After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments cover image

050: Alibaba Deep Dive

After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments

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I'm Never Going to Use Alibaba, I'll Never Use Cloud or Alli Pay

i'm never going to get that experience like i will with being an amazon customer, someone who does google searches. If it goes up and it becomes more than ten % of my portfolio, great. I'd be fine with that. But in terms of investing more than 10% at this moment in time, given how on the outer edges of my circle of competence it's going to sit. And just, you know, i didn't grow up ind china my whole life, like, i havenl unite ats.

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