Alibaba, Chinese Tech, Palantir (TCSS with Master Leong)

Special thanks to Master Leong, Gavin and everyone joining the session and share your questions and perspectives.

Time stamps:

0:00 - BABA is not investable due to regulations. Meituan is latest victim. They don't care about simi capitalism, only a novice believes they allow free market

5:15 - Meituan continuing crackdown, need to sacrifice short-term profits

7:45 - Meituan is not profitable in the most recent quarter, the government still want to fine them, reasonable? Need to deliver value and optimise cost

11:12 - Cathie Wood is not making much sense in recent interviews and behave like a day trader instead of having 5 years horizon as claimed. Is this a worrying and sell sign?

13:33 - Gavin's comment on Cathie Wood, selling high conviction names looks weird e.g. Palantir and its share dilution

20:04 - Is it the time to all in growth stocks?

24:09 - PE for Alibaba 16 based on TTM as it included the fines. PE of Meta FB at 14. Why are peoples negative on metaverse?

29:40 - Why does Master Leong call himself master, he can't even beat the index?

34:56 - Is there a price that Master Leong will sell Alibaba? How much is the fair value?

36:50 - Margin on Alibaba, what happen if the Alibaba price drop significantly?

39:20 - Cash outside to avoid margin call?

41:11 - Is Master Leong investing full time?

43:32 - How come Boon Tee kept selling stocks at low prices whenever a stock drop? First FB sold and now Alibaba? Need some clear advice as to why he sell

48:50 - How come Master Leong say he long term and value investor, but his video everyday talk about price movement?

50:25 - What is considered a long term hold to have a huge chance of making profits? 1-year, 3-year or 5-years?

54:00 - Why is someone talking like an expert about DBS when his 1 stock portfolio is performing badly?

57:05 - Should I sell my Alibaba now? Still at more than 10k usd in paper losses, I see Chi Keng and Master Leong underperfromed index, don't dare to trust them

59:35 - Master Leong has good investment mindset but seriously lack the temperament. Many good investors rarely talk or boast about their investing skill

1:01:27 - View on rising yield to the stock market

1:07:10 - Palantir how ah?? I htought a lot of people pump and super hype, now drop like bomb. Game over?

1:08:20 - Thoughts on ASML moat? Could there be a day where EUV's importance is diminished? Will the emergence of 3D DRAM chips reduce the need for EUV lithography?

1:11:24 - How to know which high growth but intentionally non-profitable growth stock is good and will recover? Everything sold down hard even darlings like SE and PLTR?

1:16:35 - Where is Daniel? I thought we were going to have a Daniel vs. Tesla bull debate

1:17:40 - AAPL MSFT AMZN GOOG to pick 1 or 2. Which would you pick now?

1:20:27 - Thoughts on just VWRA as a single ETF portfolio?

1:23:56 - Name your top pick for 2022?

1:25:23 - Master Leong can tell us who is bird bird?

1:26:21 - Inflation is high and rate hike is coming and market is fearful. But I am more fearful of my money losing value in the bank

1:28:18 - Master Leong and Boss Ong is my idol don't care the bashers 4 paper tiger reit

1:32:30 - Boss Ong comment on REITs

1:33:44 - If war happens, what companies will do well and what companies will tank?

1:36:29 - How much cash do you hold? How many positions in your portfolio? When to take profits?

1:41:47 - I saw Munger said e-commerce retailers aren't that entrenched compared to Apple. And they have lots of competitors. Why he bought Alibaba?

1:45:27 - Thoughts on March FOMC meeting?

1:47:49 - Anyone let others invest your money? Got any great fund manager? Minimum sum to join?

1:49:52 - I only hold 5 stocks in my portfolio - Microsoft, Costco, Apple, Berkshire and Visa. I think enough diversification but yet focus on the best quality. For long term investment.

1:50:43 - Why STI so strong this year?

1:51:47 - How to choose ETF?

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