Puss Daddy
参与了投票
由于 对安全和隐私的担忧,ChatGPT的访问权限已在多个地区和公司被封锁。
意大利暂时禁止 ChatGPT 的举动激发了其他欧洲国家研究是否需要更严厉的措施来控制广受欢迎的聊天机器人。
法国和爱尔兰的隐私监管机构已与意大利的同行进行了接触,以进一步了解该禁令的依据。德国可以追随意大利的脚步,封锁 ChatGPT...
意大利暂时禁止 ChatGPT 的举动激发了其他欧洲国家研究是否需要更严厉的措施来控制广受欢迎的聊天机器人。
法国和爱尔兰的隐私监管机构已与意大利的同行进行了接触,以进一步了解该禁令的依据。德国可以追随意大利的脚步,封锁 ChatGPT...
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Puss Daddy
留下了心情
Puss Daddy
参与了投票
新加坡刚刚创造了将同性恋合法化的历史。根据首相的说法,SG最终将把男性之间的性行为合法化。
但是,将同性婚姻合法化尚未到来,因为政府希望在其宪法中载入一项禁令。
如果你正在考虑投资具有以下条件的公司 LGBTQ+ 领导力, 以下是一些可供考虑的选项。
1。AAPL $苹果 (AAPL.US)$
在研究LGBTQ+ ESG投资时,请从苹果开始。Tim Co...
但是,将同性婚姻合法化尚未到来,因为政府希望在其宪法中载入一项禁令。
如果你正在考虑投资具有以下条件的公司 LGBTQ+ 领导力, 以下是一些可供考虑的选项。
1。AAPL $苹果 (AAPL.US)$
在研究LGBTQ+ ESG投资时,请从苹果开始。Tim Co...
已翻译
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Puss Daddy
评论了
We need to put things into prospective here, $阿里巴巴 (BABA.US)$ is not a meme stock, hence, its not suitable for traders who want to hit and run with HUGE gains in few days (if your into $特斯拉 (TSLA.US)$, $游戏驿站 (GME.US)$, $AMC院线 (AMC.US)$, and Crypto, AliBaba is definitely not for you !). AliBaba, is a "value investment" company, more suitable for the likes for Charle Munger and those who are happy to sleep on an investment for years and years without emotional regards to "Mr Market" and his minions drama.
Companies big and small all go through cycles, good and bad (competition, bad economy, supply chain bottlenecks ,etc), which shouldn't surprise (or scare) anyone as long as the business core fundamentals have not change. The company did report growth in revenues, but, missed "Mr Market" and his minions "consensus" and expectation of Tesla style growth, BIG DEAL ! ... the price dropped, but not much the company's "intrinsic value" in my humble opinion (of course it depends on what growth assumptions you have baked in your valuation).
Now you could allow Mr Market to get into you (he could be very persuasive sometimes), or you could be patient and stick to your investment thesis, redo your Intrinsic Value calculation using Baba's new guidance and see where the value stand Vs your position price.
Now with regards to this "regulatory risk", all companies around world (with no exception) are exposed to regulatory risk in one form or another (even Charities are regulated!), however, strong companies like Baba should ultimately be able to cope and live with these new regulations (and If you think the Chinese Gov simply wants to crush Baba, oh believe me, they would have done so yesterday). Then, the question is , do you trust the management of Baba to be able to turnaround things and move forward with company or not ? If you had read the history of AliBaba and Jack Ma, you should know the answer for that by now.
Companies big and small all go through cycles, good and bad (competition, bad economy, supply chain bottlenecks ,etc), which shouldn't surprise (or scare) anyone as long as the business core fundamentals have not change. The company did report growth in revenues, but, missed "Mr Market" and his minions "consensus" and expectation of Tesla style growth, BIG DEAL ! ... the price dropped, but not much the company's "intrinsic value" in my humble opinion (of course it depends on what growth assumptions you have baked in your valuation).
Now you could allow Mr Market to get into you (he could be very persuasive sometimes), or you could be patient and stick to your investment thesis, redo your Intrinsic Value calculation using Baba's new guidance and see where the value stand Vs your position price.
Now with regards to this "regulatory risk", all companies around world (with no exception) are exposed to regulatory risk in one form or another (even Charities are regulated!), however, strong companies like Baba should ultimately be able to cope and live with these new regulations (and If you think the Chinese Gov simply wants to crush Baba, oh believe me, they would have done so yesterday). Then, the question is , do you trust the management of Baba to be able to turnaround things and move forward with company or not ? If you had read the history of AliBaba and Jack Ma, you should know the answer for that by now.
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