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老虎认证: 专注美股价值投资
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吴公价值投资
2021-11-14
追涨杀跌与价值投资;我为什么卖出了UPST; 最近买入了DOCN, APP, PUBM, U
追涨杀跌与价值投资;我为什么卖出了
$Upstart Holdings, Inc.(UPST)$
; 最近买入了
$DigitalOcean Holdings, Inc.(DOCN)$
,
$AppLovin Corporation(APP)$
,
$PubMatic, Inc.(PUBM)$
,
$Unity Software Inc.(U)$
追涨杀跌与价值投资;我为什么卖出了UPST; 最近买入了DOCN, APP, PUBM, U
吴公价值投资
2021-11-08
GLBE 为什么跌跌不休?为什么要卖出LSPD? 追高买入了ABNB
GLBE
$Global-E Online Ltd.(GLBE)$
为什么跌跌不休?为什么要卖出LSPD
$Lightspeed POS Inc(LSPD)$
? 追高买入了ABNB
$爱彼迎(ABNB)$
GLBE 为什么跌跌不休?为什么要卖出LSPD? 追高买入了ABNB
吴公价值投资
2021-11-05
云公司的兴起与疫情受益公司的衰落:MSFT, TEAM, HUBS, NET, DDOG, DOCN, PTON, ROKU, ZM, TDOC
云公司的兴起与疫情受益公司的衰落:
$微软(MSFT)$
$Atlassian Corporation PLC(TEAM)$
$HubSpot(HUBS)$
, NET, DDOG, DOCN, PTON, ROKU, ZM, TDOC
云公司的兴起与疫情受益公司的衰落:MSFT, TEAM, HUBS, NET, DDOG, DOCN, PTON, ROKU, ZM, TDOC
吴公价值投资
2021-11-01
TEAM的财报分析
TEAM的财报分析
$Atlassian Corporation PLC(TEAM)$
TEAM的财报分析
吴公价值投资
2021-10-31
INMD的财报分析
INMD的财报分析
$InMode Ltd.(INMD)$
INMD的财报分析
吴公价值投资
2021-10-05
纳指跌到了关键点位,应该抄底吗?
纳指跌到了关键点位,应该抄底吗?
纳指跌到了关键点位,应该抄底吗?
吴公价值投资
2021-10-02
我为什么要追涨杀跌?巴菲特的名言;标普500为什么一直上涨?
我为什么要追涨杀跌?巴菲特的名言;标普500为什么一直上涨?
我为什么要追涨杀跌?巴菲特的名言;标普500为什么一直上涨?
吴公价值投资
2021-09-30
长期投资信息技术龙头股近二十年的表现
长期投资信息技术龙头股近二十年的表现
$Facebook(FB)$
$亚马逊(AMZN)$
$Netflix, Inc.(NFLX)$
$谷歌A(GOOGL)$
长期投资信息技术龙头股近二十年的表现
吴公价值投资
2021-09-29
科技股大跌,应该怎么办?
科技股大跌,应该怎么办?
$Snap Inc(SNAP)$
$英伟达(NVDA)$
$纳指三倍做多ETF(TQQQ)$
$InMode Ltd.(INMD)$
科技股大跌,应该怎么办?
吴公价值投资
2021-09-27
股票的买入点与卖出点
股票的买入点与卖出点
$Asana, Inc.(ASAN)$
$Upstart Holdings, Inc.(UPST)$
$特斯拉(TSLA)$
$Atlassian Corporation PLC(TEAM)$
$IDEXX实验室(IDXX)$
股票的买入点与卖出点
吴公价值投资
2021-09-26
美股投资感悟,小账户如何投资?
美股投资感悟,小账户如何投资?
$Snap Inc(SNAP)$
$Sea Ltd(SE)$
$InMode Ltd.(INMD)$
$MercadoLibre(MELI)$
$Shopify Inc(SHOP)$
美股投资感悟,小账户如何投资?
