, his Alibaba holdings","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>For investors who take Charlie Munger’s action into their consideration, his Alibaba holdings now create some ambiguity.</li><li>He doubled his stake in Alibaba twice in 2021 Q3 and 2021 Q4, but then the position was reduced by about a half according to the recent Daily Journal&#39;s 13F.</li><li>To add to the ambiguity, he has given up his role as Chairman of the Daily Journal Corporation.</li><li>This article reengineers Munger’s thought process to gain insights into where Alibaba is headed next.</li><li>BABA is another textbook illustration of Munger’s wisdom of buying good businesses on the operating table, and I still hold this view after DJCO trimmed its position.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7f665544ee7146e737beb7abd9b9596c\" tg-width=\"750\" tg-height=\"403\" width=\"100%\" height=\"auto\"/><span>Eric Francis/Getty Images News</span></p><p><b>Thesis</b></p><p>Many investors in Alibaba Group (NYSE:BABA) (OTCPK:BABAF) probably included Charlie Munger’s actions as part of their investment decision. Indeed, the legendary billionaire doubled down on his BABA position twice in 2021 amid market concerns, and both times created a news splash and large stock price movements. But the most recent filing from the Daily Journal Corporation (DJCO) reported that his BABA position was reduced by about a half as you can see from the chart below. To add to the ambiguity, he has also announced that he has given up his role as Chairman of the Daily Journal Corporation, a position held since 1977. Going forward, Munger will remain a director and keep being involved in its securities portfolio.</p><p>This article is my attempt to interpret Munger’s thought process surrounding his BABA positions. As his role at DJCO winds down, we can no longer rely on his actions as guidance in our BABA decisions and we will have to rely on our own judgment more. By reengineering Munger’s thoughts, we can gain insights for ourselves not only on BABA but also on other investment opportunities.</p><p>You will see next that my view is that what has happened between 2021 Q3 and Q4 best illustrates Munger’s wisdom of buying good business on the operating table, and I still hold this view after DJCO trimmed the BABA position recently.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9660e48240f12c06602d9d01717c9f9a\" tg-width=\"640\" tg-height=\"259\" width=\"100%\" height=\"auto\"/><span>Source: dataroma.com</span></p><p><b>Munger and BABA</b></p><p>The following chart summarizes the key events that led to Munger’s actions. As you can see from the chart below, he started buying BABA shares in 2021 Q1, after a large correction in its share price caused by the cancelation of the highly anticipated Ant Group IPO. He then doubled down his stake in Alibaba twice: first in 2021 Q3 and then again in 2021 Q4.</p><p>There are certainly good reasons for Munger’s decision. As mentioned above, the market reacted too quickly based on perception (based on the information available at that time). As a result, even though BABA’s core business is intact, its valuation became too compressed when Munger pulled the trigger to double down his bets. It is a textbook reflection of his wisdom of buying a good business on the operating table. At the prices he bought into BABA, it was valued as a terminally cheap and stagnating business, while its core fundamentals not only remain intact but also well-positioned for growth, as elaborated in the next section immediately below.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c9aab2ae2ddd5b74d6ef33ed6ea3682\" tg-width=\"640\" tg-height=\"283\" width=\"100%\" height=\"auto\"/><span>Yahoo Finance and Author</span></p><p><b>BABA’s core business remains intact</b></p><p>Firstly, my view is that many of the ongoing uncertainties as shown above (the Russian-Ukraine war, COVID interruptions, and the delisting fear) are only temporary and have little long-term relevance to BABA&#39;s existing core retail business. Secondly, the China government has expressed commitment to stabilizing the market and stimulating the economy. And key players like BABA will directly benefit from the government support, as reflected in the large share price rallies shortly after such announcements.</p><p>Under the above background, now let&#39;s look at BABA’s core retail business. BABA reported a total of 1.28 billion Annual Active Consumers Globally for the twelve months ended December 31, 2021. It is an increase of approximately 43 million from the twelve months ended September 30, 2021. This includes 979 million consumers in China and 301 million consumers overseas, representing a quarterly net increase of over 26 million (2.6%) and 16 million (about 5%), respectively. Such growth rates may be lower than its faster pace in the past. However, they are still very healthy growth rates at BABA’s scale. And again, the market overaction has compressed its valuation so much so that it is now viewed as a terminally cheap and stagnating business. But the reality is the opposite.