The speaker hasn't followed Alibaba for a while; he generally thinks many great Chinese companies are very undervalued, but for a small investor a 500 billion dollar market cap limits the payoff, and better results can be achieved elsewhere.

What are your thoughts now on investing in Chinese companies, particularly Alibaba and Tencent? Yes, I haven't looked at those two companies for a while. Hm. In general, I think that many of the great Chinese companies are currently very undervalued.

Hm. But I also think that as a small investor investing in companies with a market capitalization of 500 billion dollars, you should be able to achieve more. Okay . You can achieve better results elsewhere .