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t.jang

t.jang
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  • Retirement Investing For Income ONLY: Doing It The Right Way [View article]
    Awesome, I'm 23 and I'm feeling like it's never too early to get started
    Oct 21, 2014. 09:22 AM | 4 Likes Like |Link to Comment
  • Tesla Motors loses battle in Michigan [View news story]
    Can we bring the T-mall here, screw all the political bullshit.
    Oct 21, 2014. 03:12 PM | 3 Likes Like |Link to Comment
  • Alibaba: Is The Price Justified? [View article]
    Alan - great article and your research is very comprehensive and impressive. I see a lot of comments complaining about your statement about Alibaba falling out of Chinese favor but it's funny; they don't back it up with anything. It's definitely a possibility but I've spoken to my Chinese friends in the states and they tell me the most obvious and simplest thing a lot of U.S. investors don't understand about e-commerce in China is that the delivery is mind-baffling fast. Ex. a fridge can be delivered within 4 hours. There's nothing worse for the impulse buyer, which is good for Alibaba. Also, because disposable income is so high because of extremely high real estate prices, a lot of Chinese consumers are focusing their income into the purchase of goods more than ever before. Thanks for all the valuable information, Alibaba long!
    Nov 11, 2014. 10:14 PM | 2 Likes Like |Link to Comment
  • Apple And The Second Renaissance Of The Macintosh [View article]
    I agree that for the foreseeable future PCs won't be replaced and I think its so damn smart how Apple captured the younger (my) generation. I think it'd be more informative to break down the MAC sales regionally, if that information is even available, because I'm curious to whether a lot of that growth could be attributed to purchases from China. I agree that mac sales aren't anywhere close to being finished in the near future but still, a lot of it breaks down simply to the fact that they're more expensive. Anyways, it's weird how techies get so heated over what company has the latest/fastest/coolest... laptop while it could break down simply to what you said about Macs just being "cooler," which could also imply that its a fad that us kids are going through. Cool article, looking forward to reading more later.
    Nov 4, 2014. 10:23 PM | 2 Likes Like |Link to Comment
  • Drooling On BABA [View article]
    It's funny because purchasing BABA shares doesn't even give you any rights. I'm pretty sure if there was a liquidation, U.S shareholders would see nothing (I'll have to double check). I like how you're using fundamentals to support your argument that BABA is not a buy, but I think an important point that hasn't really been brought up is that a lot of investors believe in the future growth, aka. what is BABA going to do with its 2+B of income. Who knows, in the next few years it could start buying subsidiaries that would in effect, expand their business model. Another way I think is important to look at is whether the average Chinese consumer, assuming they use Tmall or one of BABA's other sites, is going to consume more in the future. In a nutshell, I don't think that the current BABA price is as overpriced as you're saying because the future growth of this company is the real question/mystery and what I think is driving the shares. Also, I think (not 100% sure) the discounted price the underwriters purchased from BABA is what Jack Ma gets, which would also depend on whether it was "best effort" or if the IB firms purchased the whole offering.
    Oct 30, 2014. 04:47 PM | 2 Likes Like |Link to Comment
  • Finally, Some Good News For McDonald's. Now Is The Time To Buy [View article]
    I would never hold this company long. The dividends are great but really, just ask yourself, do you want McDonald's to dominate the fast food market in the future (gross, better alternatives)...
    Nov 11, 2014. 12:58 PM | 1 Like Like |Link to Comment
  • Alibaba -3.6%; Singles Day GMV totals $9.34B [View news story]
    overreaction correcting itself, I would assume its mostly dealers changing the prices. Also, it isn't as if BABA gets 9.34B, the actual profit is unknown.
    Nov 11, 2014. 12:41 PM | 1 Like Like |Link to Comment
  • Argentina adopts new rules to attract oil investment [View news story]
    I agree with Mr. Smurf. Argentina is beyond utter crap, just look up how often they've defaulted and why their yields are so high. Investors: take your money elsewhere.
    Oct 30, 2014. 11:53 PM | 1 Like Like |Link to Comment
  • Can Alibaba Profit From An Apple Alliance? [View article]
    I'm not sure how 11main (BABA site for high-end US consumers) is doing but its performance should be a good indication on how well BABA can spread its seeds into US soil and how aggressive it can afford to be. I personally don't like AAPL and I think it's much too soon to assume any valuation changes off of talks that haven't occurred yet, but it is entertaining to consider the potential upsides from their partnership. Good article, I enjoyed reading it.
    Oct 30, 2014. 05:34 PM | 1 Like Like |Link to Comment
  • Can Alibaba Profit From An Apple Alliance? [View article]
    Why do you think Alipay isn't a part of BABA? The full name of BABA is Alibaba Group Holding Ltd, implying that Alibaba is the main, but only part of the corporation as a whole.
    Oct 30, 2014. 05:29 PM | 1 Like Like |Link to Comment
  • Drooling On BABA [View article]
    Man I wish I was out of school. I would put in some stop/limit orders just in case in tanks, you never know what's going to happen (if you did this already then good for you). I don't think it's going to triple or anything in the next year but it could definitely rise to at least ~$150. Just remember that China isn't as efficient as a financial market and that a lot of things could potentially go wrong.

    Cool link w simple summary of analyst reports: http://read.bi/1p7P9nJ
    Oct 30, 2014. 04:52 PM | 1 Like Like |Link to Comment
  • Retirement Investing For Income ONLY: Doing It The Right Way [View article]
    Don't spare me, please share. No sarcasm by the way.
    Oct 21, 2014. 12:55 PM | 1 Like Like |Link to Comment
  • China Q3 GDP slows to 7.3% [View news story]
    Workers demanding higher wages, a more competitive environment all-around for all their industries and a huge balloon in real estate caused by the greed of new money. I ain't surprised ya'll.
    Oct 21, 2014. 02:43 AM | 1 Like Like |Link to Comment
  • Android May End Up Being More A Fount Of Troubles Than A Fount Of Revenues For Google [View article]
    1K?... Even if Google isn't making any money off the Android phones it just proved that if you copy someone's product and change a few designs with a lower price people will flock to buy it. Yes, they made mistakes with their service and lack of software development for their phone but that's a mistake another competitor (who will surely come) won't make. The article made some great points on the surprising lack of profit that came from Android sales... but as the author said, Apple's trying to oust Google completely from their software even though Google is the most popular search engine in the world and has been around for almost a few decades now. Bad plan in my opinion, reminds me of when Apple tried to become "unique" and decided to have different software from everyone else, we all know how that went.
    Nov 30, 2012. 03:04 AM | 1 Like Like |Link to Comment
  • Facebook Audaciously Reveals The Holy Grail And Emerges A Buy [View article]
    Or.... VRNG can work with both companies it isn't "selling out" if you're selling a technology that make both companies' revenues much higher. Bigger slice of a bigger pie.
    Nov 29, 2012. 10:07 AM | 1 Like Like |Link to Comment
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38 Comments
23 Likes