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AlexTeddySG

Excited trader with 12% return in first year and 13% better than S&P500 in the second year.

    • AlexTeddySGAlexTeddySG
      ·07-19
      Investors are confused whether to stick to mega cap tech sticks or rotate to small cap... slowly but surely rotation and broading of gains to smaller caps will take plac$Netflix(NFLX)$  $iShares Russell 2000 ETF(IWM)$ 

      Post-Bell | Wall Street Ends Sharply Lower; Nvidia Rises 2.6%; Netflix Stock Reverses Losses

      U.S. stocks tumbled on Thursday, reversing early gains as investors continued to rotate away from high-priced megacap growth stocks and second-quarter earnings season gathered steam.Market SnapshotThe
      Post-Bell | Wall Street Ends Sharply Lower; Nvidia Rises 2.6%; Netflix Stock Reverses Losses
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    • AlexTeddySGAlexTeddySG
      ·07-17
      Looks like local consumption is the issue. Companies which have revenues from overseas seems not to be impacted 

      Hong Kong Stocks Eye Policy Support Announcements as China’s Economic Outlook Dims

      Hong Kong stocks were steady in early deals on Wednesday, as investors awaited policy announcements from China’s third plenum, amid broadly downbeat views on the outlook for the world’s second-largest
      Hong Kong Stocks Eye Policy Support Announcements as China’s Economic Outlook Dims
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    • AlexTeddySGAlexTeddySG
      ·05-22
      Nope. They might have done it last quarter or 5 months back When the price was around 68. This quarter by now might have cashed it out Atleast some. 13F reports are indicative just not to follow blindly. Assess the stock on its merits and system that handles it.

      Billionaire Investors David Tepper and Michael Burry Piled Into Alibaba. Time to Buy the Stock Hand Over Fist?

      Here's why investors should consider adding the Chinese tech giant to their portfolios.
      Billionaire Investors David Tepper and Michael Burry Piled Into Alibaba. Time to Buy the Stock Hand Over Fist?
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    • AlexTeddySGAlexTeddySG
      ·05-20
      I m a mix of all but mostly earnings player and to degree of opportunities graber for mid term gains. I also follow buy the dip, and does scalping rarely. 
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    • AlexTeddySGAlexTeddySG
      ·05-20
      Good article. 13F reporting is important piece in understanding HFs strategy and large capital movement. As one who worked on 13F reporting system, I got oppurtunity to peek into the internals. My findings - these reportings are NOT necessarily acurate and SEC neither has infra or resources to review these reports. Secondly the threshold of 100mil is too outdated and 13F reporting needs new changes. Thirdly, these reportings are 3 months in the past - given the current age, where trading has picked up a lot, great amount of holdings get dumped out in next quarter- so 13F can be misleading - HF might has accumulated last quarter but might be selling off this quarter. So 13F reports must be read with some caveats. Hope it helps

      13F of some superinvestors (Q1/2024 updates) - Buffet, Ackman, Gates, Li Lu, Munger

      @KYHBKO：
      What is the 13F filing? 13F is a quarterly report that lists the various assets under management (AUM). Though it is dated (not real-time), it allows us to know the activities and holdings of various investment institutions with over $100 million AUM from the previous quarter. This requires the companies to declare all American assets. Thus, a company that owns international assets (from other countries) do not need to reveal their non-USA holdings. How to make use of 13F filings? I will use this as a filter to identify stocks that have garnered the interest of some of my favourite investors. Stocks that surfaced would require more research before I put them on the shortlist. Value investors buy equities with a margin of safety. I typically use the price range (during the previous quarter)
      13F of some superinvestors (Q1/2024 updates) - Buffet, Ackman, Gates, Li Lu, Munger
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    • AlexTeddySGAlexTeddySG
      ·04-14

      Earnings this week

      BLX LBRT LVS NFLX BX DHI EQBK LVS SCHW IBKR HWC JNJ UNH* are my picks for this week. 1. Most of the earnings are banks and we cant trust them for this quarter. 2. NII for all of the banks is falling short of market expectations causing a sharp fall in price. So better stay away from these bank stocks. 3. UNH - post cyber attack and payments made to the hackers, results are going to be adversely impacted. Better short. 4. In general, earnings for this Quarter would be a very tricky and very high risk game. Watchout.‌$NVIDIA Corp(NVDA)$  ‌‌$UnitedHealth(UNH)$  ‌‌$Netflix(NFLX)$  ‌
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      Earnings this week
    • AlexTeddySGAlexTeddySG
      ·03-30
      Q1 has been good so far Though it has been occasionally choppy. I expect it to be bullish for the rest of the year with some correction soon.
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    • AlexTeddySGAlexTeddySG
      ·02-14
      $Lyft, Inc.(LYFT)$ LYFT got hyper lifted due to absent minded CFO: typo errored 500 bps instead of 50 bps in earnings presentation 😂.  65% : rare opportunity to earn few months of salary 😜which was later down to 6% once typo corrected. 
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    • AlexTeddySGAlexTeddySG
      ·01-31
      Its a pivotal movement for the bank. These adjustments are expected. It's going to grow for rest of 2024 quarters.
      Sorry, this post has been deleted
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    • AlexTeddySGAlexTeddySG
      ·2023-12-29
      $Li Auto(LI)$ Has good potential to hit mid 40s by next earnings. Both fundamentals and technicals are assuring to stay invested. With china economy reviving, I feel i need to be patient and optimistic of Li
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