Alibaba is down over 50% from all-time highs, but it's for good reason. There have been increased regulations, potential de-listings, and the ANT IPO earlier this year that was blocked by the Chinese government.
So why, with all of this, why have value investors like Monish Pobrai, Ray Dalio, and even Charlie Munger staked a position in Alibaba?
In this video, I go over why Charlie Munger has evidently doubled his position in Alibaba and why Alibaba cannot be ignored at this price point.
Make sure to subscribe for more weekly stock analyses and follow us on Instagram and Twitter (@kiwoonlearning)!
-- TIMESTAMPS --
00:00 Background on Alibaba
00:48 Alibaba's Business Model
1:20 How it Compare to Amazon
1:56 Alibaba Segment Breakdown
2:06 Alibaba's Commerce Sector
2:29 Alibaba's Cloud Sector
2:52 Alibaba's Digital Media Sector
3:01 Alibaba's Innovation Sector
3:36 Why has Alibaba been Falling?
4:30 Why Munger Believes Alibaba has a Fundamental Upside
5:38 Alibaba Growing Outside of China
6:40 Concluding thoughts on Alibaba
Stock recommendations and comments presented from Kiwoon Learning are solely those of the analysts and experts quoted. They do not represent the opinions of Kiwoon Learning on whether to buy, sell or hold shares of a particular stock.
Investors should be cautious about any and all stock recommendations and should consider the source of any advice on stock selection. Various factors, including personal or corporate ownership, may influence or factor into an expert's stock analysis or opinion.
All investors are advised to conduct their own independent research into individual stocks before making a purchase decision. In addition, investors are advised that past stock performance is no guarantee of future price appreciation.
#CharlieMunger #Alibaba #Alibabanews #Alibabastock #stock #Investing
So why, with all of this, why have value investors like Monish Pobrai, Ray Dalio, and even Charlie Munger staked a position in Alibaba?
In this video, I go over why Charlie Munger has evidently doubled his position in Alibaba and why Alibaba cannot be ignored at this price point.
Make sure to subscribe for more weekly stock analyses and follow us on Instagram and Twitter (@kiwoonlearning)!
-- TIMESTAMPS --
00:00 Background on Alibaba
00:48 Alibaba's Business Model
1:20 How it Compare to Amazon
1:56 Alibaba Segment Breakdown
2:06 Alibaba's Commerce Sector
2:29 Alibaba's Cloud Sector
2:52 Alibaba's Digital Media Sector
3:01 Alibaba's Innovation Sector
3:36 Why has Alibaba been Falling?
4:30 Why Munger Believes Alibaba has a Fundamental Upside
5:38 Alibaba Growing Outside of China
6:40 Concluding thoughts on Alibaba
Stock recommendations and comments presented from Kiwoon Learning are solely those of the analysts and experts quoted. They do not represent the opinions of Kiwoon Learning on whether to buy, sell or hold shares of a particular stock.
Investors should be cautious about any and all stock recommendations and should consider the source of any advice on stock selection. Various factors, including personal or corporate ownership, may influence or factor into an expert's stock analysis or opinion.
All investors are advised to conduct their own independent research into individual stocks before making a purchase decision. In addition, investors are advised that past stock performance is no guarantee of future price appreciation.
#CharlieMunger #Alibaba #Alibabanews #Alibabastock #stock #Investing
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