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e09f58f155de8d774911dedd2de0f281\" tg-width=\"640\" tg-height=\"338\" width=\"100%\" height=\"auto\"/><span>BABA Earnings report</span></p><p>Looking forward, I see the business well-positioned for future growth and the fear overblown for a few key considerations. As aforementioned, upon rational examination, many recent developments are not only temporary but also irrelevant or even positive for BABA. For example, in Sept 2021, BABA made a pledge of 100 billion RMB (or about $15.5B or $3.1B per year) to the Chinese common prosperity fund. To me, this is a positive sign because it shows that the Chinese government is working out a path forward for BABA and hints at what a “new norm” could be for BABA. And also the recent separation of its China retail and international retail is also a positive development in my view. it compartmentalized the regulatory complications and risks for its core business. BABA is now well-positioned to capture the international market. Cainiao continues to expand its global infrastructure by strengthening its end-to-end logistics capabilities, including ehubs, line-haul, sorting centers, and last-mile network.</p><p><b>BABA’s other high-growth opportunities</b></p><p>Besides its core bread-and-butter business, BABA is also well-positioned to capitalize on its investments in other high-growth and high-margin opportunities both domestically and internationally. It is in a key strategic position to capitalize on its local and cross-border supply and global infrastructure in many key areas.</p><p>Its cloud segment is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the highlights. The cloud market in China is projected to grow from RMB 0.2 Trillion in 2020 to RMB 1.0 Trillion in 2025, a 5x growth in 5 years. BABA’s cloud computing revenue grew by 50% year-on-year in its last fiscal year (which ended on 31 March 2021) despite losing a major customer in the March quarter. Since then, its cloud segment grew by another 20% year-over-year to RMB19.5B million (US$3.1B million) in the most recent quarter. At the same time, its cloud revenue is also becoming more diversified. The revenue sources used to be dominated by the internet industry (about 60%). As of the last quarter, the share of the revenue from the internet industry has decreased to about 48%. The solid 20% year-over-year growth reflected robust growth from other key sectors such as the financial and telecommunication industries.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3115a0e3831d1e821d9bf124fb342f5\" tg-width=\"640\" tg-height=\"358\" width=\"100%\" height=\"auto\"/><span>BABA earnings report</span></p><p><b>Valuation too cheap to ignore</b></p><p>Munger bought BABA shares on the operating table when it was valued as a terminally cheap business. The valuation is still too cheap to ignore. BABA remains deeply undervalued in terms of all the metrics, net earnings, free cash flow, and assets. As seen from the chart below, it’s current valued at about 12x FW PE. And according to consensus estimates, its valuation at the current price will be in the single-digit range starting in 2025 and at about only 6x by 2028.</p><p>At the same time, there is a large cash position on its balance sheet, making the valuation even more compressed than on the surface. Currently, about one-third of its market cap is in its current assets, and more than a half in its current assets, properties, and equity investments. With its China commerce raking in more than $90B of sales per year, the current valuation is equivalent to A) purchasing its equity at book value, B) paying for its China commerce operation at about 1.6x sales (Amazon is valued at about 3.5x sales in contrast), and C) getting all its other operations for free.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e840aa8a60cc3895b5046c5d64b48e23\" tg-width=\"640\" tg-height=\"281\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha</span></p><p><b>Conclusions and risks</b></p><p>This article attempts to reengineer Munger’s thought process surrounding his BABA positions. My view is that what has happened between 2021 Q3 and Q4 is another textbook illustration of his wisdom of buying good business on the operating table. And I still hold this view after DJCO trimmed the BABA position recently. In particular,</p><ul><li>My view is that as his role at DJCO winds down, the trim does not reflect his view anymore. At this point, BABA’s core businesses remain intact and are well-positioned for many high-growth areas especially its cloud computing and CAINIAO logistic infrastructure.