Chinese Mega Cap Play
Great write up, have me wanting to learn more!
Well-written analysis! It's hard not to be a contrarian at these valuation levels with so much fear spreading around China.
I've featured a link to this post in my latest Friday Roundup, where I share interesting articles and insights from the week.
https://open.substack.com/pub/rhinoinsight/p/the-friday-roundup-cd2?r=2587ts&utm_campaign=post&utm_medium=web
Why you want alibaba? There are many companies that trade under intrensic value wiithout the heavy risks?
Alibaba is an interesting one. It's one that will take a lot of patience for everything to pay off. Good job Wes.
Been excited about this one! Great write up as always 👏👏
Great write up, have me wanting to learn more!
Well-written analysis! It's hard not to be a contrarian at these valuation levels with so much fear spreading around China.
I've featured a link to this post in my latest Friday Roundup, where I share interesting articles and insights from the week.
https://open.substack.com/pub/rhinoinsight/p/the-friday-roundup-cd2?r=2587ts&utm_campaign=post&utm_medium=web
Why you want alibaba? There are many companies that trade under intrensic value wiithout the heavy risks?
Alibaba is an interesting one. It's one that will take a lot of patience for everything to pay off. Good job Wes.
Been excited about this one! Great write up as always 👏👏