$Alibaba(BABA)$ BABA: A Value Bet on China? Alibaba (BABA) presents a classic value investing case: a high-quality business trading at a deep discount. The bull thesis is simple. BABA owns dominant e-commerce and cloud platforms in the world's second-largest economy, yet it trades at a bargain-bin valuation with a low P/E ratio and a fortress balance sheet full of cash. A sum-of-the-parts analysis suggests the market is valuing the whole company for less than its individual pieces. So, why the discount? The answer lies in significant risks: a lingering regulatory crackdown from the Chinese government, geopolitical tensions with the U.S., and a sluggish domestic economy. For value investors, the bet is that these tem
$Meta Platforms, Inc.(META)$ [Call] The Lesson of Patience and Conviction In 2020, I invested in a company I believed in—my 4th-best-performing holding. Its fundamentals were strong, but when the storm hit in 2022, doubt crept in. The market turned bearish, sentiment soured, and even my own conviction wavered [Sigh] I hesitated, missing the chance to dollar-cost average (DCA) when prices were low[Sigh] Yet, time revealed the truth. The company's solid foundation carried it through the turbulence, rewarding those who held—or better yet, bought—when others feared [Serious] The lesson? Fundamentals endure. Market sentiment is fickle, but a strong business weather
$Coinbase Global, Inc.(COIN)$ , the leading U.S. cryptocurrency exchange, offers compelling reasons for long-term investors to consider it for their portfolios. Here’s why Coinbase could be a smart bet for the future. 1. Crypto Leader Coinbase serves millions, handling massive trading volumes. Its S&P 500 inclusion in May 2025 and Rosenblatt's $470 price target signal strong growth potential. 2. Innovation A $2.9 billion Deribit acquisition and the “everything app” with zero-fee trading and 4% Bitcoin rewards via Coinbase One Card drive expansion. Partnerships in Canada and new tokens in Germany boost global reach. 3. Stable Revenue Revenue from trading, subscriptions, and custody ensures stability, helping
Why Investing in Tesla is a Winning Bet for the Long Term $Tesla Motors(TSLA)$ is a powerhouse of innovation, making it an exciting choice for investors aiming for substantial long-term growth. From its dominance in electric vehicles (EVs) to its ventures in renewable energy and artificial intelligence (AI), Tesla offers compelling reasons to invest. Here's a concise look at the bright side of investing in Tesla. Teslas Unmatched Strengths 1. Global Leader in Electric Vehicles: Tesla commands a 17% share of the global EV market in 2024, delivering 1.9 million vehicles. With EV adoption expected to soar to 60% of new car sales by 2040, Tesla’s brand loyalty, cutting-edge technology, and massive production capacity (via Gigafactories in