Alibaba Stock Analysis & Intrinsic Value Estimates | BABA Stock Deep Dive

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Is Alibaba ($BABA) Stock a Buy? In this video, I go through my stock analysis for Alibaba and share the key parts of my research on the company. I discuss Alibaba's earnings compression, due to spawning new businesses & share a great clip from Mohnish Pabrai explaining why spawning can be a great strategy for businesses. I also discuss Alibaba's Return on Capital and their Reinvestment Rate, and at the end of the video I show my full valuation model for Alibaba, including a brand new spreadsheet (You guys know I love ma spreadsheets). As always, I'm just some dude on the internet trying to predict the future, so please don't take my figures or opinions as buy or sell recommendations.
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How to use ROCE Spreadsheet Video: https://youtu.be/4DWZNh6jcDY
How to Value Stocks (Alibaba DCF): https://youtu.be/2NFTCOyN7Ic

If you're interested, here's the link to download my ROCE and Reinvestment Rate Spreadsheet: https://docs.google.com/spreadsheets/d/1hF2JGZZ6hGMd7SiLl2fapI-lD6-5KizkkYR-RPqIPRs/edit?usp=sharing
Intrinsic Value Spreadsheet:
https://docs.google.com/spreadsheets/d/10pvv0-MohO4Z12402Vkcf0srHByHnAZYEm0Blf03SBU/edit?usp=sharing

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If you enjoyed the video, here's some other Stock Analysis videos you might like!
Tesla https://youtu.be/a8NPGVMeVhQ
AMD https://youtu.be/HosPCbzYszo
Google https://youtu.be/lrAS7MI_DPw
Meta https://youtu.be/CmgU3Y17KOs
Nvidia https://youtu.be/JaBl3wlqfPw

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Book List Below:
Richer, Wiser, Happier by William Green - https://amzn.to/3HMzFPl
The Dhando Investor by Mohnish Pabrai - https://amzn.to/3f8x31O
Rule 1 by Phil Town - https://amzn.to/3n9Kpzg
One Up on Wall St by Peter Lynch - https://amzn.to/3zI7Ncd
The Intelligent Investor by Benjamin Graham - https://amzn.to/3JYSBMv

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Music: Lakey Inspired - Better Days. https://www.youtube.com/watch?v=RXLzvo6kvVQ
Stream on Spotify: https://spoti.fi/2YxsvYG

Artwork: Thumbnail+Background by Canva https://www.canva.com/

Sources: Footage Courtesy of WSJ, Alibaba Group, Mohnish Pabrai
https://www.youtube.com/c/alibabagroup
https://www.youtube.com/watch?v=r6jGTdQc-Ms&t=210s
https://www.youtube.com/watch?v=pUiwBs_N5cE&t=1293s

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Disclaimer: I am not a financial advisor and these videos are for entertainment purposes only. Please do your own due diligence before making any investing decisions. Investing IQ is not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly

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Please note: Some of the links above are Amazon Affiliate links where I'll earn a small commission if you make a purchase at no additional cost to you.