Alibaba reporting earnings recently we breakdown the earnings report and give our stupid guy analysis as Alibaba shareholders and Michael Burry fan boys as to whether or not Alibaba is making business decisions we approve of. It looks like the second half of 2024 may be very good for Alibaba if management is correct on the introduction of Ai based tools to optimize profits in their CMR segment of Chinese E commerce. They are also calling for a return to double digit revenue growth in Alibaba cloud the second half of this year when combined with their better Alibaba cloud EBITDA margins will this be the massive profits we were once promised from Alibaba cloud?
#baba, #michaelburry, #munger
michael burry, home prices, inflation, mortgages, cash buyers, real estate investing, the big short, home price crash, housing crash, mortgage bubble, home price bubble, mortgage rates, mortgage rates 2022, fed reserve, fomc, fed funds, mortgage bonds, death pledge, home price collapse, house poor, interest rates, interest rates 2022, housing crash 2022, rent bubble, rent crisis, evictions, foreclosure, short sale, dr michael burry, burry, real estate collapse, mortgage debt, stock market crash, qqq, spy, short the market, tesla, tsla, spy crash, qqq crash, china, Xi, Xi Jinping, world war, invasion, russia, ukraine, taiwan, supply chain, Stocks to buy now, Stocks to buy 2022, Baba, Alibaba stock, Value investing, Investing, chinese stock analysis, Swing trade, Baba stock, alibaba stock, Alibaba price, Alibaba stock analysis, Chinese tech, China, Jack Ma, President Biden, president trump, Chinese stock risks, Safe stocks, china delisting fears, delisting, charlie munger, Charlie, Munger, Warren Buffett, buffett, value investing, sell baba, stock breakout, long baba, swing trades, swing trade, option trade
#baba, #michaelburry, #munger
michael burry, home prices, inflation, mortgages, cash buyers, real estate investing, the big short, home price crash, housing crash, mortgage bubble, home price bubble, mortgage rates, mortgage rates 2022, fed reserve, fomc, fed funds, mortgage bonds, death pledge, home price collapse, house poor, interest rates, interest rates 2022, housing crash 2022, rent bubble, rent crisis, evictions, foreclosure, short sale, dr michael burry, burry, real estate collapse, mortgage debt, stock market crash, qqq, spy, short the market, tesla, tsla, spy crash, qqq crash, china, Xi, Xi Jinping, world war, invasion, russia, ukraine, taiwan, supply chain, Stocks to buy now, Stocks to buy 2022, Baba, Alibaba stock, Value investing, Investing, chinese stock analysis, Swing trade, Baba stock, alibaba stock, Alibaba price, Alibaba stock analysis, Chinese tech, China, Jack Ma, President Biden, president trump, Chinese stock risks, Safe stocks, china delisting fears, delisting, charlie munger, Charlie, Munger, Warren Buffett, buffett, value investing, sell baba, stock breakout, long baba, swing trades, swing trade, option trade
- Catégories
- E commerce Divers
- Mots-clés
- mortgage bubble, home price bubble, mortgage rates
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