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MooncityMaleID: 70617002
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    Mooncity reacted to and commented on
    $Boeing(BA.US)$ Sources in Canada say the reason is Boeing's attempts to shut down the C Series order placed by Delta Air Lines. The C Series now belongs to Airbus, Delta has more than 50 A220 airliners in service with almost as many still on order, and no Airbus model has been grounded while the MAX, which Boeing claimed it was trying to protect from the C Series, spent 2 years on the ground.
    And now you lose a potential major order from the U.S. closest ally.
    So was it worth it, Boeing?
    Or are you willing to admit that the C Series complaint was just another one of the strategic failures that Boeing has made over the past ten years?
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    $Robinhood(HOOD.US)$ When a new brokerage firm syphons off an entire generation of young investors like Robinhood has then you wonder what the existing brokerage firms were thinking.
    HOOD is the future and today was a great day to start buying.
    All those young investors are going to be middle-aged investors in ten years with good jobs and inheritances from the boomer generation.
    The transfer of wealth from one generation to the next is beyond anything that has happened before. The average home is now around $350,000 and the boomer households have above-average real estate holdings.
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    Pfizer begins filing for COVID antiviral Paxlovid in Canada

    $Pfizer(PFE.US)$ said that it has begun a rolling submission of its COVID-19 antiviral Paxlovid (PF-07321332 and ritonavir) with Health Canada.
    The submission includes an analysis of data from a phase 2/3 trial.
    Paxlovid is intended for treatment of mild to moderate COVID-19 in adults at increased risk of hospitalizations or death.
    Pfizer sought Emergency Use Authorization for Paxlovid with the FDA last month.
    Pfizer begins filing for COVID antiviral Paxlovid in Canada
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    $Grab Holdings(GRAB.US)$ Grab is giving big discounts for their food service right now in Indonesia. Gojek is giving less, and shopee is the least.
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    Mooncity reacted to and commented on
    $Microsoft(MSFT.US)$ Corporate governance is a total joke nowadays. If every founder/mgmt team rigs the share count so that they maintain voting power no matter what, the incentives are totally misaligned.
    Put up or shut up. If you don’t deliver for the shareholder base, they should be able to fire your a** or change management.
    And what’s with the share count here? How did that even happen? 4.6 billion? Dear God why? This may be a great business I really have no idea but good luck moving a stock consistently with a float that big.
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    $Sunnova Energy International(NOVA.US)$$Dow Jones Industrial Average(.DJI.US)$ As I watch solar farms sprawling up around me I can only think it is time to rethink what they are doing. I am seeing some of our most productive real farms being taken permanently out of service all the while more and more people are food insecure. Why can't they strategically place the solar panels on elevated poles at varying heights in a straight row so that they do not permanently block the sunlight and the tractors can still get up and down the rows between them?
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    Pfizer on track to post best monthly gain in nearly three decades

    Despite a threat to vaccine-driven immunity with the recent emergence of the new COVID-19 variant Omicron, $Pfizer(PFE.US)$ is on course to record its best monthly gain since Dec. 1991.
    Over the past 12 months, the shares of the New York-based pharma giant has climbed ~40.8% well outperforming the broader index, as indicated in the graph below. Driven by the sales of the vaccine it co-developed with $BioNTech(BNTX.US)$ , its revenue has more than doubled over the past year.
    Pfizer’s performance contrasts with rival vaccine maker$Moderna(MRNA.US)$ whose CEO has warned that the COVID-19 vaccines could lose efficacy against Omicron, classified by the World Health Organization (WHO) as a global variant of concern.
    However, Pfizer targets both preventative and therapeutic aspects of the disease with its vaccine and the experimental COVID-19 pill Paxlovid, for which the company has already sought U.S. regulatory authorization.
    Pfizer on track to post best monthly gain in nearly three decades
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    $Tesla(TSLA.US)$ Up to now, Elon Musk's avowed goal of "disrupting" an industry has been most effective against his own firm. (Repeat, HIS OWN firm.) In practice all along, Tesla's vertically integrated structure has meant simply himself in charge of everything. Musk deserves credit, I suppose, for admitting at last how wasteful, foolish, and demoralizing it is to roust all hands on deck every quarter to post a statistical feat no matter the cost.
    We must admit as well that no other CEO could get away at this in broad daylight, time after time, without ruining his own reputation and the firm's with it. Now the question is how long Musk's reverse- policy will stand. Until this year end, or beyond?
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    $Pfizer(PFE.US)$ On Friday, the market viewed it as a delta variant 2.0. I don’t think so. If anything, it shows how effective the global early response system has become to new variants. South Africa caught omicron with only a handful of cases and the borders started closing immediately. There is no indication that Omicron can’t be stopped by vaccination. It will only kill the anti-vaxers. It means we’re safer, not more at risk, and the economic recovery and the bull market should continue.
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    Alibaba loses Conviction Buy status at Goldman on sales growth, profit concerns

    $Goldman Sachs(GS.US)$ is lowering $Alibaba(BABA.US)$ stock to Buy from Conviction Buy as the company boosts spending.
    Analyst Piyush Mubayi is cutting the price target to $215 per share from $252.
    The stock is slightly lower in premarket trading.
    "At the time when retail spending slows down and competitive intensity levels up, BABA has been increasing investments to 1) acquire new users, 2) build multiple traffic sources, and 3) raise merchant subsidies in the shorter term," Mubayi writes in a note.
    "We expect revenue growth (ex. SunArt) to decelerate to 13%/16% in 3QFY22E/4QFY22E, with CMR revenue growth in 2HFY22E 3.3% yoy vs. 3.4% in 2QFY22. The lower CMR monetization rate and stepped-up strategic investments will drag profitability over the next 2 quarters before growth recovers in FY23E, when both revenue/earnings grow >20%."
    But Goldman still expects the company to continue "aggressive buybacks."
    Last week Warburg cut its valuation of Ant Group.
    Alibaba loses Conviction Buy status at Goldman on sales growth, profit concerns
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