Alibaba Stock: 4 Reason I’m Bullish on Alibaba ($BABA)

Watch until the end to see the Bloopers. -- Here's 4 reasons I am (still) bullish on Alibaba. Alibaba stock ($BABA) is 5% of my investment portfolio. It is one of the riskiest investments, but one that has the potential for meaningful returns, so long as I can stomach all the short-term volatility. These "4 Reasons" focus on Alibaba's Commerce Business; the e-commerce business generates the majority of Alibaba's revenue. I've included more details below along with the links I mentioned in the video.

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Why am I still bullish on Alibaba?
1. With nearly 1 billion Annual Active Customers in China alone, Alibaba's management believes they have "captured all consumers with purchasing power in China."
2. Alibaba's platform is sticky, even at mass scale. Alibaba has an overall retention rate of 86%, and customers acquired in 2020 continued using the platform at this historical rate in 2021.
3. International Commerce may not be as exciting as the Cloud, but it a reliable growth lever for Alibaba. Think about it: They have the e-commerce ecosystem figured out. Now they need more adoption outside of China which looks to be very possible: International orders grew 25% year-over-year.
4. Alibaba's culture is one that prioritizes thinking for the long-term. Long-term thinking was a core principle at Amazon. Alibaba's long-term thinking is on a different level. This is what their website says about lasting 102 years: "For a company that was founded in 1999, lasting 102 years means we will have spanned three centuries, an achievement that few companies can claim. Our culture, business models and systems are built to last, so that we can achieve sustainability in the long run. Alibaba’s ultimate goal is to create value for society and help find solutions for society’s challenges. We want to convert Alibaba’s resources into fuel for small and medium businesses, which will in turn support the advancement of the whole society."
https://www.alibabagroup.com/en/about/overview

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None of my content on YouTube (or elsewhere is meant to be construed as investment advice. My content is for entertainment purposes only. The video is accurate as of the posting date but may not be accurate in the future.

PLEASE NOTE:
I am an individual investor like you. Creating content has been a core part of my self-education. I enjoy sharing my ideas here because it forces me to clarify my thinking. I genuinely care about how people who enjoy my content do with their investments. It is important that you do what Benjamin Graham, Warren Buffett, and many other legendary investors all teach: think for yourself. Do your own research and reach your own conclusions. I want you to do what is best for you. Please invest wisely.