A Deep Dive on $FB (Meta)

Meta is the biggest social media network company, with 2.8 billion users, and a leader in the development of the Metaverse.

Here's everything that you need to know about Meta.

Let's get started 🧵 👇 👇 Overview of $FB

Meta consist of two business lines; (1) Family of Apps and (2) Reality Labs.

For FY2021, Family of Apps accounts for ~98% of $FB's total revenue, and Reality Labs only 2%.

11 Investing Lessons that I learnt from the greatest investor of all time, Warren Buffett.

A thread 🧵 👇 1// Don't worry about earning those small money, otherwise, you will miss out on the big profits.

8 Lessons that I have learnt from 'Fooled by Randomness'

This is one of the best book that i have read on probability, life, and investing biases that we may make.

A Thread 🧵. 1. Luck & Skill

One can make money in the market, because (1) he's skilled, (2) he's lucky, or (3) a combo of both

When we underperformed the market, we are pruned to say that we're unlucky. However, when we over-performed, we are quick to attribute such success to our skills.

A Deep Dive on $SE

SEA is one of the most exciting growth companies based in South East Asia. Here's a thread 🧵 on the things you need to know on SEA.

Let's get started👇 👇 What's $SE all about?

SEA stands for South East Asia.

SEA is a three headed monster consisting of:

1. Digital Entertainment - Garena
2. E-commerce - Shopee
3. Digital Financial Services - SeaMoney

8 Timeless Investing Advices from Benjamin Graham.

A Short Thread 🧵 1. The first rule of investing is don't lose money. The second rule is don't forget about the first rule.

Part Two of:

Civilized. Modern. Value investing and China by Li Lu

'Li Lu is the Warren Buffett of China' - Charlie Munger

A Thread: This thread will answer the following questions:

Why is China lagging behind in 'Modernisation' compare to the West?

&

What's the impact of it?

A Thread on:

Civilized. Modern. Value investing and China by Li Lu

'Li Lu is the Warren Buffett of China' - Charlie Munger This Book covers two main topics.

1. Why is China behind the Western Worlds on modernisation &

2.'Value investing'.

This thread will cover the second topic.

Why do I invest in China?

Recently, many people have asked me why I am still interested/or invested in $BABA, $TCEHY, $JD, $NIO and any Chinese stocks. Why not sell?

Here's why 👇 Firstly, I am a Chinese, and I think I inherently have an edge when looking at Chinese companies because of the Chinese language. I have been following the Chinese government for a while too.

Therefore, I am willing to take some educated bets.

I have tried learning with $COUR for the past month for coding, here are some thoughts on the experience. By paying $59 USD per month for Coursera Plus, you get access to many different courses offered by famous universities around the world. Most courses are well design packed with a lot of content.

Been quite busy lately but here are some of my initial thoughts on $CRWD.

Please correct me if I am wrong! $CRWD is the pioneer in cloud based security protection, and $CRWD is currently leading the race with its comprehensive falcon platform.

Active vs Passive Investing

Have you really thought about whether you should active invest or passive invest?

Here is a thread on active vs passive investing that might spike some of your thoughts 👇👇 What are active and passive investing?

Active investing refers to you picking your own investments (stocks, bonds, gold, currencies etc.) or you paying a professional to do the work for you.

Passive investing means you buy an index fund regularly for a long duration.

A Deep Dive on $PLTR

Palantir build the digital infrastructure for data driven operations and decision making. $PLTR seeks to become the next industry default software. In this thread, I will go over the things that you need to know about $PLTR.

Let's get started!! 👇👇 Total Addressable Market
$PLTR in S1 estimates its total addressable market to be approximately 56 billion for commercial operations and 63 billion for government side, a total of 119 billion. Most businesses that use data are $PLTR's potential customers.

I have recently asked 21 great investors, what is their best investment advice to everyone.

Here is a thread on the best investment advices you will hear today.

Let's get started!!👇👇 My best investment advice is to zoom out.

Over a longer time period, the fundamentals matter, but over a shorter period, sentiment reigns.

If you pick the best companies and invest for 3 years and more, you'll do great.

@FromValue

Tencent $TCEHY is arguably the most dominant Chinese tech company that have ever existed.

This thread will go through the lessons that I have learned from reading book, the story of Tencent.

Let’s get started 👇👇 1. Extreme minimalistic

$TCEHY always strives for minimalistic for their app design. The logic is to make an app simple enough that people don’t need to think. WeChat is exactly that.

Habits are what makes a person great.

Do you struggle with creating good habits and preventing bad habits in your life?

The Atomic Habits by @JamesClear may help you out.

Here's a short thread on it 👇👇 1. Make your good habit obvious

By making the cues to your good habit obvious, you will be more likely to do it. For example, if you want to read more, put a book in the most obvious place in your room, then every time you entered your room, you will think about reading.

Just finished listening to $JD Q2 earnings call, here are some of my thoughts.

A short thread 👇👇 Government regulations have been mentioned and asked quite a few times. In short: $JD said that government regulations are not going to impact $JD much, and they welcome regulations as it promote healthy and long term growth

Jack Ma: The future is here
This thread will go over 20 quotes & lessons I have learnt, from the only book that $BABA's founder, Jack Ma, has formally authorised.

Let's get started! 👇👇 1/
$BABA goes for the things that are 10 years away, and persist for 10 years on that goal, because there are not many things that you can start doing today and win tomorrow.

MY #FavouriteFollows
This is a non-exhaustive list of my favourite follows for people who may want to broaden their views. Thank you all for being great fin-twit contributors and i have learnt a lot of you all! Hats off to you all! #FF @MT_Capital1
One of the hardest working fin-twitter that I known, he writes great analysis weekly on all kinds of exciting companies. Young bright upcoming fin-twit star!

Did some initial research on $PLTR on my three hours train ride. Here are some of my initial thoughts on $PLTR 1. Data is the new oil, and $PLTR is supplying the tools to best use the data, great trend and great future ahead.

$BABA International
$BABA is huge in China, but not only so, $BABA has also expanded internationally aggressive. This thread will cover the major points that you need to know about $BABA's international operations.

Let's get started!!👇👇 $BABA International Customers
$BABA currently has 240 million total international customers, mainly contributed by Lazada, AliExpress, Trendyol and Daraz.

Economics for Dummies - GDP
The news often mentioned about 'GDP', but do you know what really is GDP, what GDP consists of, and how is GDP measured? This thread will cover all the basics that you need to know about GDP.

Let's get started!!👇👇👇 What is GDP?
GDP stands for gross domestic products, which measures the total market value of all 'newly' produced 'final' goods and services in a 'specified country' during 'specified time frame'.