To The Moon

Which fella wrote this? He should be removed for spreading FUD over old information

$WUXI APPTEC(02359)$  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 

$WUXI APPTEC(02359)$  lots of folks here trying to trade in and out of a ticker like this - gonna lose money in the long term.  

Bruh is about to lose money on his puts 

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

Reported on Reuters, unlikely a rumour 

Meituan has more to lose than JD and BABA, being 70% market share. JD and BABA are better positioned to fight this. Think about it - the most robust last mile delivery system in the world - built out by JD. It is very adept at managing thin margins and know where to carve its niche. Expansion overseas to Europe, HK. It is very well diversified. BABA - has other revenue sources already carved out a while ago and building momentum on. Meituan? Only has food As mainstay. JD will take market share from Meituan for sure And establish its niche in the market, using its JD platform which it also uses as a superapp for many other things.