12 Comments

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

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Sure. At some point! Thanks for the comment.

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Like this. Thanks

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Thanks :)

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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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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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thoughts on BABA - thank you

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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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Please share more details / research on SHOPIFY

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

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Would be interested in some Corea companies like navers and posco

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Thanks for the comment Antonius. Sure - in time.

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