If I were Buffett, I would consider these 2

Dan1192
2022-04-28

Buy when the market is fearful. I strongly Buffett to look at China tech counters. They are fundamentally with a strong domestic market and huge international potentials.


If I were Buffett, I would consider these 2:

1. $NIO Inc.(NIO)$ - even with the potential crunch, I think China EVs will remain strong given China's strong trade and political relationships with the producing countries. 

Personally I like NIO only because the name gives a nice ring, like $Coca-Cola(KO)$. However, I think NIO will be a hit if it eventually ventures outside China as those countries build up their EV infrastructure. 


2. $Pinduoduo Inc.(PDD)$- this is a no brainer. an e-commerce platform with actual agriculture investments. 

The demand for agriculture is evergrowing because of the increasing population, be it for human consumption or animal feed. 

Compared to typical farmers, I think shopping platforms like PDD has a better understanding of consumer demands and adapt better eg. What products are in season and what's popular, etc.

PDD has a good headstart and has a good chance to be the market leader in this segment. 

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • JC888
    2022-04-28
    JC888
    没有政府的支持,没有人愿意投资中国公司。你不会知道你为什么突然受到惩罚。中央政府成功地赶走了国内投资者。不会很快回来。
    • Dan1192
      它是双向的。当政府支持时,你知道它会飞。你可以强迫其他国家如何管理你的实体,但你可以随波逐流受益
  • HilaryWilde
    2022-04-28
    HilaryWilde
    I believe Buffett is afraid to invest in China market.
    • Dan1192
      I agree, but why though. At his age, there's nothing much to lose
  • PandoraHaggai
    2022-04-28
    PandoraHaggai
    NIO is a good choice, after all, Buffett has invested in BYD before.
  • 211013能量飞车
    2022-04-28
    211013能量飞车
    可口可乐据说是马斯克的下个收购目标
    • Dan1192
      I thought he meant it as a joke
  • QArmieeQ
    2022-04-28
    QArmieeQ
    在不确定性期间买入低风险股票。
  • Dan1192
    2022-04-28
    Dan1192
    If this makes sense, please give a like!
Leave a comment
1
11