The Octopus of All BigTech
The ultimate long-term value play has the perfect storm for a discount price.
Many Western analysts will tell you that Chinese stocks are uninvest able. Like the right hand man of Warren Buffett, I’m not of this opinion.
The risks of ADR de-listing, a slumping Chinese economy and risking companies like TikTok owner ByteDance disrupting the old in advertising, E-commerce and app usage are throwing the old order of BAT preference into question.
This coupled with some extreme technological regulation by the State and its regulatory bodies and you have multiple reasons why Chinese stocks are approaching value investor price point discounts.
Softbank’s epic stake in Alibaba is likely to be liquidated so….
Keep reading with a 7-day free trial
Subscribe to Emerging Tech Investments to keep reading this post and get 7 days of free access to the full post archives.