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Top 5 current holdings: $BABA 22.5% $AMD 17% $PYPL 16% $SNOW 10% $ABNB 9.5%
A bit longer form post on my thoughts about $AMZN and $HIMS: There is no doubting that Amazon going heavier into the telehealth + pharma space makes things harder for hims and hers. Amazon has basically unlimited resources to throw at it. They can afford to get things wrong and…
A very positive start to $BABA's earnings release. ** Cloud business is picking up the pace of growth. ** Business segments improving efficiency & profitability. ** Bought back 2.1% of shares in the previous quarter.
Good morning everyone, Alibaba $BABA bought $100 million worth of shares this week, over 8.6 million shares. They have reduced 2.1% of the net shares as we expected in Q3, and they are going to continue with the same strategy until 2027. During Q3 September 30, 2024, They…
Soros Fund Management added 281k shares of $BABA and its one of the largest positions
Don’t sleep on China. I may have been early, the case much of the time, but I believe in my thesis still.
MASSIVE: RAY DALIO'S HEDGE FUND ENTERED A NEW $BABA POSITION IN Q3 BRIDGEWATER ACQUIRED MORE THAN 500,000 SHARES OVER THE PAST QUARTER WELCOME BACK TO ALIBABA! Follow @compoundingirl for upcoming updates
Long China.
JUST IN: DAVID TEPPER INCREASED HIS CHINA EXPOSURE IN Q3 TO ALMOST 40% OF HIS PORTFOLIO 40%!!! HE IS MOSTLY LONG CHINA E-COMMERCE NAMES SUCH AS $BABA, $JD AND $PDD BULLISH 🐲
BY THE WAY, I FORGOT TO MENTION THAT HE ALSO PURCHASED 2.4 MILLION SHARES IN $BABA YES, MILLION 🤯
BIG: PHILIPPE LAFFONT’S COATUE MANAGEMENT CASUALLY BOUGHT A COOL NEW $250 MILLION POSITION IN $KWEB IN Q3
After the dip on $HIMS today: The current market cap is now 4.8b. Current analyst consensus for ‘25 revenues are 2.03b. That means the current Price/Sales is just 2.36
Burry , Tepper and Dalio. This might be considered bullish 🤣
HUGE: MICHAEL BURRY NOW HAS 65% OF HIS PORTFOLIO IN CHINESE STOCKS THIS INCLUDES $BABA, $JD AND $BIDU REMEMBER THIS IS THE ABSOLUTE LEGEND INVESTOR IN THE BIG SHORT MOVIE
Being sarcastic. This is actually a very bullish event for $HIMS long term. Everyone knows $AMZN will go after $HIMS for years. Why $AMZN just now releases this announcement after $HIMS’ record quarter? It tells me $AMZN realizes the market potential and is desperate to get in as…
$HIMS is one of the biggest gems out there. Don't even bother with the news; someone doesn't like Hims close to $30, and you know it. Short sellers have lost; the news won't help them, the naked shorts won't help them, and if the price drops, we will keep adding because the…
$BABA went from $77 to $117 directly after its last earnings $BABA has also been buying back shares aggressively leading up to this earnings report due before the market opens on Friday Price has pulled back to in between the 0.5 - 0.618 Fib levels and the RSI is low at 38 The…
$BABA Back down to levels not seen since *checks notes* Yesterday morning. Stay focused.
The trick in Bull Markets is to become a little dumber. You feel the world has gone crazy ? Valuations are unsustainable ? Your son's crypto portfolio is outperforming your dividend growers by +5000% ? Just dumb it down brother, bang your head a few times, get a CTE and then…
Nike is starting to get very interesting here... 24x is expensive but the lowest it has traded at over the last 10 years was 22x $NKE
$NKE 5 YEAR PROJECTION A lot of new followers may feel they have missed a lot of the long term projections I have done over the last few months and years, so here's a reminder of $NKE And it has not made its move yet Still testing its 0.78 Fib support level and the monthly 200…
$NKE 5 YEAR PROJECTION I am going to be very clear here: The Monthly 200 MA is at $62 right now, if there is a test of this level, you add and you hold. Then forget about, put it on the shelf and take the 2.1% dividend payment every year while you wait. I share this free…
$OXY is trading at 12x EV/FCF if I annualize 1.5B FCF $OXY made in Q3 earnings with an average oil price of 75$. I think Buffet is going to nail it.
Not enough people are talking about this. $BABA closed a record cloud deal with Xiaohongshu, (China’s Instagram). Xiaohongshu is the largest lifestyle social media platform in China with 300 million active monthly users. 11 years of data has been migrated to Alibaba Cloud.…
$PLTR 50x sales $CRWD 23x sales $DUOL 20x sales $NVDA 37x sales $SHOP 14.5x sales $MSFT 12x sales $TSLA 10.6x sales But then you have $HIMS trading for 4x sales...
*AMAZON STEPS UP EFFORTS TO BUILD AI CHIPS TO RIVAL NVIDIA - FINANCIAL TIMES $AMZN $NVDA
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