吴公价值投资
2021-09-25
社交媒体公司GOOGL, FB, SNAP; 追高买入了CRM
社交媒体公司
$谷歌A(GOOGL)$
,
$Facebook(FB)$
,
$Snap Inc(SNAP)$
; 追高买入了
$Salesforce(CRM)$
社交媒体公司GOOGL, FB, SNAP; 追高买入了CRM
吴公价值投资
2021-09-23
投资美股的几个误区
投资美股的几个误区
$亚马逊(AMZN)$
$梅西百货(M)$
$ContextLogic Inc.(WISH)$
投资美股的几个误区
吴公价值投资
2021-09-22
在股市里如何不被割韭菜?
在股市里如何不被割韭菜?
$亚马逊(AMZN)$
$Facebook(FB)$
$腾讯音乐(TME)$
在股市里如何不被割韭菜?
吴公价值投资
2021-09-19
我的投资哲学:顺势而为
我的投资哲学:顺势而为
我的投资哲学:顺势而为
吴公价值投资
2021-09-16
高增长的电子商务公司:AMZN, SHOP, SE, MELI, GLBE
高增长的电子商务公司:
$亚马逊(AMZN)$
,
$Shopify Inc(SHOP)$
,
$Sea Ltd(SE)$
,
$MercadoLibre(MELI)$
,
$Global-E Online Ltd.(GLBE)$
高增长的电子商务公司:AMZN, SHOP, SE, MELI, GLBE
吴公价值投资
2021-09-13
电子支付公司:PYPL, SQ, LSPD, DLO
电子支付公司:PYPL
$PayPal(PYPL)$
, SQ
$Square, Inc(SQ)$
, LSPD
$Lightspeed POS Inc(LSPD)$
, DLO
$DLocal Limited(DLO)$
电子支付公司:PYPL, SQ, LSPD, DLO
吴公价值投资
2021-09-12
网络安全公司:CRWD, ZS, FTNT, PANW; 追高买入点:DOCS, ASAN, UPST, AFRM
网络安全公司:CRWD
$CrowdStrike Holdings, Inc.(CRWD)$
, ZS
$Zscaler Inc.(ZS)$
, FTNT
$飞塔信息(FTNT)$
, PANW; 追高买入点:DOCS
$Doximity, Inc.(DOCS)$
, ASAN, UPST
$Upstart Holdings, Inc.(UPST)$
, AFRM
网络安全公司:CRWD, ZS, FTNT, PANW; 追高买入点:DOCS, ASAN, UPST, AFRM
吴公价值投资
2021-08-30
GLBE: 新兴的全球电商平台
GLBE: 新兴的全球电商平台
$Global-E Online Ltd.(GLBE)$
GLBE: 新兴的全球电商平台
吴公价值投资
2021-08-29
信息技术咨询行业及其主要公司:ACN, EPAM, GLOB, DAVA, PRFT
信息技术咨询行业及其主要公司:ACN
$埃森哲(ACN)$
, EPAM
$Epam Systems(EPAM)$
, GLOB
$Globant(GLOB)$
, DAVA
$Endava Ltd(DAVA)$
, PRFT
$Perficient(PRFT)$
信息技术咨询行业及其主要公司:ACN, EPAM, GLOB, DAVA, PRFT
去老虎APP查看更多动态
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Inc.(U)$","images":[{"img":"https://static.tigerbbs.com/48a4d3c64d264df62eea9229edf07daa","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":22,"commentSize":17,"repostSize":1,"link":"https://laohu8.com/post/873919585","isVote":1,"tweetType":2,"object":{"id":"27183e3b209d45d79f9bd7507ee5e67a","tweetId":"873919585","videoUrl":"https://1254107296.vod2.myqcloud.com/b94982e0voduse1254107296/68a09acf387702291191673080/Nq2UKnV9yToA.mp4","poster":"https://static.tigerbbs.com/48a4d3c64d264df62eea9229edf07daa"},"viewCount":62393,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4092896965700940","authorId":"4092896965700940","authorIdStr":"4092896965700940","name":"ShawnDinh","avatar":"https://static.tigerbbs.com/1e4a49fce43ad4434a3f5e6c1e2b7a8a","crmLevel":1,"crmLevelSwitch":1},"content":"老大,您买的不是时候啊,要不我给您操作,每月付我佣金啊?[捂脸][捂脸][捂脸]","text":"老大,您买的不是时候啊,要不我给您操作,每月付我佣金啊?[捂脸][捂脸][捂脸]","html":"老大,您买的不是时候啊,要不我给您操作,每月付我佣金啊?[捂脸][捂脸][捂脸]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":845164228,"gmtCreate":1636308731907,"gmtModify":1636347561095,"author":{"id":"3565521486666378","authorId":"3565521486666378","authorIdStr":"3565521486666378","name":"吴公价值投资","avatar":"https://static.tigerbbs.com/877ded2d1bd27e00e192524999a3a640","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"GLBE 