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Jerry Yang of Yahoo: Why I Believed in Alibaba

Sinica Podcast

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Investment Strategy and the Potential of Uber Competitors

This chapter discusses the investment strategy of a guest speaker, who has invested in various ride-sharing companies in different markets. They explain how by investing in Uber competitors in the biggest markets outside of the US, they were able to drive down Uber's valuation and invest in Uber at more attractive prices. They also discuss the potential for local players in different regions to buy out Uber's assets, allowing them to focus on other profitable and disruptive markets.

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