Undervalued Chinese Stocks (BABA/BIDU/WB)
I'm eyeing:
- BIDU (China's Google)
- WB (China's Twitter, but bigger)
- BABA (China's Amazon)
They've all felt 50%+ in recent years. They all have solid MOATs (IMO) and I don't think they're going anywhere. Want to hear bull/bear cases (but mostly bull!).