The Razor’s Edge is an investing podcast that combines a prop trader’s viewpoint and deep-dive fundamental research to provide a unique take on the markets. The show is co-hosted by Akram’s Razor, a trader, tech enthusiast, meat lover, Marvel fanboy, battle tested activist short-seller and humble market servant, and by Daniel Shvartsman, VP of Content at Investing.com and someone who has seen thousands of investing pitches and ideas and how they play out over the past decade. The duo start with a theme or idea from Akram’s investing, then break it down to understand what goes into the idea, what could go wrong, and what else investors and traders need to know. They also interview industry leaders, executives, and other investors to get a wider perspective. The show has thousands of listeners around the world.
Episodes
Tuesday Jul 13, 2021
Tuesday Jul 13, 2021
The Didi Global IPO feels like a fiasco - company goes public one week, gets booted from the app store by Chinese regulators the next. With RLX Technology undergoing a similar crackdown earlier this year, and with Ant Financial still being kept off the market, and with concerns around Jack Ma's well-being in light of his criticism of the government, it's not a huge surprise most big-name Chinese stocks on the U.S. markets are trading poorly.
A lot of questions arise, but the most basic one - can you invest in these stocks? In this week's episode we talk about Didi and what the various parties' motivation might be, what might make the picture clearer, and whether you can really invest in Alibaba, as well as whether that matters.
Topics Covered
- 3:15 minute mark – What to make of the Didi crackdown
- 8:30 – Are China ADRs investible?
- 14:15 – What does an ADR actually get you?
- 22:15 – Considering the Chinese government’s calculus
- 25:15 – The difficulty of establishing an edge in these names
- 33:15 – Norms and flows, betting vs investing
- 39:15 – How much the right price can matter
- 47:15 – Revisiting the “Amazon of China” idea
- 52:45 – The Sina example
- 57:15 – U.S. Sino accords and balances of power
- 1:06:15 – Investing in China-based companies
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