$阿里巴巴(BABA.US$ 对于许多在短期(不到2年)内持有baba股票的人来说,持有baba股票绝对具有挑战性,也许是站不住脚的。那些有耐心、不想快速赚钱、不被通过的法规吓倒的人(如果有的话,他们可能会巩固消费者基础,迫使像baba这样的大型科技公司进行创新,因为它们将不再拥有过去的垄断优势),可能会发现当前的看跌情绪是买入的好时机。
记住格雷厄姆所说的话,即股票市场在短期内是投票机,从长远来看是衡量机。月球见。
记住格雷厄姆所说的话,即股票市场在短期内是投票机,从长远来看是衡量机。月球见。
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$阿里巴巴(BABA.US$ 那些想卖得更好的人卖出。以后价格再次上涨时不要后悔。从长远来看,你就是这样。如果你不是,你就不是。投资不适合心虚的人。
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$Hyzon Motors(HYZN.US$
Blue Orca is Short Hyzon Motors Inc. (NASDAQ: HYZN)
We are short Hyzon Motors Inc. (“Hyzon” or the “Company”) (NASDAQ: HYZN), a zero-revenue hydrogen EV SPAC which we liken to a Chinese Lordstown Motors. In our opinion, Hyzon’s supposed major customers are a fake-looking Chinese shell company incorporated three days before the deal announcement and a tiny New Zealand startup which told us they are not really a customer.
Hyzon is just a repackaging of a flailing Chinese parent company which has been trying to sell the same hydrogen fuel cells without much success for 17 years. The parent entity was delisted from the Chinese OTC exchange in early 2021 at an enterprise value of sub $200 million. Hyzon is just a worse version of this same business in SPAC form, yet trades at 10x the valuation. We think Chinese investors obviously knew best.
Notably for a zero revenue SPAC banking on the future value of its technology to save its business, two of Hyzon’s chief technology officers have resigned in the past 15 months. The Company is only 20 months old. Ultimately, we think Hyzon’s parent has taken advantage of the general suspension of disbelief in financial markets to enrich insiders by repackaging an old technology in a fig leaf of misleading deal announcements and illusory customer contracts.
Blue Orca is Short Hyzon Motors Inc. (NASDAQ: HYZN)
We are short Hyzon Motors Inc. (“Hyzon” or the “Company”) (NASDAQ: HYZN), a zero-revenue hydrogen EV SPAC which we liken to a Chinese Lordstown Motors. In our opinion, Hyzon’s supposed major customers are a fake-looking Chinese shell company incorporated three days before the deal announcement and a tiny New Zealand startup which told us they are not really a customer.
Hyzon is just a repackaging of a flailing Chinese parent company which has been trying to sell the same hydrogen fuel cells without much success for 17 years. The parent entity was delisted from the Chinese OTC exchange in early 2021 at an enterprise value of sub $200 million. Hyzon is just a worse version of this same business in SPAC form, yet trades at 10x the valuation. We think Chinese investors obviously knew best.
Notably for a zero revenue SPAC banking on the future value of its technology to save its business, two of Hyzon’s chief technology officers have resigned in the past 15 months. The Company is only 20 months old. Ultimately, we think Hyzon’s parent has taken advantage of the general suspension of disbelief in financial markets to enrich insiders by repackaging an old technology in a fig leaf of misleading deal announcements and illusory customer contracts.
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$阿里巴巴(BABA.US$
shortiess are likely establishing positions since there is a net fund outflow despite increasing prices
shortiess are likely establishing positions since there is a net fund outflow despite increasing prices
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$阿里巴巴(BABA.US$
Shorties have been pretty quiet the past 2 days? 😂
Shorties have been pretty quiet the past 2 days? 😂
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基本面更强 $颐海国际(01579.HK$远不止于此 $海底捞(06862.HK$但是,尽管价格被低估得多,但价格的暴跌速度却更快。这表明了市场在短期内的非理性。
此外, $颐海国际(01579.HK$有比更好的缓冲区和护城河 $海底捞(06862.HK$因为其产品受封锁的影响较小。如果有足够的时间,价格将与基本面保持一致,并最终反映在价格中。
最近有消息称,中国成功地遏制了Covid的传播,最近几周报告的病例为零,而且措施正在放松...
此外, $颐海国际(01579.HK$有比更好的缓冲区和护城河 $海底捞(06862.HK$因为其产品受封锁的影响较小。如果有足够的时间,价格将与基本面保持一致,并最终反映在价格中。
最近有消息称,中国成功地遏制了Covid的传播,最近几周报告的病例为零,而且措施正在放松...
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$阿里巴巴(BABA.US$
挤压卖空者。
挤压卖空者。
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$颐海国际(01579.HK$ 有人看到了新的季度收益。本该在今天问世但我没看到任何类似的东西。
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