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citic sec: The resilience and increased penetration of consumer spending accelerate the growth of e-commerce in the usa. Remain bullish on leading e-commerce companies.
In Q2 2024, the total e-commerce sales in the usa reached 282.3 billion dollars (up 6.6% year-on-year), with a penetration rate of 19.6% (up 1.8 percentage points year-on-year), of which csi sws food & beverage, groceries, electronics and home appliances, and non-store retailers grew by 8.0%/ 12.7%/ 7.9%/ 7.2% year-on-year.
The carlyle group established positions in Reddit in Q3 and liquidated Nu, while quidelortho remains its top holding.
According to the Securities and Exchange Commission (SEC) disclosure, the carlyle group submitted the third quarter (Q3) holdings report (Form 13F) as of September 30, 2024.
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Space Dust : Cramer,![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
the poor guy is in a bad position, he literally has to be perfect but that is impossible, ![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
. the 
use what he says to bet against his viewers.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
the guy for having the fortitude to keep going.
and the more right he calls things, the more wrong he becomes,
But he wouldn't have a job if he was a dud.
I applaud
whether one agrees with his stance on a specific pick or not, it's good to bounce around his guidance and words.
thanks for posting.