</li><li>Many current fears (listed below) are overblown or irrelevant to the business fundamentals in the long term. On the opposite, in the nearer term, BABA investment is further protected at this point by its large share repurchase plan and the Chinese government to stabilize the market and its economy. Its $25B share repurchase plan will shrink the share count by almost 9% at its current price. Given its current undervaluation, it will be highly accreditive to boost shareholder returns.</li></ul><p>Finally, BABA investment does involve considerable risks and is definitely not suitable for all investment styles. The key risks as I see are elaborated below.</p><ul><li>First, large price volatilities. its stock price has recently become dominated by market sentiment and disconnected from fundamentals. Its stock prices easily fluctuated 30%+ in a few days or even a single day recently in response to news and sentiments that may or may not have direct relevance to its business fundamentals.</li><li>Second, the VIE structure risk could lead to a 100% loss. The Chinese government could confiscate foreign investments in BABA if they decide foreign investments made in BABA under the VEI structure are illegal according to Chinese law.</li><li>Third, the delisting risk could also lead to a substantial loss. It led to a 20%+ loss following the next few days in the recent DiDi delisting example.</li><li>Lastly, given the above large uncertainties, potential investors may consider a long call option to limit total exposure risks. As detailed in my earlier article, I think the market’s perception of its price variation is too conservative, resulting in a mispricing of its implied volatility.</li></ul></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Group: Munger Position Halved, How About Yours?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Group: Munger Position Halved, How About Yours?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-03 11:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4505816-alibaba-group-munger-position-halved-how-about-yours><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryFor investors who take Charlie Munger’s action into their consideration, his Alibaba holdings now create some ambiguity.He doubled his stake in Alibaba twice in 2021 Q3 and 2021 Q4, but then ...</p>\n\n<a href=\"https://seekingalpha.com/article/4505816-alibaba-group-munger-position-halved-how-about-yours\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://seekingalpha.com/article/4505816-alibaba-group-munger-position-halved-how-about-yours","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2232742796","content_text":"SummaryFor investors who take Charlie Munger’s action into their consideration, his Alibaba holdings now create some ambiguity.He doubled his stake in Alibaba twice in 2021 Q3 and 2021 Q4, but then the position was reduced by about a half according to the recent Daily Journal's 13F.To add to the ambiguity, he has given up his role as Chairman of the Daily Journal Corporation.This article reengineers Munger’s thought process to gain insights into where Alibaba is headed next.BABA is another textbook illustration of Munger’s wisdom of buying good businesses on the operating table, and I still hold this view after DJCO trimmed its position.Eric Francis/Getty Images NewsThesisMany investors in Alibaba Group (NYSE:BABA) (OTCPK:BABAF) probably included Charlie Munger’s actions as part of their investment decision. Indeed, the legendary billionaire doubled down on his BABA position twice in 2021 amid market concerns, and both times created a news splash and large stock price movements. But the most recent filing from the Daily Journal Corporation (DJCO) reported that his BABA position was reduced by about a half as you can see from the chart below. To add to the ambiguity, he has also announced that he has given up his role as Chairman of the Daily Journal Corporation, a position held since 1977. Going forward, Munger will remain a director and keep being involved in its securities portfolio.This article is my attempt to interpret Munger’s thought process surrounding his BABA positions. As his role at DJCO winds down, we can no longer rely on his actions as guidance in our BABA decisions and we will have to rely on our own judgment more. By reengineering Munger’s thoughts, we can gain insights for ourselves not only on BABA but also on other investment opportunities.You will see next that my view is that what has happened between 2021 Q3 and Q4 best illustrates Munger’s wisdom of buying good business on the operating table, and I still hold this view after DJCO trimmed the BABA position recently.Source: dataroma.comMunger and BABAThe following chart summarizes the key events that led to Munger’s actions. As you can see from the chart below, he started buying BABA shares in 2021 Q1, after a large correction in its share price caused by the cancelation of the highly anticipated Ant Group