Inside Outsider
Subscribe
Sign in
Home
Archive
About
Latest
Top
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。…
Apr 3, 2020
•
Mei
Share this post
能抄底游轮吗?
hemeisv.substack.com
Copy link
Facebook
Email
Note
Other
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…
Apr 3, 2020
•
Mei
Share this post
Zoom Video: Normal correction, long term bullish, and some other WFH plays
hemeisv.substack.com
Copy link
Facebook
Email
Note
Other
March 2020
Great Cessation
危机与停摆,保障与活力
Mar 27, 2020
•
Mei
Share this post
Great Cessation
hemeisv.substack.com
Copy link
Facebook
Email
Note
Other
Leadership
谁能领导抗疫,谁在领先寻底
Mar 24, 2020
•
Mei
Share this post
Leadership
hemeisv.substack.com
Copy link
Facebook
Email
Note
Other
Wartime II
(LV牌洗手液,价格零欧元。Financial Times…
Mar 22, 2020
•
Mei
Share this post
Wartime II
hemeisv.substack.com
Copy link
Facebook
Email
Note
Other
Wartime
…
Mar 19, 2020
•
Mei
Share this post
Wartime
hemeisv.substack.com
Copy link
Facebook
Email
Note
Other
Shelter in place
我也可以开始写“封城日记”了
Mar 17, 2020
•
Mei
Share this post
Shelter in place
hemeisv.substack.com
Copy link
Facebook
Email
Note
Other
What you want is not what you need
…
Mar 16, 2020
•
Mei
Share this post
What you want is not what you need
hemeisv.substack.com
Copy link
Facebook
Email
Note
Other
We are not there yet
…
Mar 15, 2020
•
Mei
Share this post
We are not there yet
hemeisv.substack.com
Copy link
Facebook
Email
Note
Other
We will go through this
…
Mar 12, 2020
•
Mei
Share this post
We will go through this
hemeisv.substack.com
Copy link
Facebook
Email
Note
Other
Capitulation or what
…
Mar 9, 2020
•
Mei
Share this post
Capitulation or what
hemeisv.substack.com
Copy link
Facebook
Email
Note
Other
China leads
The tragical deterioration of Covid-19 in Europe and the US in the past 2 weeks has reinforced confidence of Chinese people, not only on the V-shape…
Mar 9, 2020
•
Mei
Share this post
China leads
hemeisv.substack.com
Copy link
Facebook
Email
Note
Other
Share
Copy link
Facebook
Email
Note
Other
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts