
jzhang1291
Member since 2016
Likes

PDD Holdings slips below $100 for the first time in 2024 as analysts weigh in
by Clark Schultz, SA News Editor
F
Faraujo
It seems management wanted to bring the stock down and expectations about the company down, maybe because they want to maintain a low profile above all things. Chinese common prosperity, western governments angry at the company because of its sucess, competition trying to replicate their model..they have their reasons

Global Ship Lease, Inc. Might Have Already Sailed
by Harold Goldmeier
r
rodoro
More conflicts -> more diversions/re-routings and longer voyages (Cape of Good Hope instead of Red Sea was/is super bullish factor) > higher ton-mile demand and revenues -> better for shareholders, not opposite.

Homeland Security cracking down on customs brokers used by Shein, Temu
by Amy Thielen, SA News Editor

Mandingo
No it is not encouraging, this type of protectionist witchunt only serves to push up inflation. If the chinese are making it cheaper let them in. Consumers ahould not be subsidizing american manufacturers who cant compete.

Homeland Security cracking down on customs brokers used by Shein, Temu
by Amy Thielen, SA News Editor
L
LynchStyle
Protectionism is detrimental for the global economy. I’m really disappointed when politicians hurt competition. And for those who point the fingers against Temu and the situation of their workers, what about the great Amazon and the burnout&injuries rate of their underpaid workers? www.cbsnews.com/...

Homeland Security cracking down on customs brokers used by Shein, Temu
by Amy Thielen, SA News Editor
m
mdjr7
As long as its the law, it's not a "loophole." The companies are following the law. And legislatures can always change the law.

PDD perks up as UBS raises price target; calls Temu's potential 'overlooked'
by Chris Ciaccia, SA News Editor

JimOhio
Huge fan of Temu.. been buying from them from months.. on top of super low prices I have found generally the quality to be suprisingly excellent, free shipping, free returns, and excellent customer service.

PDD perks up as UBS raises price target; calls Temu's potential 'overlooked'
by Chris Ciaccia, SA News Editor
L
Les Goldford
I’m long and strong PDD. Selling weekly covered calls. To all the haters that claim the numbers are “fake “, being the largest META advertiser in the world and top 5 with Alphabet proves otherwise. Coupled with the fact they spent a fortune on Super Bowl ads. All of this costs REAL MONEY and not possible if fake.

Navios Maritime Partners pushes higher after Frangou disclosed increased stake
by Carl Surran, SA News Editor
S

Global Ship Lease Non-GAAP EPS of $2.49 beats by $0.14, revenue of $178.9M beats by $5.19M
by Deepa Sarvaiya, SA News Editor
r
richardstuart
@Muath87 Yes, but bear in mind that GSL is still benefiting from some very lucrative leases signed during the Covid supply crunch, when container rates were sky high. As those leases expire over the next year or two, its earnings are likely to fall significantly.But I'm not saying it isn't still good value. It's one of my largest positions.

Tesla Stock: When Will This Hype Bubble Burst? (Rating Downgrade)
by The Value Corner
j
javkoza
Here comes another Know-It-All.
"I believe that Tesla stock is in a huge bubble which ultimately will burst."
Ultimately we are all dead.
"I believe that Tesla stock is in a huge bubble which ultimately will burst."
Ultimately we are all dead.

Tesla Stock: When Will This Hype Bubble Burst? (Rating Downgrade)
by The Value Corner

InvestingRevealed
Yes, the stock is overpriced for the EV business.But you are dishonestly ignoring FSD, Robotaxis, Dojo and Optimus, any one of which has more profit potential than the EV business.

Pinduoduo Non-GAAP EPADS of $1.55 beats by $0.39, revenue of $9.44B beats by $2.02B
by Gaurav Batavia, SA News Editor

Pinduoduo Non-GAAP EPADS of $1.55 beats by $0.39, revenue of $9.44B beats by $2.02B
by Gaurav Batavia, SA News Editor

Short seller Jim Chanos closing down hedge funds - report
by Jonathan Block, SA News Editor
R
Ruffdog
@Maverick 2021 "TSLA investors are very close to selling off their shares in mass…." We Are?

Short seller Jim Chanos closing down hedge funds - report
by Jonathan Block, SA News Editor
G
GERARDO15
Good day for the Market!!! I can’t stand short sellers!! Leaches!!!

Danaos Non-GAAP EPS of $7.26 misses by $0.10, revenue of $239.22M beats by $20.22M
by SA News Team

PianoCat
Looks good to me. Dividend increase and another $100M repurchase authorization.

NIO: Time To Bail Out
by Bohdan Kucheriavyi

ramgaana
Love these hit pieces where the author is neither long nor short, but nevertheless takes the trouble to pen a detailed piece for charitable reasons.

Tesla: Entering An Intense Competitive Arena
by Hunting Alpha
J
Jamamb40
Disagree with your thesis in multiple levels. Government Motors sold 2(two) Hummer’s last quarter, so if they sell 3(three) this quarter, that means sales are up 50% for the quarter and competition is coming? Need to understand Tesla is a Technology company that just happens to make compelling EV’s. We will see Wednesday when the numbers come out.

Pinduoduo Non-GAAP EPADS of $1.21 misses by $0.03, revenue of $5.77B misses by $140M
by Niloofer Shaikh, SA News Editor
D
Dr.M
@LongGone21 agreed !
The market is currently overreacting to most news, fanned by click hungry fin-media… cool headed realists will benefit LT. but the raging bull-bear battle is fairly evenly matched, hence the eye-watering volatility.
The market is currently overreacting to most news, fanned by click hungry fin-media… cool headed realists will benefit LT. but the raging bull-bear battle is fairly evenly matched, hence the eye-watering volatility.

Pinduoduo Non-GAAP EPADS of $1.21 misses by $0.03, revenue of $5.77B misses by $140M
by Niloofer Shaikh, SA News Editor
L
LongGone21
Absurd over-selling on this non-news, great chance to pick up a bargain now.