$WUXI APPTEC(02359)$ see a whole bunch of joker retail buying and selling this ticker and losing money in the process. This is meant to be long hold, not in and out.
$WUXI APPTEC(02359)$ I keep saying this to the jokers trying to trade this on a daily basis only to lose money - don't obsess over the daily move. Study and understand this business and its fundamentals. Then initiate a position when there is a big sell off for nothing. Then wait and revisit in a few years. You cannot beat this juggernaut. No European firm. No American firm. You just can't.
$WUXI APPTEC(02359)$ this ticker will return to ATH. Trying to trade the day to day is just a waste of effort to make a few hundred bucks here and there
Meituan's CEO will cede market share to JD. It will not go head on collision with the JD juggernaut. Between the two, JD is much more efficient in managing margins and has greater firepower. It has a built out end to end last mile delivery infrastructure. Meituan merely connects those delivery drivers in its platform and owns no infrastructure. How to compete?
You've got to be blind not to see the signs. Consumer stock like #popmart - same with all the bubble tea variants. One single hit #labubu. They need to really find over the next few years more and more winners to keep revenue moving. Sorry, but not sorry. This ticker will go under HKD200. I won't even pay HK20 for it!
Understanding where true conviction lies is key to any form of investment. Cathie has a view of how innovation translates into real dollars in the future. She invests with that in mind. We must remember however about investment cycles, rate cuts from the Fed and liquidity drives the markets, more so for growth stocks. So in the next few quarters, I expect her portfolio to beat out folks like Buffett, Monish, Bill Ackman. When money is cheaper to borrow, and the market is awash with liquidity, the market will pile into the future. Her star picks will start to pick up very quickly again. The only problem with the last 4 years since the Fed raised rates, is picking of winners as these growth tickers go down by many multiples. Therein lies conviction, that as these valuations get compressed, y