GrafTech: A Case of Simple Math with Minority Risk

GrafTech: A Case of Simple Math with Minority Risk

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[BABA] Alibaba Group Holding

Alibaba: The Sprawling Octopus

On China’s regulatory crackdowns, the history of Alibaba, the arms of the octopus, how Alibaba monetizes its ecosystem, the moat, how Alibaba could fail, how I would value the company, and a note on position sizing.

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