⁠The Long Investor
China’s CPI rose to 0.3%, increasing now for the last 3 months.

They have moved from deflation to inflation

Policy makers continue to boost spending and the HSI has reacted positively to this trend

We are looking at the start of a new impulse wave for Chinese stocks, this as close to the bottom you should comfortably get

HSI
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⁠The Long Investor
$BABA
$SE
$NU
$HD
$BIDU
$JD

Born ready https://t.co/5hh9Wxw6Jd
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⁠Antonio Linares
10X investors think in decades.
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⁠Antonio Linares
RT @EkyCakes: @alc2022 Tad Like a VC - thinks of companies as call options, platforms with optionality that are likely to harness robustness over time, not interested in the day to day price swings, thinks of people (leadership) and users (with customer product being the interface in the middle).
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⁠Brandon Beylo
What can a car company do when cutting prices doesn’t fix the market share problem?

They can subsidize purchases with 0.99% loans.

In a 6%+ interest rate environment.

Looks like $TSLA is trying everything at this point. https://t.co/FU2cLznvsh
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⁠The Long Investor
Controlling your triggers

Finding undervalued positions

Finding suitable entry and exit points

And you have lowered your risk by 90%
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⁠Giuliano
Who is trustworthy is very obscure to me now.

Freud certainly seems to have been victim of the man-with-a-hammer tendency. https://t.co/gQ5ovuUnoB
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⁠The Long Investor
$BABA

47 analysts have weighed in on $BABA

83% say Buy
17% say Hold
0% say Sell

Average PT is $106
High PT of $145

TLI 2024 Target is $121 https://t.co/rrg3r95i6K
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⁠The Long Investor
$AMZN

Out of 61 analysts, 98% recommend $AMZN as a BUY.

Average PT is $224 https://t.co/KJdelPRKEK
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