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Inside Outsider
Inside-outsider's view on US tech
By Mei He · Launched 2 years ago
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能抄底游轮吗?
Carnival Corp.嘉年华公司(CCL)4月1日股价下跌33.2%,是有史以来的最大单日跌幅,收盘于8.8美元,是1993年以来的最低价。我们认为当前“抄底”还较为冒险,风险偏好较高的投资者可以小心尝试。航空、餐饮、酒店、奢侈品等其他跌幅较大的行业可能更有空间。 债务和现金流糟糕,可能需要更多股权融资 公司于3月31日宣布60亿美元的再融资计划,包括30亿美元的2023年到期,有抵押物的优先级债券(First-priority senior secured…
Mei He
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能抄底游轮吗?
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Zoom Video: Normal correction, long term bullish, and some other WFH plays
Zoom Video (ZM) stock price dropped 11% on Thursday April 2, the biggest single day correction throughout its one-year history of being a public…
Mei He
Apr 3, 2020
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Zoom Video: Normal correction, long term bullish, and some other WFH plays
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Great Cessation
危机与停摆,保障与活力
Mei He
Mar 27, 2020
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Great Cessation
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Leadership
谁能领导抗疫,谁在领先寻底
Mei He
Mar 24, 2020
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Leadership
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Wartime II
(LV牌洗手液,价格零欧元。Financial Times…
Mei He
Mar 22, 2020
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Wartime II
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Wartime
…
Mei He
Mar 19, 2020
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Wartime
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Shelter in place
我也可以开始写“封城日记”了
Mei He
Mar 17, 2020
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Shelter in place
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What you want is not what you need
…
Mei He
Mar 16, 2020
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What you want is not what you need
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