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Thoughts on New (June 2023) "Tactical Enhanced" US ETF
VN (HCM-Hanoi Index): Shares rose for a third day this week, driven by fresh money inflows.
Futuris Company Announces the Acquisition of LotusUSA, Inc. $FTRS
Anyone following the China delist plays? They are dominating my watchlist top movers
Alert: Match Group (Tinder) joins SP500 and MicroStrategy gets removed from SP600.
What are you buying from IPOs this week? Here's the list of what's going public
Alight - Strong Moat, Full Service Provider, High Switching Cost, Necessary Service, and Business Process As a Service Dollars
From RobinHood to Trading 212 - AMC-HCM-Game and many more shares you can buy on here. Legit U.K. company
Mentions
Yes I'm still living in the capital. And I can tell you that the avg VNese is NOT going to be able to afford one of these. These are absolutely going to be pavement princess but on even narrower roads than US, will be bought only by rich VNese people which is very small portion of the population. Then they will be put on already overcrowded roads of the capital or HCM City.
Oh yeah if one thing HCM or Hanoi needs in its streets its huge SUVs. The streets are always so empty they dont even know what to do with them anymore.
Have you? There are tons of VinFasts and BYD SUVs all over Hanoi and HCM.
I've spent months in Vietnam. I've ridden the country roads on a motorcycle and spent time in HCM and Hanoi. There is no market nor money for American goods in Vietnam. I also think it's cute to refer to the socialist reps with such deferential respect. Literally anyone that kisses his ass gets silly kind words from this retard.
And a Trump tower in the centre of HCM City next . Trump gets what he wants. We can not say No for obvious reason. No one want 46% tariff lol
Vietnam are happily buying him off. fast tracking his gaudy golf course in the north and erecting a Trump tower in HCM.
Exton and Granowitz, MD have made it clear they are looking to partner. Artal knows LXRX cannot launch in HCM or pain as evidenced by the sota launch failure. Is it a partnership or acquisition and I thought Pfizer best suited over AZ or Lilly. However, Vertex needs LX9211 for chronic pain. VX-548 is not the answer … no fast track from the fda like lx9211.
Damn, this $LXRX setup is juicy with all those catalysts coming! Their pipeline is looking solid with LX9211 Phase 2b DPNP data coming Q1 2025 and the ongoing Phase 3 SONATA HCM study. That $25M upfront with potential for $197M in additional milestones is massive for a company trading at these levels. And they've already got an FDA-approved product with INPEFA actually generating revenue - rare for sub-$1 biotechs. Thanks for sharing the chart - will definitely be watching this one closely alongside my core positions. Could be a great end-of-year runner! May use it as a play while I wait for the next leg of $AITX
The new Trump tower HCM will soon be built now, this is all about power plays to enrich himself, and Vietnam is a huge growing industrial and technology power in SEA.
I'm eyeing some of these stocks as well but I mostly track small to med cap stocks since I only do small positions and swing trade. I have separate watchlist on biotech and pharma stocks and set up alerts on google, yfinance, and levelfields which helped me a lot and saw that there are lots of breakthrough therapies that are worth watching: MRUS - Merus N.V. DNLI - Denali Therapeutics Inc. RZLT - Rezolute, Inc. VIR - Vir Biotechnology, Inc. HCM - HUTCHMED (China) Limited STOK - Stoke Therapeutics, Inc. REPL - Replimune Group, Inc.
I lost 2 phones in HCM in 2008, and got fleeced $20 from checking out of the country. I hope it gotten better, the lads there was pretty ok.
