Been an Alibaba long since its early days and has weathered ups and downs with it and it hasn't disappoint so far. The growth story is still intact. Now it's being affected by the political uncertainties but on the flip side, it's being undervalued. So perhaps this creates a buying opportunity.
Alibaba Stock: The Bottoming Process Looks To Be Forming Already
They will say "this time it's different...". But is it really different? Only time will tell. But if time and history are telling the truth, then one can already deduce the answer...
I think up till a certain point the 'punishment' of these companies would stop before it spooks every investors and make them wary of any and all Chinese stocks, which is definitely not what the regulators and officials want.
Interesting that author view R&D as capex. Apple is definitely a mature company but yet amazingly is able to innovate and find new areas of growth, nevermind that they always seems slower to the next 'in' thing.
Microsoft has been relatively flying under the radar as compared to its peers in the 1T market cap club. Now all of a sudden it's under the spotlight..
Buying if there is a big dip. Their breadth and depth of content... No one else comes close, except Disney. Although I must say, being a subscriber and shareholder of both companies, I find myself consuming more of Netflix's content as compared to Disney.
Nowadays AI seems to be the new sexy thing. Last time it's cloud and now it's AI. P/E of 300-400, P/S of ~33... too rich a valuation? upside might already been baked in while downside is wide open