micyeong
commented on
$ASML Holding(ASML.US$
is suitable to buy now ?
is suitable to buy now ?
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micyeong
liked
Best/Worst Trades of 2021
Best trades of 2021:
Buying a 6% position in $Microsoft(MSFT.US$ at ~$230, previously had a 1% position. Position is 10% now.
Selling $RingCentral(RNG.US$ at $260 and buying $FB at $326. 3% position.
Worst trades of 2021:
Buying $Peloton Interactive(PTON.US$ at ~$110, selling for a 50% loss at $55. 3% position.
Also sold $Teladoc Health(TDOC.US$ for a ~40% loss at $120-$160. 4% position.
Would love to hear everyone else’s best/worst trades of the year
Best trades of 2021:
Buying a 6% position in $Microsoft(MSFT.US$ at ~$230, previously had a 1% position. Position is 10% now.
Selling $RingCentral(RNG.US$ at $260 and buying $FB at $326. 3% position.
Worst trades of 2021:
Buying $Peloton Interactive(PTON.US$ at ~$110, selling for a 50% loss at $55. 3% position.
Also sold $Teladoc Health(TDOC.US$ for a ~40% loss at $120-$160. 4% position.
Would love to hear everyone else’s best/worst trades of the year
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micyeong
liked
$AquaBounty(AQB.US$ Everyone is discussing why stocks have gone up after selling fish. You can take a look at how many shareholders only sold 450,000 fish. This is still the highest. Let's take a look at how many quarters of fish have to be sold in a year to get enough wages for a few shareholders. Calculating the cost of fish, the loss is 6 million in one quarter. Fish is good, fish production is too small, and shareholders' annual salary is not enough. It's like if you spend money to ask them to eat and drink in vain. The income from good fish production is limited.
Translated
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micyeong
liked and commented on
$Visa(V.US$ My cost basis is around $210. I've seen amazing gain being narrowed down to 2 digit gains. I'll add more if it dips below 200.
V is onde of those stocks you hold or buy, never sell.
V is onde of those stocks you hold or buy, never sell.
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micyeong
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$Facebook(FB.US$ Fellow Investors:
Just buy the stock. FB is one of those companies that you buy at a reasonable price, and it is that today, and you keep it. You don't need all the other stuff; it's a waste of time and energy. And it's odds on favorite not to make you a cent.
It's highly likely, however, that in a few years FB will have made you a lot of money. It has a heavily guarded moat, it has a cult following, and its management knows the value of the product that FB is.
On top of that, you're going to start out with a company working off an 80% gross margin, a 35% net margin, and produces $500k income per employee. Where are you going to find a company like that? If you do, please send me a private message or post it here. I want to buy it!
That's my view on both FB and GOOG.
Just buy the stock. FB is one of those companies that you buy at a reasonable price, and it is that today, and you keep it. You don't need all the other stuff; it's a waste of time and energy. And it's odds on favorite not to make you a cent.
It's highly likely, however, that in a few years FB will have made you a lot of money. It has a heavily guarded moat, it has a cult following, and its management knows the value of the product that FB is.
On top of that, you're going to start out with a company working off an 80% gross margin, a 35% net margin, and produces $500k income per employee. Where are you going to find a company like that? If you do, please send me a private message or post it here. I want to buy it!
That's my view on both FB and GOOG.
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micyeong
commented on
$AquaBounty(AQB.US$ been holding this since Dec 2020..averaging down until my cost is usd6 with 2100 shares..
When do you think it will go back up?
When do you think it will go back up?
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$AquaBounty(AQB.US$ anyone has any idea why the price keeps dropping..stock offering again? the price is already so low..why does the management keep diluting the shares when it has enough cash for expansion..
any thoughts?
any thoughts?
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micyeong
commented on
$AquaBounty(AQB.US$ Why the stock drop again today ? I love the company , but my accounts are red for a while now ...... Hope it got a strong back up. AQB go go go
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micyeong : tempting...but Don't forgot the interest not adjusted yet