GigaCloud Technology: Capitalizing On Network Effects And Consumer Trends

10'000 Hours Introduction I am usually not a fan of investing in companies with significant exposure to China. Beyond concerns about Chinese consumers and the debt load of Chinese companies, the discount rate the market applies to these companies cannot be explained solely by the company’s fundamentals. That was one of the main reasons why Alibaba (BABA) was not a “Buy” for me. Despite the high discount rate applied and undervalued stock price, the country risk and uncertainty around China made it a “Ho ...