Post #11 by Blackswanny on the Alibaba board

Stocks A to Z / Stocks B / Alibaba (BABA)

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Also affects Tencent. On the BRK board I mentioned I had Prosus (Tencent) which I sold out of with a reasonable gain and have shifted the majority of the funds back Stateside into Google.

I love the China story and think it's where the growth should be, however struggle to get a grip of uncertainty, outlook and therefore valuations.

Does the CCP taking a direct stake lead to lower future valuation multiples for example. In an article which discussed Bytedance it said they'd have influence over pay, hiring, capital allocation and strategy with their seat on the Board....

This could potentially kill off growth and innovation for BABA and Tencent and just make them cash cows for the CCP.

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