IPO. He then doubled down his stake in Alibaba twice: first in 2021 Q3 and then again in 2021 Q4.There are certainly good reasons for Munger’s decision. As mentioned above, the market reacted too quickly based on perception (based on the information available at that time). As a result, even though BABA’s core business is intact, its valuation became too compressed when Munger pulled the trigger to double down his bets. It is a textbook reflection of his wisdom of buying a good business on the operating table. At the prices he bought into BABA, it was valued as a terminally cheap and stagnating business, while its core fundamentals not only remain intact but also well-positioned for growth, as elaborated in the next section immediately below.Yahoo Finance and AuthorBABA’s core business remains intactFirstly, my view is that many of the ongoing uncertainties as shown above (the Russian-Ukraine war, COVID interruptions, and the delisting fear) are only temporary and have little long-term relevance to BABA's existing core retail business. Secondly, the China government has expressed commitment to stabilizing the market and stimulating the economy. And key players like BABA will directly benefit from the government support, as reflected in the large share price rallies shortly after such announcements.Under the above background, now let's look at BABA’s core retail business. BABA reported a total of 1.28 billion Annual Active Consumers Globally for the twelve months ended December 31, 2021. It is an increase of approximately 43 million from the twelve months ended September 30, 2021. This includes 979 million consumers in China and 301 million consumers overseas, representing a quarterly net increase of over 26 million (2.6%) and 16 million (about 5%), respectively. Such growth rates may be lower than its faster pace in the past. However, they are still very healthy growth rates at BABA’s scale. And again, the market overaction has compressed its valuation so much so that it is now viewed as a terminally cheap and stagnating business. But the reality is the opposite.BABA Earnings reportLooking forward, I see the business well-positioned for future growth and the fear overblown for a few key considerations. As aforementioned, upon rational examination, many recent developments are not only temporary but also irrelevant or even positive for BABA. For example, in Sept 2021, BABA made a pledge of 100 billion RMB (or about $15.5B or $3.1B per year) to the Chinese common prosperity fund. To me, this is a positive sign because it shows that the Chinese government is working out a path forward for BABA and hints at what a “new norm” could be for BABA. And also the recent separation of its China retail and international retail is also a positive development in my view. it compartmentalized the regulatory complications and risks for its core business. BABA is now well-positioned to capture the international market. Cainiao continues to expand its global infrastructure by strengthening its end-to-end logistics capabilities, including ehubs, line-haul, sorting centers, and last-mile network.BABA’s other high-growth opportunitiesBesides its core bread-and-butter business, BABA is also well-positioned to capitalize on its investments in other high-growth and high-margin opportunities both domestically and internationally. It is in a key strategic position to capitalize on its local and cross-border supply and global infrastructure in many key areas.Its cloud segment is one of the highlights. The cloud market in China is projected to grow from RMB 0.2 Trillion in 2020 to RMB 1.0 Trillion in 2025, a 5x growth in 5 years. BABA’s cloud computing revenue grew by 50% year-on-year in its last fiscal year (which ended on 31 March 2021) despite losing a major customer in the March quarter. Since then, its cloud segment grew by another 20% year-over-year to RMB19.5B million (US$3.1B million) in the most recent quarter. At the same time, its cloud revenue is also becoming more diversified. The revenue sources used to be dominated by the internet industry (about 60%). As of the last quarter, the share of the revenue from the internet industry has decreased to about 48%. The solid 20% year-over-year growth reflected robust growth from other key sectors such as the financial and telecommunication industries.BABA earnings reportValuation too cheap to ignoreMunger bought BABA shares on the operating table when it was valued as a terminally cheap business. The valuation is still too cheap to ignore. BABA remains deeply undervalued in terms of all the metrics, net earnings, free cash flow, and assets. As seen from the chart below, it’s current valued at about 12x FW PE. And according to consensus estimates, its valuation at the current price will be in the single-digit range starting in 2025 and at about only 6x by 2028.At the same time, there is a large cash position on its