Category: Investing

Reading Time: 2 minutes Some random thoughts I had on consumer products companies stocks: I think it’s probably better to bet on $V and $MA instead of $LULU, $NKE, $DECK, $CROX, $SBUX and last but not least: $ONON which I have a small long position, thinking selling it around summer Olympics. I just sold few $LULU shares and I

June 7, 2024

Reading Time: 2 minutes I talked about arbitrage quite a bit in my blog, but in terms of profit I didn’t make much until year 2022 – I followed Warren Buffett and bought into Microsoft Activision Blizzard acquisition. I got this idea when I attended #BRK2022 shareholder meeting in Omaha, Nebraska. Most recently, I speculated a few more, one

April 23, 2024

Reading Time: 2 minutes This is a continuation of my personal reflection on investing in stocks. I recall most recently I talked about patience over frequent short term trading here. Patience is import during power (electricity) outage too: which btw, in St. Louis due to the unpredictable weather, it happens once a while (such as this one in year

March 28, 2024

Reading Time: < 1 minute Some of the stocks that I should have hold on longer NVDA, day traded in year 2022. Quite a few times. The below two stocks are less well known – day traded in year 2023. LPX GRC Stocks that I hold on for too long: RIVN, “hold on the loser, sell the winner” is the

March 9, 2024

Reading Time: 5 minutes Writing from my experience on credit card both from consumer (outside) and business (inside) perspective: meaning encourage more usage of the card via loyalty and rewards, make sure the card is on the top of the deck etc. I also understand Americans are addicted to the credit card to a large extent. Full disclosure: between

February 21, 2024

Reading Time: < 1 minute I don’t have any positions. Note IPO usually stands for “it’s probably overpriced” – this is Warren Buffett’s words, not mine. Last but not least, in the general sports apparel/shoes category, not specialized sports, Nike is the king. And I don’t see any one even Amer Sports‘s parent Anta Sports to shake things up. Adidas

February 1, 2024

Reading Time: < 1 minute By #stonks, I mean the type of $AMC, or $GME, and in fact, I recall the name or hash tag #stonks was coined by Elon Musk. I think $IRBT $VFS $UP $SAVE are similar 🙂 The reason: trading them are just like gambling.

January 27, 2024

Reading Time: 2 minutes (Update 04-18-2024) Reuters – Exclusive: Bentley Systems explores options amid takeover interest, sources say (Update 02-27-2024) The Q4 2023 results is out. The IR webpage has the conference call. Learned a new buzz word “digital twin” last few days, 1st from the Unity Software (which just had a bad quarter, btw), then confirmed by Bentley

January 22, 2024
Follow Us
Google Ads
Recent Comments
Recent Posts