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Thread: Intersting thoughts

  1. #701  
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    Thanks Boz. I may add 5 to 10 shares and just sit on it and see what happens. It would be nice to see it go to where Amazon is right now! Does BABA pay dividends?
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  2. #702  
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    No dividends...

    Last night a put up two charts Amazon and apple then run through prices over the history of the companies ...Some of the dips are mind blowing early on and later too in the companies price histories (Apple lost quarter value over a few days of trading more than once and amazons chart is comical the first 5 years) ... BABA is a baby compared to APPL/ AMZ... BABA will be a one trillion dollar company soon enough then 2 trillion someplace down the line in 10 years .Losing the ANT IPO was crushing but in reality the cloud part of BABA will be as big as the payment arm. cloud is just becoming profitable for BABA and eventually the ANT IPO will come around again in 21 or 22 .Buying little chunks its the way to go... it's what I've been doing since I bought my first chunk ...I got crush on the 284's..placing 254's a few days later sucked but I do believe this is a great investment for a long hold.

    Enjoy the weekend hopefully you're at a track someplace warm.
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  3. #703  
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    Thanks Boz. I wish I hadn't sold those 265 shares I bought last week! I'll add a few shares and keep doing that (which is what I do w/ Apple) and plan to hold. Do you think if there's a downturn in the US market it will effect BABA?

    I'm sitting in Washington DC (actually, Arlington) watching college football....pining for the days I can move home (Florida). Hope you're having a great weekend!
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  4. #704  
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    Quote Originally Posted by CoachCB View Post
    Thanks Boz. I wish I hadn't sold those 265 shares I bought last week! I'll add a few shares and keep doing that (which is what I do w/ Apple) and plan to hold. Do you think if there's a downturn in the US market it will effect BABA?

    I'm sitting in Washington DC (actually, Arlington) watching college football....pining for the days I can move home (Florida). Hope you're having a great weekend!

    Spent a good amount of time in Arlington/DC, Cleveland heights area... Florida looks good after DC winters..I know.
    We miss Pho 75... badly. We talk about that place all the time and how they can figure out who's bill is who's at the front counter.
    If you've never been it's be best PHO I've ever had outside of being in Asia.

    Lucky bastard...lol.

    Pho 75
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    Traditional pho with a wide choice of add-ons served in a modest setting. Cash only.
    Located in: Colonial Village Shopping Center
    Address: 1721 Wilson Blvd, Arlington, VA 22209 Hours: Open ⋅ Closes 9PM
    Phone: (703) 525-7355
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  5. #705  
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    Quote Originally Posted by Bozzie View Post
    Spent a good amount of time in Arlington/DC, Cleveland heights area... Florida looks good after DC winters..I know.
    We miss Pho 75... badly. We talk about that place all the time and how they can figure out who's bill is who's at the front counter.
    If you've never been it's be best PHO I've ever had outside of being in Asia.

    Lucky bastard...lol.

    Pho 75
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    4.6. 1,402 Google reviews

    Traditional pho with a wide choice of add-ons served in a modest setting. Cash only.
    Located in: Colonial Village Shopping Center
    Address: 1721 Wilson Blvd, Arlington, VA 22209 Hours: Open ⋅ Closes 9PM
    Phone: (703) 525-7355
    I've been to Pho 75 several times. Great place in Rosslyn. I used to live in Ballston, then Clarendon, then bought the house I'm in in 2011. Did you ever go to Eden Center? It's a shopping center that is now all Asian food, markets, restaurants, etc. Some great Asian. It's in the Falls Church area. I have a friend that lived in Cleveland Heights, got robbed/mugged one night - they stole his cell phone, wallet, and car! They got arrested and he had to go to court over it, the two guys ended up getting 10 years. My buddy was in Georgetown med school at the time.
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  6. #706  
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    Quote Originally Posted by CoachCB View Post
    I've been to Pho 75 several times. Great place in Rosslyn. I used to live in Ballston, then Clarendon, then bought the house I'm in in 2011. Did you ever go to Eden Center? It's a shopping center that is now all Asian food, markets, restaurants, etc. Some great Asian. It's in the Falls Church area. I have a friend that lived in Cleveland Heights, got robbed/mugged one night - they stole his cell phone, wallet, and car! They got arrested and he had to go to court over it, the two guys ended up getting 10 years. My buddy was in Georgetown med school at the time.

