$Alibaba(09988)$ 

1)Can Alibaba repeat the feats of GME and BBY?

I don't think it's appropriate to compare GME and BBBY to Alibaba. It's like comparing apple to orange.

First off, GME and BBBY are 'hype up stocks' simply meant for the purpose of speculative plays. Besides, these businesses are not making money, doesn't have any track records of growing revenue or positive cashflow from their businesses. They attract mainly speculators who want to profit from short term plays. I highly doubt value investors like Charlie Munger or his associates would be keen to have a stake in these businesses.

Alibaba on the other hand has real assets and proven track records of revenue growth and it continues to generate positive cashflow. In short, it remains a profitable business and highly undervalue due to CCP's crackdown the past 2 years. To add further, its GMV have increased sustainably over the years to CNY8317 billion (approx USD1226 billion). It's nearest competitor Amazon has a GMV of 600mil base on Year 2021 disclosure. In other words Alibaba GMV is twice that of Amazon 😉. Of course they have different target audiences. Amazon market share is worldwide ex China while Alibaba main business are from the China market.

2)Do I look forward to Alibaba's further expansion of repurchase program?

Naturally yes. This signals a positive sign the management is portraying to the general public and investors worldwide. However I must add that Alibaba doing share buybacks wasn't something new. If you look at the attachment I shared below, they have in fact increase their share buyback since Mar 2022. Clearly the management understand its business are value more than what the market is offering since last year.

3) What's my expectation for Cohen's move?

This kind of news are simply noise to me. I pay more attention and place more weight to Alibaba's financial report over such juicy news. Yes, maybe in the short term his publicity helps to move a needle but the market always revert to its mean base on fundamental reasons. 

Remember, in the short run, the market is a voting machine but in the long run, it is a weighting machine - Warren Buffett



Congratulations, you have found the HAPPYCNY cards. You can leave a message "HAPPYCNY" in the comments section of the post & win 10 Tiger Coins.

In addition, the first person to find the HAPPYCNY cards and comment ""HAPPYCNY"" will receive a special gift.​​​

Click here to view more details​

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  • HelenJanet
    ·2023-01-27
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    HAPPYCNY

    The post below is where the eighth and the last letter “Y” is located after finding 8 days for the “HAPPYCNY” card since 20 Jan 23.

    Please remember that after we have found all the 8 cards, we need to post a message "HAPPYCNY" in the comment sections of @TigerEvents’ post on 20 Jan 23 at 8.50am as shown below then we will get another 50 wonderful Tiger Coins. We will received a total of 80 + 50 = 130 wonderful tiger coins 💰💰💰. Thank you very much @TigerEvents for your generosity.

    Today is the sixth day of Chinese New Year. 愿大家一帆风顺,双兔迎春,四季平安,五福临门,六六大顺。健康顺,家庭顺,工作顺,心顺,财顺,事事大顺。

    @MHh @DiAngel @Fenger1188 @SR050321 @Pucca @xiaos @Aqa @JoeLeong @Boo2020 @Linda1127 @cptan1 @Ron18 @JZ8 @Gackky @不死乌 @amroui @Furore @zacyai come join

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    • TT13Replying toHelenJanet
      [强][强]
      2023-01-31
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    • HelenJanetReplying toTT13
      Please type “HAPPYCNY” to the attached post with the “Y” card and not to my post in order to obtain the tiger coins. Happy Chinese New Year to you 🍊🍊🧧🧧
      2023-01-31
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    • HelenJanetReplying toAshleyTang
      Please type “HAPPYCNY” to the attached post with the “Y” card and not to my post in order to obtain the tiger coins. Happy Chinese New Year to you 🍊🍊🧧🧧
      2023-01-31
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  • Quantum Leap
    ·2023-01-27
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    See you on the moon bro
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  • PandoraHaggai
    ·2023-01-28
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    The company may face fines, divestitures, and other penalties, which could lead to reduced profits and a decline in its stock price
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    • RDPD富爸穷爸
      One should research before invest in a business they have conviction in. As for your concern on fines, penalties etc every company that fail to comply with regulations will have the same issue.
      2023-01-28
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  • DonnaMay
    ·2023-01-28
    TOP
    Is now a good time to buy Alibaba stock?
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    • RDPD富爸穷爸
      Only you can decide for yourself whether you would like to have a stake in its business. Personally I'm vested 😉
      2023-01-28
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  • Maria_yy
    ·2023-01-28
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    How are rising oil prices affecting the global economy?
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    • RDPD富爸穷爸
      Not sure what you mean, base on the chart, oil had came down since last June, it has been trading within a range for sometimes now.
      2023-01-28
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  • BellaFaraday
    ·2023-01-28
    TOP
    How does the recent regulatory crackdown affect Alibaba's future growth prospects?
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    • RDPD富爸穷爸
      It affect all businesses not just Alibaba. However short term pain is long term gain. With anti monopoly regulation in place, it will be fair competition across all platforms which benefits all players moving forward.
      2023-01-28
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  • ElvisMarner
    ·2023-01-28
    TOP
    How will the recent interest rate hike by the Federal Reserve affect the stock market?
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    • RDPD富爸穷爸
      Base on the chart, the main indexes are bullish since it reversed last Oct. I suppose the market had already 'price in' recent rate hikes.
      2023-01-28
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  • DonnaMay
    ·2023-01-28
    TOP
    It is difficult to say for certain how the recent interest rate hike will affect the stock market as it can have both positive and negative effects. On one hand, it can lead to a stronger dollar and increased investor confidence, but on the other hand, it can also lead to a slowdown in economic growth and higher borrowing costs for businesses.
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  • EvanHolt
    ·2023-01-28
    TOP
    Inflation has been on the rise recently, driven by factors such as supply chain disruptions and increased consumer demand. However, it is important to note that the Federal Reserve has stated that they believe the current inflationary pressures are transitory and not a long-term trend.
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  • Aqa
    ·2023-01-27
    “HAPPYCNY” ‘Y’ is here. Hope i dint miss-spell😅 Thanks v v much fir tag🍊🍊 @HelenJanet @LMSunshine 🍊🍊 🎋🎋🐇🧧🈵️🍊🍊 ㊗️六六大顺.
    Coins @RPGold @maricel @財運到財源滾滾到
    @RDPD富爸穷爸 Good article. Thanks for sharing. ㊗️🧧🈵️🎋🎋🐇🍊🍊🧨🧨🧨🧨🧨🧨

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  • MortimerDodd
    ·2023-01-28
    a diversified business model, and a proven track record of revenue growth, which could make it an attractive investment opportunity
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  • EvanHolt
    ·2023-01-28
    the company has a strong financial position
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  • MortimerDodd
    ·2023-01-28
    Rising oil prices can have both positive and negative effects on the global economy.
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  • GoodLife99
    ·2023-01-27
    HAPPYCNY
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  • Universe宇宙
    ·2023-01-27

    HAPPYCNY

    8 of 8

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  • GoodLife99
    ·2023-01-27

    HAPPYCNY card 8 the last card!

    Thanks many friends for the tagged!

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  • DiAngel
    ·2023-01-27
    Found my “Y”… now i have completed “HAPPYCNY” 🍍🍍🍀🍀🍊🍊
    Thanks to @HelenJanet 💋💋
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  • TendousTendy
    ·2023-01-28
    yea you can't compare baba to gme
    baba is much worse than gme [Cool]
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  • AngelaWong
    ·2023-01-28
    HAPPYCNY  @upupahcai  @SGX_Stars  @Tiger_chat  @TigerEvents
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  • aw5_5
    ·2023-01-28
    HAPPYCNY
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