I Re-Valued (almost) Every Stock in my Portfolio
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- Опубликовано: 7 июн 2024
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[Personal] Videos/Articles Cited:
Alibaba Presentation: • A simple presentation ...
Alibaba 2024 Outlook: • Everything to know abo...
Tencent Presentation: • A simple presentation ...
Meta Article: taychikeng.substack.com/p/met...
HDL Article: fundflicks.net/article/Haidilao
Timestamp:
00:00 Introduction
01:51 Alibaba Stock
09:28 Tencent Stock
12:35 Chinese Banks
15:07 Amazon Stock
18:44 TSMC Stock
22:02 Meta Platforms Stock
25:25 Alphabet Stock
27:28 Haidilao Stock
29:22 LVMH Stock
Leave a comment down below, and let's have a discussion. 
Развлечения
Hello Chi Keng. I also have a (very small) position in Chinese banks (in PSBC: it's a very conservative, state-backed bank, I like the dividend, and Li Lu and Li Ka-Shing have big investments in it). There are many things cheap now in China so my Chinese portfolio is relatively diversified (maybe too much).
Thank you
Great research here, thanks for sharing! Buy more baba and tencent?
See allocation and investor, I have not been accumulating for some time. If just starting out with 0, if is me, I think a bit buy and forget not too bad
can you do Ping An ??
why didn't Alibaba do this earlier. It seems like a lame excuse.
As China corporations haveto be dynamic
Any thought to ever do covered calls on baba to make something in this depressed times?
Hindsight bias - would've wanted to sell CC on BABA on the way down - but I didn't respect the TA. I think if a stock is in a downtrend, selling CC not a bad idea.
But if it's consolidating, the worry for a CC is just explosive reversal which no one can predict.
For now, I am selling CSP whenever they go to the lower bound of the range
Alibaba is 35pc of the portfolio even after 35pc fall from allocation.
Wipes out the gains from the other portfolio names.
That's what I call a wealth destroyer.
A dead cat bounce will come in Alibaba. That's when one exits.
China's economy might grow still, but it's equity markets won't.
That's true, will see.
BABA is down -63% over the past five years today
overall not too bad, but BABA is too big of a position... when it's down like that, it hurts overall.
I mean Alibaba is the largest position in my portfolio because of the fact that it's down so much right now. I'd rather put most of my money into the companies I feel are the most undervalued and have the most upside. In assuming that's why he owns so much more Baba and Tencent than anything else. They both make tons of money but the stock prices are held back for one reason or another.
Appreciate your in depth analysis but I am not sure if you would consider limiting the play time of your video as viewers would likely switch off after a good 10 mins. Just my two cents worth.
I beg to disagree. The quality viewers are willing to stay longer. I appreciate and prefer in depth, longer video like this. Short form video viewers will enjoy content in Tiktok. Diff. market, diff. Audiences.
I'll keep both in mind, testing it out with both shorter, and longer form
First like, view and comment!
You're fast ;)
Hope china use some stimulus to revive their economy... Boy I never thought it would get this bad.
R u an accounting student or not? Japanese corporation financial year is always from Apr 1st to end mar of another year. Cmon bring back bear bear...u re really blur blur without bear bear.
Nanni
Would be good if you talk slower. Not all are Singapore high pressure investors. Sifu got it right.
😅
Your SOFI position is missing!