Welcome to the Newcomer Investor Channel, where we uncover the story behind great businesses and make investing accessible and fun for everyone! In this episode, I am joined by AJ Button for a conversation on China.
(2:10) - Is China investable? Analyzing the risks and benefits.
(16:00) - Alibaba
(27:00) - PDD Holdings
(34:40) - Postal Savings Bank of China
(41:43) - Why AJ purchased more Brookfield Corporation
Please note, this conversation was recorded on January 12th 2025. As a result, any references to specific future dates/events in the episode may refer to a time that has already passed. And remember that nothing here is financial advice!
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