vuvence IX
06-13

$Alibaba(BABA)$ I think Jack Ma's BABA is looking good for a long investment. It is down a lot since 2022, but that covid period transformed work/life/shopping into something more flexible that is fit for purpose in the 21st century and Alibaba is part of that narrative. This in combination to the ATH back then has not even factored in the recent global AI investment. A company this size allowing direct access to the Chinese economy is now a very attractive long position.

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