@theinvestingwithtompodcast:
YouTube - https://www.youtube.com/channel/UCdGUfqVCCBveiRwQq2HbsQg
Apple, Spotify, Google Podcasts - https://theinvestingwithtompodcast.buzzsprout.com/
@punchcardinvesting LIVE:
https://www.youtube.com/channel/UCGIdm8-8HO83ZoaL3AXhQxQ
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
Time stamps:
0:00 - Alibaba Earnings!
2:00 - Chinese consumption backdrop
3:13 - CEO comments
8:25 - Revenue and earnings numbers
9:52 - Margins and cost structure
11:12 - Free cash flow and buybacks
13:36 - Cash position
14:32 - Segment results: China Commerce
17:32 - Segment results: International Commerce
19:10 - Segment results: Local Consumer Services
19:59 - Segment results: Cainiao
21:14 - Segment results: Cloud
23:30 - Segment results: Digital Media and other
25:08 - Conference call highlights
32:24 - 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.
YouTube - https://www.youtube.com/channel/UCdGUfqVCCBveiRwQq2HbsQg
Apple, Spotify, Google Podcasts - https://theinvestingwithtompodcast.buzzsprout.com/
@punchcardinvesting LIVE:
https://www.youtube.com/channel/UCGIdm8-8HO83ZoaL3AXhQxQ
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
Time stamps:
0:00 - Alibaba Earnings!
2:00 - Chinese consumption backdrop
3:13 - CEO comments
8:25 - Revenue and earnings numbers
9:52 - Margins and cost structure
11:12 - Free cash flow and buybacks
13:36 - Cash position
14:32 - Segment results: China Commerce
17:32 - Segment results: International Commerce
19:10 - Segment results: Local Consumer Services
19:59 - Segment results: Cainiao
21:14 - Segment results: Cloud
23:30 - Segment results: Digital Media and other
25:08 - Conference call highlights
32:24 - 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
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