Tenbagger2024@Tenbagger2024

7Mon

An alternative would be to stay involved in Asian e-commerce, but minimize the proportion of China.

$CPNG or $SE

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Finn@Invest-Young

7Mon

@Tenbagger2024 thanks Sea already in the portfolio and Coupang on the list, but unfortunately always a bit too expensive. I've been waiting for a reset since €13 but unfortunately in vain.

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