$SENHENG (5305.MY)$ Since its IPO in early 2022, it has been performing badly in terms of its financials and cash flow. Its operating expenses are at RM60mil/quarter and its management team salaries are high. It is showing 7 consecutive quarters of Y-O-Y contraction of earnings. It is operating in a competitive environment with players like Harvey Norman, TBM, ESH, other marketplaces and all its strategies, be it, territory champion, Online Merge Offline customer service are unworkable. It should...
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$Sirius XM (SIRI.US)$ With the interest rate cut of 50 basis points, we shall see at least $45mil savings for SIRI with its total debt of $9.39bil. With the intention of further cut by 50 basis points throughout the year end, then it will double up to $90mil. It would add up 6% -7% to its profit after taxes on an annualised basis.
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$Sirius XM (SIRI.US)$ Warren E. Buffett Reports 31.01% Passive Stake in Sirius XM Holdings as of September 9, 2024 SEC Filing.
Let's see how he can help the management of SIRI to tweak its business model. If it works, it can be a multibagger
Let's see how he can help the management of SIRI to tweak its business model. If it works, it can be a multibagger
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$Sirius XM (SIRI.US)$ $9.39bil of debt as at 30 June 2024, 19% higher than their market cap. with a cut of 50 basis points of Fed interest rate, it should bode well for SIRI. This should be the best news for SIRI now since we anticipate more cuts are coming
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$Intel (INTC.US)$ It's from the most valuable company in the US to a thrash. 15% cut of the workforce is not enough; we should be seeing at least 25%. the capex spending for the last 5 years significantly above its market capitalisation. the only way for it to go up is to see predictable growth in both sales and earnings.
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$SoFi Technologies (SOFI.US)$ Dump more pls. I want to buy more. Nibble when the market is in fear. that's how wealth can be transferred
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