Alibaba Earnings Update (Growth is back!) | BABA & HK:9988 Stock

[@InvestingwithTom]

Thanks for watching! As always, this video isn’t intended to be a buy or sell recommendation. I simply make these videos because you seem to enjoy them 🙂 If you'd like to check out Seeking Alpha Premium and access a free 14-day trial, please use my affiliate link! Your support directly helps me to keep growing the channel. Link below: seekingalpha.me/InvestingwithTom

[@Hddftkkk]

Fascinating how the 2 biggest proponents of BABA come from New Zealand and Australia, who’s country’s heavily depend on the success of China - as far as their currencies are concerned at least

[@seanlynch8869]

Love these videos. The value add by condensing earnings report/conference call is massive. Keep it up Tom👍

[@danienishanov738]

These BABA updates are amazing, tanx a lot Tom! if its possible, we'd love it if you could make a vid about the Chinese cloud market- is baba the only one that suffers? (maybe a weak moat/competition) or is it macro and general stuff. the cloud is really disappointing, some kind of a comparison with 10cent and others might shed some light here. anyway thank you so much for the Q updates!

[@rickysahota92]

Appreciate you brother! Thanks again

[@idevbrandon]

I find it so hard to invest in China but i don't want to miss out Asian tech investment opp. So, I've starting parking very limited amount in Chinese internet ETF. We might wait for a while for a meaningful return. Wish you guys luck, including me 😅

[@sheanathan3566]

Thank you for taking the time to do this quality analysis. I’ve been waiting for it. Looking forward to seeing your next punchcard or YT portfolio update.

[@benscott8940]

Thanks for the call link

[@shervinasgari6314]

Hi Tom! Do you have ADR shares or the HK shares? Does it matter which one owns?

[@sheanathan3566]

Time for 13f review video!

[@Balance3rd]

Dude! Seeking Alpha!!! Let’s go 😎

[@sandyleo26]

thanks for the video. Great effort please keep it coming. One nitpick is the pronunciation CAI NIAO(菜鸟). In Chinese, the "C" is pronounced like "ts" (instead of "k") so it's more like /tsai, niau/. If you know a bit Taiwan politics, CAI sounds similar to the surname of the female president Tsai Ing-wen

[@InvestingwithTom]

Thanks for the info!

[@Itay569]

Loved the recap Tom! Interested how you think about position sizing with your portfolio?

[@Nemi51500515]

Thanks for the great update!

[@linusjacobsson2419]

Great as always!

[@Jamespeats]

Remember when it was $60 and everyone was like nope no way, this thing is going to $20 haha

[@Hddftkkk]

I guess I just don’t understand these comments. Most of us are still bag holding around $170. Chinese macro looks brutal. Still not gonna sell but the positivity eludes me

[@GG-dr2gd]

Any idea how the BABA ADR gets broken up with all these spin offs?

[@frostmelody]

If seeking alpha cover asx I would be way interested

[@prabinprabhakar4687]

China is having a deflationary period

[@siggiAg86]

Appreciated

[@ncaastar340]

Do you think Alibaba is recession proof given that China may be entering into a recession? Many people in China actually get their groceries online as an example, which may make Alibaba more robust during a recession than people may think.

[@TheRustyLM]

Love your channel, Mate. But what does Jack Ma have to say about baba & the ccp?

[@clarenceboddicker7708]

Buying today💅🏻 Idk how smart that is… probably going to hell now 😮

[@mikefeir]

Chinese stocks are getting killed across the board. What are your thoughts?

[@dodid0]

I'm greedy when others are fearful

[@jeremynewell9903]

The buying opportunity continues

[@clarenceboddicker7708]

Buying today is a mistake? Or a genious move?

[@crohmer]

@@clarenceboddicker7708 whats a genious

[@HepCatJack]

I was thinking of re-heating 4 day old pizza for my evening meal, but I really don't feel like eating pizza today.

[@mitch8575]

Investors putting money in china is a lose lose

[@tulipmania4923]

Hi Tom. Baba is spinning out their Cloud business completely / other segments. What's the point of reviewing segments? Just review the commerce business.

[@useyourbrain1232]

You get the shares of these spinoffs as a Baba shareholder

[@tulipmania4923]

@@useyourbrain1232 I don't think you do. You have to re-buy. The cloud is fully spinning off.

[@Hddftkkk]

The Seeking Alpha sponsorship is bad news for this channel

[@siggiAg86]

Baba being Baba - hopefully will we who bought at 150~ seeing it go to 300 in 10 years lol🙈🙈

[@explorerjlc1743]

better to sell it then and buy something else lol

[@danienishanov738]

Munger's avg price is not far from 150 and he's holding, keep faith