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Tom Nash
Tom Nash

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Scary news out of China

If I had any Chinese companies in my phone for you I would be really worried. This is only the beginning...

Scary news out of China

Comments

me too, although i just joined. did you ever get a link?

Paddy

I’m also looking for the spreadsheet showing a list of the current holdings Tom has

Luke Frost

am too looking for same.

Jigar Patel

Can anyone share the link to the spreadsheet? Is there a post with the link? I can't find it.

Giorgio Micotti

so regarding nio and xpeng? sell better than hold? even on old prices positions?

Ahmad homudah

Don't invest on china stock and company.

billy

(Also asked this on your Didi youtube video): Hey Tom, what's your take on Taiwan's TSMC (which you have mentioned several times on your channel) which is also an ADR? Have you thought about similarities and differences to ADR structures used by mainland Chinese companies such as Didi, Nio, Xpeng that listed in the US?

hardmaru

Anyone know where coffeezilla is at? Starting to get a bit worried..

Wes Frey

Ultimately it’s all about control to dictatorships. The idea that top tech companies with tons of user data like DIDI , who is traded in USA means the SEC and the US board of directors can access the data of large amount of Chinese user data or govt contracts is for china a threat of “national security”. As I said before , stay away from Chinese stocks if it is keeping tou awake at night

Simo Häyhä

Lol I see it now! Thx!

Horsegal33

Yeah, autocorrect is a bitch these days...

Marco Nierop

I was in NIO and BABA but got out a while ago...whew!

David Oliver

Jeremy Grantham thinks emerging markets like China are a good deal. Discuss on next zoom?

Denis Gendron

What’s the word in NIO? The spreadsheet has it at $51 for is max price. Can we get a price update? I’m assuming this is some FUD for companies like NIO and BABA

Zach

What about Nio, Xpev and Li? Please Tom guide us

Armin Bajric

I think he meant to say portfolio idk

SolarGuy

It seems like the same. FUD as last years NYSE delisting threat. All a company has to do is comply with the authorities, and it should be easy if they aint scams like Nikola.

Hms

Isnt this good news to further protect investors from fraudulent companies? Just bought more JD listed on the HKSE. BTW i own NIO shares and the government has shares in it. This all seems just like panic to me :/

Hms

What do you mean by chinese companies in my phone?

Horsegal33

I'm distant to China stocks, because the West is increasingly implementing measures to decrease dependency on China in their supply chain. Yet, $BABA @ $199 looks like a good discount. You usually win when you buy while most people dislike a stock or a theme.. Can't decide..

NCK

I just did at 200$

Federico

BABA + BIDU no fear !

Federico

China = Stay away

JesseCapo

it should have been the job of the SEC but if they don't want to do it, then someone else will

Moe M

Been stearing clear from the start.

William Blake Saegert

who knows this might end up to be good news. If DIDI was approved by China to be listed prior to their IPO, we wouldn't have this issue. This means if a Chinese company is obeying the rules of their government, then they will have approval and there would be less volatility.

Moe M

I have DIDI’s @14.59. Should i be worried or is this going to affect any new IPO listings?

Gopal Sapkota

Is this is not going to end up with Chinese citizens not motivated to develop business long term? I'd be SO LESS motivated to do anything with these regulations..

Remigijus

Just bought 300 shares of NIO. Should I be worried?

Vacheh Abkarian

Is this also an opportunity to add for example $BABA? Or will it get worse?

Oliwia Pawlik

As the robotic revolution continues, the need for many many things Chinese will diminish. The exception being for them to stop contributing to the great pacific garbage patch. They literally made a patch of garbage as big as Texas. Too bad Biden is asleep. Our boy trump would be all over this shit.

Ryan DePasquale

I have no Chinese companies in my phone or my portfolio ;)

Sean Bosely

I don't trust China stocks for shit. The crap the state pulls while we're sleeping, you can't pull the plug till hours after fallout. But for a quick day trade, I've ran a few of those in my time.

Michael Lake

Concerns about NIO?

Hugh Clarke

My phone is made in china ;p

Sushruth Madyalamajalu

I have 2000 shares of DIDI @$13.80 should I book a loss or wait till recover my money?

Dharmendra Patel


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