All in Alibaba Now? Conversation with @Tay Chi Keng

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Thanks a lot to @Tay Chi Keng for spending the time with me and have a long chat on various topics.

Link to the Part 1 where @Tay Chi Keng interviewed me.
https://youtu.be/fpeP7geMRd8

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Timestamp:
0:00 - Introduction of Chi Keng
5:36 - Why invested in Alibaba and not other Chinese tech companies?
9:54 - Why not invest in JD given that their margin is improving?
15:01 - View on Singapore stock market? SG banks vs. fintech disruption
21:08 - View on Singapore REITs
23:57 - Chi Keng's investment philosophy and who influenced the most
28:26 - If buy decision was based on cheapness, does that mean it is a sell if the company has appreciated? Discussion on Facebook.
35:15 - Tips for new content creators

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