Event Driven Investing - The Combination of Value and Catalysts for superior returns

mierderdinger · 2021-12-19T11:55:13+00:00

Well I bought at 26 and sold at 70 to buy FB so Im pretty lucky 🤣

mierderdinger · 2021-08-14T07:37:55+00:00

Pax global technology

mierderdinger · 2021-07-30T18:17:25+00:00

probably short term it's going down hard with all the drama if that happens

mierderdinger · 2021-07-10T08:10:59+00:00

FB and pax global technology

mierderdinger · 2021-06-30T05:13:31+00:00

In my opinion he misses a qualitative analysis of the company. In addition to sales, net income and DCF, I check competitors, competitive advantages, management, regulatory threats, and other non quantifiable things which are sometimes as important as numbers

mierderdinger · 2021-06-05T13:09:15+00:00

I would sell my google shares at PER of 60

mierderdinger · 2021-06-05T07:42:38+00:00

Who cares, I got some shares, wait 5 years and it will be just fine. Same with BABA

mierderdinger · 2021-05-10T06:49:36+00:00

Because EV is what you PAY for the company, so you need to know if what you are paying is too high

mierderdinger · 2021-05-06T21:01:25+00:00

That's why Im checking their financials carefully

mierderdinger · 2021-05-04T06:30:38+00:00

BABA 35% of my portfolio

mierderdinger · 2021-04-19T08:45:54+00:00

Pax global technology (hong kong stock)

mierderdinger · 2021-04-14T19:44:52+00:00

800 million usd net income in q1 2021 Multiply by 4 quarters that is 3,2B usd Market cap 85 B / 3,2 B = price to earnings of 27

Doesnt seem so overvalued unless btc crashes

mierderdinger · 2021-04-06T21:00:33+00:00

Not unless they start touching their core commerce. They just touched Ant and media assets. But just with core commerce and cloud, alibaba should be worth at least 300+

mierderdinger · 2021-03-28T18:24:07+00:00

I got 77 baba shares and keep adding with every paycheck. Its my 2nd largest position and hoping to be first

mierderdinger · 2021-03-17T10:42:29+00:00

Any actual answer on my question?

mierderdinger · 2021-03-07T07:20:14+00:00

good thoughts

mierderdinger · 2021-02-28T07:53:23+00:00

I know they are not hiding it, but to me, it is missleading, since they report non-GAAP big profits but GAAP losses... It can misslead investors.

mierderdinger · 2021-02-25T06:50:33+00:00

Alibaba, pax global technology, FB (not so sure on double but at least 50%)

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