$Alibaba(BABA)$ I don’t own sh

7
1
Favorite

$Alibaba(BABA)$ I don’t own shares at this time as I now rarely hold individual stocks. The valuation here has now gotten interesting. $170 billion market cap with over $70 billion in cash. Trading at 3x forward EBITDA and forward PE of 7. Being treated like it’s going the path of AOL when it definitely has significant growth opportunities in the world’s largest consumer market. At this valuation and this level of cash they should be very aggressively buying up shares and at a minimum reducing share count by 10%+ this year. If it hits $65 I may pick up a position. I can see this as a $200+ share price within 5 years.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment（1）

Top
Latest

vakit
·01-23
I’m bearish, Alibaba dominated the ecommerce market in the old days but now there are more competitors like JD, Temu etc taking market share from Alibaba.
Reply
1
Report

Most Discussed

Terms and Conditions·Privacy Policy

Company: TTMF Limited. Tech supported by Xiangshang Yixin.

Email：uservice@ttm.financial

{"i18n":{"language":"en_US"},"data":{"magic":2,"id":266159285772304,"tweetId":"266159285772304","gmtCreate":1706000940799,"gmtModify":1706000947227,"author":{"id":3479274782428040,"idStr":"3479274782428040","authorId":3479274782428040,"authorIdStr":"3479274782428040","name":"Neexio","avatar":"https://static.tigerbbs.com/8a6d90cbff3ceab2e34f58c7b8e0271f","vip":8,"userType":8,"introduction":"运营账号","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":12,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://community-static.tradeup.com/news/0dac7e863f5403e96000da61433a63ce","width":"711","height":"519"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/0dac7e863f5403e96000da61433a63ce","width":"711","height":"519"}],"html":"<html><head></head><body> <a data-mention-id=\"BABA\" class=\"teditor-mention\" data-mention-name=\"Alibaba\" href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> <v-v data-views=\"1\"></v-v> I don’t own shares at this time as I now rarely hold individual stocks. The valuation here has now gotten interesting. $170 billion market cap with over $70 billion in cash. Trading at 3x forward EBITDA and forward PE of 7. Being treated like it’s going the path of AOL when it definitely has significant growth opportunities in the world’s largest consumer market. At this valuation and this level of cash they should be very aggressively buying up shares and at a minimum reducing share count by 10%+ this year. If it hits $65 I may pick up a position. I can see this as a $200+ share price within 5 years.<img src=\"https://community-static.tradeup.com/news/0dac7e863f5403e96000da61433a63ce\" tg-width=\"711\" tg-height=\"519\"></body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"BABA\" class=\"teditor-mention\" data-mention-name=\"Alibaba\" href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> <v-v data-views=\"1\"></v-v> I don’t own shares at this time as I now rarely hold individual stocks. The valuation here has now gotten interesting. $170 billion market cap with over $70 billion in cash. Trading at 3x forward EBITDA and forward PE of 7. Being treated like it’s going the path of AOL when it definitely has significant growth opportunities in the world’s largest consumer market. At this valuation and this level of cash they should be very aggressively buying up shares and at a minimum reducing share count by 10%+ this year. If it hits $65 I may pick up a position. I can see this as a $200+ share price within 5 years.<img src=\"https://community-static.tradeup.com/news/0dac7e863f5403e96000da61433a63ce\" tg-width=\"711\" tg-height=\"519\"></body></html>","text":"$Alibaba(BABA)$ I don’t own shares at this time as I now rarely hold individual stocks. The valuation here has now gotten interesting. $170 billion market cap with over $70 billion in cash. Trading at 3x forward EBITDA and forward PE of 7. Being treated like it’s going the path of AOL when it definitely has significant growth opportunities in the world’s largest consumer market. At this valuation and this level of cash they should be very aggressively buying up shares and at a minimum reducing share count by 10%+ this year. If it hits $65 I may pick up a position. I can see this as a $200+ share price within 5 years.","highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/266159285772304","repostId":0,"isVote":1,"tweetType":1,"viewCount":3476,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["BABA","09988"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":512,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":266159281795184,"commentId":"266159281795184","gmtCreate":1706016045775,"gmtModify":1706016438144,"authorId":4148183624662802,"author":{"id":4148183624662802,"idStr":"4148183624662802","authorId":4148183624662802,"name":"vakit","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":266159285772304,"objectIdStr":"266159285772304","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"I’m bearish, Alibaba dominated the ecommerce market in the old days but now there are more competitors like JD, Temu etc taking market share from Alibaba.","text":"I’m bearish, Alibaba dominated the ecommerce market in the old days but now there are more competitors like JD, Temu etc taking market share from Alibaba.","html":"I’m bearish, Alibaba dominated the ecommerce market in the old days but now there are more competitors like JD, Temu etc taking market share from Alibaba.","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"hasMoreComment":true,"orderType":2}