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Strategies & Market Trends : Value Investing

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petal

To: Eric Bramble who wrote (72407)	2/24/2023 1:04:03 PM
From: Paul Senior	1 Recommendation Read Replies (2) of 78662

BABA. Munger comments only had the effect solidifying my observation. BABA retail I see and experience. I've no belief or understanding of its cloud business: It's a black box to me. If you believe "the cloud infrastructure has much bigger prospects domestically", then that's an investment basis that could be fine. For me, seeing the FANG stocks down, the competition in "cloud infrastructure", I have come to realize I don't know what's going on here with or about "cloud", and I'm leery when I hear people's positive opinions regarding the growth of cloud infrastructure..

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