$The Scotts Miracle (SMG.US)$
我的投资之旅。美国股市交易第23天的亮点。
我的Invitae股票因营收和收入预期不佳而下跌了21.85%。我认为，第三季的表现并不差；年度营收增长率为66.4%。华尔街总是反应过度。另一方面，我的SMG股票表现不错。由于大麻股显然是一个快速增长的行业，大多数大麻股价格昂贵。当我遇到SMG时，我发现它被严重低估。尽管不是直接的大麻投资，但它拥有一个核心的消费业务，为其Hawthrone部门提供稳定的现金流。而第三季的这个部门年度增长了48%。

$Shoals Technologies (SHLS.US)$
My investment journey. Highlights of US stock trading day 22:
My PENN stocks just can’t catch a break. First the earnings miss and the Portnoy story, then today’s news. I was more than a little concerned when Barstool sports was not on the list of sports-betting operators approved for New York mobile and phone sports betting. While New York should potentially be one of the biggest markets among US states, the New York revenue for these new approved licenses w...

$探索频道-A (DISCA.US)$
My investment journey. Highlights of US stock trading day 21:
Closed my Tapestry and Wynn Resorts positions and made a little profit.
Discovery and WarnerMedia’s proposed merger might create another streaming giant at least as big as Netflix and Disney+.
I’m keeping an eye on Moderna. It is an awesome stock to add to my portfolio. I will set an alert for 173. Although I highly doubt that price will happen.

$Pacific Biosciences of California (PACB.US)$
My investment journey. Highlights of US stock trading day 20:
My PENN shares took a dive today. But I’m taking it in stride. The Q3 earnings miss and Portnoy story do not really dim much of my optimism in the company. The main takeaway I’m interested in is the 11% revenue growth year on year. That is solid growth amid a less than 2 year foray into the sportsbook business via a partnership with Barstool.
Another highlight. I have always known that Illumina dominates the genome-sequencing industry. The explosive growth in genomics application for pharmaceutical and therapeutics development has fuel stellar returns for Illumina shareholders. The new frontier however, is the long-read methodology that PacBio improved and deploys. PacBio’s innovations will challange Illumina’s short-read sequencing. There is more than enough growth in the industry for these two different sequencing methodologies but I suspect that PacBio’s growth will outpace Illumina’s.

$Sunrun (RUN.US)$
我的投资之旅。美国股票交易第19天的亮点：
今天达成了一个里程碑。第一次在我美国股票上获利了。平仓了我在arrowhead pharmaceuticals的头寸。总收益率22.5%。我的投资组合也从前一天的挫折中恢复过来。
我对可再生能源的看法。我不能百分之百确定太阳能是未来最好的选择，但可再生能源增长的趋势是不会逆转的。石油在未来仍然会发挥作用，但它对世界经济的影响力将不可避免地减弱。

$Sunrun (RUN.US)$
我的投资之旅：美国股票交易第18天亮点：
整个交易日都在看我的chegg股票跌入谷底。自从我以61的价格买进以来，看起来它会在我的投资组合中停留相当长一段时间。作为一名教育家，我发现Chegg是一家在技术驱动的平台上提供良好产品的好公司。与此同时，我在太阳能能源领域的仓位抵消了昨天的大幅下跌。美国仅有3.5%的家庭拥有太阳能，Sunrun是住宅太阳能能源系统行业的领军企业。

$Shoals Technologies (SHLS.US)$
My investment journey: Highlight of US stocks trading day 17:
When I started building my portfolio, I decided that solar energy stocks cannot be excluded for obvious growth reasons. While searching for good solar energy companies, I came across Shoals. While this company is not a pure nor direct solar energy play, it has pros. Its products and solutions are also deployable in EV charging systems, another market that should see impressive growth. 2 good industry plays in 1 company. Another plus is that Shoals’ products are IP protected. This company is technologically driven and forward thinking.