Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Spekulatius who wrote (75392)	4/7/2024 11:31:14 AM
From: Elroy	3 Recommendations Recommended By Harshu Vyas S. maltophilia Spekulatius Respond to of 78751

And all Chinese tech giants have a lower valuation than US tech giants due to fears the Chinese government will interfere with their business in a way that is not focused on them making profit. It's a good reason to never own Chinese stocks. You should have much less confidence that you can forecast their future returns, because the Chinese government might screw it all up. Sort of like how did owning Russian stocks work for investors when Ukraine got the invastion treatment?

To: Spekulatius who wrote (75392)	4/7/2024 12:03:29 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78751

Baidu. While it's commonly stated that Baidu is the "Google" of China, I did read years ago that more people frequently search those ecosystems or others for their searches, rather than Baidu. True or not, significant or not, it's been a reason for me to pass on the stock. GOOG. I have several years posted my simplistic estimate of GOOG's share price for the upcoming year. Right now my estimate is that GOOG will/should trade for fair price of $189 in 2025. Stock price now about $154. My feeling is that my estimates in past have been correct, at least directionally correct. Ha. Maybe or likely, just by chance and not by predictive excellence or skill. The benefit to me though has been that every time over the years seeing a current "predictive" number higher than the current share price has given me kind of an anchor - a little confidence and impetus to it stick with the shares as they moved up and down during the years with market swings and Google good & bad news. Perhaps all wrong-headed, but it's worked out ok for me (so far).