Alibaba (BABA Stock) $100B Problem...

Рет қаралды 16,963

Күн бұрын

Пікірлер: 39

@amanpreetchatha 2 ай бұрын

I recently read a book titled- “monopolies and death of competition”. It showed how common antitrust regulations were in early 20th century in the US. So I came to realise antitrust is not a trait of dictatorship, but that of capitalism itself. In the US, due to low antitrust cases in the recent decades, people have forgotten what Roosevelt did for the common good of Americans. What Chinese govt. did was similar to that but on a smaller scale. Correct me if I am wrong.

@ncaastar340 2 ай бұрын

Mostly agree. In the US, antitrust cases have occurred to most big tech companies and were larger fines than that of Alibaba. So I agree with all but the 'low antitrust cases' point.

@BarsonlineOrg2013 2 ай бұрын

Then it would mean, that the current state of the union with a low number of antitrust cases is.....dictatorship? monarchy? elitarism? ....or what was this model of Germany after 1933, I can't remember.....and look at that, they also invaded Ukraine in order to seize it from its motherland of Russia.....and warmongering all over the world....and spoke about exceptionalism and end of history in a similar manner - coincidence?!

@avocadoarmadillo7031 2 ай бұрын

@@BarsonlineOrg2013 "and look at that, they also invaded Ukraine in order to seize it from its motherland of Russia" Oh come on now. US, France, and NATO did not invade Russian Ukraine, resulting in mass exodus from the nation and hundreds of thousands of dead. You can argue that Maidan was a coup, and I would rebuttal that if it was it was a popular one. In any case, Russia substantially escalated the conflict. From a war with 14k dead in 8 years to a war with dozens of times that in two.

@SigFigNewton 2 ай бұрын

@@ncaastar340things have definitely oligopolized heavily since Reagan

@ncaastar340 2 ай бұрын

@@SigFigNewton I agree. Both my statement and yours are true.

@mrhulls 2 ай бұрын

I think the thesis for BABA right now is 2 simple questions: 1) Will CRM grow around 7% cagr with the new strategies they are implementing? 2) Are we going to see big growth in cloud again? I mean more than 20%. And to be honest, cloud is more important as it could be the catalyst for a re rating of the stock. For a big growth in price we need PE to double

@ryananderson1810 2 ай бұрын

Sweet! Great job growing the channel. First time here in a while, BABA is starting to look really nice but has some challenges!

@sheldon9199 2 ай бұрын

Thank you! Great analysis as always!

@fritzarndt5815 2 ай бұрын

Great BABA video. Thank you!

@steventaylor5283 2 ай бұрын

THANKS FROM AUSTRALIA

@orangeblue3531 2 ай бұрын

Can you do Baidu please. I thought it hit rock bottom in July so I threw a huge chunk of change into it. It has not and Im worried the worst is yet to come for Chinese stocks.

@cheongcosta 2 ай бұрын

You are getting stronger👍🏼🚀

@neilweston7605 2 ай бұрын

when shareholers have rights reconised by companies let me know.Iallways say buy stocks that cannot be shorted.on monthly lows.

@PascalMeienberg 2 ай бұрын

great analysis so no growth is the problem

@TheYidMan Ай бұрын

So Mr lost and others. Whats your expectations - Is it time to invest in the chinese tech market?? :) uic2 etf ucits is on my short list.

@MasterLeong888 2 ай бұрын

PDD gone case riao, BABA will rise again like a phoenix!

@Mrnat2531 2 ай бұрын

i've been waiting for your comment, finally you've come. SAWAD DEE KUB all the way form thailand ML, i'm big fan of you and also BABA green dragon 5555

@hamwong1975 2 ай бұрын

Yes agreed master!

@prageethwarnak9688 2 ай бұрын

BABA smartly kicked out the previous CEO, who was the bigger problem, and had little insight into what to do...

@Roy_0692 2 ай бұрын

can you do a video on airbnb? looks like a good chance for a review =D

@maleman67 2 ай бұрын

Does it mean Alibaba may make a comeback at the expense of their competitors management missteps?

@YieldQuest 2 ай бұрын

Did you see JD earnings? In my opinion it was very strong, much stronger than baba.

@walden6272 2 ай бұрын

I think JD is the better company of the 3 major eCommerce companies (JD, BABA, and PDD) in China. I could see JD eventually achieving the largest market share over the other two because of customer trust in the authenticity of their products and the speed and reliability of their logistics delivery service.

@maleman67 2 ай бұрын

BABA is also Michael Burry's largest holding.

@Black-Circle 2 ай бұрын

Is that good or bad?

@ovs4744 2 ай бұрын

@@Black-Circlehe manages one of the best performing hedgefunds so u tell me

@Black-Circle 2 ай бұрын

@@ovs4744 hopefully its good hehe.

@samsun01 2 ай бұрын

Finally you're getting more reliable in your videos, while also getting noticeably fat and chunky. Is that the secret sauce to "Tay Chi Keng" being a legit BABA analyst?

@juri2001 2 ай бұрын

Ss there is less and less stock and price is also falling

@Bronceado7184 2 ай бұрын

Bro PDD is doing shady business bro that's why you don't understand their growth. Remember if is within you area of competency but you don't understand something you should understand is something shady bro.

@bartzeegers3663 2 ай бұрын

About time.. BABA has been dead money

@SmallCapDiver-ml8dk 2 ай бұрын

what a wasted life. spending years covering one megacap company which has gone down 60% during your coverage. Yikes.

@maxchua3968 2 ай бұрын

Does it make u happier for giving negative comments? I don't understand why people love to give negative comments so willingly online...

@hklhkl21 2 ай бұрын

@@maxchua3968in fact, guys who write about wasted lives usually waste or wasted their life, so just ignore him 😊

@SigFigNewton 2 ай бұрын

This kind of comment is how one knows it’s a safe investment. People are negative not because they know a thing about the actual company, but merely because the share price has been in a downtrend.