Alibaba: Sum-Of-The-Parts Valuation Reveals Deep Value OpportunitySummaryAlibaba will be reorganized into six business groups and other investments, which will help unlock shareholder value and foster market competitiveness.These six business groups will be managed by its own CEO and board of directors and have the ability to pursue independent fundraising and IPOs when they are ready.This reorganization will enable each business group to be more agile, enhance decision-making, and enable faster responses to market changes.This could bring efficiency improvements to Alibaba Group as each unit is now in charge of their own performance and costs.My SOTP price target for Alibaba is $145, which implies 42% upside from current levels.This idea was discussed in more depth with members of my priv
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Unity Software: Apple's Approval Boosts Growth Tailwind (Rating Upgrade)
$Unity Software Inc.(U)$ : Apple's Approval Boosts Growth Tailwind (Rating Upgrade)SummaryU has recently rallied by +37.29% after AAPL announced its partnership with the software company for the spatial computing headset, Vision Pro.The partnership may trigger a long-term tailwind in adoption, with AR/VR headsets potentially reaching widespread use in various industries.We may see U onboard more developers from H2'23, with AAPL about to offer the Vision Pro developer kit while hosting developer labs in six major cities from July onwards.The stock remains a Buy here for so long that the portfolio is sized appropriately given the immense rally thus far.Justin SullivanThe Unity Investment Thesis Looks Highly Promising, Thanks To Apple's Vision ProWe pre
Unity Software: Apple's Approval Boosts Growth Tailwind (Rating Upgrade)
$AMC Entertainment(AMC)$The 1000 of bots and shills doesn’t change the fact they haven’t coveredThis I what I been waiting for total fukking craziness on the bot sideTrying to convince people the moass is over Trying to delay the conversion and turn the sentiment the masses voted for the wrong propsalPut it the dog shit MSM to try to scare people from buying into it Trying to blame AA for the price when they naked shake it like a apple 🍏 🌲 More jacked then ever bought 390 more AMC yesterday
Alibaba: Sum-Of-The-Parts Valuation Reveals Deep Value Opportunity
Alibaba: Sum-Of-The-Parts Valuation Reveals Deep Value Opportunity
NIO: Strong Buy At A Potential 12.5% Discount
NIO: Strong Buy At A Potential 12.5% DiscountGetty Images/Getty Images NewsAlthough $NIO Inc.(NIO)$ Q4 earnings fell short of expectations, as net losses widened while revenues missed the mark, the EV manufacturer's early 2023 numbers suggest that delivery growth is still intact. Although a major decline in gross marginwas touted as a top area of concern from NIO's results, margin improvement is likely through the year. February deliveries showed a sign of strength, growing +98% y/y to over 12,000 vehicles, setting the stage for at least50% growth potentialin FY23, assuming no major production hiccups, offering solid upside potential.Let's Dive Into Q4's Earnings MissSome of the major financial highlights from NIO'sQ4 earnings reportinclude:vehicle
NIO: Strong Buy At A Potential 12.5% Discount
$ImmunityBio, Inc.(IBRX)$ As shovel mentioned SVB could be part of reason biotech is down. Prob leading to asset sales by other banks impacting $S&P Biotech Bull 3X Shares(LABU)$ and$Spdr S&P Biotech Etf(XBI)$ . Bad news just never stops. A crucial lender for early-stage businesses, SVB is the banking partner for nearly half of U.S. venture-backed technology and healthcare companies that listed on stock markets in 2022. "While VC (venture capital) deployment has tracked our expectations, client cash burn has remained elevated and increased further in February, resulting in lower deposits than forecasted," Becker said in a letter to investors seen by
4 Key Sectors That Will Benefit When Interest Rates Are Cut
The era of high interest rates may be coming to an end soon.Recall that the US Federal Reserve (“Fed”) increased interest rates at the fastest pace ever back in 2022 to 2023.With the US labour market showing signs of weakness, the Fed may be poised to cut interest rates later this year to stimulate the economy.Here are four sectors that stand to benefit should interest rates start their decline.1.REITsThe REIT sector has taken it on the chin since interest rates shot up two years ago. REITs rely heavily on debt to finance their operations and acquisitions.The increase in interest rates has crimped their distributable income as finance costs soared. When interest rates fall, it will provide some relief to REITs that are refinancing their loans. $Map
4 Key Sectors That Will Benefit When Interest Rates Are Cut
Rivian: No Pain, No Gain
Rivian: No Pain, No GainJustin Sullivan$Rivian Automotive, Inc.(RIVN)$ (NASDAQ:RIVN) stock was mauled by the bears sensing blood after the RJ Scaringe-led company posted aproduction outlookthat was much weaker than expected.Accordingly, Rivian's 50K production outlook for 2023 came below Wall Street'sestimates of 62.2K. As such, the 10% post-market decline implies Rivian could face more headwinds in 2023.However, a closer inspection ofmanagement's commentaryandshareholder lettersuggests that the pessimism may have been overplayed.Rivian is scheduling downtime in 2023 to retool its production lines for technological improvement and "re-rate" for higher volume growth. The company has also planned to focus more of its production capacity on the "cons
Rivian: No Pain, No Gain
I was day trading a stock once. It fluctuated a lot daily. I made bank on Monday, Tuesday, Wednesday, Thursday, but I held it over the weekend. Monday came and it was way down. I'm like, hey it's been making big swings, so I held. Tuesday it was way way down. I was hard headed, I rode that stock till it delisted, went bankrupt to restructure debt, then bankrupted out of business. No one would buy the company because of it's financial liabilities. I vowed that would never happen to me again. I know when it's over now and learned to cut my losses. All nonsense aside. If you own this stock you should get out now.$Bed Bath & Beyond(BBBY)$
Market Gets A Reality Check
Market Gets A Reality CheckSummaryDespite hitting its highest levels since last August early last month, the U.S. stock market retreated for most of February.Tech was the only $S&P 500(.SPX)$ sector with a positive return last month, while energy took the biggest step back.Interest rates climbed in February, with intermediate- and longer-term yields rising more than short-term rates.Jacobs Stock Photography Ltd/DigitalVision via Getty ImagesIf January appeared to erase many of 2022’s bear-market themes, February suggested those pressures had hibernated rather than disappeared: Stocks gave back more than half of their fast start to the year, bond prices retreatedas yields climbed, and the Federal Reserve reminded everyone that
Market Gets A Reality Check
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