Inside Outsider | Mei He | Substack

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…

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…

Apr 3, 2020

危机与停摆，保障与活力

Mar 27, 2020

谁能领导抗疫，谁在领先寻底

Mar 24, 2020

(LV牌洗手液，价格零欧元。Financial Times…

Mar 22, 2020

Mar 19, 2020

我也可以开始写“封城日记”了

Mar 17, 2020

Mar 16, 2020

Inside Outsider

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