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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (68389)	8/17/2021 9:30:52 PM
From: Madharry	Read Replies (2) of 78727

I keep taking it on the chin with baba baidu and softbank. have not sold any shares. I do not understand the political risk. does china really think they can finance all of their expansion domestically.? I am not expert but this all seems to be a massive overeaction to regulation that doesnt seem that different from me than what european regulators want. more focus on data protection and less monopolistic practices. however BABA and BAIDU either control or share most of the markets they are in. If you read the transcript of the latest BABA call its hard not to be impressed by their growth in cloud, health initiatives, and robo taxis. these business are not going away and are most likely scalable to other countries. I will continue to hold at least til december. and then i may consider taking some tax losses. aagzf is worth a look but again what is with the sharp decline.

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