• MaverickWealthBuilderMaverickWealthBuilder
      ·2023-03-03

      BILI Q4: Remains Focused on Quality Growth and Efficienc

      Earnings ReviewQ4 MAUs of 326M, grew 20% y/y, but down 6.6M sequentially due to seasonality. DAU growth continued to outperform MAU, up 29% y/y to 92.8M (+2.5M q/q). But average MPUs grew slower at +15% y/y to 28.1M, driving the overall paying ratio to 8.6%, down 40bps y/y. Engagement metrics continued to grow: average daily time spent was 96 minutes in 4Q, +17% y/y; active creators grew 27% to 3.8M; monthly video submissions grew 61% to 17.6M, with average submissions per creator increased 27% y/y to 4.6; average total daily video views grew 77% to 3.9B, implying daily views per MAU of 12.0, up 48% y/y; average monthly interactions per MAU increased 12% y/y to 41.7.Revenue increased to 6.14B (+6.3% YoY), beating consensus of 6.11B; Gross income 2% above
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      BILI Q4: Remains Focused on Quality Growth and Efficienc
    • YiannisYiannis
      ·2023-03-02

      Apple: Take Profits And Move On

      SummaryApple's excessive reliance on China for manufacturing and any disruptions due to a lack of components will severely impair its ability to meet demand.The valuation appears elevated if treated as a tech company but close to being in line if considered a consumer name.Apple is a solid company with limited upside potential from current levels, earning the sell rating.Scott OlsonInvestment ThesisOver the past three years, Apple Inc. (NASDAQ:AAPL) has provided a decent return to investors of 116%. However, considering the current macro environment and AAPL's valuation, there is limited upside from current levels. A potential valuation headwind in the coming years, given that the shares are currently selling at around 25 times forward earnings, is a probable scenario, and investors m
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      Apple: Take Profits And Move On
    • XxYxXxXxYxXx
      ·2023-03-02
      How's your portfolio doing since start of 2023? #bull or #bear market
      351Comment
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    • davlohdavloh
      ·2023-03-02
      [Miser] [Miser] [Miser] [Cry] [Cry] [Cry] 
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    • MaverickWealthBuilderMaverickWealthBuilder
      ·2023-02-21

      Should Temu of PDD a better investment since SHEIN trying public?

      Recently, rumors of the listing of fashion retailer SHEIN have resurfaced. According to its recent data to investors, the company expects revenue to more than double to $58.5 billion by 2025, while its valuation will also reach $64 billion and IPO financing is expected to reach $3 billion.SHEIN is also the top five unicorn enterprises in the world, following to ByteDance, SpaceX(Elon Musk$Tesla Motors(TSLA)$ ), Ant Group($Alibaba(BABA)$ , Stripe, and of course OpenAI$Microsoft(MSFT)$ , whose valuation is growing rapidly again. At its peak in early 2022, the valuation reached $100 billion, ranking third.Founded in 2008 and headquartered in Nanjing, SHEIN
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      Should Temu of PDD a better investment since SHEIN trying public?
    • MaverickWealthBuilderMaverickWealthBuilder
      ·2023-02-15

      Why Airbnb surge just after the plunge of Expedia?

      With discretionary travel spending proving robust in the last quarter's CPI reports, Travel companies performes good recently.$Airbnb, Inc.(ABNB)$ has recorded the best performance since the pandemic in 22Q4, with an annual profit of 1.9 billion US dollars, which is the first profitable year since listing. At the same time, the performance guidance for 23Q1 was raised nearly 25%, exceeding market expectations, a 10% surge after hours.Q4 Earning SummaryRevenue 1.902 billion US dollars, YOY 24%, and 31% YOY currency adjusted, beat market expectations of 1.86 billion US dollars;Net
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      Why Airbnb surge just after the plunge of Expedia?
    • JjvfkjvhJjvfkjvh
      ·2023-02-13

      why I buy apple ?

      Over the past few years, Apple has slowly moved each of its computers to Apple Silicon chips, with devices such as the MacBook Pro, MacBook Air, Mac Mini, and 24-inch iMac already making the move. However, consumers are still anticipating Apple Silicon versions of a beefier Mac Mini, a larger iMac, and a Mac Pro. And rumors have also swirled that a 15-inch MacBook Air could be announced later this year. Apple has already enjoyed significant revenue boosts from the introduction of Apple Silicon, and completing the transition in 2023 with the release of these final products is an excellent reason to invest in the company this year.
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      why I buy apple ?
    • ShengSoonShengSoon
      ·2023-02-12
      The largest holding portfolio at present is $KraneShares CSI China Internet ETF(KWEB)$ I am anticipating for an inevitable Chinese takeover judging from the pace they're progressing it. I've been patiently doing DCA on multiple ETFs but KWEB makes up a huge portion of my portfolio due to the dip late last year whereby I averaged down more than usual. More of that please! [Grin]  No dividend like other ETFs, no problem because we're in it for the long run and capital appreciation is what I'm here for. #stayinvested
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    • LeeSJLeeSJ
      ·2023-02-11
      $Schlumberger(SLB)$  is my largest holding within my portfolio. Trying to lower down the weightage by selling some. But because of the calls sold for$Schlumberger(SLB)$ , i simply cant do anything for the time being. 
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    • Success88Success88
      ·2023-02-11

