$阿里巴巴(BABA.US$ 對於許多短期(不到 2 年)的許多人來說,持有巴巴股絕對是具有挑戰性,也許是不可持續的。那些有耐心,並且沒有快速獲得現金,並且不受通過的法規害怕的人(如果有的話,他們也許會加強消費者基礎,並迫使 baba 這樣的大科技公司進行創新,因為他們將不再擁有以前擁有的獨資優勢),也許會發現當前的看跌情緒是一個好的時機。
記住格雷厄姆對股市在短期內成為投票機,長遠來說是稱重機。在月球再見。
記住格雷厄姆對股市在短期內成為投票機,長遠來說是稱重機。在月球再見。
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$阿里巴巴(BABA.US$ 那些想賣出的人更好賣。稍後價格再次上漲時不要後悔。如果你在長期來,就是。如果你不是,你不是。投資不適合弱心的人。
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$Hyzon Motors(HYZN.US$
Blue Orca is Short Hyzon Motors Inc. (NASDAQ: HYZN)
We are short Hyzon Motors Inc. (“Hyzon” or the “Company”) (NASDAQ: HYZN), a zero-revenue hydrogen EV SPAC which we liken to a Chinese Lordstown Motors. In our opinion, Hyzon’s supposed major customers are a fake-looking Chinese shell company incorporated three days before the deal announcement and a tiny New Zealand startup which told us they are not really a customer.
Hyzon is just a repackaging of a flailing Chinese parent company which has been trying to sell the same hydrogen fuel cells without much success for 17 years. The parent entity was delisted from the Chinese OTC exchange in early 2021 at an enterprise value of sub $200 million. Hyzon is just a worse version of this same business in SPAC form, yet trades at 10x the valuation. We think Chinese investors obviously knew best.
Notably for a zero revenue SPAC banking on the future value of its technology to save its business, two of Hyzon’s chief technology officers have resigned in the past 15 months. The Company is only 20 months old. Ultimately, we think Hyzon’s parent has taken advantage of the general suspension of disbelief in financial markets to enrich insiders by repackaging an old technology in a fig leaf of misleading deal announcements and illusory customer contracts.
Blue Orca is Short Hyzon Motors Inc. (NASDAQ: HYZN)
We are short Hyzon Motors Inc. (“Hyzon” or the “Company”) (NASDAQ: HYZN), a zero-revenue hydrogen EV SPAC which we liken to a Chinese Lordstown Motors. In our opinion, Hyzon’s supposed major customers are a fake-looking Chinese shell company incorporated three days before the deal announcement and a tiny New Zealand startup which told us they are not really a customer.
Hyzon is just a repackaging of a flailing Chinese parent company which has been trying to sell the same hydrogen fuel cells without much success for 17 years. The parent entity was delisted from the Chinese OTC exchange in early 2021 at an enterprise value of sub $200 million. Hyzon is just a worse version of this same business in SPAC form, yet trades at 10x the valuation. We think Chinese investors obviously knew best.
Notably for a zero revenue SPAC banking on the future value of its technology to save its business, two of Hyzon’s chief technology officers have resigned in the past 15 months. The Company is only 20 months old. Ultimately, we think Hyzon’s parent has taken advantage of the general suspension of disbelief in financial markets to enrich insiders by repackaging an old technology in a fig leaf of misleading deal announcements and illusory customer contracts.
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$阿里巴巴(BABA.US$
shortiess are likely establishing positions since there is a net fund outflow despite increasing prices
shortiess are likely establishing positions since there is a net fund outflow despite increasing prices
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$阿里巴巴(BABA.US$
短褲過去 2 天都很安靜嗎?😂
短褲過去 2 天都很安靜嗎?😂
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基礎知識更強大 $頤海國際(01579.HK$比起來的 $海底撈(06862.HK$但即使價格被低估得多,價格仍在更快下跌。這表明市場在短期內的不合理性。
此外, $頤海國際(01579.HK$具有比較好的緩衝和護城河 $海底撈(06862.HK$由於其產品受到鎖定的影響較少。價格將與基本原理相符,並在有足夠時間的情況下最終反映在價格中。
隨著最近的消息稱中國正在成功阻止新型冠狀病毒的傳播,近幾週錄得零個案,並且措施正在放寬...
此外, $頤海國際(01579.HK$具有比較好的緩衝和護城河 $海底撈(06862.HK$由於其產品受到鎖定的影響較少。價格將與基本原理相符,並在有足夠時間的情況下最終反映在價格中。
隨著最近的消息稱中國正在成功阻止新型冠狀病毒的傳播,近幾週錄得零個案,並且措施正在放寬...
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$阿里巴巴(BABA.US$
squeeze the short sellers.
squeeze the short sellers.
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$頤海國際(01579.HK$ 任何人都看到了新的季度收入。今天應該出門了,但我沒看到任何東西有什麼樣子。
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