I'm a full time value investor and writer who enjoys using classical value ratios to pick my portfolio. My previous working background is in private credit and CRE mezzanine financing for a family office. I'm also a fluent Mandarin speaker in both business and court settings, previously serving as a court interpreter. I have spent a good chunk of my adult working life in China and Asia. I have worked with top CRE developers in the past including The Witkoff Group , Kushner Companies, Durst Organization and ...

Microsoft has lagged behind its big tech rivals this quarter. But its bull case is solid. ...

公司表现 - 微软股票本季度是"七巨头"中表现最差的 [1] - 分析师认为公司拥有重获增长势头的"弹药" [1]

科技行业估值 - 对大型科技公司整体持乐观态度 但部分公司估值过高引发担忧 [1] - SHLD公司表现突出 其股价表现显著跑赢主要指数 [1] 个股分析 - SHLD受到关注 因其在市场中的优异表现吸引投资者注意 [1]

分析师背景 - 分析师Dan Ives以在媒体上穿着醒目服装而容易被识别 [1] - 尽管着装选择存在争议 但该分析师在行业内具有重要影响力 [1] 披露信息 - 分析师未持有任何提及公司的股票 期权或类似衍生品头寸 [1] - 分析师在未来72小时内无计划启动任何相关头寸 [1] - 文章内容代表分析师个人观点 未获得除Seeking Alpha外的任何补偿 [1] - 分析师与任何提及股票公司不存在业务关系 [1] 平台声明 - Seeking Alpha声明过往业绩不能保证未来结果 [2] - 平台不提供任何投资适合性建议 [2] - 表达的观点可能不反映Seeking Alpha整体意见 [2] - 平台非持牌证券交易商 经纪商或美国投资顾问 [2] - 分析师团队包含专业投资者和个体投资者 可能未获得机构或监管机构许可认证 [2]

In a sea of red across Big Tech, Netflix Inc NFLX is the rare green beacon. While the rest of the Enormous Eight flounder under the weight of a broad tech correction, Netflix has quietly notched gains across every major timeframe — up 1.22% over the past month, 8.45% year-to-date and a solid 56.70% over the past year.That's no small feat. Consider this: Tesla Inc TSLA has cratered over 36% YTD, Apple Inc AAPL has shed over 20%, and Alphabet Inc GOOGL GOOG is down more than 19%. Even Nvidia Corp NVDA, the ma ...

文章核心观点 - 分析师在阿里巴巴Q3财报发布后将其纳入长期投资组合，持仓占比3.5%，并给予买入评级，认为市场严重低估了阿里巴巴 [1] 研究方法与目标 - 采用严谨的研究驱动方法，挖掘大型科技、半导体、人工智能和医疗保健等动态行业中具有令人信服增长潜力的高确信度股票 [1] - 利用全面的行业洞察，分析有潜力跑赢大盘的低风险和选择性高风险投资机会 [1] - 每个投资想法都有深入研究和战略远见支持，旨在帮助投资者应对复杂市场并获得丰厚回报 [1] 分析师披露 - 分析师通过股票、期权或其他衍生品对亚马逊和阿里巴巴股票持有实益多头头寸 [2] - 文章为分析师本人撰写，表达其个人观点，除来自Seeking Alpha的报酬外未获其他报酬，与文章中提及股票的公司无业务关系 [2]