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Alibaba - The Break Up...

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  1. #11

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    @ycchai - about the cloud thing.. Nothing unique about their offerings, other than who controls the Baba Cloud.

    Lots of alternatives available and it's a cap ex intensive business.

    I keep telling people in terms of asset quality, there is a lot more and a lot better available which don't have that single country risk.


  2. #12

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    Quote Originally Posted by shri:
    @ycchai - about the cloud thing.. Nothing unique about their offerings, other than who controls the Baba Cloud.
    There's a segment I found out recently that uses them, namely website that serves the PRC market for faster connection to China, such as gambling and i'm not surprised porn as well.

    Quote Originally Posted by shri:
    a lot better available which don't have that single country risk.
    something without single country risk means things like Nestle, coke and mcdonalds but those are lumbering giants. can't expect them to move much. If you want to bet on one single country to come on top right now, you know who to bet. You see a lot of opportunities because you are looking at the business perspective. I have no doubt Tesla, Google, Apple etc are on the cutting edge of business, great companies. But we are talking about buying cheap not buying something good. Imagine a mom and pop store that does not have to pay rent or salary and they are selling it for $100, you would take it because its cheap. It doesn't matter they can't make much profit or have a growth story. You know drinking all the coke in that shop would get your $100 worth.

    The same concept applies if you run that shop, if you come across supplies of $2 per can of coke, you would buy and stock up not just because you know you can sell higher but because a can of coke can't really go lower than $2. You wouldn't go stock up on organic fresh juice that cost $30 a bottle, which are good, healthy, trendy etc because they are expensive and your return margin is lower. Yes you can always hype up a $30 organic juice up to sell it at $60. but why take the risk when risk is what you are averse to. Just go cheap and let the pieces fall into place
    sunyhk likes this.

  3. #13

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    And if your risk involves China, porn and gambling and yiu are OK with it.. More power to you. Could well be the trade of the century.


  4. #14
    Quote Originally Posted by D.YU:
    is it time to ALL in on BABA? I am still holding some of their stocks deep in the red....
    I am tempted to go long on BABA now…

  5. #15

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    it should open high today because of what happened last night.

    sunyhk likes this.

  6. #16

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    Quote Originally Posted by ycchai:
    it should open high today because of what happened last night.
    Yep.. Looks like some of you guys have diamond hands.

  7. #17

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    Quote Originally Posted by shri:
    And if your risk involves China, porn and gambling and yiu are OK with it.. More power to you. Could well be the trade of the century.
    I'll stop right here. I can see where further discussion will lead us to. Topic reserved after
    shri likes this.

  8. #18

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    Quote Originally Posted by ycchai:
    I'll stop right here. I can see where further discussion will lead us to. Topic reserved after
    Next cheap value round is on you.

  9. #19

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    Quote Originally Posted by D.YU:
    is it time to ALL in on BABA? I am still holding some of their stocks deep in the red....
    I knew it was time to all in... lol too bad I am a chicken bitch

  10. #20

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    Too early to declare that the ship has truly reversed ... But Good Signs nevertheless !