Owing the tax collector is a n

Owing the tax collector is a natural choice but it is not risk free. While there is pricing power now, the ability to do so subsequently depends on the tax payers willingness and ability to keep paying the toll - empty pockets or going into debt would be a concern for the tax collector too.

Alibaba Slips 0.73% as Burry Bears Down — CEO Buys ~$4.98M: Who's Wrong?

Alibaba −0.73% in the U.S. Monday, while 09988 rose 0.71% in Hong Kong. The bear case, built on Burry's framework, is that the AI boom leaves Alibaba worse off as cloud and AI capex compresses margins. The bull case got a signal rather than an argument: the CEO bought about $4.98m of stock — real money, though against last week's HK$80bn placement it is a gesture, not a swing factor. One question underneath: is AI spend a margin drag or the entry ticket to cloud reacceleration? Follow the insider buy, or wait for this week's China ADR earnings?

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Comments

Meet0
08-25 08:02
Meet0
Recession is the bigger catch here: tax receipts usually lag GDP on the way down, so that pricing power can look sturdier than it really is
Xiia
08-25 08:02
Xiia
Pricing power only exists until people start dodging or leaving. That part gets underestimated a lot

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