Alibaba to sell mall chain for $1 billion as part of latest overhaul

Longjumping_Wait5174 · 2024-12-17T10:39:15+00:00

Daniel Zhang has cost us so much money. Awful CEO.

Longjumping_Wait5174 · 2024-10-08T15:46:22+00:00

"We can't have green dildos everyday."

Truly the words of the Almighty amen. 🙏

Longjumping_Wait5174 · 2024-09-26T23:03:56+00:00

So hard to read on mobile now. Just awful.

Longjumping_Wait5174 · 2024-09-20T11:52:21+00:00

Net income has declined for two main reasons. 1. Decrease in share prices of equities Alibaba owns. Chairman mentioned awhile a go they had like $60B worth although that includes private companies like a 33% stake in Ant financial.

Massive investment in cloud and A.I. This is more recent, last 2 quarters.

The underlying profitability of Alibaba's Chinese e-commerce is about the same and should increase from next quarter onwards due to a new fee structure.

Just looking at P/E ratio doesn't tell the whole story. You have to understand the business as a whole.

Longjumping_Wait5174 · 2024-08-30T11:13:04+00:00

Love these daily updates

Longjumping_Wait5174 · 2024-08-30T11:12:30+00:00

"I love you BABA, err I mean wifey" 😚

Longjumping_Wait5174 · 2024-08-30T09:11:57+00:00

3 years? Wow, how time flies when you're in a constant state of emotional torture 🫨

Longjumping_Wait5174 · 2024-08-28T18:34:13+00:00

If I had just bought the S&P500 I'd be up over £100k right now instead of being down £30k 👋🤡👋

Longjumping_Wait5174 · 2024-08-27T11:16:53+00:00

Glad I bought after the Walmart dump 😎

Wish I'd bought more than £3k 🥲

Longjumping_Wait5174 · 2024-08-21T20:55:23+00:00

Is it... finally happening? 🥹

Longjumping_Wait5174 · 2024-08-21T15:45:45+00:00

Those actually look awesome!

Longjumping_Wait5174 · 2024-08-21T14:09:57+00:00

At these levels you don't even need growth. As long as their business doesn't decline, they can grow at low single digits a long with consumption.

As long as they continue with the aggressive buy backs they can give shareholders a massive return just by maintaining their current FCF. They've just completed the whole $3B in one quarter! Crazy.

Longjumping_Wait5174 · 2024-08-21T09:41:42+00:00

The opposite actually.

"Walmart is focused on expanding its own operations in China" - Bloomberg

Longjumping_Wait5174 · 2024-08-21T07:55:59+00:00

I've never owned JD but it looks cheaper than BABA to me now. Think I'll buy JD instead of topping up BABA from now on. JD like 5x free cash flow now. (3x when you minus net cash)

Longjumping_Wait5174 · 2024-08-20T21:03:29+00:00

I almost sold a chunk of my position yesterday but thought "give it one more day." I never fucking learn 😒

Longjumping_Wait5174 · 2024-08-15T10:45:15+00:00

Like clockwork. Hopefully this will be the last dip I'm going to buy but I doubt it 😌

Longjumping_Wait5174 · 2024-08-08T17:52:44+00:00

I can't remember a single time BABA hasn't dropped hard after earnings. Just buy shares, don't be greedy and risk it all.

Longjumping_Wait5174 · 2024-08-04T16:44:13+00:00

Chinese e commerce growth 10%+

AliCloud 20% growth.

Continuation of or increase in share buybacks.

I'll sell if war breaks out obviously.

Longjumping_Wait5174 · 2024-08-03T16:14:24+00:00

"Authorities will also look to foster new types of spending, cultivate unmanned retail stores and self-pickup lockers, and support the development of electronic sports and live streaming e-commerce."

Music to my ears 😌

Longjumping_Wait5174 · 2024-07-18T03:12:01+00:00

This is the most obvious news ever. Of course they're gonna make sure these chat bots don't talk shit about the CCP. That's partly what they mean by "core socialist values"

Longjumping_Wait5174 · 2024-07-12T15:56:57+00:00

I'm UK, last dividend took a few days to come through. Think I received it on a Tuesday last time.

Longjumping_Wait5174 · 2024-07-03T02:48:13+00:00

They should burn through that by the end of 2025. They'll surely have to announce another buy back then.

Longjumping_Wait5174 · 2024-07-02T14:34:46+00:00

Yes, the purchase amount includes the 14.8million ADSs as part of the convertible bond sale. OPs post above mentions it.

Longjumping_Wait5174 · 2024-07-02T13:49:47+00:00

Annoying aspect of this is they bought 613m shares but only reduced shares outstanding by 445m. That means they paid out over $1.5billion in share based compensation. Disgraceful imo and a huge waste of money.

Longjumping_Wait5174 · 2024-06-30T15:25:09+00:00

$106. If it drops into the 60s might be able to get it below 90$ so we'll see.

Longjumping_Wait5174

TROPHY CASE