Re: PDD

The week's question

In December 2024, in the thread "Re: BRK: Why Not XOM?", sykesix asked the members: "What do you do if you arrive early at movie besides go to the snack bar?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.

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Stocks A to Z / Stocks D / The Walt Disney Company (DIS)

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I was going to buy some, as like you I was attracted by the metrics, my broker doesn't allow me to invest in them however!

Alibaba, Tencent, JD.com and Baidu I do have though. JD and Bidu I've recently bought back in and happy to take a view and see where they are in 5 years. All attractive on value metrics.

This is also my diversify away from the US play becuase of Trump. So I'm about 65% US 35% China.

Happy with what I have and will just leave for 5 years now.

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