Tencent vs. Alibaba, part one

Tencent vs. Alibaba, What do western investors think of these two companies, These two stocks are of indescribable importance in terms of index (representing China’s economy and technology) or substantive (real shareholding purchase).

TikTok, the rival of all social networks

Let’s talk about TikTok, In September, TikTok quietly announced the milestone of reaching billions of monthly active users (aka MAU).

Booming India stock market and the emerging Indian tech giants

India stock market and the emerging Indian tech giants

Israel stock market and tech giants

Israel stock market and tech giants, The total GDP of Israel is 311.7 billion U.S. dollars, ranking 35th in the world; but its per capita GDP is as high as 476.02 million U.S. dollars, and Taiwan’s is 327.47 million U.S. dollars (IMF data)

Artificial intelligence investment trap

Artificial intelligence investment trap, After preparing for the listing for 8 months, one of the four major artificial intelligence (AI) unicorns in mainland China (the four AI dragons in mainland China includes Megvii Technology, CloudWalk, SenseTime, and Yitu) Yitu Technology voluntarily applied to withdraw from the SSE STAR market

Software PE ratio is about twice that of hardware. What is the basis?

Software PE ratio is about twice that of hardware. What is the basis? A reader once asked me when I discussed the valuation of the software industry on section 3-2 of my book “The Rules of Super Growth Stocks Investing.”

The failed Taiwan software industry policy

For forty years, Taiwan has lacked an effective technology industry policy, especially on software; in the past twenty years, Taiwan has had fewer than ten truly publicly listed Taiwan software companies.

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