EXPOSING $300,000 Alibaba (BABA Stock) Bull ft. @Master Leong

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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


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