8 Comments

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

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Thanks I appreciate the kind words and I agree with everything you said. I will check out your link

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Oct 5, 2023Liked by Wesley

Why you want alibaba? There are many companies that trade under intrensic value wiithout the heavy risks?

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My write up provides why I think Alibaba is an attractive investment. Investing is about balancing risk not avoiding it. If you can find an investment where you are compensated for the extra added risk it is a worthwhile investment if purchased at a cheaper price relative to intrinsic value

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Oct 4, 2023Liked by Wesley

Alibaba is an interesting one. It's one that will take a lot of patience for everything to pay off. Good job Wes.

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Thanks I appreciate it. I completely agree with you right there. Well said👏🏾

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deletedFeb 14
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Thanks I appreciate it. Glad my write up was able to help you

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Thanks i appreciate it. Plenty more exciting write ups in the pipeline.

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