really good. Did you see the special dividend from $DOYU? Paid nearly its entire market cap in a special dividend. How can a company be able to do that and not have it priced in? Up 40% in one day on the news, but the company STILL trades under book value after the dividend and price increase!
Your videos have been viewed by a friend. They made a share buy last week. They think you're divine. I'm still holding average $10 and expect the stock to have a large correction and reality check at the end of the year, anywhere between $13 and $75.
Since March 7th, my actual yearly percentage return has been 51.27%. Although this is just my opinion, I believe that my future returns will average roughly 40%. My portfolio manager, *Leah* *Alderman* *Foster* has provided me financial guidance, so I'm sure how accurate that estimate is.
To balance the percentage in my account, I've been spending the most of it on other investments so far, but I've also been contributing to it each month to watch it rise. I just let her work most of the time.
Burry's portfolio is now nearly 50% invested in China 🇨🇳. Unfortunately, we've repeated his 2008 mistake of arriving at the party too early, even though our reasoning was sound. We underestimated market sentiment. The Alibaba experience is proving to be a true test for those who consider themselves value investors.
I just posted our baba earnings video. Some positive things in the earnings call, the numbers were meh. I’ll give them a few quarters to see how it plays out. Vinny
haha I wouldn't short NVDA BUT otherwise I have similar convictions. China has a lot of risks so I understand the discount, but at some point the money itself has to speak.
Vinny here- Dylan suggests high risk short dated options contracts over psych medications. Being on the right side of the trade induces euphoria and 15 minutes later you’ll need the dopamine for the crushing loss.
Thanks for this. I have not paid sufficient attention to the rate of buybacks. This is INSANE 🙂 Some top shelf capital allocation master class on display
alibaba down trend not good for short term investor but good for long term investor, it because alibaba can buyback more with cheap price. In long run, investor's shareholding percentage will effectively increase more compare with buy back with higher price. and then enjoy a larger portion of dividends distributed by alibaba.
Yea, I mean I get that it must get a little murky buying 2 different shares in 2 different currencies on 2 exchanges then trying to give results in one unit. Vinny
Took my 8% profits. My portfolio is up 23% on the year. If it slides back down Ill STRONGLY consider it I originally had a fair price of $88. However Another stock that I believe was oversold . And I have more conviction in United at $44 then I do Alibaba at $79
Certainly worth paying attention to, but I don’t think they pose a significantly high systemic risk. The adr delisting talk has gone by the wayside as the PCAOB has conducted audits successfully. The Chinese government has shown signs of stimulating the economy and supporting banks to prevent failure/contagion much as would occur in the U.S. Vinny
So, according to the survey, if one wants to beat the market or to have a good performance over the long time one has to go "short" on MAG7, "long" on China equities, "short" on Japan, "short" on bitcoin, "long" on 30y US Treasury....makes sense! If one wants to minimize risks (low downside, high upside), then a portfolio of only long would look like that: 50% China Equities (maybe an ETF!?), 10% US Treasuries and the rest in cash, waiting for more opportunities.
i would love to see you guys do some more research on China. I wonder what the impact will be if Tarifs are increased even more on their export. This would increase the inflation in the US drastically imo but have no idea how much. Either by import expenses increasing or by pulling production to the US with higher labour costs. Would love to see you guys also do Tencent , JD , maybe PDD and meituan Also i am looking more and more at nuclear stocks and their overvaluation for the moment ( shorting possibility ) Thank you for the great video !!
I didn't know that some of the repurchases were off-market. This makes sense. Otherwise that kind of volume should have driven the stock up unless BABA sentiment is so bad that the buybacks were holding the floor under the price. Also, I've heard the BofA Fund Survey report that 2nd most crowded trade is "short China". Does that literally mean that funds are short-selling? Thanks guys!
Where is 700 billion market value? 50000 jobs cut? Nothing but good news yet zero return for share holders .value of stock in 2020 was 900 per share value now is 90 lolol you want me to keep going
2.3% in one quarter! How does that make you feel?
really good. Did you see the special dividend from $DOYU? Paid nearly its entire market cap in a special dividend. How can a company be able to do that and not have it priced in? Up 40% in one day on the news, but the company STILL trades under book value after the dividend and price increase!
Makes me feel like the buyback program will be increased.
Your videos have been viewed by a friend. They made a share buy last week. They think you're divine. I'm still holding average $10 and expect the stock to have a large correction and reality check at the end of the year, anywhere between $13 and $75.
Since March 7th, my actual yearly percentage return has been 51.27%. Although this is just my opinion, I believe that my future returns will average roughly 40%. My portfolio manager, *Leah* *Alderman* *Foster* has provided me financial guidance, so I'm sure how accurate that estimate is.
Whoa, that is truly amazing! Do you move the dividends to other funds or reinvest them?
To balance the percentage in my account, I've been spending the most of it on other investments so far, but I've also been contributing to it each month to watch it rise. I just let her work most of the time.
Superb analytical effort. I like how you use calculators to estimate future values. I sort of do the same. I'm going to keep watching.
I already located the most well-known analyst on her when I searched. Much obliged, my friend! Salutations from Greece
thank you for cutting intro, so much better, great video. Go Ali Baba!
