limbro
commented on
Guess the Stock E37|The crown jewel of the semiconductor industry
Event Description:
This event is to help mooers learn more about the differences among companies and industries, identify hidden opportunities, and better navigate the market.
"Investing is not about beating others in their game. It's about controlling yourself in your own game. The intelligent investor is a realist who sells to optimists and buys from pessimists." —Benjamin Graham.
Challenge Start >>
Rewards
1) 4,000 points: The...
This event is to help mooers learn more about the differences among companies and industries, identify hidden opportunities, and better navigate the market.
"Investing is not about beating others in their game. It's about controlling yourself in your own game. The intelligent investor is a realist who sells to optimists and buys from pessimists." —Benjamin Graham.
Challenge Start >>
Rewards
1) 4,000 points: The...



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limbro
commented on
Guess the stock S22|Better not "bank" all on it!
As the financial crisis ravaged the economy in 2008, central banks cut interest rates to unprecedented lows to stimulate spending and investment. For many years, banks were less attractive to investors. However, with the interest rate hike cycle extending from 2022 to the present, the potential returns from rising rates are attracting investors back to the banking sector.
Nevertheless, when the economy enters a recession, bank stocks remain among t...
Nevertheless, when the economy enters a recession, bank stocks remain among t...



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limbro
commented on
Grab Q4 2022 Earnings Preview — Betting the % change in closing price to win!
Bet Game
Place your Bet on Grab's percentage change in closing price (e.g.+3%) of February 23 ET by 3:00 PM, February 23 ET. The mooer with the closest bet will win 300 points!
Lucky Draw
The 10th, 20th, 30th, 40th and so on mooers to comment will get 30 points.
Grab's Q4 FY22 Earnings Conference Call is to be hosted on February 23 ET, before the U.S. markets open! The consensus estimate for revenue is expected at $4...
Place your Bet on Grab's percentage change in closing price (e.g.+3%) of February 23 ET by 3:00 PM, February 23 ET. The mooer with the closest bet will win 300 points!
Lucky Draw
The 10th, 20th, 30th, 40th and so on mooers to comment will get 30 points.
Grab's Q4 FY22 Earnings Conference Call is to be hosted on February 23 ET, before the U.S. markets open! The consensus estimate for revenue is expected at $4...


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limbro
commented on
Guess the stock S20|ChatGPT Mania
Bill Gates believes ChatGPT, a chatbot that gives human-like responses to user queries, is as significant as the PC and the Internet, two major tech evolutions that happened in the past. Without further ado, let’s dive into companies that may lead or gain from this trend.
Case 1:
Despite the short-term headwinds and sell-offs in the semiconductor industry, the company is expected by analysts to be a winner from ChatGPT Hype with growing demand and a long runway....
Case 1:
Despite the short-term headwinds and sell-offs in the semiconductor industry, the company is expected by analysts to be a winner from ChatGPT Hype with growing demand and a long runway....



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limbro
commented on
Guess the stock S19|The power of monopoly
A monopoly is when a single company controls the majority of the market share in an industry or sector, benefiting from switching costs. According to super-investor Rob Vinall, it is costly and disruptive to replace the dominant market leader, making them reluctant to switch providers and enabling the company to earn beyond-normal profits. However, the risk is that it tends to make the company incumbents complacent and lazy (in the long run).
Case 1:
As t...
Case 1:
As t...



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limbro
commented on
Guess the stock S18|The magic of oligopoly
Oligopoly is a market controlled by a few companies, and each player's decisions are likely to affect the others. Mohnish Pabrai, a famous investment guru, once talked with Charlie Munger about oligopoly, concluding that oligopoly is a good way for companies to keep decent profit margins and stay competitive together.
Case 1:
Take the HDD (hard disk drive) industry as an example. In the past 25 years, it was a terrible business with over-competition and...
Case 1:
Take the HDD (hard disk drive) industry as an example. In the past 25 years, it was a terrible business with over-competition and...



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limbro
commented on
Earnings Challenge E10| Identify the core growing stocks held by BlackRock
Event Description:
This event is to help mooers learn more about the differences among companies and industries, identify hidden opportunities, and better navigate the market.
"Information is the most important asset in business. The more you know, the more perspectives you have, and the more likely you are to spot patterns and anomalies before your competition. So always be open to new inputs, whether they are people, exp...
This event is to help mooers learn more about the differences among companies and industries, identify hidden opportunities, and better navigate the market.
"Information is the most important asset in business. The more you know, the more perspectives you have, and the more likely you are to spot patterns and anomalies before your competition. So always be open to new inputs, whether they are people, exp...



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limbro
commented on
Guess the stock S17|Secret rules for investment success
Warren Buffett's partner, Charlie Munger, once said three secret rules for investment success: look at the cannibals, carefully study spinoffs, and follow the great investors. Without further ado, let's dive into the third method!
Chart 1:
Mutually held by super investors such as Mohnish Pabrai, Li Lu, and Seth Klarman, the company is the 4th largest semiconductor company in the world, and one of the only three major players in the DRAM mark...
Chart 1:
Mutually held by super investors such as Mohnish Pabrai, Li Lu, and Seth Klarman, the company is the 4th largest semiconductor company in the world, and one of the only three major players in the DRAM mark...



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limbro
commented on
Earnings Challenge E9|Identify the Top Performing Stocks in 2022: Why they are so different?
Event Description:
This event is to help mooers learn more about the differences among companies and industries, identify hidden opportunities, and better navigate the market.
"We all are learning, modifying, or destroying ideas all the time. Rapid destruction of your ideas when the time is right is one of the most valuable qualities you can acquire."— Charlie Munger.
Challenge Start >>
Rewards
1) 4,000...
This event is to help mooers learn more about the differences among companies and industries, identify hidden opportunities, and better navigate the market.
"We all are learning, modifying, or destroying ideas all the time. Rapid destruction of your ideas when the time is right is one of the most valuable qualities you can acquire."— Charlie Munger.
Challenge Start >>
Rewards
1) 4,000...



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limbro
voted
Weekly Buzz: Awaiting CPI and FED rate resolution
Spoiler:
At the end of this post, there is a chance for you to win points!
Happy Monday, mooers!
Welcome back to Weekly Buzz, where we review the news, performance, and community sentiment of the selected buzzing stocks on moomoo platform based on search and message volumes of last week (Nano caps are excluded).
Make Your Choices
Buzzing Stocks List & Mooers Comments
The US market closed lower last week as various reports and data suggested tha...
At the end of this post, there is a chance for you to win points!
Happy Monday, mooers!
Welcome back to Weekly Buzz, where we review the news, performance, and community sentiment of the selected buzzing stocks on moomoo platform based on search and message volumes of last week (Nano caps are excluded).
Make Your Choices
Buzzing Stocks List & Mooers Comments
The US market closed lower last week as various reports and data suggested tha...



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limbro : a. $KLA Corp(KLAC.US)$
b. $Lam Research(LRCX.US)$
c. $Applied Materials(AMAT.US)$
a<b<c