tag:blogger.com,1999:blog-8911815931562346570.post418982918309481321..comments2023-06-19T10:37:49.372-07:00Comments on Yaruzi's Learn 2 Live: Nov 2020 - Yaruzi's Portfolio UpdateYaruzihttp://www.blogger.com/profile/00655103480152780191noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-8911815931562346570.post-21753276097444301282020-12-25T00:38:29.439-08:002020-12-25T00:38:29.439-08:00Hi Midlife Crisis, merry Christmas to you and fami...Hi Midlife Crisis, merry Christmas to you and family.<br /><br />Back in 2018, Tencents share price corrected about 55% from its high when Chinese government imposed a curfew on online gaming for minors. Did the Chinese government intend to "kill" Tencents? No, but they needed to do something to avoid Tencents profiting at the expense of ruining the future of younger Chinese generations. Fast forward, the share price has doubled from its low back then. <br /><br />Now, I'm not saying Alibaba will follow the same pattern like Tencents was. But ask the question about the long term fundamental of what Alibaba offer in their business model. Yes there could be slower growth and margin compression in the immediate future when Chinese government introduces additional regulations to level the playing field. Is Chinese Government intended to destroy "Alibaba"? I don't believe so, but they needed to do something now so the Chinese economy is not only dependent on a few big companies. Will e-commerce continue to be a way of life 10 years down the road? Absolutely.<br /><br />About your entry, I can't really comment because it depends on your position sizing. Whether you bought at 278 or 100, if you sized your purchase according to your comfort level and you diversified your portfolio well, I think you should be ok. But If you're losing sleep, your BABA position may be a bit too big. That's the case, you may consider reducing some.Yaruzihttps://www.blogger.com/profile/00655103480152780191noreply@blogger.comtag:blogger.com,1999:blog-8911815931562346570.post-64596066949980260332020-12-24T23:44:12.996-08:002020-12-24T23:44:12.996-08:00Hi Yazuri,
Merry Xmas to you and your family!
Yo...Hi Yazuri,<br /><br />Merry Xmas to you and your family! <br />Your portfolio is amazing! May I have your view on Alibaba? I purchased baba at 278; wondering if it will continue to fall. There is nothing fundamentally wrong with baba, it's all about politics play now. =(<br /><br />Cheers<br />XXMidlife Crisishttps://www.blogger.com/profile/12963507408758713874noreply@blogger.comtag:blogger.com,1999:blog-8911815931562346570.post-64788836252712121262020-12-24T20:28:38.804-08:002020-12-24T20:28:38.804-08:00Hi Bro, how are you doing. Merry Christmas to you ...Hi Bro, how are you doing. Merry Christmas to you and family. Wish you a great 2021!Yaruzihttps://www.blogger.com/profile/00655103480152780191noreply@blogger.comtag:blogger.com,1999:blog-8911815931562346570.post-71770280460022333402020-12-24T18:33:20.040-08:002020-12-24T18:33:20.040-08:00Bro, Blessed Christmas to you and your family!
Ch...Bro, Blessed Christmas to you and your family!<br /><br />Cheers<br />UNUnintelligent Nerdhttps://www.blogger.com/profile/17797052565143872922noreply@blogger.com