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The Long Investor
RT @TheLongInvest: $BABA Chinese ADR's have run 20-30% over the last month, including the HSI.
A pull back is needed before any parabolic move takes place, which is not what I like to see.
We are starting to see this pull back now.
Wait for support to be found on the pull back and take advantage.
$BABA, $BIDU, HSI, $PDD, $JD, $YINN, $NIO.
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RT @TheLongInvest: $BABA Chinese ADR's have run 20-30% over the last month, including the HSI.
A pull back is needed before any parabolic move takes place, which is not what I like to see.
We are starting to see this pull back now.
Wait for support to be found on the pull back and take advantage.
$BABA, $BIDU, HSI, $PDD, $JD, $YINN, $NIO.
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Brandon Beylo
I wonder how many people remember what happened to Cisco $CSCO after they did a stock split in 2000? https://t.co/0onSmzYSAb
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I wonder how many people remember what happened to Cisco $CSCO after they did a stock split in 2000? https://t.co/0onSmzYSAb
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The Long Investor
X logic:
Chinese stocks should not be bought because China is carrying out military drills around Taiwan
$NVDA, whose chips are built by TSMC, in Taiwan, jumps 9% today, adding $250 Billion to its Market Cap and is quickly becoming the most valuable company in the world.
I didn’t think this needed to be said but the market doesn’t care what you think, it buys value.
And the HSI is outperforming the US market this year.
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X logic:
Chinese stocks should not be bought because China is carrying out military drills around Taiwan
$NVDA, whose chips are built by TSMC, in Taiwan, jumps 9% today, adding $250 Billion to its Market Cap and is quickly becoming the most valuable company in the world.
I didn’t think this needed to be said but the market doesn’t care what you think, it buys value.
And the HSI is outperforming the US market this year.
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Brandon Beylo
Excited to release tomorrow's Value Hive Podcast episode.
I interviewed @InvestRoiss, and we chatted:
• Hong Kong stocks
• How Mat finds new ideas
• Portfolio Construction
• How to buy hated stocks and industries
And more.
Stockpickers will love this one.
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Excited to release tomorrow's Value Hive Podcast episode.
I interviewed @InvestRoiss, and we chatted:
• Hong Kong stocks
• How Mat finds new ideas
• Portfolio Construction
• How to buy hated stocks and industries
And more.
Stockpickers will love this one.
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Hidden Value Gems
China has “almost crashed” the EV market with cheap alternatives to Tesla.
$NVDA is now cutting prices in China to compete with Huawei, according to Reuters. https://t.co/q8Og0lVYPq
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China has “almost crashed” the EV market with cheap alternatives to Tesla.
$NVDA is now cutting prices in China to compete with Huawei, according to Reuters. https://t.co/q8Og0lVYPq
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Hidden Value Gems
A daunting task for $BABA but definitely not priced in.
“Alibaba bets on AI to fuel cloud growth as it expands globally to catch up with U.S. tech giants”
🧵👇🏼
1/5 https://t.co/aKKVzCbuJj
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A daunting task for $BABA but definitely not priced in.
“Alibaba bets on AI to fuel cloud growth as it expands globally to catch up with U.S. tech giants”
🧵👇🏼
1/5 https://t.co/aKKVzCbuJj
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Hidden Value Gems
Remember the UK mid-caps!
"UK household energy bills are set to fall in the summer after energy regulator Ofgem said it would lower the price cap by 7%."
"Typical households pay £1,568 a year, compared with the current £1,690 a year."
"Average bills will have fallen 21% since July 2023, helping efforts to fight inflation. But they remain higher than before the energy crisis began, when the cap was typically below £1,100."
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Remember the UK mid-caps!
"UK household energy bills are set to fall in the summer after energy regulator Ofgem said it would lower the price cap by 7%."
"Typical households pay £1,568 a year, compared with the current £1,690 a year."
"Average bills will have fallen 21% since July 2023, helping efforts to fight inflation. But they remain higher than before the energy crisis began, when the cap was typically below £1,100."
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Hidden Value Gems
A nice letter but delivery is key.
Will see…
Thanks @SeekingTheValue for flagging this!
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A nice letter but delivery is key.
Will see…
Thanks @SeekingTheValue for flagging this!
''Letter from our Chairman and our CEO
May 23, 2024'' $BABA
https://t.co/C8EM8DOUMO tweet
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