Chinese stocks: time to buy or sell as hell?
TIP
Re: Chinese stocks: time to buy or sell as hell?
Charlie Munger zegt daar het volgende over: https://www.youtube.com/watch?v=K9YbiSYCv1I&t=460s
"You need to buy the umbrella before it starts to rain."
Re: Chinese stocks: time to buy or sell as hell?
Je kan deze stocks ook kopen wanneer er geen risico speelt, het sentiment op de beurs fantastisch is, en….. bijgevolg de koers sky high.
Risico en reward gaan hand in hand
Re: Chinese stocks: time to buy or sell as hell?
Omdat het niet nemen van dat risico een nog groter risico inhoudt. Het economische zwaartepunt van de wereld verschuift. Ik vrees dat je weinig keuze hebt.
"You need to buy the umbrella before it starts to rain."
Re: Chinese stocks: time to buy or sell as hell?
The Daily Journal heeft in het eerste kwartaal de helft van haar aandelen Alibaba verkocht.
https://fortune.com/2022/04/14/warren-b ... rnal-sale/
"The Daily Journal reported in the filing that it owned 300,00 American depository receipts (ADRs) in Alibaba as of the end of March, down from the 602,060 Alibaba shares the company held at the end of last year.
... According to the filing, as of March 31, the Daily Journal's Alibaba shares were valued at $32.6 million, down from $71.5 million on Dec. 31.
... Business Insider reports that Charlie Munger urged the Daily Journal to invest in Alibaba on the basis of a recommendation from Li Lu, the founder and chairman of Himalaya Capital Management and the man who persuaded Buffett to back BYD, a Chinese electric battery and vehicle manufacturer that has turned out to be one of Berkshire's most profitable investments ever.
... Alibaba was an unusual investment choice for Munger, who often has disparaged ADRs as opaque and convoluted."
https://fortune.com/2022/04/14/warren-b ... rnal-sale/
"The Daily Journal reported in the filing that it owned 300,00 American depository receipts (ADRs) in Alibaba as of the end of March, down from the 602,060 Alibaba shares the company held at the end of last year.
... According to the filing, as of March 31, the Daily Journal's Alibaba shares were valued at $32.6 million, down from $71.5 million on Dec. 31.
... Business Insider reports that Charlie Munger urged the Daily Journal to invest in Alibaba on the basis of a recommendation from Li Lu, the founder and chairman of Himalaya Capital Management and the man who persuaded Buffett to back BYD, a Chinese electric battery and vehicle manufacturer that has turned out to be one of Berkshire's most profitable investments ever.
... Alibaba was an unusual investment choice for Munger, who often has disparaged ADRs as opaque and convoluted."
Aandelenportefeuille netto met 1164% gestegen sinds opstart in Nov '08. YTD bruto excl dividenden: -7,9% (tem 31 dec '25)
Momenteel: 100% cash
Momenteel: 100% cash
Re: Chinese stocks: time to buy or sell as hell?
Als je het risico wil nemen om in Chinese aandelen te beleggen, zou ik gewoon de etf ICHN nemen.