    We loved Eden...you saw DC change over the years pretty amazing the way DC turned.
    Cleveland Park and heights changed big time..We were off mass ave on Quebec st / near Sidwell School..Pretty funny the secret service sat in front of our house for years while the Obama girls were in school at Sidwell...Nice guys actually we chatted quite a lot over the years.

    I miss DC in some ways..It's a super well educated town but maybe the most expensive place I've ever lived...
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  7. #707  
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    Quote Originally Posted by CoachCB View Post
    Thanks Boz. I wish I hadn't sold those 265 shares I bought last week! I'll add a few shares and keep doing that (which is what I do w/ Apple) and plan to hold. Do you think if there's a downturn in the US market it will effect BABA?

    I'm sitting in Washington DC (actually, Arlington) watching college football....pining for the days I can move home (Florida). Hope you're having a great weekend!

    If the US market shits the rest of the world has fallowed in the past...China had growth this year I'm not certain but it's one of the only countries that did.
    It wouldn't help BABA if the US has a big decline but the economy is growing in China plus Chinese consumers are just swinging in to the internet from what you read about BABA's penetration ..One great thing is BABA is focused on consumers at the brick and mortar level as well particularly in the under serviced 2nd and 3rd tear cities in china were the internet is less used....

    It's a great long term plan in China for gathering customers ..Think Walmart in this county but jacked up on the best Chinese roids.
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  8. #708  
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    Boz, I've been here over 12 years. Ready to move back to the sunshine state! But I do like it here. I work at the Treasury, and I'm hoping they're going to let me do full-time telework where I come in the office once a month, or every other month. I want to work another 4 to 6 years (I'm 50 now) before I retire. Getting back to DC 6 to 10 times a year would be nice, it's an easy flight from Tampa or Jacksonville. Since the China virus I don't go into the city often, usually just for work (I work in the office 5 days a pay period). The lockdowns in the city are pretty strict, plus the political climate makes it unsafe.

    I just added 10 shares of BABA - will plan to hold on long-term.
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  9. #709  
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    I get it my folks are in Naples, we cancelled or plans to go this Thanksgiving as my pop had a triple by pass less than a year ago and with Covid I wouldn't risk his health, major bummer as we love Naples.

    How cool...Man, working for the treasury must have be interesting..I love the old treasury building..
    I walked the Mall all the time, It was sorta like being on an adult field tip any time I was down there.
    The Bureau of engraving & printing tour is the best... I've been at least a dozen times over the years with friends, something about stacks of freshly printed notes excites everyone. Another thing I miss is the the Goat trails along the Potomac ... I even caught some fish just off the trail for fun.

    Great town.

    I have enough BABA for now and I'm behind the ball on two buys as of now...I do love the company though.
    Hang in there buddy till you can get to Florida..

    And Be well.
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  10. #710  
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    Quote Originally Posted by Bozzie View Post
    Originally Posted by Bozzie
    Worth watching...They are doing some far out science and the growth is impressive.

    Twist Bioscience Corporation (TWST)
    62.51-0.53 (-0.84%)At close: September 11 4:00PM EDT


    crazy science,
    https://finance.yahoo.com/news/twist...120000866.html



    Twist ...Bought at 62..sold 1/2 at 90 bought back the half around 104.00 - 114 .00 today...

    I sorta wonder if this isn't a +300 dollar company in 2021?
    Scary point to buy right now, it's run has been unreal..DNA storage is hard to
    figure.. where and how much it works exactly, how much it is to produce who can produce it and is it propriety?..The storage capability is the one big seller ...case closed. I love this but so many questions the same questions I had when a sold at 90..but then forgot when I bought back.

