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A little money can go a long way.

Both of these businesses could be in much better shape a year from now.

蔚来的主营是均价43万高端智能电动汽车。但是蔚来还具备两个BYD、小鹏、特斯拉、长城等一众其他新能源车企绝无仅有的优势： 第一，蔚来的APP社区粉丝具有很强的粘性。 蔚来的粉丝是NIO自己独有的“萝莉养成”计划，而不是一个“蔚来粉儿”心里既爱着“特斯拉”又想着“蔚来”，这山望着那山高。蔚来的用户可以说我爱NIO到永远，但不会有的特斯拉、小鹏的用户说我爱特斯拉，我爱何小鹏，因为他们知道他们爱的特斯拉可能因为产能不足，导致车坏了，零配件买不到，他们爱的何小鹏也仅仅是因为一辆代步工具仅此而已。可以说，国内唯一接近蔚来粉丝粘性的只有跨界友商雷军的小米，但距第一辆车交付，至少还要等上三年起。 但要强调的是，雷军的死忠是手机的“米粉儿”并非“汽车粉”，米粉儿的粘性来自于粉丝对于小米手机的性能工艺和价格正反比的一种爱，同样也而不是“米粉”对于雷军的爱。 第二，蔚来具备完备且成熟的充换电网络。 以刻骨铭心的十一“排队4小时、充电1小时”怪现状为例，新能源车要想立足，唯一的出路就是打消车主用户“远程焦虑症”，让充换电跟加油一样方便，通过联手中石油、中石化、壳牌在全国乃至全球，不断铺设充换电基础设施网络，才有可能不断地吸引更多的用户变现。然而超级充电桩等“充电5分钟，续航百公里”通过造噱头，自建充电站小马甲等都不如“充电+换电”相辅相成“双管齐下”带来的便捷更直接有效。 所以，放眼未来，时间越拉越长，蔚来的优势就会越来越明显。不信大家走着瞧，时间可以说明一切$小鹏汽车(XPEV)$$蔚来(NIO)$

This is part 5 of Demystifying Options... If you are not familiar with options, I would suggest reading my first 4 posts: Demystifying Options Part 1 - Introduction to options Demystifying Options Part 2 - Selling Put options Demystifying Options Part 3 - Buying Put options Demystifying Options Part 4 - Selling Call options A short recap on the types of options available... There are 2 types of options - Put option and Call option. You can buy and sell both of them. This post will be discussing about BUYING call options. When you BUY an opti

相信关注蔚来的人都注意到周五盘后的消息，蔚来最近完成了20亿美元的融资，发售了5329wADS，平均价格为37.5美元左右。接近三个多月的增发终于结束了，这次增发和之前的发行有一个比较大的区别，这次是通过直接在市场出售股票进行融资的，所以影响时间相对来说更长，但是好处就是发行价格会更接近市场价，因为通常发行都会有一个价格折让，很多都是折让10个点起步。像蔚来这种短期并不是特别缺钱，通过一定的时间进行融资，总体还是值得点赞的。只是对于持股的人来说，这种操作太过摧残。我对蔚来的观点其实比较简单，中概股比较有希望的一个标的，目前是国产新能源在高端车领域比较成功的突破，基本面稳中向好，长期看是少有的可以对标特斯拉的标的之一。等趋势走起来，会考虑进场。 本文仅个人看法，目前没有持仓。买股票，我喜欢追趋势突破的，最起码日线级别的突破。因此前几天进场过，目前没有持仓。最近三个月买了不止两三次蔚来，每次进去的一个最大感受就是抛压很大，资金硬砸，抛压很大。不过这也不能完全说增发的原因，这是目前整个中概股的特点。今天这个帖子的主要内容是先回顾一下蔚来的过去，再展望一下蔚来的未来。过去一年多，蔚来的股价发生了天翻地覆的变化，从去年3月份最低的2块钱左右，最高到了67元，半年多涨了将近30倍，这一路无数人赚了大钱，我也算是一个（对我来说是比较多的钱）。然后再从最高的67，一路回落到最低30.7附近，在30这个位置获得了一个支撑，之后半年多股价基本上保持区间震荡，这次的增发也算一个比较大的因素。其实最近三个月，买了两三次蔚来不止，每次进去的一个最大感受就是抛压很大，就是那种硬砸，抛压很大。不过这也不能完全说增发的原因，这是目前整个中概股的特点。今天这个帖子的主要内容是先回顾一下蔚来的过去，然后展望一下蔚来的未来。过去一年多，蔚来的股价发生了天翻地覆的变化，从去年3月份最低的2块钱，最高到了67元，半

Following my previous post which talked about the quick analysis on $Alibaba(09988)$ $Alibaba(BABA)$ and JD after both announced their earnings last night, I will go a little more in depth about each company’s valuation and see how much should we change with our valuation model.We will start first with Baba, and then I’ll do another one in the next post with JD.The goal here is to look at it objectively (rather than from a biased point of view because of vested position), so I’ll flex my objective thoughts and if you agree or disagree you are more than welcome to let me know your thoughts in the comment sections below (though please provide your reasoning so we can have a meanin

The tail end of third-quarter earnings season will bring more results from major retailers next week

Electric vehicle growth stocks have flare, but there are value names out there too.

In the E-commerce industry, both this 2 companies, $Amazon.com(AMZN)$ & $Alibaba(BABA)$$Alibaba(09988)$ are the strongest among all. With that being said, which company would be the best investment of the next decade?Lets look at the key takeaways: Both this company operate internationally. However, 92% of Alibaba's revenue comes from China. While for Amazon, only 64% comes from United States, while the rest comes from other countries. This shows that Amazon's revenue is more diversified and not just contributed from one country. Amazon's revenue is extremely high compared to Alibaba. For 12 months ended Q1 FY2020, Amaz

Tesla’s market cap surpassed the trillion-dollar mark, driven by a post-earnings rally that got a boost from the announcement of a 100,000-vehicle order from Hertz , which might not even happen.Even if it does come to pass, the Hertz order is a drop in the bucket of growth expectations baked into Tesla’s valuation. Tesla needs 155 Hertz-sized orders to justify the revenue expectations in its stock price. Put another way, the $1.2 trillion valuation implies Tesla owns 60%+ of the entire global p