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$Grab Holdings(GRAB)$I think yesterday's share price movement shows one thing, as many have pointed out: A good company to consumers doesn't mean a good company to investors. Grab is huge in ASEAN, with many services spanning ride hauling, food delivery, grocery delivery, e-payment, etc. But currently it's financials are showing a few problems with the way the company is being runned:1) Revenue is not growing as fast, recent 3Q even declined and only had USD157mn. This is the key problem for such a loss making company. Your growth can't slow yet.2) GMV up 30+% to USD4bn but revenue decline suggest take rate could be declining, meaning Grab have to give me discounts to grow GMW. This could mean stiff competition in the sector.3) Losses are widening to

$Razer(01337)$joke company will always be a joke

$Tiger Brokers(TIGR)$很简单 ，富途需要发行股票来面对竞争。这竞争就是老虎，富途已经害怕老虎的威力了。所以投资资金在从富途流入老虎。🚀🚀🚀 关于老虎也要增发，他四月头已经发过了，暂时不差钱。

$Altimeter Growth Corp.(AGC)$估值还是很重要的。这跟Lucid CCIV 一样，估值搞到不可思议。25倍 P/S，还不如去买uber 10倍

$Alibaba(09988)$TTM PE 才 3x??? 

$Tiger Brokers(TIGR)$觉得很好笑，用老虎证券的人却喊着要做空他，so ironic [笑哭] 

$Tiger Brokers(TIGR)$所实话涨太快也不是好事。就稳稳当当地涨可以吗？不跌就OK [流泪] 

$Tiger Brokers(TIGR)$关于香港牌照问题，从earnings call 里管理层说已经重新交了申请，提供了所有需要的文件。有望在6-12个礼拜内得到结果。

$Tiger Brokers(TIGR)$按FY2020净利润，老虎2020 PE 150x 跟富途擦不多了。但4Q富途customer with deposit 增长没3Q多，而老虎的保持。长期可能会有人从富途跑去老虎那儿。老虎加油！！！

$Tiger Brokers(TIGR)$老虎股量少，容易被炒作。套路很明显是要割韭菜。3月11号猛涨25%，之后就慢慢割。等弱手卖了之后，又会再猛涨了。所以我们防止被割就要长期投资，别管那些割韭菜的人。我本人就是从$5被割到了现在。