    TWST is a head scratcher.....Still waiting on a Ginko IOP in 2021.
    beat earnings by .17...122.00 today up another 6%.

    Looking for a pull back...Please
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  11. #711  
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    BABA rowan capital report.


    On the drive if anyone is interested .

    https://drive.google.com/drive/folde...nqnT85NBf6-siF
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  12. #712  
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    Quote Originally Posted by Bozzie View Post
    BABA rowan capital report.


    On the drive if anyone is interested .

    https://drive.google.com/drive/folde...nqnT85NBf6-siF

    Just finished this..very good read.
    4th and 5th tier cities is interesting and it's being done firstly on the retail level.
    The growth potential is unreal /the cloud alone being x 10 at the very least.

    I didn't pay for this it's available on google as well.
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  13. #713  
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    This is huge and something I've been waiting on ..Imagine living in mainland China and not being able to invest in BABA only because it's traded of the Hang Seng markets. The CCP has controlled who's able to traded 'southbound' on the HS exchange. Both BABA and JD finally got included after being turned away twice for inclusion. This means retail investors on the mainland with be able to buy BABA and JD on the open market in Hong Kong for the first time ever....It'll be a massive inflow of capital announcement tomorrow.
    Forbes

    China Market Update: Alibaba, JD.com, And NetEase Rise On Southbound Stock Connect Inclusion

    Asian equities largely celebrated Janet Yellen leading the US Treasury, the beginning of Biden’s transition, and the positive vaccine progress, with Japan returning from its three-day weekend gaining +2%. The Hang Seng managed a small gain that masked a weaker day than the 50 stock index would indicate. The index was led higher by Hong Kong volume leader Alibaba BABA +3.6% Hong Kong, which rose +2.27% on a Mainland media report that Chief Executive of Hong Kong Carrie Lam will announce on Wednesday an expansion of Southbound Connect, the trading venue that allows Mainland Chinese investors to buy Hong Kong stocks, to include US-listed companies’ Hong Kong listings and Hong Kong-listed biotech stocks. How much money could flow into Alibaba’s Hong Kong listing? Looking at Southbound ownership as a percentage of shares outstanding, Mainland investors own 4.17% of Tencent and 6.42% of Meituan. So, this is real money flowing potentially into Alibaba Hong Kong, JD.com Hong Kong, which rose +1.04%, NetEase NTES +2.9%, which rose +1.55%, and Yum China Hong Kong, which rose +0.38%. Other volume leaders were Tencent, which fell -0.34%, Xiaomi, which fell -1.63%, BYD, which rose +0.81, Meituan, which fell -1.49%, Hong Kong Exchange, which gained +4.03% after announcing a new settlement platform for Northbound Connect, Ping An, which was off -1.24%, and Geely Auto, which gained +2.35%. While Tencent and Meituan were off as US dual listing stocks rose, it is worth noting that both stocks were bought heavily in Southbound Connect trading.
    There is chatter that Ping An’s valuation could be questioned after the announcement that Ant Group will be regulated more as a bank than as a fintech company, which is similar to Ping An’s efforts to be valued more as a fintech company than as an insurance company based on numerous successful investments in the space. Hong Kong is implementing increased social distancing on Hong Kong’s 4th wave, though healthcare stocks were off. Shanghai & Shenzhen were both off -0.34% on profit-taking in growth sectors, while many are predicting cyclical stocks to outperform as China’s economic rebound expands. Northbound Stock Connect had a small outflow driven by a few larger stock sales on the Shanghai. CNY was off a touch to 6.58 while the bond market stabilizes.
    Baozun’s Hong Kong listing followed its US listing down overnight despite what looked to be strong earnings. We are starting to see analysts opine on the strong Q3 earnings, which could give the stock some support. There are reports that a respected hedge fund manager is coming to the defense of JOYY (YY US), following a fraud allegation last week and the company’s strong denial. I don’t Tweet often but for intra-day updates, I can be followed at @ahern_brendan.
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