2023 H1 Recap | How Do Investing Themes Evolve In H1?
@Tiger_Chart:
How did investing themes change in the first half of 2023? January: China stocks - $Alibaba(BABA)$ $Pinduoduo Inc.(PDD)$ China stock gained most attention at the beginning of this year. $Alibaba(BABA)$ rose to near $120 in Jan. and $Pinduoduo Inc.(PDD)$ surged to $106.Cohen bought hundreds of millions of dollars of $Alibaba(BABA)$ in the second half of 2022. He first spoke with Alibaba's board last August to express his desire for a long-term relationship with Alibaba, people familiar with the matter mentioned.Feburary: Chatgpt -