日股四萬點：巴菲特旗下巴郡增持五大商社。致股東信大讚日本商社。究竟五大商社是什麼？巴郡投資日本策略及原因
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日股四萬點：巴菲特旗下巴郡增持五大商社。致股東信大讚日本商社。究竟五大商社是什麼？巴郡投資日本策略及原因 Read More »
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1.NYCB 有得救? / 2.JPM 都想買DFS / 3.Perrigo
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華爾街狙擊手 20240306 – 老鮑國會聽證/ 大選初選/ 蘋果內地銷售降、多個項目未成功/ BTC、NVDA共生？/ DELL、INTL 分析
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華爾街狙擊手 20240306 – 老鮑國會聽證/ 大選初選/ 蘋果內地銷售降、多個項目未成功/ BTC、NVDA共生？/ DELL、INTL 分析 Read More »
華爾街狙擊手 20240228 – – 主持: 方源、冼潤棠
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短評: COIN, MU,ACI, U & PANW
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Live Q&A ppt – 債券報名link
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LINK (Live Q&A FEB 23 1030PM- Q&A ): 講下 NVDA , Rivian, Paypal / 2 個M&A (ACI & DFS) 睇法 / 債券課堂報名介紹
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華爾街狙擊手 20240221 – 方源、冼潤棠
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Chapter 16 – Convertible Bond & Stock Warrants
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債市由樂觀去番合理水平/巴老都係賣野多過買野. Burry 就睇好香港/ NVDA 有D D 燶味 /Coinbase – 數字上好好
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債市由樂觀去番合理水平/巴老都係賣野多過買野. Burry 就睇好香港/ NVDA 有D D 燶味 /Coinbase – 數字上好好 Read More »