Are You Looking at This as a Wonderful Business?

i like to be as well researched as i possibly can be on positions that i put into the portfolio. I so yet, if i can find one to two ideas per year, that's more than enough for me. The wonderful businesses are definitely priced up. And everyone knows they're wonderful, so the prices have gone up a ton. But all of a sudden here it looks like we had an opportunity with ali baba through a coloning idea, and then also looking at it ourselves. It just hit it a good time. So i'm glad i'm in it. Last week i talked about my view of the nesses a towbow, tema cloud. Tom no yo me