Introducing the portfolio of Bill Ackman, the founder of an American hedge fund.
Translated
4
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.
$Top Wealth Group Holding (TWG.US)$
$NANO Nuclear Energy (NNE.US)$
$Phunware (PHUN.US)$
$Pacific Mercantile Bancorp (PNBK.US)$
$Top Wealth Group Holding (TWG.US)$
$NANO Nuclear Energy (NNE.US)$
$Phunware (PHUN.US)$
$Pacific Mercantile Bancorp (PNBK.US)$
Translated
7
2
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.
$Goldman Sachs (GS.US)$
$S&P 500 Index (.SPX.US)$
Translated
4
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's analyst, Mr. Andrew Schmidt, 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 strong performance of the fintech division as the third-quarter earnings reports approach.
I don't plan to rely too much on it, but citi's analyst, Mr. Andrew Schmidt, 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 strong performance of the fintech division as the third-quarter earnings reports approach.
Translated
6
I will briefly explain about last night's financial results.
• Revenue: Financial estimates $5.12 → Actual $5.40
• Revenue: Financial estimates $9.7 billion 70 million → Actual $9.8 billion 30 million
• Total global memberships: 0.2827 billion people (estimated 0.28215 billion people)
All of the following are increasing ⤴️
Revenue is up 15% ⤴️
Operating margin is up 8% ⤴️
Diluted EPS is up 45% ⤴️
Worldwide paid memberships increased by 14.4%⤴️.
Operating margin is 27%⤴️.
Advertising-supported memberships also increased by 35% in the previous quarter⤴️.
Per capita viewing time = satisfaction level is also rising
By the way, the cash flow is also excellent.
Netflix is expected to continue growing until 2025.
• Revenue: Financial estimates $5.12 → Actual $5.40
• Revenue: Financial estimates $9.7 billion 70 million → Actual $9.8 billion 30 million
• Total global memberships: 0.2827 billion people (estimated 0.28215 billion people)
All of the following are increasing ⤴️
Revenue is up 15% ⤴️
Operating margin is up 8% ⤴️
Diluted EPS is up 45% ⤴️
Worldwide paid memberships increased by 14.4%⤴️.
Operating margin is 27%⤴️.
Advertising-supported memberships also increased by 35% in the previous quarter⤴️.
Per capita viewing time = satisfaction level is also rising
By the way, the cash flow is also excellent.
Netflix is expected to continue growing until 2025.
Translated
3
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.
It is concerning because the data in the articles are completely different, so I'm curious about the actual situation.
$Apple (AAPL.US)$
It is concerning because the data in the articles are completely different, so I'm curious about the actual situation.
$Apple (AAPL.US)$
Translated
3
Average rent for new apartments in the usa in 2024Q2 → $1,746.
(The lowest since 2021 → Q3).
However, the average desired price for new apartments is still 10.5% higher than the low of $1,580 in the first quarter of 2020.
Rent prices are finally starting to stabilize.
(The lowest since 2021 → Q3).
However, the average desired price for new apartments is still 10.5% higher than the low of $1,580 in the first quarter of 2020.
Rent prices are finally starting to stabilize.
Translated
3
China's retail revenue data and economic data have been released.
Subsequently, further economic stimulus measures were announced.
This is clearly a positive development for Chinese companies. 31% of MBLY's revenue comes from China.
Other, also pay attention to Alibaba and others.
⚠️Please note that the market movements are extremely volatile, so caution is necessary.
Subsequently, further economic stimulus measures were announced.
This is clearly a positive development for Chinese companies. 31% of MBLY's revenue comes from China.
Other, also pay attention to Alibaba and others.
⚠️Please note that the market movements are extremely volatile, so caution is necessary.
Translated
5
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. $Sonida Senior Living (SNDA.US)$
Translated
2
$Dave & Buster's Entertainment (PLAY.US)$
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%.
Translated
2
![[empty]](https://static.moomoo.com/node_futunn_nnq/assets/images/folder.5c37692712.png)
![[error]](https://static.moomoo.com/node_futunn_nnq/assets/images/no-network.991ae8055c.png)
![[loading]](data:image/svg+xml;base64,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)