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Re: OT: Chinese
EVs
Just one more thing: I followed the same line of thinking
when I invested in BABA about 4 years ago, i.e. I missed AMZN, so
how could I make up for that. I recently got flushed out of
BABA at $285. Jack Ma was made an example for speaking out
and being critical of government fintech policies or lack thereof
or something like that.
I did well with BABA but nothing as good as with EVs.
And speaking of Value Stocks: I started building positions
in Banks, retail and restaurants recently. Banks I have held
for several months, the rest when Pfizer announced its Third Face
Trial results some weeks ago. My positions in banks are BAC and
WFC, in retail its M and WMT, in restaurants are DRI and
BLMN. The positions in banks are bigger than retail and
restaurants.
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