The longer your compound capital, the less you need luck and the more you need Shrewdness.
- Manlobbi
Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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on March 24th a service I get sent me this. "" Bullish option flow detected in Alibaba(BABA) with 70,672 calls trading, 3x expected, and implied vol increasing almost 3 points to 49.22%. 3/31 weekly 90 calls and 3/24 weekly 88 calls are the most active options, with total volume in those strikes near 15,800 contracts."" See today's news, WHAT LUCK!!
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Point being, someone front ran the news.
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Up ~14% now ... another 5 days like this and I'll be back to breakeven!
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Haha. Don't get too over optimistic. The FT commentary refers to Goldman Sachs analysts sum of the parts valuation at $137 per share. I'm not sure how the other businesses will fare if they cannot be cross subsidised by the e commerce cash flow..... Some my do well and others crater and we'll likely end up with 6 shareholdings... And fund raising terms may not be favourable for existing shareholders. More questions than answers! Hmmm
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Don't get too over optimistic. The FT commentary refers to Goldman Sachs analysts sum of the parts valuation at $137 per share. I'm not sure how the other businesses will fare if they cannot be cross subsidised by the e commerce cash flow..... Some my do well and others crater and we'll likely end up with 6 shareholdings... And fund raising terms may not be favourable for existing shareholders. More questions than answers!
Yeah, I was mostly joking about the 5 more 14% gains, lol. I certainly don't expect a rocket back up to my average purchase price of ~$190/share. Depressing to hear a sum of parts valuation of only $137, though I'm sure that could change quickly if we start seeing business results anything like what we saw pre-Covid.
