Just Do It

Retail investor which is quite conservative

    • Just Do ItJust Do It
      ·02-16

      Analysis of Coca-Cola's Fourth Quarter 2023 Financial Performance

      Insights: 1. Coca-Cola's performance over the past few quarters indicates steady recovery, supported by its strong moat, providing ample room for price appreciation. 2. As a consumer staple giant, Coca-Cola effectively combats inflationary pressures through pricing strategies, though macroeconomic risks in consumer recovery must be cautiously managed. 3. The stock's continued high volatility over the past two years reflects market uncertainty. Given the current lack of consumer momentum, investors should await more favorable opportunities. Long-term holding is advisable for Coca-Cola investments. Financial Analysis: Revenue Growth Surpasses Expectations, Profit Performance Moderate Revenue: Coca-Cola's revenue for the fourth quarter reached $10.85 billion, a 7.2% year-over-year increase, s
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      Analysis of Coca-Cola's Fourth Quarter 2023 Financial Performance
    • Just Do ItJust Do It
      ·02-08

      Analysis of Google's Fourth Quarter 2023 Financial Report

      Overview: Google's fourth-quarter 2023 financial report reveals a mixed performance compared to the previous quarter. While advertising revenue continued to grow at 11%, slightly below market expectations, cloud services exceeded expectations with a growth rate of 25.6%. Overall, Google reported revenue of $863.9 billion, a 13% year-over-year increase, with a net profit of $20.687 billion, marking a 52% increase, surpassing Tencent's performance significantly for two consecutive quarters. Market Reaction: Google's stock experienced a 7% decline following the earnings announcement, contrasting with Microsoft's 2% drop. This echoes the previous quarter's trend, suggesting market skepticism towards Google's performance compared to Microsoft. Analysts attribute this sentiment to Google's relia
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      Analysis of Google's Fourth Quarter 2023 Financial Report
    • Just Do ItJust Do It
      ·02-04
      Here are some of my opinions on each of the six tech giants: - Meta: Meta is my top pick among the six tech giants, as it showed the most impressive growth and profitability, as well as the most ambitious vision for the future. Meta's earnings beat was driven by its strong performance in its core social media and advertising businesses, as well as its investments in the metaverse, artificial intelligence, and virtual reality. Meta also announced its first dividend and a massive stock buyback, which signals its confidence and shareholder friendliness. I think Meta's bullish trend will continue, as it has a dominant position in the social media market, a loyal user base, and a clear roadmap for the metaverse, which could be the next frontier of the internet. Meta also has a diversified reven
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    • Just Do ItJust Do It
      ·02-02

      Boeing's Q4 2023 Financial Report: Strong Performance Amid Quality Concerns

      Good morning tiger. Introduction: Following Boeing's Q4 2023 financial report released on January 31, the aviation giant showcased robust performance, exceeding market expectations with a revenue of $220.18 billion, a 10% YoY growth. While the quarter exhibited remarkable delivery and order figures, persistent quality issues cast a shadow on the company's long-term prospects. Competitor Airbus may seize an opportunity to widen the gap, and in the short term, Boeing's stock faces pressure, urging investors to exercise caution. 1. Financial Analysis: Surpassing Expectations with Visible Profitability Improvements Revenue Growth and Reduced Losses: Boeing's Q4 revenue of $220.18 billion exceeded market expectations of $211 billion, with core business segments performing well. Commercial aircr
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      Boeing's Q4 2023 Financial Report: Strong Performance Amid Quality Concerns
    • Just Do ItJust Do It
      ·01-26
      Here are some of my thoughts on the topic of stock trading and sleep quality: - Stock trading can be a stressful and risky activity, especially for those who are inexperienced, emotional, or greedy. It can affect one's mental and physical health, as well as one's relationships and productivity. - Sleep quality is an important indicator of one's well-being, as it affects one's mood, memory, immunity, and performance. Poor sleep quality can lead to various problems, such as fatigue, irritability, anxiety, depression, and chronic diseases. - Different types of investors may have different sleeping postures, depending on their trading style, personality, and attitude. However, these are not fixed or definitive, as there may be other factors that influence one's sleep quality, such as lifestyle
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    • Just Do ItJust Do It
      ·01-26

      Tesla's Q4 2023 Financial Report Analysis: Navigating Challenges Amidst Market Pressures

