- Being long Alibaba has been a harsh experience the last year as regulatory and legislative changes has wreaked havoc on the market cap.
- The political risk is real, and despite the Wall Street consensus price suggesting immense returns, I believe there is no knowing when Alibaba is once again back to normal.
- Asian economies are ones for the future, and I still believe a long-term portfolio deserves exposure to that region with other investment opportunities limiting the company-specific risk.
For further details see:
Alibaba: Learning From My Mistake And Taking Another Route