Below is a list of several SPACs who have syndicated their risk capital. The list includes the name of the SPAC, amount of risk capital syndicated, the product of syndication(private placements warrants or private placement shares), and gross proceeds from IPO. I'd estimate SPACs spend about $4 to $5 million in operating expenses for the 2 years it takes to make a deal. You can see, most SPACs that syndicate risk capital syndicate the entire risk capital need. You can also see that the amount of gross proceeds from the IPO does not correlate with how much risk capital is syndicated. In my opinion, if a SPAC decides to syndicate its risk capital, it syndicates the entire amount. Hedge funds are providing this capital. (note: this data comes from S-1 and S-1A's. Some of these SPACs have not IPO'd) M3-Brigade Acquisition V Corp: $4,250,000 in the aggregate private warrants $250 million at IPO Launch Two Acquisition Corp: $3,950,000 in the aggregate private warrants $200 million at IPO GigCapital7 Corp: $3,250,000.05 in aggregate private class b shares $250 million at IPO Newbury Street II Acquisition Corp: $4,045,000 aggregatte of private units $200 million at IPO HCM II Acquisition Corp: $3,500,000 in the aggregate warrants $200 million at IPO Voyager Acquisition Corp./Cayman Islands: $4,010,000 in the aggregate in the aggregate warrants $220 million at IPO Graf Global Corp: $2,000,000 warrants $200 million at IPO SIM Acquisition Corp. I: $2,750,000 in the aggregate warrants $200 million at IPO Melar Acquisition Corp. I/Cayman: $1,500,000 in the aggregate warrants $150 million at IPO Lionheart Holdings: $3,500,000 in the aggregate warrants $200 million at IPO Centurion Acquisition Corp.: $4,000,000 in the aggregate warrants $250 million at IPO GP-Act III Acquisition Corp.: $4,025,000 in the aggregate warrants $250 million at IPO
From an investing POV, there is quite a bit that I like about Oracle, but I wouldn't buy it myself. Normally, it's not the type of stock I'd argue against, but because you asked for a contrarian view: Oracle is at least moderately overvalued and clearly so by some metrics such as Price/Book, especially in comparison to peers. Oracle completely lacks a moat in the majority of its lines of business. Where it does have a moat, the moat can only be described as narrow. It has no lines of business with a significant moat. You cite its AI push. All companies are making an AI push, especially in the tech sector. Oracle is not a leader in this area. They are playing catchup big time. Like many 2nd, 3rd, Nth fiddle players in AI - they will end up licensing top tier tech from their competitors. This will come at great cost that increases significantly over time, and the licensors will be in no mood to play nice with an organization so notorious for playing hardball. Their Capex to develop their own AI offerings will be wasted money as they find themselves building apps that are 1 generation behind the latest AI developments behind then 2, then 4... All within the time span of 8-20 months. The speed of AI is accelerating, and the breadth/depth of capabilities are compounding. Oracle won't keep up. Oracle is an AI consumer and a reseller, not a creator. The longer it sees itself as a producer of AI, the more it will find itself digging a hole that's growing rapidly and logorithmically. This bodes poorly for shareholders. Cash that could be returned to shareholders will be burnt instead. I would not view an AI push from the likes of Oracle as a positive. Their recent track record of monetizing new technical innovations has been patchy, at best. Moving HQ - again costly. Could be a boondoggle that loses them key talent that they cannot afford to lose. Oracle has a horrific culture problem that precludes them from attracting and retaining top talent. Over time, that culminates in a lesser product, lower sales, and higher churn. With their lack of moat and highly motivated competitors, their market share is under attack. I believe that AI and continued maturation of Cloud, ERP, and HCM implementation methodologies will lower the burden of switching systems. That will present significant challenges to Oracle's market share. Despite all these challenges, Oracle has significant strengths. Because of these legacy and entrenched positions in their markets, plus their predatory business model that is successful at extracting intermediate term revenues from its client base at the expense of long term brand value, I suspect an investment in Oracle will do just fine over a 15 year time horizon, tracking with the S&P 500 and maybe a little bit higher. But I think it will lag behind its peers and competitors. Its relative inability to innovate is a major reason why. I suspect that, at some point during that 15 year period, Oracle stock will endure a major down spell or two well beyond general market movement, as investor sentiment turns negative when Oracle market share starts declining in their core product offerings. If you want to play AI software in the B2B market, I'd buy a big ol' basket of META, GOOGL, MSFT before even considering Oracle. And then continue to ignore Oracle for greener pastures.
It’s an extremely popular HCM solution. You may have heard of Peoplesoft? It’s like that
>Workday is the default ERP software. It's the salesforce of HR. It's not an ERP wtf lol... But sure, go off gurlfran It's referred to as HCM (Human Capital Management) or HRIS (Human Resources Information System). An ERP (Enterprise Resource Planning) would touch on things like purchase requisitions, purchase orders, invoicing, chart of accounts, inventory management, expense reporting, etc. Workday, however, deals with things like payroll, employee records, employee goal planning, employee reviews, sensitive employee documents, employee bonuses and PTO, employee coaching or corrective action plans, tax documents, etc. My job is to manage enterprise level applications like these and know the nuanced differences.
