(오늘의 미국주식뉴스) 최고의 투자자 5명의 포트폴리오 변동 한꺼번에 리뷰합니다 / 슈퍼부자들의 현금비중 / 로블록스 어닝결과 상세분석 / 최소 10-20% 조정장이 오고있다

으아 벌써 9시다. 빨리 쓰고 집에 가야지!!
미주은 을 보고 공부했다.

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Roblox EPS misses by $0.15, misses on bookings

• Roblox : Q2 GAAP EPS of -$0.25 misses by $0.15.
• Booking of $665.5M (+34% Y/Y) misses by $23.71M.

Niu Technologies EPS beats by $0.04, misses on revenue

• Niu Technologies : Q2 GAAP EPS of $0.18 beats by $0.04.
• Revenue of $146.32M (+46.5% Y/Y) misses by $11.05M.
• The number of e-scooters sold reached 252,998, up 58.0% year over year

Upstart red on $575M convertible senior notes offering

Opendoor Technologies to sell $750M of convertible senior notes in private offering

U.S. opens probe into Tesla’s Autopilot over emergency vehicle crashed

• U.S. auto safety regulators said Monday they had opened a formal safety probe into Tesla Inc’s driver assistance system Autopilot in 765,000 U.S. vehicles built since 2014
• After investigatingm NHTSA could opt to take no action, or it could demand a recall which might effectively impose limits on how, when and where Autopilot operates.

Nvidia tycoon Jensen Huang offloads $160m of shares amid doubts over ARM Holdings

• $160m = 0.8% of his Stocks

5 Portfolio

• Berkshire : AAPL, BAC, AXP, KO, KHC, MCO, VZ, USB, DVA, CHTR
• Tiger Global(Chase Coleman) : JD, SEA, RBLX, DOCU, AMZN, DASH, APO, CVNA, CRWD, PDD
• Baupost Group(Seth Klarman) : LBTYK, INTC, EBAY, QRVO,VSAT, GOOGL, MU, FB, TBIO, WLTW
• Coatue(Techology-fused hedge fund) : DASH, AMZN, MRNA, TSLA, SQ, PYPL, SNOW, DIS, FB, RUN
• BIG SHORT(Michael Burry)

High-income network holds only 25% of assets in public stocks: TIGER 21

• 25% of TIGER21 member assets are in publicly-traded equities.
• 27% are held in real estate
• whereas private equiteis and cash/cash equivalents make up 22% and 14% of the asset pool

용어 정리

• convertible senior notes : 투자 후 약정 시점에 주식 전환이나 원금을 받는 오픈형 전환사채
• probe : 조사
• opt : 고르다
• private equiteis : 비상장 주식