$MIXUE GROUP(02097)$ I went to Malaysia and Bangkok last week and saw that there were so many Mixue stores. The queues were all the way to the door! I was a little excited at the time. Isn't this the Mixue Group that I hold heavily? I didn't expect that it would go overseas so fast. It opened stores right under my nose. With a steady pace of going overseas and strong brand recognition, this "cost-effectiveness + IP" strategy is also popular overseas. More importantly, $HSI(HSI)$ is now subject to review and adjustment. There is a high probability that a large-scale and representative consumer stock like Mixue will be included in the index, and it will not be a dream to enter the Hong Kong Stock Connect in
$SPDR Gold Shares(GLD)$ The US dollar has lost its moat and will likely continue to depreciate by 20% in the future. Now it is not that gold follows the dollar, but that gold predicts the trend of the dollar. We have officially entered a new era: gold prices the dollar, not the dollar prices gold!
$Sirius XM(SIRI)$ This stock boasts a high RoTA (Return on Tangible Assets), with a pragmatic management team that avoids overpromising. Cash flow is primarily allocated to buybacks and dividends, with payout ratios aligning closely with short-term debt. As a “cigar butt” stock with a downside cushion, the risk of loss is low—the real test lies in patience. Sometimes, investing is just about enduring the wait to reap the value.
$Daqo New(DQ)$ Recently, my wallet has been a bit tight, so I bought a little using my CBA account, and the returns have been quite impressive. Very satisfying!
$PDD Holdings Inc(PDD)$ A great product, strong management, attractive valuation, and a solid balance sheet—opportunities where all these factors align are rare. With the fundamentals still intact, I remain optimistic about PDD’s future.
$Shopify(SHOP)$ Obviously double line Gann levels are a perfect entry. Beginning a long strong Elliott wave 1 up imminently. ADX bottoming with the RSI & McClellan rising & the 21DEMA just recaptured the 50.
$Coinbase Global, Inc.(COIN)$ source: ThestreetThe platform denies selling proprietary customer data and announces it is expanding into several European countries.Coinbase Global is having a wild week.The cryptocurrency exchange platform confronted a report that it is selling Immigrations and Customs Enforcement a suite of features used to track and identify cryptocurrency users and announced that it was seeking licenses with various countries in Europe.The Intercept reportedthat ICE has access to a variety of forensic features provided through Coinable Tracer, the company’s intelligence-gathering tool, which was formerly known as Coinbase Analytics.Coinbase Tracer allows clients, in both government and the private sector, to tr
KEY POINTS COVID-19 revenue has generated billions for Pfizer, but investors now may be worried about its future. Pfizer has been on an acquisition spree over the past year, aggressively adding to its portfolio. It has also been putting money back into its shareholders' pockets through buybacks and dividends. Its vaccine recently obtained Emergency Use Authorization for children as young as six months.Over the past year, Pfizer $Pfizer(PFE)$ has been one of the safer stocks to hold. Its 31% gain during that time eclipses the S&P 500 and its 9% loss. However, investors still aren't paying a huge premium for the stock as it trades at a relatively modest 12 times profits.The company has been acquiring businesses to get stronger an
Li Auto Stock: Share Sale Means It’s Time to Hit the Brakes
Li Auto $Li Auto(LI)$ is an electric vehicle (EV) maker in China. I am neutral on the stock.When a company buys back its own stock, that’s typically a good sign. It often means that the company is confident in its own future – something that executives might claim in press releases and conference calls, but as the old saying goes, “Put your money where your mouth is.”What’s the opposite of self-confidence, then? Perhaps it’s self-pessimism, and when a company divests large blocks of its own stock shares, this could signal major issues. Questions might be raised: Does the company’s management detect problems that they’re not disclosing to the public? If they’re enacting large-scale share sales, why should investors stay on the long side of the tra