hippyboy
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- Definitely buying the dip if you've missed the earlier run but be mindful of the company's balance sheet and Free Cash Flow. Other than Chinese banks trading at deep valuation, the other holdings I have in the CN portfolio are the "National" champions, BYD, Midea and Trip.com which is growing and expanding outside of CN at a faster clip than the domestically focused companies. Every time there's a dip, I'll just add more of the same!!
- Flogging a dead horse 😂Sea Limited: No More TikTok - $8.4B Of GMV Up For Grabs
Sea Limited: No More TikTok - $8.4B Of GMV Up For Grabs
SE's prospects in Indonesia are highly promising, due to the immediate ban on TikTok's presence, with the platform's estimated 2023 GMV of $8.4B up for grabs.The ban may benefit pure-play e-commerce c - When I listen to the CEO talk at the earnings call... [Facepalm]Palantir: The "Nvidia Moment" Is Coming
Palantir: The "Nvidia Moment" Is Coming
Palantir's stock has been bid up due to sustained interest in generative AI, but it has yet to see the same impact on fundamentals as other AI companies like Nvidia.The company generated a GAAP profit - Pls sell everything she's buying. Let us know when Auntie Cathie is selling Tesla... that's the right time to buy![LOL]Cathie Wood Loads Up $2.7M In Tesla On Day Shares Crash 11.4% — Also Adds This Bitcoin Related Stock
Cathie Wood Loads Up $2.7M In Tesla On Day Shares Crash 11.4% — Also Adds This Bitcoin Related Stock
On a dayTesla Incstock dropped to over two-year lows,Cathie Wood’sARK Investment Managementtook the opportunity to load up on the EV maker’s shares, displaying itsunflinching trust in the company.ARK’ - Time for everybody to move all their crypto to coldwallets offline. This is the only way to know the solvency of the wild wild west crypto exchanges. After the dust has settled you can then slowly re-deposit back.A $32 Billion Crypto Empire Has Crashed. The Fallout Is Spreading Far Beyond Crypto
A $32 Billion Crypto Empire Has Crashed. The Fallout Is Spreading Far Beyond Crypto
How long does it take to wipe out a $32 billion company, shatter confidence in an entire industry, a - Am surprised that the fallout on FTX has not spilled into the broader market and other risk assets... yet! I'm sure the weeks ahead will be the day(s) of reckoning for everybody with ties to FTX and we can expect more volatility across the board as the contagion spreads.A $32 Billion Crypto Empire Has Crashed. The Fallout Is Spreading Far Beyond Crypto
A $32 Billion Crypto Empire Has Crashed. The Fallout Is Spreading Far Beyond Crypto
How long does it take to wipe out a $32 billion company, shatter confidence in an entire industry, a - a wise man once said "only when the tide goes out do you discover who's been swimming naked"... who do you think he is referring to.... [Facepalm]Cathie Wood Warns U.S. Is Already in a Recession
Cathie Wood Warns U.S. Is Already in a Recession
Ark Invest CEO Cathie Wood admitted during a Tuesday interview with CNBC that she had dramatically underestimated the severity of inflation -- before claiming that the U.S. economy is likely already - Break even in 12m in their delivery business... in his dreams perhaps....Grab Shares Surged 13% in Morning Trading
Grab Shares Surged 13% in Morning Trading
Grab shares surged 13% in morning trading after Grab Holdings initiated with a Buy at Deutsche Bank.
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