12 Comments
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Mladen's avatar

Legend holdings if you can find what it owns. No one else did that

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Balkar Sivia's avatar

Sure. At some point! Thanks for the comment.

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Michalis's avatar

Like this. Thanks

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Balkar Sivia's avatar

Thanks :)

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Matt's avatar

Thanks! international is good. You forgot to point out that many companies have underlying geographic exposure. S&P global has a good breakdown of sp500's exposure.

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Balkar Sivia's avatar

Yes! That is a big argument against international investing but investing in stocks of companies in the US with diversified geographical exposure. That's fine..our argument is one of valuation.

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JJVL's avatar

thoughts on BABA - thank you

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Balkar Sivia's avatar

It is a much longer comment or perhaps a post. The market is not irrational. There are real fears and risks here.

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Chetan SHAH's avatar

Please share more details / research on SHOPIFY

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Balkar Sivia's avatar

I guess SHOP qualities as an international company as its based in Canada! We'll get to it.

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Antonius van Opstal's avatar

Would be interested in some Corea companies like navers and posco

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Balkar Sivia's avatar

Thanks for the comment Antonius. Sure - in time.

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