Letters from Larry: U.S. and China Stock Selection
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Positive Macro Shift: Targeted Tariffs rather than across-the-board tariffs.
Hi Everyone - we got a considerably positive macro shift in headlines today with Trump aides discussing that he is looking at targeted tariffs rather…
Jan 6
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Larry Cheung, CFA
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Letters from Larry: U.S. and China Stock Selection
Positive Macro Shift: Targeted Tariffs rather than across-the-board tariffs.
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Dow Stocks DCF Update: Updated Table for Dow Stocks
Bookmark for Future Reference
Jan 2
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Larry Cheung, CFA
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Letters from Larry: U.S. and China Stock Selection
Dow Stocks DCF Update: Updated Table for Dow Stocks
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China Stocks DCF Update: Updated DCF Table for KWEB ETF Stocks + H-Shares
Bookmark this for Future Reference
Dec 12, 2024
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Larry Cheung, CFA
4
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Letters from Larry: U.S. and China Stock Selection
China Stocks DCF Update: Updated DCF Table for KWEB ETF Stocks + H-Shares
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Tech Stocks DCF Update: Updated DCF Table for QQQ ETF Stocks
Bookmark this for Future Reference
Dec 2, 2024
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Larry Cheung, CFA
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Letters from Larry: U.S. and China Stock Selection
Tech Stocks DCF Update: Updated DCF Table for QQQ ETF Stocks
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DCF Model Updates: MSFT, AAPL, NVDA
Top 3 Names within QQQ ETF
Sep 23, 2024
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Larry Cheung, CFA
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Letters from Larry: U.S. and China Stock Selection
DCF Model Updates: MSFT, AAPL, NVDA
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DCF Conclusion Study on Walmart (WMT)
Most important Retail name along with Costco in S&P 500
Aug 15, 2024
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Larry Cheung, CFA
2
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Letters from Larry: U.S. and China Stock Selection
DCF Conclusion Study on Walmart (WMT)
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AMAT Earnings Tomorrow (Key SOXX ETF Stock)
Intermediate-Term Outlook looks good for AMAT
Aug 14, 2024
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Larry Cheung, CFA
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Letters from Larry: U.S. and China Stock Selection
AMAT Earnings Tomorrow (Key SOXX ETF Stock)
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8/8 Daily Plan: Recovery Trajectory Now In Motion. This is a Massively Important Week.
Inflection Point Arriving (Discussed Below)
Aug 8, 2024
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Larry Cheung, CFA
1
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Letters from Larry: U.S. and China Stock Selection
8/8 Daily Plan: Recovery Trajectory Now In Motion. This is a Massively Important Week.
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DCF Conclusion Study on Lam Research (LRCX)
LRCX/AMAT Will Tell Me When Tech Is Ready to Bottom Out.
Aug 1, 2024
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Larry Cheung, CFA
2
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Letters from Larry: U.S. and China Stock Selection
DCF Conclusion Study on Lam Research (LRCX)
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7/30 Daily Plan: Big Tech Valuation Check-In Ahead of Earnings
Valuation Check-In
Jul 30, 2024
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Larry Cheung, CFA
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Letters from Larry: U.S. and China Stock Selection
7/30 Daily Plan: Big Tech Valuation Check-In Ahead of Earnings
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DCF Conclusion Study on Applied Materials (AMAT)
AMAT is a Top 5 Stock within SOXX ETF and a big contributor for Nasdaq-100
Jul 1, 2024
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Larry Cheung, CFA
2
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Letters from Larry: U.S. and China Stock Selection
DCF Conclusion Study on Applied Materials (AMAT)
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Micron (MU) DCF Conclusion Study
The King of Memory Likely Has Substantial LONG-TERM Upside. This is Not 0DTE.
Jun 26, 2024
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Larry Cheung, CFA
4
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Letters from Larry: U.S. and China Stock Selection
Micron (MU) DCF Conclusion Study
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