The Smart Money's Biggest Bet in 2024

Published: 21 September 2024
on channel: New Money
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Are the Chinese tech stocks the value investing opportunity of a lifetime, or are they a massive value trap? With investors like Charlie Munger, Michael Burry, Mohnish Pabrai, Guy Spier, Howard Marks and more investing themselves, does this mean we should be looking into these companies too? Will Alibaba, Tencent, JD.com, Baidu and other Chinese stocks get over their regulatory hurdles?

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★ ★ CONTENTS ★ ★
0:00 The Super Investors Buy Chinese Tech
1:36 The Opportunity China Presents
2:55 The Risks of Chinese Stocks
6:45 The Alibaba Example
9:25 The Valuation of Chinese Tech

My Podcast:    / theyounginvestorspodcast  

Brandon van der Kolk is authorised to provide general financial product advice in Australia and is an Authorised Representative (Number 1305795) of Guideway Financial Services Pty Ltd, AFSL Number 420367. Any advice is general & does not consider your financial situation, needs or objectives so consider whether it's appropriate for you. Read Brandon's Financial Services Guide available from https://guideway.com.au/NewMoney.pdf. Past performance is not a reliable indicator of future investment returns.

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