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$PayPal(PYPL)$","images":[{"img":"https://static.tigerbbs.com/263978132b866de8e3c6c171c0abd698","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":138,"commentSize":34,"repostSize":24,"link":"https://laohu8.com/post/392229155","isVote":1,"tweetType":2,"object":{"id":"177eeed9d32547e88222d6871beea562","tweetId":"392229155","videoUrl":"https://1254107296.vod2.myqcloud.com/6d712588vodtransuse1254107296/8c6a5faa5285890810784074252/v.f30.mp4","poster":"https://static.tigerbbs.com/263978132b866de8e3c6c171c0abd698"},"viewCount":27009,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3556426535932414","authorId":"3556426535932414","authorIdStr":"3556426535932414","name":"Russellj","avatar":"https://static.tigerbbs.com/2a39a9c3243bf6152922121089ec8b57","crmLevel":2,"crmLevelSwitch":0},"content":"是不是类似支付宝花呗?","text":"是不是类似支付宝花呗?","html":"是不是类似支付宝花呗?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820597124,"gmtCreate":1633399951517,"gmtModify":1710130792358,"author":{"id":"3565521486666378","authorId":"3565521486666378","authorIdStr":"3565521486666378","name":"吴公价值投资","avatar":"https://static.tigerbbs.com/877ded2d1bd27e00e192524999a3a640","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"纳指跌到了关键点位,应该抄底吗?","htmlText":"\n 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下一个NFLX?","htmlText":"\n \n \n 本视频对FUBO的发展前景进行了分析。<a target=\"_blank\" href=\"https://laohu8.com/S/FUBO\">$fuboTV Inc.(FUBO)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/ROKU\">$Roku Inc(ROKU)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NFLX\">$Netflix, Inc.(NFLX)$</a> \n \n","listText":"本视频对FUBO的发展前景进行了分析。<a target=\"_blank\" href=\"https://laohu8.com/S/FUBO\">$fuboTV Inc.(FUBO)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/ROKU\">$Roku Inc(ROKU)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NFLX\">$Netflix, Inc.(NFLX)$</a> ","text":"本视频对FUBO的发展前景进行了分析。$fuboTV Inc.(FUBO)$ $Roku Inc(ROKU)$ $Netflix, Inc.(NFLX)$","images":[{"img":"https://static.tigerbbs.com/c11c4f59fd6cbf61545f4941485dbcd8","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":91,"commentSize":29,"repostSize":21,"link":"https://laohu8.com/post/397919648","isVote":1,"tweetType":2,"object":{"id":"0628ec9040cc40cc92af12a26947e501","tweetId":"397919648","videoUrl":"https://1254107296.vod2.myqcloud.com/63cbdbbfvodtransca1254107296/9541fc0b5285890810784407271/v.f30.mp4","poster":"https://static.tigerbbs.com/c11c4f59fd6cbf61545f4941485dbcd8"},"viewCount":48374,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"740450932848","authorId":"740450932848","authorIdStr":"740450932848","name":"33_Tiger","avatar":"https://static.tigerbbs.com/aa2c2a58a713dadbb19ede7c4c37d61d","crmLevel":8,"crmLevelSwitch":0},"content":"感谢老师解读我的持仓$fuboTV Inc.(FUBO)$ 上市时候关注过没买,因为不懂体育赛事,后来从不到10块涨到20块我就一直看着,想想流媒体公司市值才10几亿,疫情利好行业就买了一些一直放着。","text":"感谢老师解读我的持仓$fuboTV Inc.(FUBO)$ 上市时候关注过没买,因为不懂体育赛事,后来从不到10块涨到20块我就一直看着,想想流媒体公司市值才10几亿,疫情利好行业就买了一些一直放着。","html":"感谢老师解读我的持仓$fuboTV Inc.(FUBO)$ 上市时候关注过没买,因为不懂体育赛事,后来从不到10块涨到20块我就一直看着,想想流媒体公司市值才10几亿,疫情利好行业就买了一些一直放着。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":337821288,"gmtCreate":1611118792944,"gmtModify":1703748115900,"author":{"id":"3565521486666378","authorId":"3565521486666378","authorIdStr":"3565521486666378","name":"吴公价值投资","avatar":"https://static.tigerbbs.com/877ded2d1bd27e00e192524999a3a640","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"工作流(workflow)管理SAAS系统公司介绍","htmlText":"\n \n \n 工作流(workflow)管理SAAS系统公司介绍:<a target=\"_blank\" href=\"https://laohu8.com/S/NOW\">$ServiceNow(NOW)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/ASAN\">$Asana, Inc.