A very well written article. I like it a lot because you used many data and common sense to support your points. I happen to agree with most of your points, although not very popular for a long while.
I can see your point but I would worry more about the global (mainly led by US) move against China. COVID will go away but the attacking China just started.
I can see your argument. But for a young high growth company, is diversification investors are looking for (to buy the stock)? I like @Edward Simon's questions a lot. You should have answers for most of his questions.
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Interest Rate Normalization Is Impossible
A very well written article. I like it a lot because you used many data and common sense to support your points. I happen to agree with most of your points, although not very popular for a long while.
WiMi: Valuing A Company Diversified In Many Industries
I can see your point but I would worry more about the global (mainly led by US) move against China. COVID will go away but the attacking China just started.
WiMi: Valuing A Company Diversified In Many Industries
I can see your argument. But for a young high growth company, is diversification investors are looking for (to buy the stock)? I like @Edward Simon's questions a lot. You should have answers for most of his questions.
WiMi: Valuing A Company Diversified In Many Industries
A really well done article, although I think WIMI's fair value should be higher than $10 to worth the China risk.