To The Moon

Hi Tigers,Today is Friday, so it's time for Tiger Friday game! 🌴🥥We prepare coins and gifts for you to participate in our game. Can you describe the stock market in one word？Come and join the game, and you will win Tiger Coins💵 , and have a chance to win a Tiger Gift!🎁The stock market had a relatively volatile week. The S&P 500 lost over 1.5% on Tuesday as Fed Chair Jerome Powell told the Senate Banking Committee that the terminal fed funds rate “is likely to be higher than previouslyanticipated."Following that, the stock market suffered another sharp decline as Fear overtook Wall Street when SVB Financial Group, a bank that lends mainly to technology companies, had to sell $1.75 billion in stock at a loss to cover rapidly declining customer deposits.Which word would you use to describ

The future growth of every company is uncertain. That’s why it’s important to consider:- historic growth- return on capital and capital allocation- margins and pricing power- competitive advantages- potential for more products and entering new marketsCompounders often look expensive, but history demonstrates they are often actually undervalued.This table shows the relationship between growth and multiplesIn short, a PE ratio of 50 requires a 20% earnings growth over 5 years to turn that forward multiple from 50 -> 20.https://twitter.com/long_equity/status/1616366298513932288

$Sea Ltd(SE)$ shares jumped more than 22% in intra-day trading after reporting fourth-quarter results, and under the pressure of Powell's hawkish speech.Sea achieved profit ahead of schedule in this financial report (the three major sectors of games, e-commerce and finance each turned losses into profits, and the operating cash flow returned to positive), which is favored by investors in such an risk-off duration.Performance reviewCompany's total revenue US$3.45B, +7% YoY, falling to single digit for the first time since IPO, but still 14% higher than the market consensus US$3.03B.Gross profit US $1.70B, +49% YoY, higher than t

Q4 Performance reviewBaidu 22Q4: Revenue 33.1 billion yuan (YoY+0%) surpass consensus by 3.2%, Baidu's core revenue 25.7 billion yuan (YoY-1%) exceeded consensus by 2.3%; Non-GAAP's EBIT 5.4 billion yuan, surpass consensus by 12%.Iqiyi 22Q4: Revenue of 7.59 billion yuan (YoY+2. 8%) surpass consensus of 75 billion yuan; Member service revenue of 4.7 billion yuan (YoY+15%) and advertising revenue of 1.55 billion yuan (YoY-7%) beat market consensus of 1.39 billion yuan; Non-GAAP EBIT 978 million yuan (Margin 13%) higher than the market consensus of 499 million yuan;Investment HighlightsBaidu and $iQiyi Inc.(IQ)$ Q4 performed better than expected, with the assistance of ads demand rec