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*Only Applicable to SEA Countries*
Get FREE Share from Moomoo: http://moomoo.com/en-sg/act/welcome?channel=1002&subchannel=301
Get FREE Share from Tiger: https://www.tigerbrokers.com.sg/activity/forapp/welcome/?lang=en_US&group_id=2574&invite=CHIKENG
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Get FREE Share from Moomoo: https://j.moomoo.com/006crc
Get FREE Cash Coupons: https://tradeup.marsco.com/activity/market/new-traders/sem.html?invite=CHIKENG#/
Disclaimer: I do get referral rewards if you sign up and deposit via those links. Thanks for your support if you actually do create though and deposit money in though. Much love!
Note: I am a F**king Big Bull on this stock.
Timestamps:
0:00 Introduction
5:00 ML's Portfolio
5:55 How Alibaba caught your eye?
7:35 Why Alibaba out of all the Chinese Big Tech?
9:55 How did you build your conviction in Alibaba?
13:20 Alibaba's fundamental is gone?
19:10 How do you quantify the risks regarding Alibaba?
24:35 Risk of Chinese regulators
34:35 Is Meituan setting the way forward for bigtech?
39:57 Common Prosperity Concerns
45:10 How do you trust numbers from China?
50:00 Alibaba Deal-breaker
55:24 Concluding Thoughts
Leave a comment down below, let's have a discussion.
Instagram plug: https://www.instagram.com/chikengtay/
Twitter plug: https://twitter.com/taychikeng
*Only Applicable to SEA Countries*
Get FREE Share from Moomoo: http://moomoo.com/en-sg/act/welcome?channel=1002&subchannel=301
Get FREE Share from Tiger: https://www.tigerbrokers.com.sg/activity/forapp/welcome/?lang=en_US&group_id=2574&invite=CHIKENG
*Only Applicable to the US*
Get FREE Share from Moomoo: https://j.moomoo.com/006crc
Get FREE Cash Coupons: https://tradeup.marsco.com/activity/market/new-traders/sem.html?invite=CHIKENG#/
Disclaimer: I do get referral rewards if you sign up and deposit via those links. Thanks for your support if you actually do create though and deposit money in though. Much love!
Note: I am a F**king Big Bull on this stock.
Timestamps:
0:00 Introduction
5:00 ML's Portfolio
5:55 How Alibaba caught your eye?
7:35 Why Alibaba out of all the Chinese Big Tech?
9:55 How did you build your conviction in Alibaba?
13:20 Alibaba's fundamental is gone?
19:10 How do you quantify the risks regarding Alibaba?
24:35 Risk of Chinese regulators
34:35 Is Meituan setting the way forward for bigtech?
39:57 Common Prosperity Concerns
45:10 How do you trust numbers from China?
50:00 Alibaba Deal-breaker
55:24 Concluding Thoughts
Leave a comment down below, let's have a discussion.
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