- "Wish" is 拚多多? (link)
- Ligand Phama (link)
- BioNTech from V&O (link)
- special situation - Aptevo Therapeutics from Clark Street (link)
- odds > 0.43, at least 35% up side (assume offer price will be increased)
- win rate: need to higher than 70%
- 虛擬貨幣被動收入 (link)
- Lululemon/Etsy from MBI (link) (link)
- special situation - 迪信通 6188.HK (link)
- win rate > 65%
- odds = 15%/25% = 0.6
- AK Medical from GlobalStockPicking and Alex Eliasson (link) (link)
看過去5-8年ROE是否穩定 配得出現金 (低盈再率+高配息) 產業地位不變 (產品不變+高市占/會變+多角化) 公司要夠大 (常利大於5億元,上市櫃滿2年) 老闆要有誠信 (董監持股至少10%) 僅供參考
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