jazzyco
jazzyco
Hosts study groups for friends interested in US stock investing.
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avatarjazzyco
2023-03-22
$Baozun(BZUN)$A majority of Gap’s and Gap China’s losses in 2021 and 2022 could be attributed to supply chain issues from Covid related issues. Closure of factories in Vietnam where a majority of Gap clothing are manufactured led to low inventory, loss of sales and the high cost of re-routing and airlifting stock to destinations. Baozun says it’s eliminating such issues by moving manufacturing to China and using its strong logistics and warehousing. A turnaround to growth a profitability will most likely come earlier than expected
avatarjazzyco
2022-12-29
Say that last Friday Yinn rose 6%, really just 6%, of course, intraday more than 8%. In fact, it is not a blind guess, because Yinn's target is in Hong Kong stocks, so Yinn's rise can be extrapolated according to the closing increase of Hong Kong stock targets. Since Yinn trades in U.S. stocks, it will also be affected by the general trend of U.S. stocks, and will be affected by targets listed in both Hong Kong and the United States, such as Alibaba. Therefore, it is estimated that the intraday should be able to rush through 3%, and the closing is unknown. $Author: Behavioral Finance StrategiesLink: https://xueqiu.com/3620164159/208503966Source: SnowballThe copyright belongs to the author. For commercial reproduction, please contact the author for authorization, and for non-commercial repr
avatarjazzyco
2023-03-07
$Canaan Inc.(CAN)$ I have a small position in this and it's not surprisingly shadowed the price of bitcoin. $Imperial(IMO)$ IMO there are so many moving parts to consider that it's difficult to guage long term value. The mining technology will continue to advance rapidly and it will be paramount for CAN to remain cutting edge. Additionally, the whole concept to crypto currency is not backed by any entity nor tied to any hard or tangible asset. That said, as the leading financial countries of the world transition to digital currencies and paper money disappears one might presume or speculate that a generous share of personal wealth may move into crypto to avoid respective government
avatarjazzyco
2022-12-12
In the e-cigarette track, there are many so-called stocks classified into the e-cigarette sector, but I think there are only three stocks of $Fog Core Technology (RLX) $$Smaller International (06969) $and five rounds of technology whose real main business is e-cigarette. The three stocks are listed on the US stock market, Hong Kong Stock Exchange and the New Third Board respectively. Other so-called e-cigarette stocks in the sector are part of the main business of e-cigarette related industries, not the main business$RLX Technology(RLX)$
avatarjazzyco
2022-03-16

Palantir: A Deep Dive Assessment For Long-Term Investors

Research Thesis In thefirst part of this investment research for Palantir Technologies Inc. (PLTR), I have explored the qualitative aspects of its business model, strategy, economic moat, product offerings, real business case examples, and applications of its three platforms. In the second part of my research, I dive into the company's leadership, culture, risk assessment with particular emphasis on the Stock-based compensation (SBC) and a detailed company valuation through the application of a Discounted Cash Flow (DCF) model. It is evident that the stock hype is over, and PLTR has plunged since its direct public offering (DPO) in September of 2020 and from all-time-high levels. Nevertheless, a performance benchmarking approach suggests outperformance compared to ARK Innovation ETF (ARKK)
Palantir: A Deep Dive Assessment For Long-Term Investors
avatarjazzyco
2022-11-15
This company could be doing so much better if it actually had a fiscally responsible CEO. However there are many people that disagree with me and think Sundar is actually doing a good job. Yes times are bad but Sundar failed to adjust quickly enough to these bad times. It's his slow decision making that's the problem.$Alphabet(GOOG)$
avatarjazzyco
2023-03-20

SoFi Technologies: The Gift Has Arrived

SoFi Technologies: The Gift Has ArrivedJustin Sullivan$SoFi Technologies Inc.(SOFI)$(NASDAQ:SOFI) has lost its pre- and post-earnings sizzle, impacted by the recent banking crisis that took down Silicon Valley Bank (SIVB) and Signature Bank (SBNY).As a financial services provider in the US, we believeit's unavoidable that the risk-off selloff also affected SOFI, as astute investors leveraged its earnings surge to digest recent gains.In ourpre-andpost-earningswrite-up, we cautioned investors not to chase the euphoria in SOFI, as its price action was highly unconstructive. Hence, we aren't surprised that SOFI stock has underperformed the S&P 500 (SPX) (SPY) since then, as investors reassess another entry opportunity for the Anthony Noto-led comp
SoFi Technologies: The Gift Has Arrived
avatarjazzyco
2023-01-05
China’s factory activity shrank for the third straight month in December and at the sharpest pace in nearly three years as Covid infections swept through production lines across the country after Beijing’s abrupt reversal of anti-virus measures.The official purchasing managers’ index (PMI) fell to 47.0 from 48.0 in November, the National Bureau of Statistics (NBS) said on Saturday. Economists in a Reuters poll had expected the PMI to come in at 48.0. The 50-point mark separates contraction from growth on a monthly basis.The drop was the biggest since the early days of the pandemic in February 2020.$FTSE China Bear 3X Shares(YANG)$
avatarjazzyco
2023-03-13
I think we see a really big run in robotic stocks like we saw a run in $C3.ai, Inc.(AI)$ stocks. Three that came to mind are $Myomo Inc.(MYO)$ $Viomi Technology Co.(VIOT)$ $Microbot Medical Inc(MBOT)$ MYO - No risk of another offering and featured in best penny stocks under $1.00 Myomo, Inc. (NYSE:MYO) is a Boston, Massachusetts-based medical robotics company known for providing increased mobility for those suffering from neurological disorders and upper-limb paralysis. The company has developed and patented arm braces to restore function in paralyzed or weakened arms. VIOT - Viomi
avatarjazzyco
2022-11-21
wow you guys are not joking. You let spam post every minute but won't let my comments post because I criticized you guys for taking a full day to allow my very civil and fact based comment to post here yesterday? Neither post has been approved since yesterday at 1:00! You guys obviously want this site to die because I am a very average to good member and you have now lost me. I used to love this site. Bye$Unity Software Inc.(U)$

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