      My Best Investment so far

      $OVERSEA-CHINESE BANKING CORP(O39.SI)$  Since I start invest I start to go into Singapore bank. Why? Because Singapore Bank is the most saver place to put the money into and invest. Why I choose OCBC is because the lowest stock price among the Singapore bank. $DBS GROUP HOLDINGS LTD(D05.SI)$ and $UNITED OVERSEAS BANK LIMITED(U11.SI)$  Singapore is a financial hub and Singapore is a very save place to put your money here and we have no war, no polical problem so can justinvest and earn dividends.  24th Feb Mark OCBC earning report. I believe this round will be a great earning report. Investnow and park your money here. Wait for two y
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      My Best Investment so far
    • SR050321SR050321
      ·2023-02-10
      My largest is $OVERSEA-CHINESE BANKING CORP(O39.SI)$ i will wait till $14, and i will accumulate more if dip back to $11, $10 😊  Buying bank stocks is better than keeping the money inside the account, get dividend and capital appreciation in the long run 😍 Dividend lover will find ways how to get sustainable passive income forever, if you bought 20 years ago, price $3 now $12. Gold 20 yrs ago $20 per gr now eg $80 but gold no dividend while the stocks you can count the div for 20 yrs, cud be anough to buy additional bank stocks / REITS.  Suggest to get bluechips if want to preservecapital wisely  $SINGTEL(Z74.SI)$  </
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    • OursBlueOursBlue
      ·2023-02-10
      I am holding $Lucid Group Inc(LCID)$ 😤😤😤
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    • SandyboySandyboy
      ·2023-02-10
      Tesla is the largest holding and though I have a diverse portfolio it is 16% of my portfolio 
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    • MrzorroMrzorro
      ·2023-02-10
      My biggest holding in my profolio is $Coca-Cola(KO)$ . Not only because it is one of my favorite drinks but also I like the dividend pay. Definitely not selling it for sometime.. 
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    • LMSunshineLMSunshine
      ·2023-02-09

      🎢📉📈Recession-Risk Reduces As Labor Market & Economy Surprises But Statistical Analysis Shows Increase in Recession-Risk in Dec 2023

      The largest holding in my 🇺🇸 portfolio that’s in the red🩸 is the S&P 500 Bear 3X ETF (SPXU). I didn’t sell at break-even in Dec 2022 thinking that a 🇺🇸 recession is inevitable. The reason why I bought SPXU was because recession-risk was high given the Fed’s aggressive rate hike cycle, the stubbornly high inflation that's still far-off from the Fed's 2% target🎯, & many companies laying off staff. The market did sell-off in Dec 2022 but it wasn’t as bad as I had expected it to be due to the sudden reopening in 🇨🇳 in Dec 2022 which greatly lifted the stock market. Even in Jan 2023, economists were still talking about 🇺🇸 entering into a recession, but suddenly in Feb, the recession-risk seems to have vanished💨💨💨 $
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      🎢📉📈Recession-Risk Reduces As Labor Market & Economy Surprises But Statistical Analysis Shows Increase in Recession-Risk in Dec 2023
    • StarLuckStarLuck
      ·2023-02-09
      $KEPPEL DC REIT(AJBU.SI)$ is my largest bag holdIng in my portfolio. I buy it during year 2022 @ 2.13 and 2.05[Facepalm] [Facepalm] [Facepalm] 
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    • JasenjoretireJasenjoretire
      ·2023-02-09
      I'm learning ! Be patient 
      162Comment
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    • YonhuatYonhuat
      ·2023-02-09
      $NIO Inc.(NIO)$ is my largest bag holder In my portfolio. buying since $26 - $28 range. Currently averaging $15 If I don't count money that was made through selling calls and selling puts. Hate to say this but it seems to be following tsla price movement . And I think tsla $210 is too overvalued! But because I hold nio, I can only hope tsla don't crash!  I trade tsla shares, sometimes day or swing. Everything I sell short tsla, I have a imbalance feeling ... wanting it to go down but know my nio will be down as well. Hence I take it as I am hedging. Funny mentality. But buying stock and trading shares are 70% mentality.  My 2nd biggest is AAPL. Which I don't reallybother about daily price range. It is stable
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    • HelenJanetHelenJanet
      ·2023-02-09
      The largest holding in my portfolio now is $LION OCBC HSTECH ETF S$(HST.SI)$ . This largest holding has been a great disappointment and headache since I bought it in July 2021, Many economists are expecting the Chinese economy to be one of the brightest spots in another widely expected tough year for the global economy. With the rapidly rebounding of the Chinese economy from the impact of the pandemic, hopefully, $LION OCBC HSTECH ETF S$(HST.SI)$ will become one of my favorite stocks in 2023 with my position turning to profitable and the share price soaring up to the moon 🚀🚀🚀. I have been buying it about 26 times since Jul 20
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    • buyerbuyer
      ·2023-02-09

      help

      Help help help helping 
      50Comment
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      help