Huang stock recommendation of any specific stocks is extremely inappropriate. But expressing industry views does not mean recommending individual stocks. These are two different things. All prudent business leaders should avoid it. Have you ever heard Buffett publicly recommend a particular stock? To my recollection, zero.
Category: Regulation
Stock quiet period regulation
The quiet period in the US stock market is a very important compliance concept. The SEC has a complete mechanism to ensure that whether it is retail investors or Wall Street giants, the timing and content of obtaining core financial information of companies in the market are completely consistent and fair.
What does book “Chip War” talk about?
The book “Chip War” has attracted great attention in the past two or three years. I personally think there are several reasons
Consequences of Index Fund and ETF Regulations and Restrictions
The original intention of the Index Fund and ETF Regulations and Restrictions is to limit the concentration of holdings, but the result is that the trends of market indexes and ETFs are almost linked to these few large-capitalization stocks. As long as these few large-capitalization stocks surge or plummet, these automated programmed transactions will be triggered, and huge amounts of buying and selling will occur simultaneously.
Supermicro, a repeat offender of scandals, valuation is not justified and unsustanable, no worth for long-term holding
Supermicro has absolutely no autonomy in its business, no moat, ultra-low profit margins, and has been involved in negative scandals “repeatedly”. Competitors are too powerful—it is not recommended to hold it.
Four chip companies account for one-third of S&P 500 gains so far this year
As of April 8, 2024, the four chip companies in the United States accounted for a staggering one-third of the increase in the S&P 500 Index.
Cryptocurrency ETFs drive surge in related companies
But the current situation has changed a lot. People in the financial industry, Wall Street, and most issuers themselves judge that the SEC is likely to approve the listing of multiple cryptocurrency ETFs at the same time before January 10, 2024.
How do Coinbase and Binance make money? Advantages comparison
Coinbase and Binance are respectively the second and largest cryptocurrency platforms in the world.
M&A options’ taxation, accounting items, and rights and obligations arrangements
In Buffett’s 1999 shareholder letter (the content in italics in this article), he spent a lot of space explaining to investors the taxation, accounting items, and rights and obligations of many corporate M&A options.
Pros and cons of employee stock options as compensation
Employee stock options as compensation, which is beneficial to employees, but damages the rights and interests of investors.