Hi,
moomoo ID:0
Log Out
English
Back
Log in to access Online Inquiry
avatar
Rahul BhanushaliMaleID: 70042933
No profile added yet
Follow
    $Grab Holdings(GRAB.US)$ I expected Grab's mobility segment to recover to figures between Q1 and Q2, given that COVID19 cases are stabilizing in SEA. However, this minor recovery isn't enough to justify its current $52bn valuation, where its valuation implies an expectation of 35% CAGR on top of a fully recovered pre-pandemic mobility segment over the five years. On top of that, the removal of the $10 NAV floor post-merger and the high inflationary and high risk of tapering/rate hikes economic environment adds to investors' downside risk. Therefore, we chose the conservative alternative to take profits at this price level and only leave profits on the table to capture potential spike on announcements related to its merger.
    Picture
    Comment
    Share

    Disney names Susan Arnold chairman, as Bob Iger bows out at year end

    $Disney(DIS.US)$ names Susan E. Arnold, a 14-year veteran of the board, as chairman, effective Dec. 31, succeeding Bob Iger, who has led the board since 2012.
    "Having most recently served as independent lead director, Susan is the perfect choice for chairman of the board, and I am confident the company is well-positioned for continued success under her guidance and leadership," Iger said in a statement.
    The transition marks the an end to Iger's leadership at the media and entertainment company, where he was CEO for 15 years, overseeing the company's acquisitions of Pixar in 2006, Marvel in 2009, Lucasfilm in 2012, and 21st Century Fox in 2019.
    Bob Chapek became Disney's seventh CEO in 2020.
    Disney names Susan Arnold chairman, as Bob Iger bows out at year end
    Comment
    Share
    $Ford Motor(F.US)$ Valuation on Ford is still cheap, I love the product lineup, and speed in which they are moving in EVs. Plant shut downs due to chip shortages have been very quiet this month and Ford is number one in USA sales for 2 consecutive months for the first time in over 20 years. Will November make it 3 months in a row? I think it will.
    I would love to know Ford's restrictions on unloading their Rivian shares so we all need to pray that the EV bubble continues until Ford can unload their shares. I do not think Ford's stock is reflecting the Rivian windfall for Ford.
    Comment
    Share
    My question is Will $Rivian Automotive(RIVN.US)$ and similar companies have maintenance networks like $Ford Motor(F.US)$ and $General Motors(GM.US)$? Where will owners get repairs?
    Comment
    Share
    What I find ironic is that $Ford Motor(F.US)$ is financing most of that million/year EV production with profits from ICE vehicles. While at the same time Ford's ICE business is being valued at $0.
    Comment
    Share

    FTC asks Amazon, Walmart, others for information about supply-chain issues

    The Federal Trade Commission has started an inquiry into recent supply chains disruptions and is ordering nine large retailers, wholesalers and consumer goods suppliers to provide the agency information.
    The orders are being sent to $Walmart(WMT.US)$, $Amazon(AMZN.US)$, $The Kroger(KR.US)$, $Procter & Gamble(PG.US)$, $Tyson Foods(TSN.US)$, $The Kraft Heinz(KHC.US)$, C&S Wholesale Grocers, Associated Wholesale Grocers, Inc. and McLane Co., according to an FTC release. The companies will have 45 days from the date they received the order to respond.
    The FTC is issuing the orders under a special section of the FTC Act, which authorizes the agency to conduct "wide-ranging" studies that don't have a specific law enforcement purpose.
    The orders require the companies to detail the primary factors disrupting their ability to obtain, transport and distribute their products; the impact these disruptions are having in terms of delayed and canceled orders and increased costs and prices.
    The FTC also is requiring the companies to provide internal documents regarding the supply chain disruptions.
    Yesterday, Black Friday sales growth reverses for first time - Adobe Analytics.
    Earlier, Walmart and Kohl's are tipped to have outperformed peers on Black Friday.
    FTC asks Amazon, Walmart, others for information about supply-chain issues
    Comment
    Share

    China wants DiDi to delist from U.S. on security fears

    $DiDi Global (Delisted)(DIDI.US)$ Chinese regulators have asked top executives at DiDi Global to devise a plan to delist from U.S. stock exchanges.
    The Cyberspace Administration of China, the agency responsible for data security in the country, has directed DiDi to work out precise details of taking the company off the New York Stock Exchange because of concerns about leakage of sensitive data, according to the report.
    Proposals under consideration include a straight privatization or a share float in Hong Kong followed by a delisting from the U.S., Bloomberg says.
    Didi moved ahead with its NYSE offering this summer despite requests from Chinese regulators that it ensure the security of its data, sparking threats of severe penalties.
    China wants DiDi to delist from U.S. on security fears
    Comment
    Share
    $Sono Group(SEV.US)$ The IPO is a complete scam. Covering the entire surface of a car with solar panels would produce a few hundred w/hr, which means it would take weeks to charge the car. It is orders of magnitude less energy than required for mobility.
    If it gets a dad cat bounce, short it
    Comment
    Share
    $SPDR S&P 500 ETF(SPY.US)$$Bitcoin(BTC.CC)$ Where do folks think investing money is going to end up? Gold? Bitcoin? Under a mattress? At Bank of America earning 0.25%???
    The Fed can't meaningfully raise rates because the economy is now forever broken. 50 years of deficit spending, money printing, wars, raiding the alleged Social Security trust fund, an unintentional UBI experiment, and a new rush to spend trillions before the mid-terms mean that there's no alternative.
    If the Fed raised rates to 5% the interest on the national debt would eat 30% of the annual federal budget. It can't happen. The Fed can't raise rates much more than 1%.
    The "bubble" is is the new normal.
    Comment
    Share

    Shiba Inu market cap rank pulls back to 13th place amid selling pressure

    Meme coin Shiba Inu continues drifting lower from its all-time high of $0.00008 in October as "crypto markets are currently in a risk-off mode following the new highs made by bitcoin and ether [about] two weeks back," blockchain analytics firm Nansen told CoinDesk via written response.
    SHIB tokens dip 10% to $0.000038 per coin intra-day.
    Shiba's market cap of $20.7B falls from just over $40B towards the end of October, pulling its market cap ranking down to 13th place, with Crypto.com Coin just above at 12th, according to data from CoinMarketCap.
    Perhaps the coin's decline is due to a rising number of wallets with substantial holdings that have reduced their SHIB positions recently, possibly due to taking profit, Nansen tells CoinDesk.
    So-called whale transaction counts, the number of SHIB transactions valued at more than $100K, have been increasing since the start of November, which could imply a rise in near-term selling pressure, CoinDesk notes, citing data from Santiment.
    Meanwhile, $Bitcoin(BTC.CC)$ and $Ethereum(ETH.CC)$ also drift lower.
    $Dogecoin(DOGE.CC)$, the 10th largest crypto, extends losses and is down nearly 9% this week.
    Previously, (Nov. 22) Shiba Inu tokens extend losses as retail frenzy eases.
    Shiba Inu market cap rank pulls back to 13th place amid selling pressure
    Comment
    Share