新手上路/ M&A : HA – 有D 債窮人無得玩/ Intel 債有無得諗? / PWR 介紹
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新手上路/ M&A : HA – 有D 債窮人無得玩/ Intel 債有無得諗? / PWR 介紹 Read More »
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點評LUMN / YOU / VEMO 諗法. 仲有其餘2 間公司等Turnaround
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美國經濟觀察｜股災前一周，這則新聞反映「聰明錢」轉主題避險；恭喜堅離地債劵班的學員應已經對沖跌市，並準備減息；Ackman預集資250億但只達一成，Seth Klarman走數?
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華爾街狙擊手 20240731 – 納指回調仲有空間？/ FOMC / 日本央行加息 / 達美航空控告CRWD / AMD、MSFT 季度財報分析
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華爾街狙擊手 20240731 – 納指回調仲有空間？/ FOMC / 日本央行加息 / 達美航空控告CRWD / AMD、MSFT 季度財報分析 Read More »
Turaound: Hawaii Electricity + Intel / quarter :MCD + META
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Live Q&A JUL 26 1030PM – Q&A : 1) Noboyd’s Fool 2)future plan 3) US startup culture 4) REITs review
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華爾街狙擊手 20240724 – 拜登退選賀錦麗參選 / CERE分析 / 巴菲特再減持BYD / CRWD藍屏危機 / TSLA Q2業績分析
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華爾街狙擊手 20240724 – 拜登退選賀錦麗參選 / CERE分析 / 巴菲特再減持BYD / CRWD藍屏危機 / TSLA Q2業績分析 Read More »
星期五晚HK 1030 PM Live Q&A / JPYUSD / Review ( DFS, LUMN, LW) / Quarter result: Google & Netflix
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地區銀行/金融股係2023 年後變化; CrowdStrike 搞到大死機係個別事件定行業出問題?; 業績: ASML & TSM
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地區銀行/金融股係2023 年後變化; CrowdStrike 搞到大死機係個別事件定行業出問題?; 業績: ASML & TSM Read More »