S*********6
发帖数: 281 | 1 There are two stocks I want to focus on today, and each has a different
public perception. The first is Twitter (NASDAQ:TWTR), and the second is
BlackBerry (NASDAQ:BBRY). Right now, these stocks are almost at opposite
ends of the spectrum when it comes to investor sentiment. Twitter could not
be loved more than it is right now, but BlackBerry has almost been shunned
like it was wearing a scarlet letter.
Since December 2, Twitter has flown. The stock moved from the mid $40s to
over $70 in less than a month. This is almost unheard of, but given the
unique catalysts that exist at the end of this year it is also not
surprising. There are many hedge funds that are lagging this market and they
want to make up ground before the year comes to an end. What better way to
do that then with a company that has all of the bells and whistles investors
are looking for?
Twitter was embraced and promoted aggressively over the last few weeks and
investors followed suit. The rally in the stock has brought valuation levels
to what perceived fair value might be four or five years from now (if
everything goes right), so the stock is extremely rich, but investors love
it and no one is questioning recent gains. That is, no one but me and a few
select others.
The majority of the street still thinks that Twitter is solid, and I don't
really have any problem with the business model either, I just don't like
the valuation. The stock has increased too much, and it did it recently for
all of the wrong reasons. Sure, good news must accompany a move like this,
but the main catalyst came from hedge funds who were trying to catch up with
this market. They seemed to have done that because the rally in Twitter in
the month of December was huge. | s***m
发帖数: 6197 | 2 估计还是没摆脱被开的悲剧
not
they
【在 S*********6 的大作中提到】
: There are two stocks I want to focus on today, and each has a different
: public perception. The first is Twitter (NASDAQ:TWTR), and the second is
: BlackBerry (NASDAQ:BBRY). Right now, these stocks are almost at opposite
: ends of the spectrum when it comes to investor sentiment. Twitter could not
: be loved more than it is right now, but BlackBerry has almost been shunned
: like it was wearing a scarlet letter.
: Since December 2, Twitter has flown. The stock moved from the mid $40s to
: over $70 in less than a month. This is almost unheard of, but given the
: unique catalysts that exist at the end of this year it is also not
: surprising. There are many hedge funds that are lagging this market and they
| S*********6
发帖数: 281 | 3
差不多了，这一上一下利润就100%
【在 s***m 的大作中提到】
: 估计还是没摆脱被开的悲剧
:
: not
: they
| S*********6
发帖数: 281 | 4 扣除拉盘成本
至少可以做到账面漂亮
Client那里可以交代了 | S*********6
发帖数: 281 | | k******a
发帖数: 2436 | 6 This explanation matches the volume number in the last ten days. | k******a
发帖数: 2436 | | b*d
发帖数: 3069 | 8 为啥twtr叫脱壳呢？
【在 S*********6 的大作中提到】
: 看来脱壳真的要打回原形看季报再说了
: 散爷慎入
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