When the business combination was announced in March 2023, the press release said "[The transaction values the combined company](https://www.globenewswire.com/news-release/2023/03/14/2626771/0/en/Murano-PV-S-A-DE-C-V-a-Mexican-Development-Company-to-Become-a-Public-Company-Through-Business-Combination-with-HCM-Acquisition-Corp.html#:~:text=The%20transaction%20values%20the%20combined%20company) at a pro forma enterprise value of approximately $810 million, assuming a valuation of $10.00 per share and approximately 85% redemptions." The [November 2023 investor presentation](https://www.sec.gov/Archives/edgar/data/1845368/000114036123054268/ny20013234x2_ex99-1.htm) said "The business combination implies a pro forma enterprise value of approximately $1.2 billion." That was before the opening of the Hyatt Vivid Grand Island in Cancun, Mexico [announced on April 4](https://www.globenewswire.com/news-release/2024/04/04/2857729/0/en/Murano-Global-Investments-to-Ring-NASDAQ-Opening-Bell-in-Celebration-of-Recent-Public-Listing-and-Opening-of-Hyatt-Vivid-Grand-Island-Cancun.html). No idea how much of that was priced in to the November enterprise value. Hoping Murano might decide to do a cashless exercise tender offer to clear the warrants off the books, now that they are exercisable.
Don't really follow headwater capital, but saw they came out with an investor letter today with a lot of highlighting on CLMB [https://headwaterscapmgmt.com/wp-content/uploads/2024/04/HCM-Q1-24-Investor-Letter.pdf](https://headwaterscapmgmt.com/wp-content/uploads/2024/04/HCM-Q1-24-Investor-Letter.pdf)
HCM : “Hutchmed's Partner Takeda Received FDA Approval For Fruzagla (Fruquintinib) For Previously Treated Metastatic Colorectal Cancer Patients; The Approval Was Received Under Priority Review Over 20 Days Ahead Of The Scheduled Prescription Drug Users Fee 11/9/2023 3:26am” It’s on my TOS
PCTY getting creamed as well. Whole HCM space not looking so hot right now.
I'm skimming the transcript and it seems pretty nebulous. I wonder how much of it is due to their competition eating away at their growth or just the HCM space in general. Could never quite pinpoint why their margins are so much higher than their competition. Paylocity and Workday haven't reported yet so that will be interesting.
https://preview.redd.it/phj2wxgunxwa1.jpeg?width=1290&format=pjpg&auto=webp&v=enabled&s=20f5135e854a38366e10ff4b6d9bf5b709970720 Look at loans + HCM securities / deposits Look which other banks on the list are over 100% I don’t have high confidence that *any* more banks will definitely fail in the near future, but if one does fail, I think it’s likely to be WAL. Maybe FDIC will start being more proactive about forced mergers. Idk.
Nouriel Roubini was talking about it today on CNBC https://www.youtube.com/watch?v=bP-6P2B5HCM >"By some standards (Credit Suisse) might be too big to fail, but also too big to be saved," he says on “Bloomberg Surveillance.”
Nouriel Roubini, chairman and CEO at Roubini Macro Associates, says it is unclear that Swiss regulators will come to the aid of Credit Suisse because the Swiss National Bank simply might not have enough resources to do it. https://www.youtube.com/watch?v=bP-6P2B5HCM >"By some standards (Credit Suisse) might be too big to fail, but also too big to be saved," he says on “Bloomberg Surveillance.”
$HCMA 🤝✅ Official DA: Murano PV, S.A. DE C.V., a Mexican Development Company, to Become a Public Company Through Business Combination with HCM Acquisition Corp Murano PV, S.A.
One day they won't be the top dog in HCM software but today they are. I expect the stock to just maintain its value overall but who knows what the immediate sentiment could be after earnings. I can just say that there is a hot recruiting market for people who know how to use the software.
WDAY is a great although terribly expensive and maintenance expensive HCM and service ERP application, but certainly not a platform Zero front facing customisation capabilities, a lacklustre API and a widening integration gap that even affects reporting Every customer of ours has come to realise that
WDAY is not a platform. It's a classic HCM plus a service ERP now. I need to explain that to every customer.
Sh*t the f*** up, VMod. You're out of your element here. Workday owners founded the company as pure revenge for getting a hostile takeover from Larry. HCM is just the USP entry point into full ERP for any industry with staff as primary cost driver. Out of your element, Moddy, or of your element.
Ceridian HCM Holding Inc. (CDAY)?
Can confirm. I work in HCM software sales and the majority larger businesses utilize this. Even the CEO said that if you want a job, that you should make your resume as simple as possible so that bots can read it.
One stock that has always been a winner for my portfolio is WKDY. The company is the HCM for almost every company out there.
