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Pros:

  • profitable (relatively) fast growing tech company with a moat
  • extra defence because of state control
  • cheap

Cons:

  • China has got massive problems on the horizon
  • Company growth is slowing

Currently I’m not buying... mainly due to con reason 1... but do think it is well priced given its pros



Submitted May 29, 2019 at 10:35AM by JoshSummers http://bit.ly/2JN2pgX

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