Subject: Re: 3 minute video presentation
I'm not personally planning to. I have a few spin offs from my Tencent shareholding as well as Alibaba also held in HK shares and am comfortable with this.

I'm putting this one in the bottom draw for 3 years and will have another look then.

I want exposure to China and have also recently added JD.com trimming back a third of my Alphabet @ 138.

I'm not as convinced as everyone on the BRK board that the US is the only place to be, listen to Ray Dalio for example.

https://youtu.be/7TGJRzRSzL4?s...

I'm a world traveler, think about macro, valuations of both countries and companies, think about business models and moats and I want exposure to the best in class Chinese businesses and economy as well as the US. I occasionally buy the odd UK or European company if valuations are compelling but these are few and far between.