4min chapter

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

Influence Empire by Lulu Chen | ADI Book Club 2

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

CHAPTER

10 Cent in Alibaba Cloud Business in Southeast Asia?

I think for me, I'm in the same boat where it's like, I don't know. How many of these private businesses that they have stakes in are going to be the next $100 billion business and they're going to have huge 50 baggers or whatever from those? For me, personally, it's Ponyma. It just basically comes back to a bet on Ponyma. Like that's it pretty much like the team. And feel like if that depressed cash flow versus the price is something you want to get into, and what you're getting into is just to keep things simple for me,. Is podium a lot worse at investing than making that decision.

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