博文
Tigger Investing (TM): LONG
(2007-10-15 07:38:57)
LONG'soperationhasatotalfailure,hassome$150monbook,moreofthatthanCTRP,revatonly1/3ofCTRP,profitabilitynexttonone,it'sEnterpriseValueissittingatadismal$150m.
CTRP'sEnterpriseValueisat$3.1m.
theonlytriggerforLONGwouldbeforitsmajorityowner,Expedia,togiveitupandselltoCTRP,withpricetagat,say$500mofEnterpriseValue,whichwouldbehalfofCTRP'sownEnterpriseValue/Sales.
merits:
forEXPE,gainsare...[阅读全文]
阅读 () ┆ 评论 (0)
Trigger investing (TM): SNP
(2007-10-15 07:28:34)
saidmanytimesthatSNPistheprobalbymostundervaluedwhiteelephantintheworld,
itssalesi150%ofPTR,marketcapis35-40%ofPTR,
becauseChinesegov'thaspricelimitonrefinaryproducts,butnocontroloncrudeoilprice,
suchgov'tpricefixingimhowilleventuallybecomeunsustainable,eitherfinallytoocostly,orsociellyencouragingtoomuchcheapresrouceconsumption,
thetriggertwois,USD:RMBto5.5towithin2years,
putto...[阅读全文]
阅读 () ┆ 评论 (1)
PTR, if up 10% tomorrow, will be a 10-bagger
(2007-10-14 22:02:10)
人苯，开头还想着做波段，做着做着一半的筹码就丢了。。。后来就死压在箱底了。。。
彩石一季，钻石一生(TM)...
不卖，不卖，死都不卖。。。
[阅读全文]
阅读 () ┆ 评论 (0)
讲讲 LDK trade 后面的 TA
(2007-10-11 09:57:21)

LDKtradesinceMondayonisaverytypicalbottomfishingtrade,
asanybottomfishingtrade,oneneedstoassessiftherewardcanover-weightrisk,
youneedtoassessifthemarkethasgotitrighttohaveproportionaldamagetothetriggerevent,todothatyouneedtodigasmuchinfoasyoucan,whichiscalledFAsometimes,
youneedtoassessthemarketsentimenttocheckiftheeyeofthestormhaspassed,todothatyouneedTA,
youneedtothinkforwards,no...[阅读全文]
阅读 () ┆ 评论 (1)
LDK, the only potential obstacle now is the 2nd leg down
(2007-10-11 06:54:37)
maybeto47-48level,ifeverso,
flippersneedtogetout,
--------------------
http://web.wenxuecity.com/BBSView.php?SubID=finance&MsgID=854279
名牌货打折...BIDUoncewentfrom150to44too,
来源:noMatter于07-10-0910:17:53
回答:WhysomanypeoplewanttojumponLDK?由FA&TA=FAT于2007-10-0910:10:30
evenfrombasicTA,extremedeviationfromMAisinitselfagoodreasonforshorttermtrading,
bar...[阅读全文]
阅读 () ┆ 评论 (0)
all please read, $10B naked running new kid 嘉实中国海外
(2007-10-11 06:08:10)
tothinkinagamingtheoryway,ifyouarethefundmanager,howdoyoustarttobuildyourpositions?
youhavetorealizetheycanonlystartfromfloatedsharesfornow,
------------------
comeon,friendsandfoes,doNOTsell,NOTNOTNOT,atleastnotnow,
"卖啥都别卖国字头里面的那几个龙头巨无霸王中王"
------------------------
http://money.163.com/07/1010/02/3QDL1FCB00251RJ2.html
嘉实QDII昨遭抢购700...[阅读全文]
阅读 () ┆ 评论 (1)
和一和秋月
(2007-10-11 00:02:42)

--------------
http://web.wenxuecity.com/BBSView.php?SubID=backhome&MsgID=145963
中国这３０年
来源:noMatter于07-09-1307:01:38
１９７７－１９８０，苏醒，
１９８０－２０００，尝试，调整，积累
２０００－２００４，加速
２００４－２００７，移步换位
２００７－，全面超越
---------------
http://web.wenxuecity.com/BBSView.php?SubID=backhome&MsgID=146040<...[阅读全文]
阅读 () ┆ 评论 (0)
疱丁解牛，叹为观止
(2007-10-10 23:35:09)
http://web.wenxuecity.com/BBSView.php?SubID=finance&MsgID=856688
中国，中股，中概，-秋之皓月-♂(0bytes)(134reads)10/10/07
•中秋-精灵宝钻-♂(0bytes)(2reads)10/10/07
•老大，该成中秋之月比较贴切-精灵宝钻-♂(0bytes)(2reads)10/10/07
•整明白了。。。中国的崛起，5年后，中资股比现在涨5-10倍-秋之皓月-♂(0bytes)(12reads)10/10/07
•股市,股票.......股东:)-coorslig...[阅读全文]
阅读 () ┆ 评论 (1)
more verbose explanation on why all should go back
(2007-10-10 08:46:13)
assaid,Iusedtobelievethatanyoneyoungerthan35shouldgoback,basicallythosewhohaven'tinvestedenoughoverseas,
Ialsobelievedthatthosemostexceptiontalentedonesshouldstayoverseassincetheymightneedabiggerplatform,
nowthattheoryisoutofmywindow,andallsimplyshouldgoback,
herearethereasons:
1,thereisahugesupportinginfrastructureinChina.Atoverseaswehadtoworkon,takecarof,orevenfightfor,evensomeof...[阅读全文]
阅读 () ┆ 评论 (0)
名牌货打折, 其实是一种比安全且高效的操作
(2007-10-09 11:33:17)
atitsheart,it'sactuallyagreatexampleoftrendfollowing,(surprise!),that,
oncea名牌,willbe名牌again,
buttactically,it'sapplicationofanothertradingrule,shorttermmeanreversing.Thatextremedeviationwilltendtocorrectitself.
2conditionsforsuchopereation,youhavetobefairlysure1,it'sa名牌,andshorttermtriggereventisnotassubstantialasthemarkethadbelieved,2,打折hasbeensubstantialenoughtoofferenoughma...[阅读全文]
阅读 () ┆ 评论 (0)
[<<]
[上一页]
[11]
[12]
[13]
[14]
[15]
[下一页]
[>>]
[首页]
[尾页]