Someone ROAST me on my All-In Alibaba (BABA Stock) Portfolio

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Timestamps:
00:00 Portfolio Overview
03:20 When am I selling Alibaba?
07:50 What would I do if I have re-allocate my portfolio from scratch?
10:30 Alibaba sunk cost fallacy?
14:15 Is there a REAL concern behind China stocks?
24:12 A shares exposure?
27:05 Value Investing?

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