balance sheet, making the valuation even more compressed than on the surface. Currently, about one-third of its market cap is in its current assets, and more than a half in its current assets, properties, and equity investments. With its China commerce raking in more than $90B of sales per year, the current valuation is equivalent to A) purchasing its equity at book value, B) paying for its China commerce operation at about 1.6x sales (Amazon is valued at about 3.5x sales in contrast), and C) getting all its other operations for free.Seeking AlphaConclusions and risksThis article attempts to reengineer Munger’s thought process surrounding his BABA positions. My view is that what has happened between 2021 Q3 and Q4 is another textbook illustration of his wisdom of buying good business on the operating table. And I still hold this view after DJCO trimmed the BABA position recently. In particular,My view is that as his role at DJCO winds down, the trim does not reflect his view anymore. At this point, BABA’s core businesses remain intact and are well-positioned for many high-growth areas especially its cloud computing and CAINIAO logistic infrastructure.Many current fears (listed below) are overblown or irrelevant to the business fundamentals in the long term. On the opposite, in the nearer term, BABA investment is further protected at this point by its large share repurchase plan and the Chinese government to stabilize the market and its economy. Its $25B share repurchase plan will shrink the share count by almost 9% at its current price. Given its current undervaluation, it will be highly accreditive to boost shareholder returns.Finally, BABA investment does involve considerable risks and is definitely not suitable for all investment styles. The key risks as I see are elaborated below.First, large price volatilities. its stock price has recently become dominated by market sentiment and disconnected from fundamentals. Its stock prices easily fluctuated 30%+ in a few days or even a single day recently in response to news and sentiments that may or may not have direct relevance to its business fundamentals.Second, the VIE structure risk could lead to a 100% loss. The Chinese government could confiscate foreign investments in BABA if they decide foreign investments made in BABA under the VEI structure are illegal according to Chinese law.Third, the delisting risk could also lead to a substantial loss. It led to a 20%+ loss following the next few days in the recent DiDi delisting example.Lastly, given the above large uncertainties, potential investors may consider a long call option to limit total exposure risks. As detailed in my earlier article, I think the market’s perception of its price variation is too conservative, resulting in a mispricing of its implied volatility.","news_type":1},"isVote":1,"tweetType":1,"viewCount":256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9082102285,"gmtCreate":1650533734393,"gmtModify":1676534746161,"author":{"id":"3563786797046226","authorId":"3563786797046226","name":"PumpAndPump","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3563786797046226","authorIdStr":"3563786797046226"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NPW.SI\">$MALAYSIA SMELTING CORP BHD(NPW.SI)$</a>This is not just a smelting company. This is a part of sustainable future&nbsp;","listText":"<a href=\"https://ttm.financial/S/NPW.SI\">$MALAYSIA SMELTING CORP BHD(NPW.SI)$</a>This is not just a smelting company. This is a part of sustainable future&nbsp;","text":"$MALAYSIA SMELTING CORP BHD(NPW.SI)$This is not just a smelting company. This is a part of sustainable future","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082102285","isVote":1,"tweetType":1,"viewCount":593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9088678615,"gmtCreate":1650342361058,"gmtModify":1676534701540,"author":{"id":"3563786797046226","authorId":"3563786797046226","name":"PumpAndPump","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3563786797046226","authorIdStr":"3563786797046226"},"themes":[],"htmlText":"Just Pump and dont dump<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>","listText":"Just Pump and dont dump<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>","text":"Just Pump and dont dump$SoFi Technologies Inc.(SOFI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088678615","repostId":"1182712708","repostType":2,"repost":{"id":"1182712708","kind":"news","pubTimestamp":1650331094,"share":"https://ttm.financial/m/news/1182712708?lang=&edition=fundamental","pubTime":"2022-04-19 09:18","market":"us","language":"en","title":"It’s Risky to Not Own Shares of SoFi Technologies","url":"https://stock-news.laohu8.com/highlight/detail?id=1182712708","media":"investorplace","summary":"Stadium rights have made SoFi Technologies (NASDAQ:SOFI) a fixture in Los Angeles. But today, regard","content":"<html><head></head><body><p>Stadium rights have made SoFi Technologies (NASDAQ:SOFI) a fixture in Los Angeles. But today, regardless of whether or not you’re a sports fan, SOFI stock is a compelling buy for growth stock bulls looking for a long-term win.