      Good afternoon 🐯. Introduction: Following Tesla's Q4 2023 financial report released on January 24, the electric vehicle pioneer faced a significant decline in performance. Despite achieving a revenue of $251.7 billion, reflecting a 3.2% YoY growth, the growth rate fell short of analysts' expectations of $258.7 billion. This unexpected downturn led to a sharp drop in Tesla's stock price, urging caution among investors. 1. Financial Analysis: Sales Growth and Profitability Challenges Revenue Trends: Tesla's Q4 revenue growth of 3.2% showcased a substantial deceleration, raising concerns about the sustainability of its high-speed growth witnessed in previous quarters. The company's struggle to maintain robust sales growth is evident, especially when compared to earlier double-digit growth rat
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      Tesla's Q4 2023 Financial Report Analysis: Navigating Challenges Amidst Market Pressures
    • Just Do ItJust Do It
      ·01-26

      Tesla's Strategic Outlook in 2024: Navigating Challenges and Opportunities

      Good morning 🐯, happy Friday. Introduction: As Tesla unveils its recent financial report, a targeted retrospective analysis is imperative, especially considering the pivotal role the industry leader's moves will play in 2024, not just for Tesla but for the entire new energy vehicle sector. Focusing on three key aspects—delivery guidance, new product strategies, and the Full Self-Driving (FSD) rollout—provides insights into Tesla's trajectory and the challenges it faces. 1. Delivery Guidance for the New Season: Tesla's quarterly delivery guidance sets the tone for 2024. Notably, the focus on niche products faces challenges, with the Model 3 and Model Y projecting modest global delivery growth and less appealing profit margins. This cautious approach aligns with earlier observations that pri
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      Tesla's Strategic Outlook in 2024: Navigating Challenges and Opportunities
    • Just Do ItJust Do It
      ·01-25

      Analysis of Netflix's Q4 2023 Financial Performance

      Good afternoon 🐯. Financial Evaluation: Steady Growth and Revenue Surpassing Expectations Netflix, the streaming industry leader, unveiled its Q4 2023 financial results, achieving a revenue of $88.3 billion, a 12.5% YoY growth, surpassing the market's expected $87.1 billion. Despite management's cautious future outlook, the current upward trend in stock prices may persist, bolstered by a solid industry position and rapid user growth, though potential risks from future user growth falling short should be considered. Financial Analysis: Stable Growth Trends, Exceeding Revenue Expectations In terms of revenue, Q4 realized $88.3 billion, a 12.5% YoY increase, exceeding the anticipated $87.1 billion. The QoQ growth of 12.5% showcases a stable upward trajectory. While Netflix's revenue growth ra
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      Analysis of Netflix's Q4 2023 Financial Performance
    • Just Do ItJust Do It
      ·01-23

      TSMC's Robust Q4 Performance and Optimistic AI Chip Outlook

      Introduction: In the aftermath of TSMC's recent financial report, the stock experienced a notable surge of 9.79%, underscoring the significance of the announcement. Beyond the positive revenue and guidance figures, the key driver of Wall Street's enthusiasm lies in TSMC's optimistic outlook for the insatiable demand in the AI chip sector. This analysis will delve into the crucial aspects of TSMC's Q4 performance, future guidance, and its broader implications for the semiconductor industry. Q4 Performance + Future Guidance: In the fourth quarter of the previous year, TSMC exceeded Wall Street expectations, with revenues reaching $196.2 billion, a 13.6% increase from the previous quarter. Despite a year-over-year decline in net profit, the company's performance remained robust, surpassing th
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      TSMC's Robust Q4 Performance and Optimistic AI Chip Outlook
    • Just Do ItJust Do It
      ·01-22

      My Week's Trades

      Good afternoon tiger. 1. Tencent ADR Purchase This week, I expanded my position in Tencent ADR by acquiring 100 shares at $35.8 per share, influenced by its perceived value, following Duan Yongping's lead, and the potential of the game "Dream of the Stars." While the first two reasons are straightforward, let's delve into the unique aspects of the mobile game. Engaging regularly in Tencent's "Dream of the Stars," especially the Weapons Master mode, I find it akin to a mobile version of CS: GO. Its accessibility and quick matchmaking distinguish it in the gaming landscape. Despite comparisons with NetEase's Egg Party, I believe "Dream of the Stars" has the potential to surpass it, echoing Tencent's past success in overtaking NetEase's "Rules of Survival" with "PUBG." 2. Meituan ADR This w
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      My Week's Trades
       
       
       
       

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