Faceless Trader

Luckin Tea or Xiao Lu Tea is the reason why this company is to be looked at. It’s not coffee. It’s bubble tea. It’s ruby guava cheese tea. In fact the biggest winner has to also be SF and ZTO for being the couriers of these Milk Tea where China consumes 600,000 tons compared to only 80,000 tons of coffee cups :).

Dis, DDog, HUYA,YY, ESTC and so forth

We discuss the global shopping festival; Adidas goes to Vietnam ; Tyson foods is present at 7000 stores selling plant based nuggets

We discuss why 90% of traders lose money and why we should focus on discussing the right mindset of approaching the markets which is to invest. With discipline on what to buy, and a reminder of buying great businesses

Larry Hite and more quotes

Uber lost 540,000 dollars in an hour every single day for the quarter ; more VCs know this ain’t sustainable

Earnings

Market wraps. Many stocks discussed: AT&T, GE, CPRI, SSI , Max’s, Pizza and more

We discuss Puma leading the Athleisure trend ; Cloud 9, The Order and so forth

Earnings palooza and a slew of news to chew upon.