slow is smooth, smooth is fast 万般皆下品，只有太极高。
xiao mi vs apple - whos better?
Notional Credit Default Swap Exposure
Single Name and Sovereign CDS $52.2M
pershing ackman closed end fund not so good - 1 month down, discount didnt help at all
pstvy + cihky both are proven good - low PE and PB helps, rmb helps
nvo euro helps but pe and pb too high - cant overweight; rfp is better than nvo, even though rfp has loss earnings. nvo company is repurchasing its own stocks
bili 到底有没有价值，多少价值？youtube 会是吗，怎么估值，品质便宜，似乎都无法确定。futu 呢。股票估值应该像债券，coupon rate is free cash flow.
不要盯盘，盯盘只会引发错误，被误导。srg.a is basis and starting point - srg itself not sure; micron doesnt look too good, both lilu and pabrai hold MU, but what is its value? just cant see
fb bottomed at 250, mpngf still watching, baba bottomed at 250. tencent not sure, no feeling for the stock=cant hold
dpz not good so far; pm not sure