Introducing the portfolio of Bill Ackman, the founder of an american hedge fund.
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This week, I will introduce the stocks that I made a large profit on. By the way, there are also some that are already falling, so please take it as a reference.
$Top Wealth Group Holding (TWG.US)$
$NANO Nuclear Energy (NNE.US)$
$Phunware (PHUN.US)$
$Pacific Mercantile Bancorp (PNBK.US)$
$Top Wealth Group Holding (TWG.US)$
$NANO Nuclear Energy (NNE.US)$
$Phunware (PHUN.US)$
$Pacific Mercantile Bancorp (PNBK.US)$
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Goldman Sachs expects the annual return of the S&P 500 index to decrease from 13% in the past 10 years to just 3% in the next 10 years.
Goldman predicts that there is a 72% chance of the S&P underperforming US bonds in the next 10 years and a 33% chance of underperforming the inflation rate - Bloomberg.
$Goldman Sachs (GS.US)$
$S&P 500 Index (.SPX.US)$
Goldman predicts that there is a 72% chance of the S&P underperforming US bonds in the next 10 years and a 33% chance of underperforming the inflation rate - Bloomberg.
$Goldman Sachs (GS.US)$
$S&P 500 Index (.SPX.US)$
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One of the stocks that has been attracting attention recently is $SoFi Technologies (SOFI.US)$ .
I don't plan to rely too much on it, but citi analyst Andrew Schmidt has raised the target stock price of sofi technologies from $11 to $12.50 and maintained a buy rating on the stock. Citi points out that favorable conditions are emerging for the continued good performance of the fintech division as the earnings reports for the third quarter approach.
I don't plan to rely too much on it, but citi analyst Andrew Schmidt has raised the target stock price of sofi technologies from $11 to $12.50 and maintained a buy rating on the stock. Citi points out that favorable conditions are emerging for the continued good performance of the fintech division as the earnings reports for the third quarter approach.
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I will briefly explain last night's financial results.
• Revenue: Financial estimates $5.12 → Actual $5.40
• Revenue: Financial estimates 9.7 billion 70 million dollars → Actual 9.8 billion 30 million dollars
• Worldwide paid memberships: 0.2827 billion (estimated 0.2815 billion) people
All of the following are increasing ⤴️
Revenue is up 15% ⤴️
Operating margin is up 8% ⤴️
Diluted EPS is up 45% ⤴️
Global paid memberships up by 14.4% ⤴️
Operating margin is up by 27% ⤴️
Membership with ads also increased by 35% in the previous quarter ⤴️
Per capita viewing time = satisfaction is also increasing.
By the way, the cash flow is also wonderful.
Netflix is expected to continue growing until 2025.
• Revenue: Financial estimates $5.12 → Actual $5.40
• Revenue: Financial estimates 9.7 billion 70 million dollars → Actual 9.8 billion 30 million dollars
• Worldwide paid memberships: 0.2827 billion (estimated 0.2815 billion) people
All of the following are increasing ⤴️
Revenue is up 15% ⤴️
Operating margin is up 8% ⤴️
Diluted EPS is up 45% ⤴️
Global paid memberships up by 14.4% ⤴️
Operating margin is up by 27% ⤴️
Membership with ads also increased by 35% in the previous quarter ⤴️
Per capita viewing time = satisfaction is also increasing.
By the way, the cash flow is also wonderful.
Netflix is expected to continue growing until 2025.
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In China, the shipment volume of Apple's new iPhone 16 series 🇨🇳 increased by 20% in the first 3 weeks compared to the iPhone 15 model in 2023 - Reuters via Counterpoint Research.
Since the data varies depending on the article, I am curious about what the truth really is.
$Apple (AAPL.US)$
Since the data varies depending on the article, I am curious about what the truth really is.
$Apple (AAPL.US)$
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Average rent for new apartments in the USA in 2024 Q2 is $1,746.
(Lowest since 2021 Q3)
However, the average asking price for new apartments is still 10.5% higher than the low of $1,580 in the first quarter of 2020.
Rental market prices have finally begun to stabilize.
(Lowest since 2021 Q3)
However, the average asking price for new apartments is still 10.5% higher than the low of $1,580 in the first quarter of 2020.
Rental market prices have finally begun to stabilize.
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China's retail revenue data and economic data have been announced
After that, further economic stimulus measures were announced
Clearly a good thing for Chinese companies. 31% of MBLY's revenue comes from China.
qitabankuai, also pay attention to Alibaba etc.
⚠️Please note that the market movements are extremely volatile, so caution is necessary.
After that, further economic stimulus measures were announced
Clearly a good thing for Chinese companies. 31% of MBLY's revenue comes from China.
qitabankuai, also pay attention to Alibaba etc.
⚠️Please note that the market movements are extremely volatile, so caution is necessary.
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A new insider purchase
One of the directors of SNDA reported purchasing approximately 0.8 million dollars of the company's stock. $Sonida Senior Living (SNDA.US)$
One of the directors of SNDA reported purchasing approximately 0.8 million dollars of the company's stock. $Sonida Senior Living (SNDA.US)$
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$Dave & Buster's Entertainment (PLAY.US)$
A few days ago, there was coverage of a large-scale purchase by Dave and Buster's CEO.
Since then, the stock price has literally been rising every day.
In total, the stock price has risen by 20% since October 10th.
Today, it further increased by 4.8%.
A few days ago, there was coverage of a large-scale purchase by Dave and Buster's CEO.
Since then, the stock price has literally been rising every day.
In total, the stock price has risen by 20% since October 10th.
Today, it further increased by 4.8%.
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