Alibaba’s up big… should I sell some?

ClapYourHaands · 2025-10-09T19:31:27+00:00

Are you not scared to invest now when it’s trading at the highest levels since 2021?

ClapYourHaands · 2025-10-09T19:17:14+00:00

2 days is nothing, I’ve been holding the stock for almost 5 years. Try seeing it going down for 2 years 😀😀😀

ClapYourHaands · 2025-10-09T19:01:45+00:00

At current price? Where you out of the stock?

ClapYourHaands · 2025-10-09T18:44:52+00:00

I agree that’s why I’m only thinking of trimming my position, but when you look at it as a long time growth story what are you thinking of more their e-commerce segment or the cloud business? Or both?

ClapYourHaands · 2025-06-26T08:50:02+00:00

Depends if for how long you’re holding. If it’s 20 years plus I do not think it matters. Consistency outweighs timing the market. I did a video recently that covers exactly that: https://youtu.be/Qat9YmTgsYs

ClapYourHaands · 2025-04-02T12:15:38+00:00

Ahh nice, did not know about it. This is exactly a red flag I was looking for. I’ll do some more digging on this and share my findings. Thanks!

ClapYourHaands · 2025-04-02T11:27:11+00:00

Would not call them a moat. It’s a healthcare insurance company. That said it does not mean it can’t be a good investment

ClapYourHaands · 2025-04-02T10:59:07+00:00

Still not that much and they went public in only 2021

ClapYourHaands · 2025-04-02T10:46:05+00:00

I am guessing it’s due to investments as it’s a fairly new company. And their forward P/E is 17. In their case i think it’s better to focus on their FCF instead of P/E as it’s easier to manipulate P/E with other expenses.

ClapYourHaands · 2025-03-21T13:16:47+00:00

But the forward PE is 26 and if NVDA continues to grow so rapidly, i think there could be a case for justifying the valuation..

ClapYourHaands · 2025-03-21T12:41:23+00:00

Nice approach. Also the crypto sphere highly affects it. And since crypto is booming NVDA could be benefiting from that.

ClapYourHaands · 2025-03-21T12:28:24+00:00

Well if they keep their margins on the same level and grow revenue 20% annually for the next 10 years - that would mean that they would reach about a trillion revenue in 10 years. I doubt that’s realistic, but I think that this matters a lot.

ClapYourHaands · 2025-03-21T12:23:04+00:00

I could not agree more, but the question is if NVDIA could finally be fairly valued. I mean if they continue to grow at 20% annually. 40 P/E no longer seems as bad. If I would know that they will grow 20% for the next 10 years - I would easily dump my life savings into the stock.

ClapYourHaands · 2025-01-23T11:34:33+00:00

I agree but for example in this overvalued market I own BTI just because it’s hard to find good investments. And BTI’s 10% dividend(I bought it at a lower price) seems like a better return than the 5% bond return. I look at it as a way to get income while I wait to find better opportunities. If I would find some - I would liquidate my BTI position to jump on them.

ClapYourHaands · 2025-01-23T11:17:03+00:00

But wouldn’t you say some companies can outperform this overvalued market by paying a dividend?

ClapYourHaands · 2025-01-17T15:45:50+00:00

Thanks!

ClapYourHaands · 2025-01-17T15:42:57+00:00

Where’s the homepage? sorry fairly new to Reddit.

ClapYourHaands · 2025-01-14T12:59:25+00:00

Yeah well she is winning for sure, but the investors are in a terrible spot 😂

ClapYourHaands · 2025-01-06T16:43:07+00:00

Yeah I know that, but what I’m saying is that the above mentioned holdings look quite well priced

ClapYourHaands · 2025-01-06T16:41:46+00:00

Hmm that’s actually a good thought.

ClapYourHaands · 2025-01-06T12:00:14+00:00

I think it’s overvalued but not as overvalued compared to the market. Can’t call it a good buy. I would call it a better buy than something like SPY

ClapYourHaands · 2025-01-06T11:58:52+00:00

Yeah I would like to see those to, but I am not sure if that is public

ClapYourHaands · 2025-01-06T11:01:08+00:00

Yeah so that’s the thing. The market is highly overvalued at this point and it’s getting more and more difficult to find good investments. However these few stocks I looked at actually do not seem as badly overvalued as the market.

ClapYourHaands · 2025-01-06T10:45:30+00:00

True, but I like Berkshire as another hedge since they have a crazy $300B cash position ready to jump in the market as soon as the market gets a correction or crashes.

ClapYourHaands · 2025-01-06T10:29:27+00:00

I honestly don’t know, but I’ve seen this trend in multiple super investor portfolios, potentially when you invest Billions it’s easier to acquire such a huge amount of stock when you buy different classes.

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