If you'd like to check out Seeking Alpha Premium and access a free 14-day trial, please use my affiliate link! Your support directly helps me to keep growing the channel. Link below: https://seekingalpha.me/InvestingwithTom
@theinvestingwithtompodcast:
YouTube - https://www.youtube.com/channel/UCdGUfqVCCBveiRwQq2HbsQg
Apple, Spotify, Google Podcasts - https://theinvestingwithtompodcast.buzzsprout.com/
Follow me on Instagram:
https://www.instagram.com/investingwithtom/
Follow me on Twitter:
https://twitter.com/TomInvesting
Contact me:
investingwithtom@gmail.com
Sign up for any Sharesight subscription below and get four months free (33% discount):
https://www.sharesight.com/investingwithtom/
Get $20NZD when you deposit $100NZD or more with Hatch:
https://hatch.as/InvestingWithTom
Sign up for TIKR to easily analyse and visualise 15+ years of detailed financial data:
http://tikr.com/tom
Access an extended 14 day free trial of Simply Wall Street:
https://simplywall.st/?via=Tom
Alibaba earnings results and conference call:
https://www.alibabagroup.com/en-US/ir-financial-reports-quarterly-results
Time Stamps:
0:00 - Alibaba earnings!
1:40 - Stock analysis with Seeking Alpha
2:38 - Chinese consumption backdrop
4:24 - CEO comments
8:19 - Revenue and earnings numbers
9:56 - Margins and cost structure
10:44 - Free cash flow and buybacks
13:24 - Net cash position
14:37 - Segment results: Taobao & T-mall Group
16:14 - Segment results: International Digital Commerce Group
17:19 - Segment results: Local Services Group
18:00 - Segment results: Cainiao Smart Logistic Network
18:38 - Segment results: Cloud
19:36 - Segment results: Digital Media and entertainment
20:21 - Segment results: All other segments
21:13 - Overall segments result thoughts
21:45 - Q&A Conference call highlights
27:30 - Final thoughts
Enjoy :)
Disclaimer:
I am not a financial adviser. This video is for education and entertainment purposes only. Seek professional help before making any investment decision.
@theinvestingwithtompodcast:
YouTube - https://www.youtube.com/channel/UCdGUfqVCCBveiRwQq2HbsQg
Apple, Spotify, Google Podcasts - https://theinvestingwithtompodcast.buzzsprout.com/
Follow me on Instagram:
https://www.instagram.com/investingwithtom/
Follow me on Twitter:
https://twitter.com/TomInvesting
Contact me:
investingwithtom@gmail.com
Sign up for any Sharesight subscription below and get four months free (33% discount):
https://www.sharesight.com/investingwithtom/
Get $20NZD when you deposit $100NZD or more with Hatch:
https://hatch.as/InvestingWithTom
Sign up for TIKR to easily analyse and visualise 15+ years of detailed financial data:
http://tikr.com/tom
Access an extended 14 day free trial of Simply Wall Street:
https://simplywall.st/?via=Tom
Alibaba earnings results and conference call:
https://www.alibabagroup.com/en-US/ir-financial-reports-quarterly-results
Time Stamps:
0:00 - Alibaba earnings!
1:40 - Stock analysis with Seeking Alpha
2:38 - Chinese consumption backdrop
4:24 - CEO comments
8:19 - Revenue and earnings numbers
9:56 - Margins and cost structure
10:44 - Free cash flow and buybacks
13:24 - Net cash position
14:37 - Segment results: Taobao & T-mall Group
16:14 - Segment results: International Digital Commerce Group
17:19 - Segment results: Local Services Group
18:00 - Segment results: Cainiao Smart Logistic Network
18:38 - Segment results: Cloud
19:36 - Segment results: Digital Media and entertainment
20:21 - Segment results: All other segments
21:13 - Overall segments result thoughts
21:45 - Q&A Conference call highlights
27:30 - Final thoughts
Enjoy :)
Disclaimer:
I am not a financial adviser. This video is for education and entertainment purposes only. Seek professional help before making any investment decision.
- Catégories
- E commerce Divers
- Mots-clés
- guy spier, warren buffett, the dhandho investor
Commentaires