Common sense value investor with a long-term focus on technology and consumer discretionary sectors. I look for companies with strong fundamentals, sustainable competitive advantages, and high long-term growth potential. My approach follows three simple rules: Only buy great businesses, never overpay, and do nothing — patience is key. Making money isn’t about constant action; it’s about waiting.
Analyst’s Disclosure: I/we have a beneficial long position in the shares of BABA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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