Understanding this Amazon PE=60 and Alibaba=17
#1

What drove growth in Amazon was its cloud services.
Many don't understand the significance of this as customers are businesses not ordinary individuals and the onset of a multi decade trend of digitalisation. It is not just driving Amazon but the main growth engine of Microsoft.
.

Jack Ma saw the trend and knew China will never let  American companies provide these services began creating these services for China enterprises using cashflow from its e-commerce business.

Recent spat between Jack and China govt if it ever comes to pass is a golden opportunity that would not have been created had he better relations with the China govt...

Many see only risk in the situation but I see some opportunity here ...despite the risk..

I will find a good day and good time on that day to buy.

I, being poor, have only my dreams; I have spread my dreams under your feet; Tread softly because you tread on my dreams.
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#2

[Image: DCR8LPb.jpg]

I, being poor, have only my dreams; I have spread my dreams under your feet; Tread softly because you tread on my dreams.
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#3

USA : stock market is propped up to unrealistic height to give a false sense of good economic performance.

Tesla PE ratio is 370.42
[+] 1 user Likes cityhantam's post
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#4

Fear of CCP carve out markets or diminish the markets or nationalise some aspects, etc..........
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#5

These 2 superpowers r courrently in serious trade war encompasing e commerce, blockchain, AI tech, fintech , virtual currency, robots, drones, space wars will b a reality going forward etc.

Both dare not start a physical military war involving soldiers cos both n the entire world will die...sam wud not dare esp now with all the blunders in afghanistan, mid east- the people will revolt n country might b in chaos or divided.
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#6

tikam a little will not hurt you

but remember this is VIE structure is call to question
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#7

(27-08-2021, 09:04 AM)sgbuffett Wrote:  [Image: DCR8LPb.jpg]

Baba is the most depressed A lister now, so any positive clarification will definitely move up more than the rest. Just have to hold n hold
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#8

(27-08-2021, 09:01 AM)sgbuffett Wrote:  What drove growth in Amazon was its cloud services.
Many don't understand the significance of this as customers are businesses not ordinary individuals and the onset of a multi decade trend of digitalisation. It is not just driving Amazon but the main growth engine of Microsoft.
.

Jack Ma saw the trend and knew China will never let  American companies provide these services began creating these services for China enterprises using cashflow from its e-commerce business.

Recent spat between Jack and China govt if it ever comes to pass is a golden opportunity that would not have been created had he better relations with the China govt...

Many see only risk in the situation but I see some opportunity here ...despite the risk..

I will find a good day and good time on that day to buy.

Ok buy baba 157.5
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#9

(27-08-2021, 01:21 PM)Zannn Wrote:  Ok buy baba 157.5

I have not purchased yet.
Not that I think it is not cheap....

I, being poor, have only my dreams; I have spread my dreams under your feet; Tread softly because you tread on my dreams.
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#10

(27-08-2021, 02:36 PM)sgbuffett Wrote:  I have not purchased yet.
Not that I think it is not cheap....

Share why u don’t think right time yet?
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#11

(27-08-2021, 03:16 PM)Zannn Wrote:  Share why u don’t think right time yet?

I don't detect any end to the selling pressure yet.

I, being poor, have only my dreams; I have spread my dreams under your feet; Tread softly because you tread on my dreams.
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