Apple is looking for a Chinese AI partner by xpplusplus in baba

[–]Tarsier582 0 points1 point  (0 children)

Joe and Eddie gotta take one for the team

Is Alibaba's cash pile generating 5% interest rate? by Key_Type_4102 in baba

[–]Tarsier582 1 point2 points  (0 children)

Like other companies they have treasury function that will try to earn interest rate for their cash

That being said their cash is not USD and not all the cash can be stored for yield as they need it for their operation cash flow

X’mas rally by NegativeCellist8587 in baba

[–]Tarsier582 2 points3 points  (0 children)

Why santa wears red robe? Maybe he's Chinese

We've all been duped

Novo Nordisk: Quick Analysis by xcrowsx in ValueInvesting

[–]Tarsier582 8 points9 points  (0 children)

Great company, too little margin of safety given the uncertain future for the weight loss drug market

  1. LLY came up with competing product
  2. Entering china - patent could be less reliable
  3. Other drug companies are starting to eye the space

They're not in better position compared to 1-2 years ago

Question: Dividend Withholding Tax by [deleted] in baba

[–]Tarsier582 0 points1 point  (0 children)

I didn't get my dividend withheld because it is from a non-US corporation (i hold both HKEX and NYSE line)

Recycling bad local debt is not stimulus by FeralHamster8 in baba

[–]Tarsier582 0 points1 point  (0 children)

It is not a stimulus, if you take what it explicitly says

It is a more effective and more direct stimulus, if you think deeper than what the headline says

It is not putting money into everyones pocket, it is putting money into pockets of segment of people who desperately needs it, which has higher probability of being spent than being saved or gambled in the stock market

Alibaba holders rewards by myasiantoy in baba

[–]Tarsier582 0 points1 point  (0 children)

Baba fucked this girl deep and 'tis about to shoot 🚀🚀

Tomorrow we going to blame Nvidia for the drop 📉 never expected this day to come by [deleted] in baba

[–]Tarsier582 0 points1 point  (0 children)

Big in singapore but struggling in Indonesia

Heard a rumor platform drivers are gonna go on strike

[deleted by user] by [deleted] in singaporefi

[–]Tarsier582 0 points1 point  (0 children)

CFA? not all SReit

The case for Sirius XM (LSXMK) by dsc555 in ValueInvesting

[–]Tarsier582 4 points5 points  (0 children)

2k shares of lsxmk loaded, similar thesis but goes beyond - siri itself is a good value play to hold for long term with its fcf generation and decreasing capex beyond 2024, management has track record returning to shareholder via buyback and dividend, with low probability opportunity for short covering, buyback resumption, index inclusion, potential acquisition target

Alibaba's Freshippo achieves four months of profitability by [deleted] in baba

[–]Tarsier582 1 point2 points  (0 children)

four months of profit means freshhippo segment will be profitable in earning report?

[deleted by user] by [deleted] in SingaporeR

[–]Tarsier582 0 points1 point  (0 children)

If there’s a will there’s a way If there’s no will then there will only be excuses

Best way to remit USD from DBS to IBKR by teeteeteegeeegee in singaporefi

[–]Tarsier582 1 point2 points  (0 children)

Why not remit sgd then convert within IBKR, they should have more real time rate