This 46 year old hooker I know added me on Snapchat from my phone number , and now [keeps messaging me](https://imgur.com/a/Qxk8HCM) lol. I told her my name is “Billy”. [NSFW PICS](https://imgur.com/a/EduCp6c)
Tesla TSLA 34% Louis Vuitton Moet Hennessey LVMHUY 25% Estee Lauder EL10% Lululemon LULU 9% Apple AAPL 9% Hutchinson Biopharma HCM 5% Opera OPRA 4% eHealth EHTH 4%
>This one doesn't get talked about here but I just realized that Workday $WDAY has a P/E ratio in the thousands (but it varies wildly depending on where I try to find its P/E), and it's rated at about a 90% buy and I don't understand why at its current price of $280. Maybe because it's a corporate sweetheart and they use buzzwords like "cloud computing" and it was useful during the pandemic. I use it at work for timesheets and that's about it. Might be a good shorting opportunity in a crash. Don't agree on this assessment. Wday has a near monopoly among large scale enterprise customers in HR tech. And versus competition like Oracle/ Successfactors etc. they are miles ahead. And now they have a well-integrated HR suite from recruiting, learning and HCM. Large companies are never going to stop using Workday, which is where bulk of their revenues and margins come from. The usual SAAS PE inflation exists in Wday in my opinion, but nothing glaring.
I used to think the same way as you but what's interesting as I have been following the SAAS market closely is that wall Street treats it as anti dilutive while GAAP earnings are negative. They seem to care way more about billings growth, revenue growth, net retention, and TAM. The mature SAAS companies like Salesforce are a great example of what is possible once the market matures. When you look at how the dominoes fell in enterprise cloud, it started in CRM, then HCM, FIN, Planning and procurement, and now contract lifecycle management. I look forward to seeing how DOCU grows over the next ten years.
52 ALF / ALFI, Inc. 183.72 3.26 0.01 47.94 176.30 78.60 87.10 53 QVCD / QVC, Inc. 6.375% Senior Secured Notes due 2067 0.00 0.71 95.88 0.99 121.21 86.95 54 HUSA / Houston American Energy Corporation 20.14 4.70 0.13 317.69 3.02 11.99 86.87 55 LYSDY / Lynas Corp. Ltd. 0.92 235.54 0.71 21.32 86.69 56 XAIR / Beyond Air Inc 133.38 21.81 14.14 65.61 3.31 8.21 86.60 57 TECTP / Tectonic Financial, Inc. 9.00% Fixed-to-Floating Rate Series B Non-Cumulative Perpetual Preferred Stock 65.69 0.02 344.90 1.55 10.29 86.58 58 GDLC / Grayscale Digital Large Cap Fund LLC Shares USD (Cayman Islands) 427.46 1.01 84.37 22.97 7.38 86.55 59 ARPO / Aerpio Pharmaceuticals Inc 82.90 3.98 4.40 1,785.15 49.72 2.89 86.52 60 ZSL / ProShares UltraShort Silver 34.69 0.43 64.25 4.53 23.18 86.43 61 SVNLY / Svenska Handelsbanken AB PUBL 0.32 170.77 0.02 110.88 86.27 62 CLXPF / Clarmin Explorations Inc 325.02 0.57 33.56 24.99 19.37 86.18 63 HOWL / Werewolf Therapeutics, Inc. 431.98 9.25 47.47 6.81 22.86 85.98 64 USD / ProShares Ultra Semiconductors 0.14 52.52 3.96 33.11 85.94 65 EATBF / EAT BEYOND GLOBAL HLDGS INC (Canada) 24.87 0.02 121.40 33.40 4.17 85.83 66 IBHE / iShares iBonds 2025 Term High Yield and Income ETF 0.38 427.36 0.01 21.37 85.82 67 ESGV / Vanguard ESG U.S. Stock ETF 0.17 106.60 1.40 20.93 85.61 68 PSET / Principal Price Setters Index ETF 0.02 109.37 2.00 15.60 85.58 69 TATT / TAT Technologies, Ltd. 63.99 0.60 0.00 3,816.93 23.54 52.82 85.50 70 EVK / Ever-Glory International Group Inc 40.14 6.83 0.24 113.00 0.36 29.51 85.44 71 LOWLF / LOWELL FARMS INC 88.42 0.28 96.49 3.50 11.37 85.41 72 EGDD / Eastern Goldfields, Inc. 9.47 620.15 2,481.12 1.57 85.36 73 DUG / ProShares UltraShort Oil & Gas 