Company Report
Last edited 4 years ago
PerformanceCommunity EngagementCommunity Endorsement
ranked
#259
Performance (48m)
-11.6% pa
Followed by
35
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#Risks
stale
Added 4 years ago

Added to ASIA in my RL portfolio yesterday.

Simply put these businesses generate huge amounts of free cashflow & are trading for cheaper multiples than they have historically (in a time where many stocks look expensive). Yes the regulatory issues & risks are there but these businesses are powerhouses. BABA for example generated 70% more revenue than Amazon. I think we'll look back at this moment in a few months and think what a great buying opportunity. I guess time will tell.