Marialina
05-09

$Alibaba(BABA)$ $Alibaba(09988)$ If BABA remains at $80 and buys back half its market cap in shares, using its cash hoard and free cashflow each quarter… then it will just be a matter of time before it jettisons to $160.

It’ll compete with $JD.com(JD)$ and $PDD Holdings Inc(PDD)$ aggressively. And when China growth kicks up a notch all of them will do well. But baba is positioned best to perform the best across multiple business lines.

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