0.11 38.11 6.48 26.37 85.35 74 KDFI / KFA Dynamic Fixed Income ETF 37.24 400.48 0.51 10.22 84.96 75 CUEN / Cuentas Inc 83.12 0.29 0.00 13,255.31 31.63 84.14 84.94 76 DARE / Dare Bioscience Inc 92.78 3.31 0.02 287.95 33.74 4.07 84.93 77 ONPH / Oncology Pharma, Inc. 803.08 0.40 23.08 5.59 9.23 84.93 78 RYH / Guggenheim S&P 500(R) Equal Weight Health Care ETF 0.81 84.21 2.96 12.67 84.86 79 GELYY / Geely Automobile Holdings Ltd. 0.10 35.13 4.35 43.53 84.84 80 CICOY / China Cosco Holdings Co. Ltd. 62.76 26.90 6.17 84.83 81 NWITY / Network International Holdings PLC Unsponsored ADR (United Kingdom) 0.82 7.80 84.80 82 AFTPY / AFTERPAY LTD ADR (Australia) 0.79 50.53 9.26 11.30 84.79 83 YTPG / TPG Pace Beneficial II Corp. 406.00 7.30 472.34 0.15 11.90 84.72 84 NJUL / Innovator Nasdaq-100 Power Buffer ETF - July 0.01 2,028.81 0.26 7.78 84.66 85 GXGX / GX Acquisiton Corp. Class A 292.68 33.73 1.93 106.21 0.02 8.52 84.62 86 BLRX / BioLineRx Ltd. 1.51 0.07 118.16 14.44 52.49 84.48 87 CSSE / Chicken Soup for The Soul Entrtnmnt Inc 276.28 14.69 2.20 80.90 9.01 2.50 84.47 88 QQH / HCM Defender 100 Index ETF 0.06 20.78 6.33 88.71 84.46 89 UTSI / UTStarcom Holdings Corp 54.57 1.37 0.83 771.33 2.82 47.93 84.36 90 ULTR / Ultrapetrol Bahamas Limited 0.17 710.73 0.60 6.77 84.33 91 PIZ / Invesco DWA Developed Markets Momentum ETF 0.05 135.66 0.32 21.14 84.33 92 ZEAL / Zealand Pharma A/S 1,366.34 1.75 151.47 4.64 5.16 84.20 93 XEBEF / Xebec Adsorption Inc. 544.95 2.33 9.53 2,957.78 2.22 10.03 84.18 94 VEGA / AdvisorShares STAR Global Buy-Write ETF 0.14 1,417.35 0.61 5.64 84.11 95 IIGV / Invesco Investment Grade Value ETF 0.00 639.30 0.93 5.64 84.08 96 AGYP / Allied Energy Corporation 43.24 0.01 26.58 85.20 10.07 84.01 97 TKGBY / Turkiye Garanti Bankasi A.S. 2.14 208.19 8.17 2.98 83.98 98 PIE / Invesco DWA Emerging Markets Momentum ETF 0.07 124.43 2.95 6.96 83.95 99 SIEB / Siebert Financial Corp. 140.78 6.57 5.74 54.17 14.90 5.06 83.92 100 IETC / iShares Evolved U.S. Technology ETF 10.17 156.36 3.61 5.10 83.73
I haven’t seen HCM mentioned here. I bought 10 calls last week for $0.05 and made $800. It appears to be continuing the upward trend
Depends. I think there's tech that particularly benefited from WFM (ZM being the primary example) that I wouldn't be looking at at this point. I'd rather focus on things like HCM software names (PAYC, etc) if you think that things are going to get better in the economy broadly. I think WFM will be a bigger thing going forward certainly than it was pre-covid, but I don't think you're going to see a return to peak covid usage.
~$1500/month for a 1BR luxury apt in HCM. Family’s from VN
From the S-1 for anyone curious Although we may pursue targets in any industry, we intend to initially focus our search on identifying a prospective target business in financial technology or information and business services, which acts as an essential utility to industries that are core to the economy. We also intend to focus on prospective target businesses that have unseen potential for revenue growth and/or operating margin expansion with high recurring revenue and cash flow, defensible intellectual property and strong market positions within their industries, such as The Dun & Bradstreet Corporation (“Dun & Bradstreet”), Fidelity National Financial, Inc. (“FNF”), Black Knight, Inc. (“Black Knight”) and Ceridian HCM Holding Inc. (“Ceridian”). We believe that a prospective target business will have the potential to benefit from a recovering economy, presenting an opportunity to invest.
Yup, almost always happens. You're left holding the bag, I'm talking to you HCM, CBBT, INND, MLFB.