雖然 Tepper 的 Appaloosa 管理公司在第二季度將其阿里巴巴的股權減少約 7%,但據 13 樓監管申報,該中國電子商務巨頭仍然是基金最大的地位,佔其 6.2 億美元股票投資組合中的 12%。中國股票和 ETF 佔基金股票投資組合的 26%。
$拼多多 (PDD.US)$ $KraneShares中國海外互聯網ETF (KWEB.US)$ $英偉達 (NVDA.US)$
$拼多多 (PDD.US)$ $KraneShares中國海外互聯網ETF (KWEB.US)$ $英偉達 (NVDA.US)$
已翻譯
6
Bullish for all
評論了
$Beyond Meat (BYND.US)$ I have been eyeing BYND because I love the company and its products however I can’t justify investing in it right now.
Cons:
1.Negative growth
2.High operating expenses
3.Huge cash burn
4.Decreased demand
5.Products too expensive
6.Unhealthy
7.A lot of competition, especially against Impossible, who is stronger in terms of business and taste
Pros:
1. It’s possible BYND’s new formula is much healthier and better tasting, which would fix two problems o...
Cons:
1.Negative growth
2.High operating expenses
3.Huge cash burn
4.Decreased demand
5.Products too expensive
6.Unhealthy
7.A lot of competition, especially against Impossible, who is stronger in terms of business and taste
Pros:
1. It’s possible BYND’s new formula is much healthier and better tasting, which would fix two problems o...
6
5
Bullish for all
評論了
$Beyond Meat (BYND.US)$ 管理在處置,為什麼價格一直上漲?
已翻譯
2
$Beyond Meat (BYND.US)$
this company is done… meaningless product. not regconise by market
this company is done… meaningless product. not regconise by market
1
Bullish for all
評論了
銷售量同比下降,因為素食主義者實際上不喜歡它。大多數消費者都採用正常飲食,並購買它來嘗試這種臨時潮。
COGS 是 2 倍的收入。除了銷售及資本支出之後,絕對不用擔心。現金消耗量如此大,他們需要經常籌集股權。即使他們成長,他們也需要籌集這麼多的現金並減少普通股東的垃圾。
然而,首席執行官就保證金擴大了一個微小的承諾-他如何實現?他甚至不在乎前...
COGS 是 2 倍的收入。除了銷售及資本支出之後,絕對不用擔心。現金消耗量如此大,他們需要經常籌集股權。即使他們成長,他們也需要籌集這麼多的現金並減少普通股東的垃圾。
然而,首席執行官就保證金擴大了一個微小的承諾-他如何實現?他甚至不在乎前...
已翻譯
4
Bullish for all
表達了心情
$Sea (SE.US)$ 高於昨天的低點。如果我們留在那裡,我對這個星期的餘下一周感覺很好。
已翻譯
4