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Peter Thiel made 500,000 angle investment in 2004
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Peter Thiel made 500,000 angle investment in 2004# Stock
m*i
1
for 10.2% of Facebook.
Woo!
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b*3
2
大牛有啥好pick
帮我们青蛙普及一下怎么赚钱吧。大牛有啥好的方法和心得?
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m*i
3
I am a little heavy on Financial right now, simply valuation is still very
low. C, GNW, AIG and RDN.
My biggest holding is still NCT(I really like this one).
Do your own DD!

【在 b*******3 的大作中提到】
: 大牛有啥好pick
: 帮我们青蛙普及一下怎么赚钱吧。大牛有啥好的方法和心得?

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b*3
4
多谢,我感觉rdn会破产。。。
金融现在被低估的非常厉害啊。大牛觉得13年会加息么?

【在 m*****i 的大作中提到】
: I am a little heavy on Financial right now, simply valuation is still very
: low. C, GNW, AIG and RDN.
: My biggest holding is still NCT(I really like this one).
: Do your own DD!

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j*e
5
AIG要回调了么?

【在 m*****i 的大作中提到】
: I am a little heavy on Financial right now, simply valuation is still very
: low. C, GNW, AIG and RDN.
: My biggest holding is still NCT(I really like this one).
: Do your own DD!

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b*3
6
天才

【在 m*****i 的大作中提到】
: I am a little heavy on Financial right now, simply valuation is still very
: low. C, GNW, AIG and RDN.
: My biggest holding is still NCT(I really like this one).
: Do your own DD!

avatar
b*3
7
国债跌得太狠了。惨痛啊。

【在 m*****i 的大作中提到】
: I am a little heavy on Financial right now, simply valuation is still very
: low. C, GNW, AIG and RDN.
: My biggest holding is still NCT(I really like this one).
: Do your own DD!

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b*3
8
闽菜可以搞一个私募了,能beat90%基金
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s*e
9
no bac?

【在 m*****i 的大作中提到】
: I am a little heavy on Financial right now, simply valuation is still very
: low. C, GNW, AIG and RDN.
: My biggest holding is still NCT(I really like this one).
: Do your own DD!

avatar
b*7
10
名菜有没有hold什么short position啊?

【在 m*****i 的大作中提到】
: I am a little heavy on Financial right now, simply valuation is still very
: low. C, GNW, AIG and RDN.
: My biggest holding is still NCT(I really like this one).
: Do your own DD!

avatar
m*i
11
BAC still has lots of bags from old country wide. The problem will be with
them for a while. I like C better.

【在 s******e 的大作中提到】
: no bac?
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r*s
12
牛人啊!

【在 m*****i 的大作中提到】
: for 10.2% of Facebook.
: Woo!

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z*8
13
Cow!
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p*r
14

Exactly like what you said. Plus C has more cash on hands.
It will use the cash to buy back shares or raise dividend next year if
it can consistently make around $1/share every quarter, which will be around
$10B/year. This was rejected by Fed at the beginning of this year, and will
be approved next year.
BAC has too many issues in the countrywide. House price start s, but won't
be
back to 2006-2007 level anytime soon for most of states/areas, and it is
very sensitive to the interest rate. Certain areas we probably won't see it
back to the peak level in the next 10-20 years.

【在 m*****i 的大作中提到】
: BAC still has lots of bags from old country wide. The problem will be with
: them for a while. I like C better.

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