Glad you noticed and appreciated it. We’ve been just rolling with it. Vinny
Burry's portfolio is now nearly 50% invested in China 🇨🇳. Unfortunately, we've repeated his 2008 mistake of arriving at the party too early, even though our reasoning was sound. We underestimated market sentiment. The Alibaba experience is proving to be a true test for those who consider themselves value investors.
I just posted our baba earnings video. Some positive things in the earnings call, the numbers were meh. I’ll give them a few quarters to see how it plays out. Vinny
Also long BABA, JD; short NVDA, TSLA - eager to hear recommendations for psych meds if available.
haha I wouldn't short NVDA BUT otherwise I have similar convictions. China has a lot of risks so I understand the discount, but at some point the money itself has to speak.
Vinny here- Dylan suggests high risk short dated options contracts over psych medications. Being on the right side of the trade induces euphoria and 15 minutes later you’ll need the dopamine for the crushing loss.
@@TwoStupidGuysTradeStocks So it's win-win! Thanks.
very good, but please if one has to go short, then via Puts.....it's about risk....
Thanks for this. I have not paid sufficient attention to the rate of buybacks. This is INSANE 🙂 Some top shelf capital allocation master class on display
What's the most common winning🏆🏆 investment strategy for a new beginner?
As a beginner, it's essential for you to have a mentor to keep you accountable. I'm guided
by a widely known crypto
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Hattie Glover
Please educate me. I've come across this name before. Now I am interested. How can I reach her?
This is correct, Hattie's strategy has normalized winning trades for me also, and it's a huge milestone for me looking back to how it all started..
Yes, I agree with you. Her platform is wonderful, and her strategies are exceptional
alibaba down trend not good for short term investor but good for long term investor, it because alibaba can buyback more with cheap price.
In long run, investor's shareholding percentage will effectively increase more compare with buy back with higher price.
and then enjoy a larger portion of dividends distributed by alibaba.
come on......5.8 billion paid for 77 million shares is on average 75 dollars a share
Yea, I mean I get that it must get a little murky buying 2 different shares in 2 different currencies on 2 exchanges then trying to give results in one unit. Vinny
Also reduced shares by 2.3% but according to my math they actually bought back 3.16% before ESOP
@@compound7269that cause they pay stock based compensation some of the buyback are just to compensate that
Alibaba stock is an undervalued Chinese stock and it is also undervalued. Alibaba should have a market cap of at least $1 trillion.
I’m the third stupid guy holding BABA stock hoping it will sky rocket 🤣
Alibaba stock is definitely undervalued
Took my 8% profits. My portfolio is up 23% on the year. If it slides back down Ill STRONGLY consider it I originally had a fair price of $88. However Another stock that I believe was oversold . And I have more conviction in United at $44 then I do Alibaba at $79
I love the dividend, and the buybacks.
what about overall china's economy going down? like their banks failing? also ADR risk?
Certainly worth paying attention to, but I don’t think they pose a significantly high systemic risk. The adr delisting talk has gone by the wayside as the PCAOB has conducted audits successfully. The Chinese government has shown signs of stimulating the economy and supporting banks to prevent failure/contagion much as would occur in the U.S. Vinny
We will see next week what the CCP will announce to strengthen the economy.
So, according to the survey, if one wants to beat the market or to have a good performance over the long time one has to go "short" on MAG7, "long" on China equities, "short" on Japan, "short" on bitcoin, "long" on 30y US Treasury....makes sense! If one wants to minimize risks (low downside, high upside), then a portfolio of only long would look like that: 50% China Equities (maybe an ETF!?), 10% US Treasuries and the rest in cash, waiting for more opportunities.
i would love to see you guys do some more research on China. I wonder what the impact will be if Tarifs are increased even more on their export. This would increase the inflation in the US drastically imo but have no idea how much. Either by import expenses increasing or by pulling production to the US with higher labour costs.
Would love to see you guys also do Tencent , JD , maybe PDD and meituan
Also i am looking more and more at nuclear stocks and their overvaluation for the moment ( shorting possibility )
Thank you for the great video !!
I didn't know that some of the repurchases were off-market. This makes sense. Otherwise that kind of volume should have driven the stock up unless BABA sentiment is so bad that the buybacks were holding the floor under the price. Also, I've heard the BofA Fund Survey report that 2nd most crowded trade is "short China". Does that literally mean that funds are short-selling? Thanks guys!
Dividends are good though. There’s no way I’d be holding this without the dividend because it might never go up.
I wish a woman could love me the way you people love alibaba
200 shares average cost @ 80.67. Pretty nice in position.
As always a thumbs up!
you are not comparing apples to apples 😂😂😂 winny was waiting to drop this joke for the entire week, I guess
Big daddy
Thanks for watching! Vinny
Third plenum this week boys. 👀… Xi Jinping is king!
Baba has proven to be a pure scam
How?
Where is 700 billion market value? 50000 jobs cut? Nothing but good news yet zero return for share holders .value of stock in 2020 was 900 per share value now is 90 lolol you want me to keep going
Baba is a pure scam ,valuation has went from 1000 usd to 120 lololoo