</p><p>In the midst of bearish inflationary data, spiking treasury yields and a mixed start to earnings season, stiffer, broad-based losses on Wall Street haven’t been lost on SOFI stock. Geopolitical tensions and a Covid-19 resurgence have contributed as well.</p><p>Shares of the fintech firm lost more than 27% over the past two weeks. Even worse, the price action has also taken out its March bear-market low of $7.74 per share. Today saw more of the same with SOFI stock off another 3%.</p><p>Today though, let’s review what’s going well and what’s not in SoFi stock, and why a bearish sacking still offers a buying opportunity.</p><h2>SoFi Technologies Has the Goods</h2><p>There are SOFI bulls, and then there’s InvestorPlace’s Luke Lango. He has been bullish on SoFi’s future, going so far as to call SOFI stock “the Amazon of Finance.” That would be huge given the reach of the tech giant as well as today’s mid-cap $6.6 billion valuation versus Amazon’s (NASDAQ:AMZN) $1.5 trillion value.</p><p>The thesis is that much like Amazon’s original book business, SoFi Technologies is so much more than its initial student loan business, which has been challenged by a prolonged student loan moratorium put in place at the onset of Covid-19. And there’s definitely something to SOFI stock being more than a one-product pony.</p><p>SoFi has turned itself into a digital-first ecosystem of services and products that has continued to grow smartly. In fact, in 2021, SOFI stock saw revenue climb nearly 73% year-over-year.</p><p>It doesn’t stop there either. SoFi is further building on that reach this year with its long-awaited banking charter approved in January. There’s also its more recent Technisys acquisition, which will allow SoFi to offer multiple standardized and fully-customizable fintech products.</p><p>Toss in a recent seal of approval for CEO Anthony Noto from CNBC’s Jim Cramer as shares fetched roughly $8 a share, and today’s $7 SOFI stock looks like a growth-at-a-discount opportunity.</p><h2>SOFI Stock Less-Than-Perfect Other Truths</h2><p>It’s not just the student loan moratorium that bearish or less enthusiastic SOFI stock investors have been betting against. But on the back of the student loan payment pause extension this past week, management did have to acknowledge its impact. The company reduced its fiscal 2022 revenue outlook from $1.57 billion to $1.47 billion, narrowly below Street estimates of $1.5 billion.</p><p>SOFI’s bears can point out other challenges too. From competition and rising customer acquisition costs to a shakier home loan business amid ramping up mortgage rates, SOFI stock remains a growth play with other less-than-perfect truths. That includes a lack of profitability and negative cash flow.</p><p>Then there’s the SoFi price chart. In the near-term, it may be too soon to expect the fintech’s cheer section to beat back bearish short-interest of 14% and the stock’s days-to-cover ratio of 2.</p><p>Today, shares of SOFI sport a weak-looking Bollinger band structure and bearish stochastics crossover. Coupled with a questionable market environment and a weekly candlestick hinting of a reversal pattern, bullish buyers should expect more pain before seeing long-term gains in SOFI stock.</p><h2>The SOFI Stock Takeaway</h2><p>Not only has the fallout been tough for SoFi the past couple weeks, but it’s also been challenging for all of the company’s long-term stockholders.</p><p>An investor that bought SoFi shares at their all-time-high of $28.26 back in February 2021 is sitting on an open loss of 75%. The good news is that AMZN stock lost upwards of 90% back in the dot-com era before becoming something slightly more important globally.</p><p>Net, I’m a buyer of SOFI in an obviously uncertain market. But I’m more pragmatic about the stock’s trillion-dollar potential — as well as its ability to make a more vomit-inducing decline — if Amazon’s storied past and SOFI’s price chart are any indicators.</p><p>Bottom-line, should today’s starter purchase somehow make bottom-picking appear easy, don’t be quick to take profits. Refer back to SOFI’s price chart and the market for reasons to add strength rather than rely too heavily on much trickier Amazon parallels.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>It’s Risky to Not Own Shares of SoFi Technologies</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIt’s Risky to Not Own Shares of SoFi Technologies\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-19 09:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/04/its-risky-to-not-own-shares-of-sofi-technologies/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stadium rights have made SoFi Technologies (NASDAQ:SOFI) a fixture in Los Angeles. But today, regardless of whether or not you’re a sports fan, SOFI stock is a compelling buy for growth stock bulls ...