(ASAN)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/PD\">$PagerDuty, Inc.(PD)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/SMAR\">$Smartsheet(SMAR)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/PLAN\">$Anaplan Inc.(PLAN)$</a> \n \n","listText":"工作流(workflow)管理SAAS系统公司介绍:<a target=\"_blank\" href=\"https://laohu8.com/S/NOW\">$ServiceNow(NOW)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/ASAN\">$Asana, Inc.(ASAN)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/PD\">$PagerDuty, Inc.(PD)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/SMAR\">$Smartsheet(SMAR)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/PLAN\">$Anaplan Inc.(PLAN)$</a> ","text":"工作流(workflow)管理SAAS系统公司介绍:$ServiceNow(NOW)$ $Asana, Inc.(ASAN)$ $PagerDuty, Inc.(PD)$ $Smartsheet(SMAR)$ $Anaplan Inc.(PLAN)$","images":[{"img":"https://static.tigerbbs.com/6cf2d19b3a61a69ab623db613f9d0659","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":75,"commentSize":17,"repostSize":14,"link":"https://laohu8.com/post/337821288","isVote":1,"tweetType":2,"object":{"id":"c1ff79cec54f4281ba7731ad340f859e","tweetId":"337821288","videoUrl":"https://1254107296.vod2.myqcloud.com/63cbdbbfvodtransca1254107296/a715d1b35285890811940866266/v.f30.mp4","poster":"https://static.tigerbbs.com/6cf2d19b3a61a69ab623db613f9d0659"},"viewCount":17000,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3528334269263487","authorId":"3528334269263487","authorIdStr":"3528334269263487","name":"小狮子18","avatar":"https://static.tigerbbs.com/f55f2e41b3397f8fb9d91792409257ab","crmLevel":2,"crmLevelSwitch":0},"content":"吴公,感谢你的分享,非常棒 [微笑] [微笑]","text":"吴公,感谢你的分享,非常棒 [微笑] [微笑]","html":"吴公,感谢你的分享,非常棒 [微笑] [微笑]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":190390852,"gmtCreate":1620585621376,"gmtModify":1620644485997,"author":{"id":"3565521486666378","authorId":"3565521486666378","authorIdStr":"3565521486666378","name":"吴公价值投资","avatar":"https://static.tigerbbs.com/877ded2d1bd27e00e192524999a3a640","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"通货膨胀下的投资机会:原材料(Basic Materials)","htmlText":"\n \n \n 通货膨胀下的投资机会:原材料(Basic Materials)\n \n","listText":"通货膨胀下的投资机会:原材料(Basic Materials)","text":"通货膨胀下的投资机会:原材料(Basic Materials)","images":[{"img":"https://static.tigerbbs.com/457370f2ab5d2004c4bfd1573ee28969","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":64,"commentSize":19,"repostSize":14,"link":"https://laohu8.com/post/190390852","isVote":1,"tweetType":2,"object":{"id":"0527fb0771de485cad9d4728010d59c7","tweetId":"190390852","videoUrl":"https://1254107296.vod2.myqcloud.com/b94982e0voduse1254107296/6f703e8f5285890817654070429/Oj6NHhbsDfsA.mp4","poster":"https://static.tigerbbs.com/457370f2ab5d2004c4bfd1573ee28969"},"viewCount":19090,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":865139280,"gmtCreate":1632960042626,"gmtModify":1710130792276,"author":{"id":"3565521486666378","authorId":"3565521486666378","authorIdStr":"3565521486666378","name":"吴公价值投资","avatar":"https://static.tigerbbs.com/877ded2d1bd27e00e192524999a3a640","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"长期投资信息技术龙头股近二十年的表现","htmlText":"\n \n \n 长期投资信息技术龙头股近二十年的表现<a target=\"_blank\" href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NFLX\">$Netflix, Inc.