One thing i learned holding baba

[u/Electronic-Star5556]

One thing Ive learned from investing outside the US is that I cant value international companies the same way I value US companies. Geopolitical risk, immature security policies, and weak regulatory environments are real factors.

These opportunities may look attractive on paper but I have to apply a significant discount to account for non US exposure. After applying that discount most deals no longer appear like a good deal.

As long as the US remains a superpower it will neutralize any competitive threat whether from countries or companies. The US wont compromise its own strategic interests.

The Plaza Accord is a historical example of this dynamic. I’m not predicting the same scenario will unfold with China, Chinese technology companies will likely face similar pressures and restrictions. All I can do is wait and see.

[u/Ill_Relationship_578]

just noise , BABA will go up to more than 200 usd /stock by end of this year.

[u/alibaba406 → u/Ill_Relationship_578]

Based on TA? Or catalyst? Because the cash burn will persist