Summary: PDD faces potential legal risks in the US, but its low-cost retail model may make it a less concerning target compared to TikTok...
Key Takeaways: Target's stock has surged 26% since receiving a Strong Buy rating The company's strategic focus has paid off, despite...
The real stock went up 40% after reporting earnings and has doubled since we first recommended buying it. We continue to rate it as a...
Summary Sweetgreen's stock surged 30% after strong Q4 earnings driven by optimistic margin outlook. New Infinite Kitchen concept expected...
Summary Carvana's stock soared 30% after Q4 earnings, despite a 14% drop in revenue, due to a 108% increase in gross profit. Carvana's...
Summary Carvana's stock surged 15% despite a 14% revenue decline in Q4 2023 Record high gross profit per unit (GPU) of $2,812, beating...
Summary Roku's Q4 earnings showed mixed results with a significant stock drop due to concerns about declining ARPU and lower than...
Summary Affirm's stock price has been volatile after Q2 earnings, but we see this as a valuation correction rather than negative business...
Summary We previously rated Alibaba a Sell due to rising competition, but now view it as more balanced risk-reward. Q3 results show...
Summary Sonos reported strong Q1 2024 earnings driven by inventory reduction and margin expansion. We maintain our buy rating on Sonos...
Summary: Spotify Q4 earnings show improved profitability and user growth Margin gains driven by generative AI adoption and podcast...
I wanted to share some thoughts on Nvidia (NVDA) and how I'm looking at valuation now. Based on my assumptions, I estimate the fair value...
Hi everyone, I wanted to share some thoughts on Taiwan Semiconductor (TSM) and how I'm thinking about valuation right now. Based on my...
We achieved another recorded year for our clients and successfully guide investors to get through the uncertainty of pandemic. Our Q4...
Our Q3 results LEL ended 2020 Q3 with 52.6% return, 103 % for 3 quarters ended in 2020 Q3 and Sortino ratio of 2.5 LEL S&P500 Hong Kong...
Solid result so far LEL delivered solid results for its clients with 33% YTD compared with SP 500 down 5%. Theta and Delta Netrual We are...
LEL made 26% return for its clients from Jan 2020 to Feb 2020 while S&P 500 downed 9% and HSI downed 9%. Our long position returned...
LEL Investment delivered a cheerful result for its client. We made further progress to achieve our mission- to help investors to grow...