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...[閱讀全文]
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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...[閱讀全文]
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PTR, if up 10% tomorrow, will be a 10-bagger
(2007-10-14 22:02:10)
人苯，開頭還想著做波段，做著做著一半的籌碼就丟了。。。後來就死壓在箱底了。。。
彩石一季，鑽石一生(TM)...
不賣，不賣，死都不賣。。。
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講講 LDK trade 後麵的 TA
(2007-10-11 09:57:21)

LDKtradesinceMondayonisaverytypicalbottomfishingtrade,
asanybottomfishingtrade,oneneedstoassessiftherewardcanover-weightrisk,
youneedtoassessifthemarkethasgotitrighttohaveproportionaldamagetothetriggerevent,todothatyouneedtodigasmuchinfoasyoucan,whichiscalledFAsometimes,
youneedtoassessthemarketsentimenttocheckiftheeyeofthestormhaspassed,todothatyouneedTA,
youneedtothinkforwards,no...[閱讀全文]
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LDK, the only potential obstacle now is the 2nd leg down
(2007-10-11 06:54:37)
maybeto47-48level,ifeverso,
flippersneedtogetout,
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http://web.wenxuecity.com/BBSView.php?SubID=finance&MsgID=854279
名牌貨打折...BIDUoncewentfrom150to44too,
來源:noMatter於07-10-0910:17:53
回答:WhysomanypeoplewanttojumponLDK?由FA&TA=FAT於2007-10-0910:10:30
evenfrombasicTA,extremedeviationfromMAisinitselfagoodreasonforshorttermtrading,
bar...[閱讀全文]
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all please read, $10B naked running new kid 嘉實中國海外
(2007-10-11 06:08:10)
tothinkinagamingtheoryway,ifyouarethefundmanager,howdoyoustarttobuildyourpositions?
youhavetorealizetheycanonlystartfromfloatedsharesfornow,
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comeon,friendsandfoes,doNOTsell,NOTNOTNOT,atleastnotnow,
"賣啥都別賣國字頭裏麵的那幾個龍頭巨無霸王中王"
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http://money.163.com/07/1010/02/3QDL1FCB00251RJ2.html
嘉實QDII昨遭搶購700...[閱讀全文]
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和一和秋月
(2007-10-11 00:02:42)

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http://web.wenxuecity.com/BBSView.php?SubID=backhome&MsgID=145963
中國這３０年
來源:noMatter於07-09-1307:01:38
１９７７－１９８０，蘇醒，
１９８０－２０００，嚐試，調整，積累
２０００－２００４，加速
２００４－２００７，移步換位
２００７－，全麵超越
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http://web.wenxuecity.com/BBSView.php?SubID=backhome&MsgID=146040<...[閱讀全文]
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皰丁解牛，歎為觀止
(2007-10-10 23:35:09)
http://web.wenxuecity.com/BBSView.php?SubID=finance&MsgID=856688
中國，中股，中概，-秋之皓月-♂(0bytes)(134reads)10/10/07
•中秋-精靈寶鑽-♂(0bytes)(2reads)10/10/07
•老大，該成中秋之月比較貼切-精靈寶鑽-♂(0bytes)(2reads)10/10/07
•整明白了。。。中國的崛起，5年後，中資股比現在漲5-10倍-秋之皓月-♂(0bytes)(12reads)10/10/07
•股市,股票.......股東:)-coorslig...[閱讀全文]
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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...[閱讀全文]
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名牌貨打折, 其實是一種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...[閱讀全文]
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