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

051: Alibaba Stock Analysis With Investing With Tom

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

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What if the Regulatory Thing in China, This Crackdown, Is Just Like a Bonus on Top?

I'm pretty comfortable with the waiting, i've got to be honest. There are things that hold me back from making it like a 20% position or 25%. The whole issue of buying into an 80 r in the caman islands, as opposed to just a direct sher holding, which a kind of makes me nervous even just to say out loud. And soi i still like, i really like the fact that we own a third stake in them. I'm in terms of the runway.

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