Daily Market Notes

DCF Conclusion Studies Table (Top 10 Companies by Market Cap)

Valuation Levels on the market moving companies.

May 22 •

Larry Cheung, CFA

What a great April for the Community!

Though it was probably the hardest month to navigate in the past 6-9 months

May 1 •

Larry Cheung, CFA

4/7 Weekly Thinking, Premarket & Daily Plan

Overnight Developments

Apr 7 •

Larry Cheung, CFA

China Tariff Update

Retaliation Begins

Apr 4 •

Larry Cheung, CFA

Are we ready to finally bounce?

We are close but we need one more confirmation.

Mar 12 •

Larry Cheung, CFA

INSANE: WHAT IS GOING ON WITH U.S. MARKETS?

U.S. Markets Now Trade Like Penny Stocks

Mar 4 •

Larry Cheung, CFA

Simply Insidious: Trump sends the market to the SHADOW REALM

At least we were nimble.

Mar 3 •

Larry Cheung, CFA

March Update: Opportunity has (likely) arrived

MANY Risks. MANY Opportunities. Which side will you choose?

Mar 1 •

Larry Cheung, CFA

CHINA...Just Buy It?

For Educational Purposes: We got a Backtest on one of my FAVORITE China companies.

Feb 26 •

Larry Cheung, CFA

2025 DCF Conclusion Study Update: Tech, the Dow, China, and Macro

Updates to DCF and Macro Commentary

Feb 23 •

Larry Cheung, CFA

What a MEGA Week. And Happy Chinese New Year to you!

Happy Chinese New Year!! 🧧

Jan 31 •

Larry Cheung, CFA

Massive Lock Out Rally Has Occurred: What's Next?

Informal note that reflects some personal thoughts - hope you enjoy.

Jan 23 •

Larry Cheung, CFA

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