It was a short while ago (last Nov) Alibaba did its high profile IPO in Hongkong. Now it’s back in the news again. Don’t get me wrong, Jack Ma (Ma Yun), the founder and Chairman of Ali, was always in the news. I remember a few years ago (when the company was private) he said […]
1) Don’t jump into an IPO on its first day. Do some research if you really want to jump. 2) A controlling shareholder is also the CEO: usually not good for small shareholders. 3) One customer (Chinese goverment), one product (custome declaring software), be very worried.
B2B, business to business, wasÂ a popular concept in dot com era. The idea was to connect the companies (suppliers, OEM, vendors…) using B2B software. In those days, there are a few B2B software companies such as Commerce One flied high. But B2B never grew as big as people dreamed in the US. On the other […]
I happened to seeÂ this “Investment 101” from forun web site, a very small (boutique)Â research firm. Wish I had read it before jump into market 3 years ago. Oh well, I knowÂ even if I read it, I would forget it and make the same mistakes.Â A lot timesÂ we have to learn the lesson the hard way. It’s […]
I sold the remaing Symantec (SYMC)Â stocks today and I bought an old stock for me: the Ninetown Digital (NINE, recently changed name toÂ Ninetown Internet). Here are my reasoning. Symantec moved up quite a bit in past serveral months. It reported good earning in Q2, but missed a penny in Q3 due to some weakness in […]