Morning Freehold,
Great memory, and you're correct, he does hold KDR. He just told us that very matter of fact though (I think when someone explicitly asked if he held any Li)...whereas he was really raving about his Chinese stocks...so I think it's unlikely he thinks its KDR. He was explicit about the 'chinese amazon' and named it by the way..so he could have named the Li company if he had one in mind.
CC
Morning Freehold, Great memory, and you're correct, he does hold...
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