Johnny M Profile
Johnny M

@johnnyewiss

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68
Following
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Statuses
61

Value Investor No investment advice, all just for discussion purposes

Joined November 2024
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@johnnyewiss
Johnny M
11 hours
$EVO $EVVTY
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@johnnyewiss
Johnny M
1 day
@zoomyzoomm @timothyhliu5 Ah, thanks! And is the total amount of taxes paid on multiple de minimis packages higher than for the same goods arriving in bulk from China to the USA? Is there some information/sources to quantify the difference?
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@johnnyewiss
Johnny M
1 day
@timothyhliu5 @zoomyzoomm Thx! I don't understand why selling more "local" products helps PDD bypass taxes. If goods come from China and stored in warehouses, taxes are still paid upfront. It's different if the merchants are us, but it's not the case for most products sold with the "local" label, right?
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@johnnyewiss
Johnny M
2 days
RT @timothyhliu5: Good illustration of how fast $PDD moves - Temu's US traffic allocation has shifted almost entirely to "local" products (โ€ฆ
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@johnnyewiss
Johnny M
5 days
RT @wolfofharcourt: PayPal Earnings Preview $PYPL reports its Q4 2024 earnings tomorrow and the consensus estimates are as follows: Reโ€ฆ
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@johnnyewiss
Johnny M
6 days
RT @ValleyFallsRI: For those who think $PDD Pinduoduo and Temu are suspicious and potentially fraudulent I'd ask you to circle that with thโ€ฆ
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@johnnyewiss
Johnny M
6 days
RT @nataninvesting: ๐™…๐˜ผ๐™‰ ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฑ ๐™‹๐™Š๐™๐™๐™๐™Š๐™‡๐™„๐™Š ๐™๐™‹๐˜ฟ๐˜ผ๐™๐™€ Natan YTD: +11.7% S&P500 YTD: +2.7% TOTAL RETURNS (Jan 2022) Natan's portfolio: +68.6% *โ€ฆ
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@johnnyewiss
Johnny M
8 days
"The EU plans to make ecommerce platforms such as Temu, Shein and Amazon Marketplace liable for dangerous or illegal products sold online, in a crackdown on the flood of imports from China." $PDD $AMZN
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@johnnyewiss
Johnny M
8 days
@Jeff_T_Enriquez I agree. It seems that there is a low probability of losing money and an interesting probability of buying at an attractive price at the moment (?)
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@johnnyewiss
Johnny M
9 days
@wolfofharcourt Thank you for your great work! I really appreciate it!
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@johnnyewiss
Johnny M
9 days
RT @kevinlhr88: $PDD I believe 2025 will be a turning point for Temu. As I mentioned in previous post, Temu will be testing ads system. Lasโ€ฆ
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@johnnyewiss
Johnny M
9 days
$EVO $EVVTY
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@johnnyewiss
Johnny M
9 days
RT @EHuanglu: China's AI wins again Alibaba just secretly dropped Qwen 2.5 Max AI, it takes AI video generation to next level and.. it's fโ€ฆ
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@johnnyewiss
Johnny M
11 days
RT @nataninvesting: $BABA is up 5% after releasing a best in class AI model ๐Ÿคฏ I expect double digit revenue growth in Cloud division in neโ€ฆ
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@johnnyewiss
Johnny M
11 days
RT @MarienLechevin: $evo $evvty Month is not finished but i can't resist to uptdate the datas from January 2025 some hours before the yearlโ€ฆ
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@johnnyewiss
Johnny M
11 days
Qwen 2.5-Max $BABA
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@johnnyewiss
Johnny M
11 days
RT @Alibaba_Qwen: The burst of DeepSeek V3 has attracted attention from the whole AI community to large-scale MoE models. Concurrently, weโ€ฆ
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