(NFLX)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> \n \n","listText":"长期投资信息技术龙头股近二十年的表现<a target=\"_blank\" href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NFLX\">$Netflix, Inc.(NFLX)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> ","text":"长期投资信息技术龙头股近二十年的表现$Facebook(FB)$ $亚马逊(AMZN)$ $Netflix, Inc.(NFLX)$ $谷歌A(GOOGL)$","images":[{"img":"https://static.tigerbbs.com/670dbc40bce50e34ffa85e8431dae1d3","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":74,"commentSize":17,"repostSize":12,"link":"https://laohu8.com/post/865139280","isVote":1,"tweetType":2,"object":{"id":"a4651a15c1d64a80840e66a799e36a5b","tweetId":"865139280","videoUrl":"https://1254107296.vod2.myqcloud.com/8ce1ee17vodca1254107296/09cfc0c93701925924990391245/Ldnhqgtd88gA.mp4","poster":"https://static.tigerbbs.com/670dbc40bce50e34ffa85e8431dae1d3"},"viewCount":72025,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000236","authorId":"9000000000000236","authorIdStr":"9000000000000236","name":"又踩雷了","avatar":"https://static.tigerbbs.com/d8b1a5b94d88ec09f89e9cadf2a22203","crmLevel":1,"crmLevelSwitch":0},"content":"Netfix是近几年的吧,已经能和这些巨头相提并论了?","text":"Netfix是近几年的吧,已经能和这些巨头相提并论了?","html":"Netfix是近几年的吧,已经能和这些巨头相提并论了?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":300781605,"gmtCreate":1602439812507,"gmtModify":1703826580726,"author":{"id":"3565521486666378","authorId":"3565521486666378","authorIdStr":"3565521486666378","name":"吴公价值投资","avatar":"https://static.tigerbbs.com/877ded2d1bd27e00e192524999a3a640","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"太阳能公司值得投资吗?","htmlText":"\n \n \n 1、太阳能产业持续增长,预计年增长率为15%,到2025年达到$23 Billion. 但其受政策影响很大,2021年的Solar Investment Tax Credit (ITC)是否能继续对其产业影响巨大; 2、在太阳能板的制作方面,美国(FSLR)和加拿大(CSIQ)公司的利润微薄,不值得投资;中国的公司的营收增长DQ最好,JKS次之; 3、在太阳能板安装方面,Sunrun (RUN)的营收持续增长,但利润微薄,基本靠政府补贴; 4、在太阳能直流交流转换器的公司中, SolarEdge (SEDG)比较成熟,ENPH近年来增长强劲。 <a target=\"_blank\" href=\"https://laohu8.com/S/FSLR\">$第一太阳能(FSLR)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/CSIQ\">$阿特斯太阳能(CSIQ)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/DQ\">$大全新能源(DQ)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/JKS\">$晶科能源(JKS)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/RUN\">$Sunrun Inc.(RUN)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/SEDG\">$SolarEdge Technologies, Inc.(SEDG)$</a>\n \n","listText":"1、太阳能产业持续增长,预计年增长率为15%,到2025年达到$23 Billion. 但其受政策影响很大,2021年的Solar Investment Tax Credit (ITC)是否能继续对其产业影响巨大; 2、在太阳能板的制作方面,美国(FSLR)和加拿大(CSIQ)公司的利润微薄,不值得投资;中国的公司的营收增长DQ最好,JKS次之; 3、在太阳能板安装方面,Sunrun (RUN)的营收持续增长,但利润微薄,基本靠政府补贴; 4、在太阳能直流交流转换器的公司中, 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