The Beauty of Taiwan

         推拉腿訓練的優缺點
         推拉腿訓練的優缺點 (中文字幕)

         ryshab’s Investing Strategy
         Ryshab’s June 2024 Portfolio Review
         I use a koyfin subscription for my screener (still a work in progress). The current criteria is
             1) businesses between 10mil to 10B market cap
             2) Profit margins above 30%
             3) ltm revenue cagr over 30%
             4) average revenue estimates revision higher by analysts for last 12 months at least 15%.
         The 4th criteria has been the key. I could care less what the analysts think but what this tells me is market is playing catch up. And sometimes, if lucky, a few of the turn around stories will also get caught in this criteria.
         Just to show how this process of finding business works in my head, I will use the example of ADMA. This got picked up in my screener and then I did the following things.
             1. Head to tradingView and use my dashboard to take a quick look at the key metrics. I always love when I find a company with this stair-step setup. All quarters green revenue, growing 10%+, Margins improving rapidly, FCF% improving rapidly, ltm revenue still north of 40%. The last 4 quarter rev are 6, 12, 10, 11% growth - that tells me it is not slowing down significantly. BTW, the white arrow is my entry. For every ADMA, I have 10 stocks to show where after entry the chart looks heading to the bottom right. So this is just for illustrative purposes.
             2. I use koyfin analyst estimate trends to see if the market is still catching up to the story. Here you can clearly see the analysts have no clue while predicting 38% revenue growth already.
             3. I use a koyfin dashboard to see how everything fits together numbers wise. Here you can see the revenue, the improving fcf, they analyst chasing, stock ltm rev growth still north of 40%.
         This is my trigger to go research the company. Now I want to know what the hell does ADMA do?!

         各種魚DHA、EPA圖鑑
         到底能不能吃？研究揭鮪魚經50年汞含量仍高！4種魚類應少吃

         How to Invest in the Next Generation?
         How to Invest in the Next Generation? Exploring Brands Popular Among Gen Z in the U.S.

         AI chip demand predicted by BNP Paribas
         According to BNP estimates, AI chip demand may account for 40-45% of the CAPEX spend of large data center companies. This would suggest that in 2024 there may be a $100 billion revenue pool for AI chips — a figure that is expected to grow to $350-400 billion by 2030 (26% CAGR).

         How to position in AI with 15x revenue growth in 5 years?
         TechGPT: Raising AI revenue forecast by 40%
         Raising AI revenue forecast PDF report

         What would be necessary to produce a 10% annual return?
         In an important week for Big Tech, we revisit our analysis on the expected return of the Magnificent Seven.

         Terry Smith reveals how he finds quality stocks
         «Valuation Is Not as Important as Quality»

         Global retail media spending & the share of total digital ad spending
         Even financial services businesses want a piece of the ad pie now

         Data center business of Nvidia, AMD, and Intel
         Data center segment revenue of Nvidia, AMD, and Intel from 2021 to 2024