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2020-12-19
Heavy interpretation! How does the macro policy "don't make a sharp turn" land "housing and housing, no speculation" has new connotations in the capital market or such force
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I myself invest in baba because of the value investing lens, I think China is one of the most interesting markets for value investing. So I wanted to clarify value/long-term investing. Do you look at Alibaba this way?
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