@dontfearai I now predict 5 to 20 years but without much confidence. We live in very uncertain times. It's possible that I am totally wrong about digital intelligence overtaking us. Nobody really knows which is why we should worry now.
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@Cofcapitalarb Builders are like financial companies, with high leverage and small builders have disadvantage on borrowing cost. I like the founder, but the company is having lower profit margins than peers, although their bets on which cities to invest seems to show good visions.
@Cofcapitalarb Yeah, this is the one I once had a big position on. HK small caps and microcaps are very cheap in general. It certainly is very cheap, and likely do well going forward. However, I am bearish on the industry and think there are better opportunities.
Vtech (HK:0303) (VTKLY) just trades at its 52-week low and almost half of its normal value, but its main business (pre-school toys) doesn't seem to be impacted by pandemic according to Mattel's recent earnings. I will have a SA article for this one.
@Finansnovis@hiddenvalueblog Personally, I would stay away from this kind of news-driven special-event investments. No advantage at all against other market participants.
@ASamuli Thanks. It is a Cannabis stock, owning it or writing an article all become complicated. That is the power of "consensus", it doesn't matter whether it is right. Minority opinions simply don't "want" to be heard.
@Finansnovis BTW, still holding onto my UBNT shares. If we appreciate the quality, the current price is still below the "fair" value IMO. There are also some mid-term catalysts, on new products and FCC 6Ghz band change.
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