$Grab Holdings(GRAB.US)$ 这就是为什么新加坡人不能拥有美好的事物的原因。你有一家本土公司在市场上市，人们所做的是做空公司股价，并受到抱怨的Grab司机对公司的批评。你期望一家公司会持续为你的乘车提供折扣并仍然能赚钱，而抢车司机则认为，在受Covid-19打击的萧条市场中，该公司真正受到精打细算的乘客的推动，却想挤压司机。
该公司实际上是为各行各业的人提供就业机会，让他们可以选择管理自己的时间，期望一切都能完美地为消费者服务，这是一种极其错误的自我权利意识。为你提供服务的人是一个自雇服务提供商。该公司只是提供平台。
这就是为什么该公司需要从其他地方而不是从新加坡市场筹集资金的原因。

$新东方(EDU.US)$
in the short term this company is going to be going through some very rough patches, if you are going in now it’s extremely cheap. From a fundamentals standpoint the company is sitting on a lot of cash. as it is exiting out of the previous business model, there will be an adjustment period. while it might seem like the company is taking some time to pivot its business model, you can expect that when it does you’ll be glad you bought in really cheap.
In the face of the Chinese Govt’s common prosperity policies, this is the adjustment period that savvy investors just wait it out.
Be fearful when others are greedy and be greedy when others are fearful. - WB

$贵州茅台(600519.SH)$ short then long?