RE:RE:RE:If the Tencent Connection was realIt still took VIPS and JD to improve their stock price performances Tencent announced equity stakes and strategic partnerships with them. The advantages were obviously that their business would definitely benefit from the additional net traffic coming from Tencents user base, and help them reduce client acquisition cost to improve top line and margin profile. Home country bias is real, and stock prices on EM companies, and small and micro caps are not as efficient as large cap. SEV track record on revenue growth has been terrible and I think that's a lot of people are just writing it off. So many semi names in US, and Shopify takes Canada by storm. They will have to prove themselves at this point. I am fully aware of the death money potential. So I haven't been adding to the position since last year. At the end of the day, that's how venture funds work, they have dozen to a few hundred positions. They know the high failure rates in these spaces and they only need a few that go to the moon to make them successful.