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目前顯示的是 9月, 2024的文章

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Celsius ( link ) ( link ) ( link ) Haypp update from Invariant ( link ) Peakstone realty trust ( link ) ( link ) ( link ) Technical analysis 2024/9/7 close: 13.7 >150 MA: 13.43 <200 MA: 14.44 50 MA: 12.56 which is less than 150/200 MA 52 week low: 9.89 value per share should > 20 No insider transaction recently 2.13 FCF per share => around 16% yield 2023 FCF/EV = 5% (not so good) tail wind lower rate => higher valuation recovery of office usage demand: AMZN/Dell return to office  supply: office supply is drying up ( link ) Catalyst sale of other asset buy more dividend-accretive industrial assets lower FED rate Risks Management makes bad decisions for capital allocation  Higher unexpected vacancy caused by economy down-turn Cash flow from sale of other asset (expected to be completed by year-end 2024) is lower than expectation Remitly ( link ) ( link ) Insulin resistant ( link ) 好奇投資Q2 ( link ) ABR Preferred Stocks F series AngelAligner ( link )