$Farmers National(FMNB.US) Let's build a base position.
奥马哈的稻草人
ReturnsTop 3%MidBlend
Be patient
奥马哈的稻草人Suggestions for you to follow
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$PHANCY(06682.HK) finally went up
PHANCY
HK06682
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$PHANCY(06682.HK) has been falling for no reason for so long
PHANCY
HK06682
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$Xunlei(XNET.US) seems to be a cigarette butt
Xunlei
USXNET
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$Cognex(CGNX.US)On July 4, 2025, tax legislation known as the One Big Beautiful Bill Act (” OBBBA“) was enacted... accrued a discrete tax expense of approximately $33,265,000 to increase its deferred tax liability during the third quarter of 2025.
Cognex
USCGNX
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$XIAOMI-W(01810.HK) mobile phone business has slowed down a bit, which is a concern
XIAOMI-W
HK01810
奥
$PHANCY(06682.HK) performed so well but only rose a little, so I'll keep adding
PHANCY
HK06682
奥
$XIAOMI-W(01810.HK) There doesn't seem to be any reason for the decline, so why is that?
XIAOMI-W
HK01810
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Recently, I've been playing with this N8N to build a fundamental monitoring system. Fellow enthusiasts are welcome to exchange ideas 😁
奥
Woke up to find myself in the TOP 2%??? 🤣
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$Circle(CRCL.US)CRCL has fallen below 200. Market capitalization is proportional to scale * profit. The current decline is likely due to market concerns about profits, as Trump wants to cut interest rates. However, the scale of Circle's USDC is still not too large compared to USDT, and rushing to collect fees may harm its growth. The current situation is indeed difficult.
The key for the future is whether USDC can find more diversified profit models and seek sufficient scale advantages without sacrificing its core strengths.
Circle
USCRCL
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$ASML(ASML.US) The safety margin is still insufficient.
ASML
USASML
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When others sell quality assets out of fear, value investors see it as a gift from Mr. Market.
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Valuation Method Learning - 5. Price-to-Sales Ratio (P/S)
What you need is not a lot of action, but a lot of patience. You must stick to your principles and wait for the opportunity to come, then seize it with all your might. —Charlie Munger Previously, we discussed the Price-to-Earnings ratio (P/E) and Price-to-Book ratio (P/B). But soon, we encounter a problem: if a company is not making money, or even losing money, P/E becomes useless. If it's a software company with few fixed assets, P/B doesn't reveal much either. So what do we do then? The answer is: we can look at a simpler metric—the Price-to-Sales ratio (P/S). P/S is like a backup tool...
价值投资之估值方法
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$Wolfspeed(WOLF.US) How many people bought after reading the restructuring plan documents?
https://investor.wolfspeed.com/news/news-details/2025/Wolfspeed-Takes-Proactive-Step-to-Strengthen-Financial-Foundation-Anticipating-Scalable-Profitable-Growth/default.aspx
https://investor.wolfspeed.com/news/news-details/2025/Wolfspeed-Takes-Proactive-Step-to-Strengthen-Financial-Foundation-Anticipating-Scalable-Profitable-Growth/default.aspx
investor.wolfspeed.com
Wolfspeed
USWOLF
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$COSCO SHIP HOLD(01919.HK) The dividend has arrived.
COSCO SHIP HOLD
HK01919
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$UP Fintech(TIGR.US) Tiger has also been approved to provide virtual asset trading services through a comprehensive account arrangement. This also includes $Futu(FUTU.US), but it is unclear whether this is a new approval or has already been approved. Please verify it yourself if used as an investment reference, not investment advice.
UP Fintech
USTIGR
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$HAITIAN FLAV(03288.HK) Be a friend of time: I've held it for two days, why hasn't it risen yet? If it doesn't rise soon, I'll cut my losses 🤣
HAITIAN FLAV
HK03288