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The week's question
In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Stocks A to Z / Stocks B / Alibaba (BABA)
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Author: Blackswanny   😊 😞
Number: of 77 
Subject: Re: 3 minute video presentation
Date: 09/24/23 7:15 AM
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No. of Recommendations: 2
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.

YouTube: All-In Summit: Ray Dalio on the rise and fall of nations and the changing world order (All-In Podcast)

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.
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This community has written 77 posts about Alibaba. The article-length ones it recommended most:
Alibaba's Quarterly Report Review · 13 recs · 2024
BABA Pops on Ant News · 11 recs · 2023
Everything has a price · 8 recs · 2023
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