Holding until 2026 as I planned when I first invested.
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ideally holding foreverā¦
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Earnings Thursday morning, lets see what happens. Holding off averaging down till then. Already 44% of my portfolio lol but I love BABA
I think I will buy stocks today, going lower in China
Are you able to share some of your thinking on BABA please?
I have a small position but it isnāt one I am familiar with as I should be.
It will bounce back and forth, one day it will be $180
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I expect the ball to be rolling by Q3/4 of 2023 by that time results from a fully running Chinese economy will send BABA on (hopefully) a positive long term trajectory. Iām personally buying under $90 at $5 stock drop intervals. My average is still $111 been there for the past 8 months. I want to bring it to the low $100ās.
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Although, even Charlie Munger admits, and I quote:
āI regard Alibaba as one of the worst mistakes I ever madeā
On a long enough time horizon, Iām sure itāll do better than it is now, but relations with China could really hamper progressā¦
Ridiculous price action this month. Next earnings will be crazy good for BABA 
going to buy more under $80
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My only concern with Chinese stocks are US sanctions or political interference.
China expects 5% GDP growth this year. That to me is more important than US-China relationship. CCP prioritising its country 
I agree.
Doesnt mean all their stocks wont drop into the same abyss as the Russians if diplomacy goes bad.
Thats a risk, the odds of that are unclear.
Very low risk in my opinion. China is playing the long game. Its the US thats more scared now. China will grow whilst US enters recession. Theyāre pretty much neck and neck now.
I dont disgareeā¦its just putting me off investing right now.
I like BABA and BIDU for long termā¦but a lot can happen with China in the long term 
Whatever you do, i wish you well
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As for me risk is still high, thatās why you see this price per share
Unfortunately itās political risk, not the financial one
Alibaba is going to split into 6 businesses. I wonder how FT is going to handle something like this
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Yep, letās see how it goes! Maybe we can pass $120.
Unfortunately my average is $96, not so low
BBC News - Chinese military rehearsing encirclement of Taiwan
This kind of political stuff puts me off investing in anything China based.
USA would take Taiwanās sideā¦at least with sanctions, IMO.
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Letās gamble, when #baba reach $120 again?
My call is on August