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28 Jul, 4 tweets, 1 min read
Peter Lynch on Buybacks

Although its a nice gesture for the CEO or the corporate president with the million dollar salary to buy a few thousand shares of the company stock, its more significant when employees at the lower echelons add to their positions
If you see someone with a 45000 annual salary buying 10000 worth of stock, you can be sure it's a meaningful vote of confidence. That's why I'd rather find seven vice presidents buying 1000 shares apiece than the president buying 5000.
There's many reasons for insider selling, but there's only one reason that insiders buy: they think the stock price is undervalued and will eventually go up.
What is a company that have insider buying its stocks crazily overtime and recently?

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More from @JoshuaTai0427

joshua tai Profile picture
29 Jul
One up on Wall Street by Peter Lynch

Peter Lynch ran the Fidelity Magellan fund between 1977 and 1990, where he averaged a 29% average annual return, and beat the S&P 500, 11 out of 13 years. Here are 20 lessons that I have learnt from One up on Wall Street by Peter Lynch. Image
1. Everyone has an edge, you just need to find your edge.
For example, if you work at the healthcare industry, you have better understanding of healthcare products over others. Invest accordingly. Don't try to buy oil stocks, buy healthcare stocks, where you edge is at.
2. There are many opportunities
Ten-baggers are not some secret that nobody knows about. You can find ten baggers around your neighbourhood or your workplace. There are many ten baggers! The famous example is Dunkin Donets, where Peter 25x his money on donuts!
Read 23 tweets
joshua tai Profile picture
26 Jul
'China risks'
Recently, because of the Chinese ed-tech platform being regulated and turned to 'non-profit', there are many voice and concerns about the 'China political risks' again. Here are some of my rough thoughts.
$BABA $JD $BAIDU $TCEHY $PDD
The short answer is that i believe there are always and always going to be the 'China' risks, and this is just an incident that brought the risks right in front of our eyes.
What happens when a risks is showed in front of everyone? Everyone become fearful and worry about things, that is just the human nature of us as investors. Am I worry too? Definitely. However, I am not over worrying the situation.
Read 14 tweets
joshua tai Profile picture
24 Jul
During my research of $BABA, I wonder to myself, why did $BABA entered the brick and mortar business with Freshippo even though physical stores are harder to grow and have lower margins than online ones?
I can think of a couple explanations. Firstly, grocery is a huge market and all e-commerce players wants to win this market despite knowing the difficulty.Grocery also complement $BABA's current offering well.
The risks for entering into the grocery business using physical stores are definitely not small. Much initial investments must be put in first and there are fierce competition. However, i believe the reward is so great that these big tech companies think it is worth the risks.
Read 9 tweets
joshua tai Profile picture
24 Jul
A thread on my thoughts of the China edtech situation

Some have been asking my thoughts on this lately, so here it is. But just a heads up, I want to raise it from a 'student' and learning perspective rather than an investor perspective.
China is considering to make edtech platform non-profit and there's concerns. But my short answer is that it is actually good for students. I have studied in Taiwan for 9 years and Australia for another 7, so I guess I am quite qualified to comment on the education system.
First of all, to lay the ground work, I must explain the fundamental difference between a China (or Asian) education system vs a Western one. Although under both systems, you need to do tests in order to go to the good university, the test is so much fiercer in China.
Read 23 tweets
joshua tai Profile picture
23 Jul
$BABA - China Commerce
This is the first part of my multipart breakdown series on the entire $BABA business. In this thread, the focus is on $BABA's China commerce, Taobao, Tmall, Taobao Deals, 1688, Lingshoutong, Freshippo, and Tmall Supermarket.

Let's get started!👇👇
$BABA China Commerce - Overview
$BABA have platforms for almost every type of shopping in China. Taobao and Tmall are the two main consumer facing ones. Taobao focuses on C2C business whereas Tmall was focuses on B2B business.
$BABA also has Taobao Deals as a discount product platform, 1688 and Lingshoutong as wholesale options as well as Freshippo and Tmall supermarket as $BABA's attempt to transform existing offline retail into 'new retail'.
Read 92 tweets
joshua tai Profile picture
21 Jul
A very short thread on some thoughts on $PDD

Saw a really interesting comment about why $PDD enjoys great success in China. Fundamentally it is because China still have many low income workers and the difference in shopping methods.
When mid to high level income earners shops, they first look at the product, and the reviews, and lastly if the price is ok, they will buy the product.
On the other hand, when low level income earners shops, they first look at the price, then if the product is ok, they will buy the product. The focus is completely reversed.
Read 7 tweets

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