Shares prices don't matter. Market capitalization does.

Upon deeper research, I realize that JD and PDD being Alibaba's competitors play in different product levels and service levels so while there may be some market share lost from anti competition, it won't be significant. There will still be room for growth while Alibaba's moat remains intact.

PayPal does look promising I agree. 

Can the world go without $Meta Platforms, Inc.(FB)$? Not quite but possibly. Can the world go without $Alphabet(GOOGL)$ ? Quite impossible. My 2 cents... 

Well there's not a lot of SG blue chips that are doing well except for the local banks 

Whenever Warren does a buyback on $Berkshire Hathaway(BRK.B)$it's time to hop on the value investor train 

Earnings are unlikely to grow at the same pace as last year

One thing $Microsoft(MSFT)$has proven time and time again is its ability to spawn new businesses in response to whatever new segment is created in the market. Collaboration, ERP systems, CRM, Cloud, you name it 

Apple engineering is so good it can make itsown EVs. A company that truly understands how to deliver the best user experience withsimplicity.

Well as the saying goes it's better to buy a great business at a fair price than a fair business at a great price 

I will definitely be more optimistic about the moat of companies like $Docusign(DOCU)$if they are acquired by major enterprise application software players like $Microsoft(MSFT)$or $SAP SE(SAP)$

This just shows how driven the market is purely by emotions and not fundamentals!

Will be very convinced once they launch a SaaS solution that can be subscribed and deployed quickly for the private sector 

Interesting 

Market is overvalued for sure. The faster thedrop the better it is for all long term investors. As Jeremy Grantham says, it will always fall back to the mean 

Could this be an overreaction from the markets?

More potential to sink as dividend yield of S&P now is only at 1.3%

Great that this is clarified!

Great write up. If it's out of my circle of competence, then I might as well just buy $Berkshire Hathaway(BRK.B)$

There will always be something to worry about but as long as the world remains, the market will continue to grow long term