Discussion Board

Topic Replies Activity

Thank you for the excellent article FUN!

Article Comments Exxon Mobil: A Great Energy Pick
2 Feb 21, 2024

Thabks! Could you elaborate what exactly is BABAs cost disadvantage and centralized merchants system compared to PDD? I am having trouble understanding what that means exactly. In my mind while PDD does have a somewhat lower user acquisition cost due to their tieup with Tencent, the rest is simply lower prices to merchants (take rates)

Article Comments No Clear Sign of a Turnaround for Alibaba
13 Feb 21, 2024

The MLM business model is the moat, once recruited into the system, you are a repeat customer and are loyal to the brand. This model tends to grow ver

Investment Ideas MED
3 Feb 21, 2024

I am encouraged by the positive response to the results, which exceeded the high end of our forecast and demonstrate continued progress in key areas.

Article Comments The Hackett Group Inc (HCKT) Surpasses Guidance with Strong Q4 2023 Results
0 Feb 21, 2024

Of course, it is important to remember that past performance is no guarantee of future results, and any investment decisions should be made independen

Article Comments Prem Watsa's Firm Plunges Deeper Into Orla Mining
0 Feb 21, 2024

What happens to your money when stocks go down?

Strategies
0 Feb 21, 2024

I think medium to long term GLP-1 drugs will be a positive for Medifast, as the drugs are expensive, have serious side effects and cannot be taken lon

Investment Ideas MED
0 Feb 20, 2024

The Mag 7- time to run away from them? (and fast)

Article Comments
0 Feb 20, 2024

That’s pretty much what we knew

Article Comments No Clear Sign of a Turnaround for Alibaba
1 Feb 19, 2024

https://www.youtube.com/watch?v=vhfyFMGCjIA

Investment Ideas ACTHF
0 Feb 19, 2024

Alibaba has to be on Mr. Buffett's watch list. I haven't seen a company this mispriced in a long time. Incredible opportunity for long-term value inve

Investment Ideas BABA
4 Feb 19, 2024

I agree. LULU's growth is phenomenal. It is a beloved brand with high income professional urban women.

Article Comments Is Lululemon's Premium Valuation Deserved?
1 Feb 19, 2024

Great article, thank you, Yiannis.

Article Comments Taking a Closer Look at Visa's Digital Mastery
1 Feb 19, 2024

Can You Retire at 30 with $10 Million?

General Discussions
3 Feb 19, 2024

DHT is just in the inning of the big money. Low dept, 100 % payout, and rates are rising. No new boats coming before 2026 (oprx. 8) The VLCC fleet is

Article Comments DHT Holdings Inc's Dividend Analysis
0 Feb 19, 2024

All eyes turn to Nvidia

Strategies
0 Feb 19, 2024

Greetings. Thank you for reading and liking this post. I will be glad for each of your subscriptions, which gives me more motivation to post high-qua

Article Comments Genmab: Growth Is Still a Better Choice
4 Feb 19, 2024

I can’t open this chart,why?

General Discussions Fed Net Liquidity
0 Feb 18, 2024

TSX Valuation vs. S&P 500 looks much better. 2024 may be better for Canadian stocks.

General Discussions
0 Feb 17, 2024

Excellent piece!

Article Comments Unveil the Uncharted Realms of Disney's Financial Landscape
0 Feb 16, 2024