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Stock Analysis Compilation
ARAR Fund on PAX Global Technology $PAXL HK
Thesis: PAX Global is an undervalued investment with strong assets, a low P/E of 5.5, and attractive 9% annual dividends
(Extract from their Q4 letter) https://t.co/t1OmbyYL9x
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ARAR Fund on PAX Global Technology $PAXL HK
Thesis: PAX Global is an undervalued investment with strong assets, a low P/E of 5.5, and attractive 9% annual dividends
(Extract from their Q4 letter) https://t.co/t1OmbyYL9x
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Hidden Value Gems
In case you were too focused on the Mag7, a gentle reminder from @FT on Chinese stocks rally this year.
Should have added #BYD stock to the chart, up 25% in the past week alone.
$BABA https://t.co/WwQhiswRn4
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In case you were too focused on the Mag7, a gentle reminder from @FT on Chinese stocks rally this year.
Should have added #BYD stock to the chart, up 25% in the past week alone.
$BABA https://t.co/WwQhiswRn4
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Hidden Value Gems
I don’t remember why I added $MYTE to my watchlist recently. But just saw it popped +24% yesterday.
Luxury e-commerce platform in Germany. Has anyone seen a good write up on this name? https://t.co/dRCZpLRjDD
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I don’t remember why I added $MYTE to my watchlist recently. But just saw it popped +24% yesterday.
Luxury e-commerce platform in Germany. Has anyone seen a good write up on this name? https://t.co/dRCZpLRjDD
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Hidden Value Gems
That was fast 👇🏼
A great thread by @ClarkSquareCap
h/t @luisrei95 for flagging.
https://t.co/nKcLgcjfVU
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That was fast 👇🏼
A great thread by @ClarkSquareCap
h/t @luisrei95 for flagging.
https://t.co/nKcLgcjfVU
I don’t remember why I added $MYTE to my watchlist recently. But just saw it popped +24% yesterday.
Luxury e-commerce platform in Germany. Has anyone seen a good write up on this name? https://t.co/dRCZpLRjDD tweet
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RT @wallstengine: Google has expanded Whisk, its experimental AI-powered image remixing tool, to over 100 countries. Whisk allows users to upload three images—for subject, scene, and style—and remix them into a new creation using Google’s Imagen 3 model. Users can further customize the output with text prompts.
Previously available only in the U.S., Whisk offers a more visual approach to image creation compared to traditional text-based generation tools. However, it remains unavailable in regions like India, Indonesia, the EU, and the U.K.
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RT @wallstengine: Google has expanded Whisk, its experimental AI-powered image remixing tool, to over 100 countries. Whisk allows users to upload three images—for subject, scene, and style—and remix them into a new creation using Google’s Imagen 3 model. Users can further customize the output with text prompts.
Previously available only in the U.S., Whisk offers a more visual approach to image creation compared to traditional text-based generation tools. However, it remains unavailable in regions like India, Indonesia, the EU, and the U.K.
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RT @RPunor: @DegenRolf Ask a trader: Weekdays prior to a long weekend have a statistical tendency to be up, improved probability= bigger position=bigger risk.End of period, people hurry to improve the result of the last period, because they show this to others. Mutual funds publish results each month.
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RT @RPunor: @DegenRolf Ask a trader: Weekdays prior to a long weekend have a statistical tendency to be up, improved probability= bigger position=bigger risk.End of period, people hurry to improve the result of the last period, because they show this to others. Mutual funds publish results each month.
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RT @charliebilello: “Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.” - Peter Lynch
Video: https://t.co/iwKBrREs4J
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RT @charliebilello: “Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.” - Peter Lynch
Video: https://t.co/iwKBrREs4J
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Hidden Value Gems
A good summary on $BABA rally this year.
A refocus on AI and Cloud start bearing fruit, although concerns about monetisation of AI and still slow cloud growth remain.
Possible partnership with $AAPL .
The stock remains cheap at 12x PE, vs its 5Y avg of 14.6x.
Results next Thu (20 Feb).
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A good summary on $BABA rally this year.
A refocus on AI and Cloud start bearing fruit, although concerns about monetisation of AI and still slow cloud growth remain.
Possible partnership with $AAPL .
The stock remains cheap at 12x PE, vs its 5Y avg of 14.6x.
Results next Thu (20 Feb).
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