</p>\n\n<a href=\"https://investorplace.com/2022/04/its-risky-to-not-own-shares-of-sofi-technologies/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOFI":"SoFi Technologies Inc."},"source_url":"https://investorplace.com/2022/04/its-risky-to-not-own-shares-of-sofi-technologies/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182712708","content_text":"Stadium rights have made SoFi Technologies (NASDAQ:SOFI) a fixture in Los Angeles. But today, regardless of whether or not you’re a sports fan, SOFI stock is a compelling buy for growth stock bulls looking for a long-term win.In the midst of bearish inflationary data, spiking treasury yields and a mixed start to earnings season, stiffer, broad-based losses on Wall Street haven’t been lost on SOFI stock. Geopolitical tensions and a Covid-19 resurgence have contributed as well.Shares of the fintech firm lost more than 27% over the past two weeks. Even worse, the price action has also taken out its March bear-market low of $7.74 per share. Today saw more of the same with SOFI stock off another 3%.Today though, let’s review what’s going well and what’s not in SoFi stock, and why a bearish sacking still offers a buying opportunity.SoFi Technologies Has the GoodsThere are SOFI bulls, and then there’s InvestorPlace’s Luke Lango. He has been bullish on SoFi’s future, going so far as to call SOFI stock “the Amazon of Finance.” That would be huge given the reach of the tech giant as well as today’s mid-cap $6.6 billion valuation versus Amazon’s (NASDAQ:AMZN) $1.5 trillion value.The thesis is that much like Amazon’s original book business, SoFi Technologies is so much more than its initial student loan business, which has been challenged by a prolonged student loan moratorium put in place at the onset of Covid-19. And there’s definitely something to SOFI stock being more than a one-product pony.SoFi has turned itself into a digital-first ecosystem of services and products that has continued to grow smartly. In fact, in 2021, SOFI stock saw revenue climb nearly 73% year-over-year.It doesn’t stop there either. SoFi is further building on that reach this year with its long-awaited banking charter approved in January. There’s also its more recent Technisys acquisition, which will allow SoFi to offer multiple standardized and fully-customizable fintech products.Toss in a recent seal of approval for CEO Anthony Noto from CNBC’s Jim Cramer as shares fetched roughly $8 a share, and today’s $7 SOFI stock looks like a growth-at-a-discount opportunity.SOFI Stock Less-Than-Perfect Other TruthsIt’s not just the student loan moratorium that bearish or less enthusiastic SOFI stock investors have been betting against. But on the back of the student loan payment pause extension this past week, management did have to acknowledge its impact. The company reduced its fiscal 2022 revenue outlook from $1.57 billion to $1.47 billion, narrowly below Street estimates of $1.5 billion.SOFI’s bears can point out other challenges too. From competition and rising customer acquisition costs to a shakier home loan business amid ramping up mortgage rates, SOFI stock remains a growth play with other less-than-perfect truths. That includes a lack of profitability and negative cash flow.Then there’s the SoFi price chart. In the near-term, it may be too soon to expect the fintech’s cheer section to beat back bearish short-interest of 14% and the stock’s days-to-cover ratio of 2.Today, shares of SOFI sport a weak-looking Bollinger band structure and bearish stochastics crossover. Coupled with a questionable market environment and a weekly candlestick hinting of a reversal pattern, bullish buyers should expect more pain before seeing long-term gains in SOFI stock.The SOFI Stock TakeawayNot only has the fallout been tough for SoFi the past couple weeks, but it’s also been challenging for all of the company’s long-term stockholders.An investor that bought SoFi shares at their all-time-high of $28.26 back in February 2021 is sitting on an open loss of 75%. The good news is that AMZN stock lost upwards of 90% back in the dot-com era before becoming something slightly more important globally.Net, I’m a buyer of SOFI in an obviously uncertain market. But I’m more pragmatic about the stock’s trillion-dollar potential — as well as its ability to make a more vomit-inducing decline — if Amazon’s storied past and SOFI’s price chart are any indicators.Bottom-line, should today’s starter purchase somehow make bottom-picking appear easy, don’t be quick to take profits. Refer back to SOFI’s price chart and the market for reasons to add strength rather than rely too heavily on much trickier Amazon parallels.","news_type":1},"isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":true}