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.
Links:
Newcomer Investor on X: https://twitter.com/NewcomerInvest
Newcomer Investor Email: iamthenewcomerinvestor@gmail.com
AJ Button on X: https://x.com/AJButton2
Get a 15% discount on my FAVOURITE Financial Research tool: https://finchat.io/?via=anthony
Episode Highlights:
(0:00) - Introducing AJ Button
(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!