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Tenbagger2024
@Tenbagger2024
6Mes
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
6Mes
@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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