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Deposited another $200. Just to close the topic with Alibaba and Chinese stock market. Last week, I visited seminar organized by UBS. Their main comment on Chinese economy and Chinese stock market was that consumption has not recovered since COVID-19. People are not spending as much as they spent before COVID + high unemployment ratio. As per UBS assessment, it could take another 2-3 years to fully recover 🤷♂️
But, as a long-term investor, I’m not looking at current price fl...
But, as a long-term investor, I’m not looking at current price fl...
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$Advanced Micro Devices(AMD.US$ | AMD Q4 2023 Earnings Highlights:
🔹 Revenue: $6.2B (Est. $6.13B) 🟢
🔹 Adj. Oper. Margin: 23% (Est. 23.2%) 🔴
🔹 R&D Expenses: $1.51B (Est. $1.52B) 🟢
🔹 Capex: $139M (Est. $120.8M) 🔴
🔸 Q1 Outlook: Sees Q1 Rev: $5.1B TO $5.7B (Est. $5.77B) 🔴
Segment Breakdown:
🔹 Data Center Revenue: $2.28B (YOY increase of 38%, Est. $2.3B) 🔴
🔹 Gaming Revenue: $1.37B (YOY decrease of 17%, Est. $1.25B) 🟢
🔹 Client Revenue: $1.46B (YOY increase of 62%, Est. $1.51B) 🔴
🔹 Embedded Revenue: $...
🔹 Revenue: $6.2B (Est. $6.13B) 🟢
🔹 Adj. Oper. Margin: 23% (Est. 23.2%) 🔴
🔹 R&D Expenses: $1.51B (Est. $1.52B) 🟢
🔹 Capex: $139M (Est. $120.8M) 🔴
🔸 Q1 Outlook: Sees Q1 Rev: $5.1B TO $5.7B (Est. $5.77B) 🔴
Segment Breakdown:
🔹 Data Center Revenue: $2.28B (YOY increase of 38%, Est. $2.3B) 🔴
🔹 Gaming Revenue: $1.37B (YOY decrease of 17%, Est. $1.25B) 🟢
🔹 Client Revenue: $1.46B (YOY increase of 62%, Est. $1.51B) 🔴
🔹 Embedded Revenue: $...
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So should we.
Here is a Buffett style checklist to get you started.
$Berkshire Hathaway 13F(BK2999.US$ $Berkshire Hathaway-A(BRK.A.US$ $Berkshire Hathaway-B(BRK.B.US$ $Apple(AAPL.US$ $Coca-Cola(KO.US$ $Bank of America(BAC.US$ $Occidental Petroleum(OXY.US$
Here is a Buffett style checklist to get you started.
$Berkshire Hathaway 13F(BK2999.US$ $Berkshire Hathaway-A(BRK.A.US$ $Berkshire Hathaway-B(BRK.B.US$ $Apple(AAPL.US$ $Coca-Cola(KO.US$ $Bank of America(BAC.US$ $Occidental Petroleum(OXY.US$
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Recently, $Microsoft(MSFT.US$'s market capitalization is edging nearer to $Apple(AAPL.US$ in the race to be the most valuable company in the United States. As of Monday, Microsoft's market value stood at $2.78 trillion, just shy of Apple's $2.89 trillion. The gap between the two tech behemoths has shrunk, with Microsoft trailing by a mere $100 billion.
Apple has seen its value decrease from over $3 trillion to $2.89...
Apple has seen its value decrease from over $3 trillion to $2.89...
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$NVIDIA(NVDA.US$ After 4 years of clearing the warehouse, we have finally completed a 10-fold increase today![]()
. I feel like this round grinding is less than 600
Translated
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$Texas Instruments(TXN.US$ 3.44% Yield. Affordable tech.
$CubeSmart(CUBE.US$ 5.41% Yield-Self storage is a great business. Boring and profitable!
$Johnson & Johnson(JNJ.US$ 3.12% Yield- Pristine balance sheet.
$T. Rowe Price(TROW.US$ 5.01% Yield. Out of favor.
$Johnson Controls(JCI.US$ 3.01% Yield. Low P/E.
Which would you add?
$Berkshire Hathaway 13F(BK2999.US$ $Berkshire Hathaway-A(BRK.A.US$ $Berkshire Hathaway-B(BRK.B.US$
$CubeSmart(CUBE.US$ 5.41% Yield-Self storage is a great business. Boring and profitable!
$Johnson & Johnson(JNJ.US$ 3.12% Yield- Pristine balance sheet.
$T. Rowe Price(TROW.US$ 5.01% Yield. Out of favor.
$Johnson Controls(JCI.US$ 3.01% Yield. Low P/E.
Which would you add?
$Berkshire Hathaway 13F(BK2999.US$ $Berkshire Hathaway-A(BRK.A.US$ $Berkshire Hathaway-B(BRK.B.US$
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Tesla CEO Elon Musk said on Thursday he will not sell any more of the electric carmaker’s stock for about two years.
While speaking in a Twitter Spaces audio chat, Musk said he foresees the economy will be in a “serious recession” in 2023 and demand for big-ticket items will be lower.
His comments came after a Tesla stock sell-off deepened on Thursday over worries about softening demand for elect...
While speaking in a Twitter Spaces audio chat, Musk said he foresees the economy will be in a “serious recession” in 2023 and demand for big-ticket items will be lower.
His comments came after a Tesla stock sell-off deepened on Thursday over worries about softening demand for elect...
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