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$阿里巴巴 (BABA.US)$ 集团CEO张勇表示管理层将在12月16日的年度投资者活动上分享更多展望。12月17日到期的期权隐含波动率非常高。在活动之前有很大机会回升至160左右。
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$特斯拉 (TSLA.US)$ Lived for half a lifetime and haven’t mastered the wealth code yet.
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$阿里巴巴 (BABA.US)$ I'm wondering why BABA isnt more actively discussed here, its been making 33% growth every year, and online shopping has done amazing during Covid. They are also the most popular cloud provider, and the Chinese government is likely to utilize them due to their scale, which every good citizen company will do the same. So how is it not discussed more, seems for a company as large as BABA there'd be more zealotry for it, the potential seems enormous.
Heck Munger has 5 stocks in his portfolio, 4 are banks and only 1 is a tech stock, which is BABA. Hes doubled his position recently too. I'd think someone whose made their entire fortune on stocks, a value investor from before time, would be a good person to follow when it came to stocks. They have an earnings report in a few days as well, the last one without the fine imposed by the communist government their earnings were huge, they made record revenues again, and they are likely to make record revenues again without another fine. Are hedge funds just negging it for now, trying to get it low enough to scoop up for cheap before people see the obvious potential?
Heck Munger has 5 stocks in his portfolio, 4 are banks and only 1 is a tech stock, which is BABA. Hes doubled his position recently too. I'd think someone whose made their entire fortune on stocks, a value investor from before time, would be a good person to follow when it came to stocks. They have an earnings report in a few days as well, the last one without the fine imposed by the communist government their earnings were huge, they made record revenues again, and they are likely to make record revenues again without another fine. Are hedge funds just negging it for now, trying to get it low enough to scoop up for cheap before people see the obvious potential?
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