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kikasetehosh
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kikasetehosh
kikasetehosh
·
2022-11-22
再怎么跌也没把之前的涨幅吐回去！
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kikasetehosh
kikasetehosh
·
2022-08-12
之前有的专家还说美国的通胀会破10，结果人家这次连9都没有破！唱衰别人并不能强大自己！
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kikasetehosh
kikasetehosh
·
2022-06-30
一看就是要破发的，营业收入增长的情况下，净利润居然还亏损的更严重！
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kikasetehosh
kikasetehosh
·
2022-05-20
现在的阿里巴巴网购干不过拼多多，饿了么外卖也干不过美团，云服务虽然目前在中国是第一，但是腾讯在后面拼命追赶，真不知道抄底的价值在哪儿？
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kikasetehosh
kikasetehosh
·
2022-04-23
互联网高增长已经是过去式，这两年最多也就只能反弹50%左右，与其这样，还不如直接去找高增长的公司翻几倍都有可能！
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kikasetehosh
kikasetehosh
·
2022-04-22
日本的经济水平表面上一直停滞不前，但是问题来了，鬼子科技水平为什么还在不断提高？很显然鬼子在隐藏自己的实力，没有钱拿什么搞科研？
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kikasetehosh
kikasetehosh
·
2022-03-30
$Denali Capital Acquisition Corp(DECAU)$
这个也开始学上一个新股延迟上市了！
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kikasetehosh
kikasetehosh
·
2022-03-21
怕不是刚开始下跌吧？
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kikasetehosh
kikasetehosh
·
2022-01-14
这篇文章不错，转发给大家看看
芒格2021年4Q继续增持阿里巴巴股票，仓位比上季度增加一倍
@Conan的投资笔记：
一、芒格增持阿里巴巴股票的交易记录和过程芒格增持阿里巴巴主体是Daily Journal Corp。根据Daily Journal Corp在2021年第四季度公布的13-F文件显示芒格在这个季度继续增持阿里股票。从今年最初在公司持仓记录上显示有阿里巴巴$阿里巴巴-SW(09988)$ $阿里巴巴(BABA)$ ，到目前为止，应该是一直在增持状态。1) 2021年3月末，Daily Journal Corp持仓阿里巴巴165320份ADS，价值约为3750万美元。第一季度平均交易价格为239.118美元；2) 2021年9月末，Daily Journal Corp持仓阿里巴巴302060份ADS，价值约为4200-5300万美元。第三季度平均交易价格为177.9625美元；3) 2021年12月末，Daily Journal Corp持仓阿里巴巴602060份ADS，价值约为7200万美元。第四季度平均交易价格为141.9887美元；Daily Journal Corp在2021年4Q末根据13-F显示主要持股股票，阿里排在第三位，占仓位约27-28%左右。Daily Journal Corp最早是传统纸质媒体，后来纸质媒体衰落以后，公司开始给法院等司法机关提供软件及服务业务。芒格是这家公司董事会主席。二、芒格在2020Daily Journal股东会上，表示非常看好中国经济，和一些中国的公司，大约在这次会后3个季度Daily Journal开始增持阿里巴巴的股票芒格之前在股东会和访谈中一直都说过，他们已经投资中
芒格2021年4Q继续增持阿里巴巴股票，仓位比上季度增加一倍
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kikasetehosh
kikasetehosh
·
2021-12-16
人家的泡沫是可以继续上涨，A股没有泡沫都涨不起来，这就是最大的区别，唱衰别人并不能强大自己！
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href=\"https://laohu8.com/S/DECAU\">$Denali Capital Acquisition Corp(DECAU)$</a>这个也开始学上一个新股延迟上市了！","listText":"<a href=\"https://laohu8.com/S/DECAU\">$Denali Capital Acquisition Corp(DECAU)$</a>这个也开始学上一个新股延迟上市了！","text":"$Denali Capital Acquisition 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