Alibaba has been selling off wildly after their Q3 2021 earnings miss amid a slowing Chinese economy, increasing Live eCommerce competition, and stock delisting fears. Mohnish Pabrai sold while Charlie Munger and Greg Alexander kept adding! Add me on Instagram: michellemarki
Timestamps:
0:00 Intro To Current Alibaba Events
1:45 BABA Stock: Extremely Oversold
3:00 Superinvestors Are Still Bullish on BABA
3:41 Why Did Mohnish Pabrai Sell Most of His BABA?
6:10 Alibaba's Q3 2021 Performance & Upside Potential
7:40 Cloud Income & Free Cash Flow Progress
9:14 Delisting Risk Fears & Hong Kong Shares Are Still VIE
10:52 Live Streaming eCommerce Is On Fire In China
13:15 Conclusion: Focus On Key 3 Pillars
Top Social Commerce apps include:
1. Taobao + Tmall
2. Kuaishou (Kwai)
3. JD.com
4. Pinduoduo
5. Douyin (TikTok)
6. Xiaohongshu (Little Red Book)
As Alibaba's management said, as long as they keep focusing on their 3 key pillars of: 1) domestic consumption, 2) globalization, and 3) cloud computing/data intelligence, I think BABA will be OK in the long run. But time will tell if this company (and its listed stock) will live for 102 years, as founder Jack Ma envisioned. The idiom, "it is darkest before dawn" may describe what Alibaba is going through, and hopefully there will be light at the end of the tunnel for this company.
If you're interested in learning how to take control of your finances and start becoming an investor like Warren Buffett, check out my free PDF guide: https://michellemarki.com/resources/
I look forward to making more investor friends! Please like and subscribe if you learned something or enjoyed my video. Thank you! :)
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Add me: https://instagram.com/michellemarki
Check out my Blog: https://michellemarki.com
---
Disclaimers: This content is for entertainment, information, education purposes only. Michelle is not a financial advisor and is not providing financial, investment, trading, tax advice, or recommendations. Please consult with a professional financial advisor with a fiduciary duty and responsibility if you need help in your situation. All trademarks, logos, and brand names belong to their respective owners.
Timestamps:
0:00 Intro To Current Alibaba Events
1:45 BABA Stock: Extremely Oversold
3:00 Superinvestors Are Still Bullish on BABA
3:41 Why Did Mohnish Pabrai Sell Most of His BABA?
6:10 Alibaba's Q3 2021 Performance & Upside Potential
7:40 Cloud Income & Free Cash Flow Progress
9:14 Delisting Risk Fears & Hong Kong Shares Are Still VIE
10:52 Live Streaming eCommerce Is On Fire In China
13:15 Conclusion: Focus On Key 3 Pillars
Top Social Commerce apps include:
1. Taobao + Tmall
2. Kuaishou (Kwai)
3. JD.com
4. Pinduoduo
5. Douyin (TikTok)
6. Xiaohongshu (Little Red Book)
As Alibaba's management said, as long as they keep focusing on their 3 key pillars of: 1) domestic consumption, 2) globalization, and 3) cloud computing/data intelligence, I think BABA will be OK in the long run. But time will tell if this company (and its listed stock) will live for 102 years, as founder Jack Ma envisioned. The idiom, "it is darkest before dawn" may describe what Alibaba is going through, and hopefully there will be light at the end of the tunnel for this company.
If you're interested in learning how to take control of your finances and start becoming an investor like Warren Buffett, check out my free PDF guide: https://michellemarki.com/resources/
I look forward to making more investor friends! Please like and subscribe if you learned something or enjoyed my video. Thank you! :)
---
Add me: https://instagram.com/michellemarki
Check out my Blog: https://michellemarki.com
---
Disclaimers: This content is for entertainment, information, education purposes only. Michelle is not a financial advisor and is not providing financial, investment, trading, tax advice, or recommendations. Please consult with a professional financial advisor with a fiduciary duty and responsibility if you need help in your situation. All trademarks, logos, and brand names belong to their respective owners.
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- E commerce Divers
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