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Ram Parameswaran of Octahedron Capital on China, No-Brainer Investments, and the Markets (EP.164)
Panic with Friends - Howard Lindzon
Investing in China Stocks
I think people are being too over confident, or probably too sanguine that thing will just come back quickly. The pendulum has swung well away to the negative side and i actually believe that there is no quick fix here. I don't think the stolks rally quickly any time soon. But this is the time when we are actually leaning an wais running away, frankly. And ah, and getting greedy and accumulating certain shares in specific companies. It seems safer now, but i think it is. Maybe instead of owning baba stock in the us, you want to own 99 80 in hong kong. That's very similar to now owning 700 h k for ten cent
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