$Alphabet-A (GOOGL.US)$TRADING NEAR ITS CHEAPEST VALUATION IN A DECADE You can buy the business at the same multiple as 10 years ago: Google in Dec 2015: • $28/share • 11x Forward EV/EBITDA Google today: • $164/share • 11x Forward EV/EBITDA Same multiple. A decade of growth.
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David Wang009
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However, the poor overall environment will continue to bring it down.
$Alibaba (BABA.US)$ April will be headwinds for China companies. in June, especially if Trump and Xi meet, it will further intensify, at that time, most of the political pieces would have been in place for Cold War 2.0, it will be very bad for China companies. good luck.
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如夢如幻
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Why is it bad for China if Trump meets with Xi??? If that's the case, why would Xi meet with Trump?
70659822
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China is too big a market for Trump. He will not have a cold war with China. He's a smart businessman. There can be bargains but not cold war!
SKYWalkers
OP如夢如幻
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power play. Trump will say, "You still owe me the commodities u promised to buy during my first term, what about them?" Xi is losing power in CCP day by day, he will want to reduce or delay tariffs as much as possible, and delay investigations into Wuhan Pneumonia's leak from lab, delay, try to persuade Trump not to allow Taiwan into organisations like WHO, UN organisations, etc. there are a lot of talks and putting down "red line", establish the rules of Cold War 2.0, "if you use nuclear weapons, I have a missile aimed at your underground bunker", etc.
SKYWalkers
OP70659822
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I am sorry, you do not understand Trump, and the mandate from the US population, both Republicans and Democrats are united in anti-CCP policies, Cold War 2.0 already started in 2018, it won't stop until it's ended like the last Cold War. in 2018, I already said, don't touch any China companies, the geopolitical chess is ongoing.
如夢如幻
SKYWalkers
OP
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Forget it, now Trump has already initiated a tariff war, and Xi is completely ignoring him. The first term's tariff war has already proven ineffective against China. If Trump had many bargaining chips, why would he go to China? Trump can't even invite Xi to the USA or get through to him on the phone, let alone personally visit China to meet with Xi. When it comes to taking advantage, China simply won't allow you to come.
pootpoot
Master Corgi
OP
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im holding 80% cash now. and going to transfer since USD is relatively on the lower side soon. if u study trump 2018... u know hes gonna do the same shiet again. i also posted historical spy movement liao ma. i can say with high conviction likely got 20% at least. no need to rush in. SPY only 10% bro... if spy down 20% megacaps can be down 35-40%. there is where u want to DCA.
pootpoot
Master Corgi
OP
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but there shd be a bounce soon. sure have de.. cannot be falling straight like this. this is not covid period lol. questionn is whether it will bounce to 200ma only or 20ma/50ma before more drops. got to be careful.
You can buy the business at the same multiple as 10 years ago:
Google in Dec 2015:
• $28/share
• 11x Forward EV/EBITDA
Google today:
• $164/share
• 11x Forward EV/EBITDA
Same multiple. A decade of growth.
April will be headwinds for China companies.
in June, especially if Trump and Xi meet, it will further intensify, at that time, most of the political pieces would have been in place for Cold War 2.0, it will be very bad for China companies.
good luck.
top of the 9 = sell.
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