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The Long Investor
Why have investors and hedge funds started to pour back into Chinese stocks?
I thought there was a Geo Political risk associated with buying Chinese Stocks? lol
The market does not care about your opinions or bias against China, it buys undervalued positions regardless
The market will always revert a stock back to its mean fair value, this has never failed to happen.
It will be irrational in the short term but never long term.
$BABA
$BIDU
$JD
$YINN
$KWEB
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Why have investors and hedge funds started to pour back into Chinese stocks?
I thought there was a Geo Political risk associated with buying Chinese Stocks? lol
The market does not care about your opinions or bias against China, it buys undervalued positions regardless
The market will always revert a stock back to its mean fair value, this has never failed to happen.
It will be irrational in the short term but never long term.
$BABA
$BIDU
$JD
$YINN
$KWEB
JUST IN:
Michael Burry has updated his portfolio https://t.co/JQgwFBmBgP tweet
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The Long Investor
RT @DeItaone: $TSLA
❖ BAIDU TALKS ABOUT USING TESLA ROBOTAXI IN CHINA
Baidu says that it is considering using Tesla’s upcoming Robotaxi in China as the two major companies appear to be getting closer.
Following Elon Musk’s recent visit to China, Tesla seems to have made progress toward bringing its ‘Supervised Full Self-Driving’ to the country.
https://t.co/q7KWXMFjiS
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RT @DeItaone: $TSLA
❖ BAIDU TALKS ABOUT USING TESLA ROBOTAXI IN CHINA
Baidu says that it is considering using Tesla’s upcoming Robotaxi in China as the two major companies appear to be getting closer.
Following Elon Musk’s recent visit to China, Tesla seems to have made progress toward bringing its ‘Supervised Full Self-Driving’ to the country.
https://t.co/q7KWXMFjiS
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The Long Investor
$GME has just broke the record for creating the most amount of bagholders in one day.
They previously held the record in 2021.
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$GME has just broke the record for creating the most amount of bagholders in one day.
They previously held the record in 2021.
⚠️ JUST IN:
*GAMESTOP PLUNGES 30% AS MEME STOCK RALLY FADES
$GME https://t.co/J4NU2EbmuP tweet
Clark Square Capital
RT @ClarkSquareCap: @atelicinvest You get rich with concentration. You stay rich with diversification.
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RT @ClarkSquareCap: @atelicinvest You get rich with concentration. You stay rich with diversification.
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Giuliano
"The first update is the exclusion of internal Mercado Pago peer-to-peer transfers from our TPV (approximately $7bn in Q1'24"
$MELI https://t.co/ey2rku8Wid
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"The first update is the exclusion of internal Mercado Pago peer-to-peer transfers from our TPV (approximately $7bn in Q1'24"
$MELI https://t.co/ey2rku8Wid
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Q-Cap
Amazon will most likely overtake Walmart next year as the largest company by sales. They are expected to reach $1 Trillion in sale by 2029 according to Factset.
Jeff deserves the best Latin BJ ever. https://t.co/LrE8HCnLc5
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Amazon will most likely overtake Walmart next year as the largest company by sales. They are expected to reach $1 Trillion in sale by 2029 according to Factset.
Jeff deserves the best Latin BJ ever. https://t.co/LrE8HCnLc5
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Brandon Beylo
As it is written.
My daughter’s birth kickstarted the massive commodity bull run we’re seeing now.
The Prophecy being fulfilled. https://t.co/x4NKmCcLo3
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As it is written.
My daughter’s birth kickstarted the massive commodity bull run we’re seeing now.
The Prophecy being fulfilled. https://t.co/x4NKmCcLo3
My daughter was born Sunday at 1AM.
Since then, commodities have ripped and haven’t looked back.
Maybe, just maybe she’s the Commodities Mahdi. https://t.co/OyZf0lu04O tweet
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Hidden Value Gems
So it was Chubb $CB
#BRK purchased 25.9m shares (6% stake) worth $6.6B during the past three quarters. https://t.co/3oDHPYtRbK
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So it was Chubb $CB
#BRK purchased 25.9m shares (6% stake) worth $6.6B during the past three quarters. https://t.co/3oDHPYtRbK
“Currently, Berkshire has requested confidential treatment from the SEC related to the purchase of one or more stocks for the third and fourth quarters of 2023.”
“That stock— Barron’s is assuming it is just one—likely is a financial stock based on disclosures in Berkshire Hathaway’s third-quarter 10-Q and annual report. Barron’s has speculated it could be $BLK $MS or $CB ”
via @barronsonline tweet