Alibaba Group (ticker BABA) is down more than 65% from its highs. Here's everything you need to know...
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CHAPTERS:
0:00 - What's Going On?
0:29 - Alibaba's History
4:25 - Alibaba's Revenue
6:20 - Alibaba's International Prospects
8:40 - Disclaimer
9:14 - Fundamentals
11:27 - Alibaba's Headwinds
19:44 - Valuation Assumptions
32:15 - Probability Analysis
36:00 - Why Not Today?
For More Value, Don't Forget to Subscribe:
https://SpicerCapital.com/YouTube
Learn more about Spicer Capital: https://SpicerCapital.com
Thank you for being a part of this Community!
Until next time…
Take Care!
#babastock #stockanalysis #stockinvesting
DISCLAIMER:
This is not intended as investment or customized financial advice. For our full disclaimers, disclosures, and all legal stuff please visit https://SpicerCapital.com/Disclosure.
SOURCES:
SEC Filings
Seeking Alpha
Earnings Presentation - https://seekingalpha.com/article/4470538-alibaba-group-holding-limited-2022-q2-results-earnings-call-presentation
https://seekingalpha.com/article/4487270-alibaba-baba-stock-is-nowhere-near-a-graham-net-net-deal
https://www.reuters.com/business/retail-consumer/luckin-coffee-reaches-175-million-class-action-settlement-over-accounting-fraud-2021-10-26/
Cainiao Video - https://www.youtube.com/watch?v=bgHfEK34xYk
https://www.jdsupra.com/legalnews/sec-expected-to-introduce-host-of-new-5112622/
https://www.visualcapitalist.com/american-companies-that-failed-in-china/
https://www.forbes.com/sites/annestevenson-yang/2021/07/27/will-the-vie-structure-die-what-hong-kong-and-alibaba-have-in-common/?sh=adcb4145dea6
https://www.tradingview.com/chart/?symbol=baba
https://www.youtube.com/watch?v=r6jGTdQc-Ms
https://www.macrotrends.net/stocks/charts/BABA/alibaba/price-sales
https://www.yicaiglobal.com/news/exclusive-auditor-anti-fraud-team-led-to-luckin-confession-sources-sayhttps://en.wikipedia.org/wiki/Arthur_Andersen
https://www.marketwatch.com/story/can-we-trust-alibabas-numbers-auditor-has-never-faced-us-regulatory-scrutiny-2015-09-15
https://en.wikipedia.org/wiki/Variable_interest_entity
https://www.gurufocus.com/news/1571490/mohnish-pabrai-slashes-mungers-alibaba-in-3rd-quarter
https://www.reuters.com/markets/deals/charlie-mungers-daily-journal-nearly-doubles-stake-chinas-alibaba-2022-01-04/
https://www.reuters.com/business/retail-consumer/china-regulators-fine-alibaba-275-bln-anti-monopoly-violations-2021-04-10/
https://en.wikipedia.org/wiki/List_of_banks_in_China
https://www.mrowl.com/user/ballsohard/jackma/chinayellowpag
http://kraneshares.com/resources/alibaba101.pdf
https://www.globaldata.com/chinas-wealth-market-growth-continues-drive-affluent-population-growth-says-globaldata/
https://www.aliexpress.com/
Subscribe and turn on notifications to discover the best ways to invest and protect yourself: https://SpicerCapital.com/YouTube
Learn more about my #1 WSJ Bestselling Book: https://SpicerCapital.com/Book
Check out my free mini-course detailing several of the Potentially-Ruinous Flaws with the way almost everyone is telling you to invest: https://spicercapital.com/free-course/
CHAPTERS:
0:00 - What's Going On?
0:29 - Alibaba's History
4:25 - Alibaba's Revenue
6:20 - Alibaba's International Prospects
8:40 - Disclaimer
9:14 - Fundamentals
11:27 - Alibaba's Headwinds
19:44 - Valuation Assumptions
32:15 - Probability Analysis
36:00 - Why Not Today?
For More Value, Don't Forget to Subscribe:
https://SpicerCapital.com/YouTube
Learn more about Spicer Capital: https://SpicerCapital.com
Thank you for being a part of this Community!
Until next time…
Take Care!
#babastock #stockanalysis #stockinvesting
DISCLAIMER:
This is not intended as investment or customized financial advice. For our full disclaimers, disclosures, and all legal stuff please visit https://SpicerCapital.com/Disclosure.
SOURCES:
SEC Filings
Seeking Alpha
Earnings Presentation - https://seekingalpha.com/article/4470538-alibaba-group-holding-limited-2022-q2-results-earnings-call-presentation
https://seekingalpha.com/article/4487270-alibaba-baba-stock-is-nowhere-near-a-graham-net-net-deal
https://www.reuters.com/business/retail-consumer/luckin-coffee-reaches-175-million-class-action-settlement-over-accounting-fraud-2021-10-26/
Cainiao Video - https://www.youtube.com/watch?v=bgHfEK34xYk
https://www.jdsupra.com/legalnews/sec-expected-to-introduce-host-of-new-5112622/
https://www.visualcapitalist.com/american-companies-that-failed-in-china/
https://www.forbes.com/sites/annestevenson-yang/2021/07/27/will-the-vie-structure-die-what-hong-kong-and-alibaba-have-in-common/?sh=adcb4145dea6
https://www.tradingview.com/chart/?symbol=baba
https://www.youtube.com/watch?v=r6jGTdQc-Ms
https://www.macrotrends.net/stocks/charts/BABA/alibaba/price-sales
https://www.yicaiglobal.com/news/exclusive-auditor-anti-fraud-team-led-to-luckin-confession-sources-sayhttps://en.wikipedia.org/wiki/Arthur_Andersen
https://www.marketwatch.com/story/can-we-trust-alibabas-numbers-auditor-has-never-faced-us-regulatory-scrutiny-2015-09-15
https://en.wikipedia.org/wiki/Variable_interest_entity
https://www.gurufocus.com/news/1571490/mohnish-pabrai-slashes-mungers-alibaba-in-3rd-quarter
https://www.reuters.com/markets/deals/charlie-mungers-daily-journal-nearly-doubles-stake-chinas-alibaba-2022-01-04/
https://www.reuters.com/business/retail-consumer/china-regulators-fine-alibaba-275-bln-anti-monopoly-violations-2021-04-10/
https://en.wikipedia.org/wiki/List_of_banks_in_China
https://www.mrowl.com/user/ballsohard/jackma/chinayellowpag
http://kraneshares.com/resources/alibaba101.pdf
https://www.globaldata.com/chinas-wealth-market-growth-continues-drive-affluent-population-growth-says-globaldata/
https://www.aliexpress.com/
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