Good afternoon!
Starting this month, I will publish the monthly report on Intelinvest. And according to tradition, in a Google Sheet
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Over the past month, I bought 1 share of Zogenix as a trial purchase (I hope my hands will get to the review), 2 pieces of NBIX were purchased on 12.11 (review by the post above), I bought 15 pieces of BZUN for $39.99 on 27.11. Baozun is now among the three largest positions in the portfolio together with Yandex and TKS, below $40 per share, I consider it attractive to buy. The 4th quarter should be the best in the history of the company, and it is in a drawdown of 30% of the high. I don't know about Biden's magical influence on the Chinese market, but I expect EPS to double over the next 2-3 years and +100% on paper, respectively.
On December 1, I got rid of the stocks of TGC-1, it was only for 2000 RUB, but even this amount does not make sense to keep in the company without any hints of development, in return I took 2 pieces of ZYXI for $14.18. I would not like to join the sect of lovers of technical analysis, but it looks like Zynex has found a bottom and will continue to go up. Well, or the second bottom as a gift to the buyers of the first
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There is very little left until the New Year, in early January I will be waiting for you with a detailed report and analytics for 2020, stay in touch 😍🚀
Ideas
December 7, 2020