Alibaba stock jumped 8% on the day and is up 2% in the pre-market following some good news on the improving relations between the United States and China. In this video we review whether the fundamentals of the business have changed, whether the sentiment towards the stock is shifting, and consider the impact of the CCP's decisions on the value of the stock.
0:00 - Intro
1:05 - Why did Alibaba jump 8%?
3:54 - Charlie Munger doubles down on his Alibaba position
4:39 - The CCP stealing from Alibaba shareholders
7:18 - An update to Alibaba's fair value based on recent events
14:00 - 2025 Price Target using EV/EBITDA
16:17 - Technical analysis/technical chart set up
0:00 - Intro
1:05 - Why did Alibaba jump 8%?
3:54 - Charlie Munger doubles down on his Alibaba position
4:39 - The CCP stealing from Alibaba shareholders
7:18 - An update to Alibaba's fair value based on recent events
14:00 - 2025 Price Target using EV/EBITDA
16:17 - Technical analysis/technical chart set up
- Catégories
- E commerce Divers
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