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TIP496: Mastermind Q4 2022 w/ Tobias Carlisle and Hari Ramachandra
We Study Billionaires - The Investor’s Podcast Network
Is Alibaba a Good Investment?
I'm not really worried in the long term about how 10 cents will do. The concern is whether Western investors, as Toby said, will be allowed to hold any Chinese stocks. If there is a regulation that kind of disallows any foreign investor from holding Chinese stocks, then process will invariably have to write off that 75% hold it. Those are the things that comes to my mind. I like everything about the pick. In this triple net or the derivative arbitrage place, you just need a lot of patience.
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