SG Talk

Here is the local expert



Alibaba will probably grow with Chjna economy...slow unless there is a structural change to improve consumer demand.

Like I said previously Tencent with its.jnvestments in foreign companies like Epic Games, Reddit etc has better potential for growth outside China.

Alibab stock itself is very cheap with double digit % free cash flow to its stock price. The stock is priced below fair value assuming stagnant business so that js a low bar...very low bar.

For those who missed buying at the lows of $60+ ...even at 80$ it is a buy if you are ofbthe opinion china will grow.

(16-05-2024, 10:48 AM)sgbuffett Wrote: [ -> ]Here is the local expert



Alibaba will probably grow with Chjna economy...slow unless there is a structural change to improve consumer demand.

Like I said previously Tencent with its.jnvestments in foreign companies like Epic Games, Reddit etc has better potential for growth outside China.

Alibab stock itself is very cheap with double digit % free cash flow to its stock price. The stock is priced below fair value assuming stagnant business so that js a low bar...very low bar.

For those who missed buying at the lows of $60+ ...even at 80$ it is a buy if you are ofbthe opinion china will grow.

Sgbuffett is good, yesterday was bashing saying baba goner, now saw other blogger say good sgbuff also say good.

David tepper is aggressive buying China stocks

No talent and skills not good even after trying for many yrs, why still struggle to continue?

(16-05-2024, 10:48 AM)sgbuffett Wrote: [ -> ]Here is the local expert

Alibaba will probably grow with Chjna economy...slow unless there is a structural change to improve consumer demand.

Like I said previously Tencent with its.jnvestments in foreign companies like Epic Games, Reddit etc has better potential for growth outside China.

Alibab stock itself is very cheap with double digit % free cash flow to its stock price. The stock is priced below fair value assuming stagnant business so that js a low bar...very low bar.

For those who missed buying at the lows of $60+ ...even at 80$ it is a buy if you are ofbthe opinion china will grow.

CEO like Jack Ma and Elon Musk who spent more time in other things except in their listed companies, will face decline in the company growth.

Tencent CEO who is out of public limelight and spend more time in their listed company , will see more growth in their company.

Alibaba is back stock up 5%

Already over taken by 拼多多。
Will not go back to its former glory day.
Once you have become success in life, never never abandon the first batch of low level ppl who have helped you at your beginning stage. This is the grave mistake made by Alibaba.

变成狗眼看人低。