LesterTan

    • LesterTanLesterTan
      ·03-24
      $Visa(V)$  Visa is in a duopoly situation. Entire world uses it. Strong performance every year even during Covid. 
      132Comment
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    • LesterTanLesterTan
      ·03-17
      $Salesforce.com(CRM)$   Currently undervalued. CRM is a money machine with consistent fcf & profits. Buy!
      2181
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    • LesterTanLesterTan
      ·03-10
      $ASML Holding NV(ASML)$  Near monopoly as far as asml is concerned. Buy!
      4173
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    • LesterTanLesterTan
      ·03-10
      $UnitedHealth(UNH)$   largest medical insurer in the US. Money printing biz. Consistency in profits & revenue.
      196Comment
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    • LesterTanLesterTan
      ·03-04
      $Veeva(VEEV)$  Buy veeva. Solid fundamentals!!
      3492
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    • LesterTanLesterTan
      ·03-04
      $Veeva(VEEV)$   Buy veeva. Solid fundamentals!
      176Comment
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    • LesterTanLesterTan
      ·02-21
      $Alphabet(GOOGL)$  Buy googl, target ard  usd240
      4391
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    • LesterTanLesterTan
      ·2024-05-31
      Long ago, I used to think naively that absolute    stock price Is the greateat determinant when      buying a stock. This is wrong. A $1 share can be expensive ( when it's intrinsic value is 0) whereas a $100 share is cheap when its worth is say,      $200. So now wiser, I'd buy the $100 share. Also, don't buy trashy stocks but buy only                  the highest quality stocks eg, CRM, google, unh,     Msft etc. Buy only when you have researched      them & do your due diligence.
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    • LesterTanLesterTan
      ·2024-05-21
      Great article, would you like to share it?

      NVAX has bright future

      @wavyix
      $Novavax(NVAX)$ The current partnership rids the companies previous management mis steps and handling of covid rollout and the current structured deal Imho shows a significant uptick in the fortunes of the company. There will be set backs and sp reversals which represent golden opportunities for the likes of me to average down. Essentially we have a technology platform espoused by Blue which remains impregnable-hence Sanofi decision to take a 5% stake because as a company they recognise the patent value of NVAX technology and what Sanofi lacked was the ability to develop their own combination vaccine that is within the ability of NAVX to develop and commercialise with adopted partnersNAVX is good at developing the patents
      NVAX has bright future
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    • LesterTanLesterTan
      ·2024-05-19
      Losing YOUR $ yet collecting fat mgt fee  annually.  It's A joke!

      Why Cathie Wood's ARK Innovation ETF Is Struggling in 2024 despite a Rally in U.S. Stocks

      One research analyst prefers the Nasdaq for exposure to 'disruptive innovation'. Cathie Wood's ARK Innovation ETF is struggling even as the U.S. stock market has jumped this year, with the fund unlikely to catch a bid until the Federal Reserve begins cutting interest rates, according to DataTrek Research.The exchange-traded fund is "heavily weighted towards struggling disruptive tech themes that have yet to return to their winning pandemic ways, even as the S&P and Nasdaq just made all-time highs," said Jessica Rabe, co-founder of DataTrek, in a note emailed Friday.Shares of the ARK Innovation ETF ARKK - which is managed by Wood, ARK Investment Management's founder and chief executive - are down more than 13% so far this year, according to FactSet data, at last check. By contrast, the S&P 500 SPX and technology-heavy Nasdaq Composite COMP were both posting year-to-date gains of nearly 11%, after each index closed at a record peak on May 15.Many investors expect the Fed may begin loweri
      Why Cathie Wood's ARK Innovation ETF Is Struggling in 2024 despite a Rally in U.S. Stocks
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