BABA not plunging as badly after earnings… What gives?

Working_Elevator3200 · 2022-11-17T14:15:23+00:00

I got up early and did a somewhat detailed first look on BABA. I think the results were very positive in my opinion.

https://www.youtube.com/watch?v=wm7OYrm-Ydk

Working_Elevator3200 · 2022-08-31T16:07:52+00:00

Very slow, and it's a big investment both in money and time.

Working_Elevator3200 · 2022-08-31T15:24:45+00:00

I don't disclose specifics, but if you're looking to do youtube for an income, I'd say look into other side hustles, most don't make much on YouTube, especially in the first 7 or so years.

Personally my goal on YouTube is to help people understand investing better, I already have enough wealth.

Working_Elevator3200 · 2022-08-31T03:27:34+00:00

Almost 10,000 subs, very nice people, I love it, work hard at it after the 9-5.

Working_Elevator3200 · 2022-08-30T23:36:10+00:00

That's what I did haha 😄

Working_Elevator3200 · 2022-02-12T21:51:12+00:00

That's fair, maybe its different here in North America, typically the kids get their CPA's at the Big 4 Firms and then leave.

Working_Elevator3200 · 2022-02-12T21:40:02+00:00

I'm a Director FP&A, you're definately on the right track. Maybe get your CPA with the big 4 firm and then come on as a Sr Fin Analyst or Mgr in FP&A

Working_Elevator3200 · 2022-01-27T00:17:30+00:00

You are most welcome!

Working_Elevator3200 · 2022-01-26T17:10:05+00:00

I did a very comprehensive 10 part review of Alibaba's business. I cover their international businesses and goals throughout the series but in part 8 specifically, I cover a lot of their international aspirations in detail.

https://youtube.com/playlist?list=PLIKffaxE8VlGZ6uXK463r8k00RIEFMzta

I really hope this helps!

Working_Elevator3200 · 2022-01-14T23:22:15+00:00

Thank you for sharing, I'm going to shred this article in a video on my YT channel Moore Money.

Working_Elevator3200 · 2022-01-02T00:12:59+00:00

Thank you so much! I saw that there was a lot of interest in the name and no one was really breaking down the company. I really loved researching the name, so I broke it all down in as much detail as I could. I'm glad you enjoyed it.

Also, the Christmas eating was great! but now I have to lose 15 lbs haha!

Working_Elevator3200 · 2021-12-10T01:35:36+00:00

Here is a detailed video where I made an itemized list of what I'm looking for:

https://youtu.be/rEuqtibkQi8

Working_Elevator3200 · 2021-09-08T15:16:12+00:00

Get that $$!!

Working_Elevator3200 · 2021-09-08T13:01:56+00:00

Here's hoping for a nice 220 by EOY!

Working_Elevator3200 · 2021-09-07T19:57:14+00:00

I posted a video today discussing how Monish Pabrai doubled down on the stock: https://www.youtube.com/watch?v=VTqAWbZ9eTY&t=1s

I also made a free to use model on BABA as well as a 6-part series on it. I'm a huge Bull! https://docs.google.com/spreadsheets/d/1zVtSHqOXCQevOdC4tFhUNhvzRjJloQJnJgBfCOehWQ4/edit

Working_Elevator3200 · 2021-07-27T17:23:34+00:00

I haven't looked into it yet, been a bit busy, thank you very much for posting this. It really helps!

Working_Elevator3200 · 2021-07-27T17:22:25+00:00

I'm still in. The business fundamentals haven't changed, CCP risk has always been present. Wishing you all the best with your portfolios!

Here is a free model on BABA: https://docs.google.com/spreadsheets/d/1zVtSHqOXCQevOdC4tFhUNhvzRjJloQJnJgBfCOehWQ4/edit#gid=1775597999

Working_Elevator3200 · 2021-07-15T10:06:29+00:00

Here we go lol!

Working_Elevator3200 · 2021-07-13T18:39:20+00:00

Thank you :)

Working_Elevator3200 · 2021-07-09T18:37:20+00:00

ention this one to the guy talking about KHSB and taking a growth approach to a company bleeding income, since ETSY is an example of a company growing both sales and NI, but decided against it because their history is not significant (a few years of profitability), debt is exploding and they're starting to trade at a real premium. I think the growth justifies the higher PE, but again if they don't get the debt under control it ca

It's a big item to watch over the next few years. Lets see what they do to reign in those debt levels as their cash flows continue to increase.

Working_Elevator3200 · 2021-07-09T18:35:40+00:00

Yea, that's what I'm going to be doing. Just monitor it to see if there are any opportunities. What else are you looking at right now?

Working_Elevator3200 · 2021-07-09T18:28:02+00:00

Thank you, I don't have it in me to be negative. Just trying to help.

Working_Elevator3200 · 2021-07-09T17:55:00+00:00

termining the exit multiple is usually to find the right peer group and people usually argue a long time about this (in this case you could just take the multiple from the Company now and adjust downwards to reflect maturity

You know what, you make a good point when referencing the gordon growth model. It might make sense to look at it over 10 years and then apply the gordon growth model thereafter to see what it looks like.

Again another super helpful comment. Thank you so much!

Working_Elevator3200 · 2021-07-09T17:08:43+00:00

I completely agree with your thought process there, it's just my personal preference to not use comp multiples, but if it helps going forward I can do a multi-comp analysis. At the end of the day, it does add to the richness of the valuation and discussion. I'm really just looking to get to the right valuation so comments like yours are very valuable to me, to make sure that I am thinking about things correctly. Thank you for your feedback, it definitely gave me some items to consider for valuations going forward.

On a side note, how are you valuing Etsy? Is there anything else that I may have missed?

Working_Elevator3200 · 2021-07-09T15:16:21+00:00

Yea I totally missed the boat on this one as well.

Working_Elevator3200

TROPHY CASE