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$特斯拉 (TSLA.US)$ 与大多数零售商的看法完全相反(像往常一样:这就是为什么超过90%的人亏损的原因)。
实际上,如果埃隆退出Twitter协议,则显而易见的后果是Twitter董事会将有义务在法庭上披露BOT信息(不是5%)。这导致有人指控美国证券交易委员会文件中存在虚假陈述,也导致埃隆起诉这些陈述。如你所见,情况恰恰相反... 但他们无法实现目标,因为对于 Twitter 来说,这将是一场大屠杀...
实际上,如果埃隆退出Twitter协议,则显而易见的后果是Twitter董事会将有义务在法庭上披露BOT信息(不是5%)。这导致有人指控美国证券交易委员会文件中存在虚假陈述,也导致埃隆起诉这些陈述。如你所见,情况恰恰相反... 但他们无法实现目标,因为对于 Twitter 来说,这将是一场大屠杀...
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我读到关于下一站上海工厂的担忧 🛑
让我们向所有将信息局限于头条新闻的人解释一下...
特斯拉并没有关闭任何东西:他们正在对工厂进行重组和重组(一条生产线,其他生产线将继续印刷汽车),以使其标称产能翻一番(同时开始在附近地区建造一条新产能)。
产量翻倍似乎是一个负面问题吗?然后你有一些倒置的参数 😂😂😂
祝你好运...
让我们向所有将信息局限于头条新闻的人解释一下...
特斯拉并没有关闭任何东西:他们正在对工厂进行重组和重组(一条生产线,其他生产线将继续印刷汽车),以使其标称产能翻一番(同时开始在附近地区建造一条新产能)。
产量翻倍似乎是一个负面问题吗?然后你有一些倒置的参数 😂😂😂
祝你好运...
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$特斯拉 (TSLA.US)$ 我有时会因为只交易(和持有)特斯拉股票(再加上一些VIXY做空/交易以配对和补偿)而感到有些沮丧,但后来我认为我无法关注更多如此复杂的公司。实际上,特斯拉的垂直整合至少有10家公司合而为一。
让我解释一下:
以通用汽车(通用汽车)为例:归根结底,它们主要是一家工程、装配、营销和服务公司,其大部分利润(迅速下降)...
让我解释一下:
以通用汽车(通用汽车)为例:归根结底,它们主要是一家工程、装配、营销和服务公司,其大部分利润(迅速下降)...
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每个人的交易风格都不一样。你得认识你自己。最重要的是学习和研究。阅读并遵循正确的事实。问问自己你是日间交易者、长期投资者还是盘中交易者,甚至是以上所有人。你需要知道你的目标。如果您是日间交易者,那么当天的目标利润是多少,知道何时停止,知道首选哪只股票。一切都与你的基本面有关,并坚持下去。知道何时获利以及何时减少损失。 $游戏驿站 (GME.US)$ 是个不错的...
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$特斯拉 (TSLA.US)$ -上方1021——交易观点——12月17日1080C收于1016.69
周五,TSLA再次测试了1000美元的支撑位并保持不变
1021 上方可以回移至 1051,接下来可以回到 1077
看跌期权可以低于 945
周五,TSLA再次测试了1000美元的支撑位并保持不变
1021 上方可以回移至 1051,接下来可以回到 1077
看跌期权可以低于 945
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$阿里巴巴 (BABA.US)$ Hey there guys, I just started analyzing stocks more and I thought I´ll try to do that and post it here. That´s my first analysis for BABA. If you have any feedback for me that would be great and highly appreciated. If you have questions feel free to ask, I´ll try to answer everything.
Today we will look through the basics of Alibaba´s business and then see if we can come up with a fair value for BABA´s stock using discounted free cashflow.
This is not financial advice and I do not own shares in BABA. Nevertheless I will try to stay as unbiased and objective as I can. Always do your own due diligence.
First let´s review their different revenue streams. Their biggest stream, around 84% of their sales comes from Commerce. Another 10% comes from Cloud Computing. Digital Marketing and Entertainment makes up for 5% and the remaining 1% are Innovation initiatives and Others.
For the valuation:
We take analyst estimates, we discount that by our required return of 7,9%. Then we use the perpetual growth rate of 2,5% and that gave us a fair value for BABA´s stock of $195 per share. But because we have to account for BABA´s equity as well, our fair value of equity would be $207 per share.
Now feel free to include a margin of safety to that.
With BABA´s price being at $125 per share right now, it seems undervalued. That´s why I think buying heavily might be a good idea. Although you can always dollar-cost-average. That´s where you invest every month the same amount.
Where I see BABA´s stock price in 5 years. We can calculate where the price might be in 5 years with the Earnings Per Share (EPS TTM), the Estimated Growth Rate and the Future P/E Value. With this method I get a stock price of $267 per share which is higher than what it is now.
What I´ll do. I believe BABA is here to stay. I think they will stay for a long time. That´s why I will start buying as soon as I get the chance to do so.
Thank you for reading and I hope I´ll see you again.
Today we will look through the basics of Alibaba´s business and then see if we can come up with a fair value for BABA´s stock using discounted free cashflow.
This is not financial advice and I do not own shares in BABA. Nevertheless I will try to stay as unbiased and objective as I can. Always do your own due diligence.
First let´s review their different revenue streams. Their biggest stream, around 84% of their sales comes from Commerce. Another 10% comes from Cloud Computing. Digital Marketing and Entertainment makes up for 5% and the remaining 1% are Innovation initiatives and Others.
For the valuation:
We take analyst estimates, we discount that by our required return of 7,9%. Then we use the perpetual growth rate of 2,5% and that gave us a fair value for BABA´s stock of $195 per share. But because we have to account for BABA´s equity as well, our fair value of equity would be $207 per share.
Now feel free to include a margin of safety to that.
With BABA´s price being at $125 per share right now, it seems undervalued. That´s why I think buying heavily might be a good idea. Although you can always dollar-cost-average. That´s where you invest every month the same amount.
Where I see BABA´s stock price in 5 years. We can calculate where the price might be in 5 years with the Earnings Per Share (EPS TTM), the Estimated Growth Rate and the Future P/E Value. With this method I get a stock price of $267 per share which is higher than what it is now.
What I´ll do. I believe BABA is here to stay. I think they will stay for a long time. That´s why I will start buying as soon as I get the chance to do so.
Thank you for reading and I hope I´ll see you again.
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