Megan Barnard
07-16

$Alibaba(BABA)$ I've held this position for a long time. I just received a dividend payment, which was a nice surprise—I didn't even realize it paid one.

I almost sold out last year, but I'm glad I didn't. I added some shares when it was under $100 and later trimmed a portion of that lot. My initial cost basis was in the $80s.

While I'm generally a fan of US equities, I think some quality megacaps in China are looking like deep value at the moment.

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